EP #223 | How our Portfolio Allocation Evolved Along the Journey & Our Thoughts on Recycling Capital for Growth

In this episode, Derek and European Dividend Growth Investor share how their portfolio allocation strategies have evolved over the years. They discuss their approaches to diversification, the impact of risk tolerance, and lessons learned from dividend investing. Topics Covered: Building a portfolio allocation strategy Diversification: How much is enough? The role of high-yield stocks and closed-end funds Listener questions on companies, strategies, and tools Companies mentioned:$HPQ, $HRL, $AAPL, $MSFT, $KO, $PEP, $CNR, $ENB, $AES, $LYB Chapters: 0:00 - Welcome and weekly updates4:30 - The evolution of portfolio allocation strategies12:00 - Balancing diversification with conviction20:45 - Listener questions: Capital recycling and holding winners35:10 - High-yield midstream companies and utilities45:00 - Tools, resources, and the role of fractional shares55:00 - Discussion on JEPI and similar ETFs Follow Us here: 🐦 Twitter - ⁠⁠⁠⁠@Dividendtalk_⁠ 🐦 Twitter - ⁠⁠⁠⁠@European_DGI⁠⁠⁠⁠ 👥 Join our Facebook Community - ⁠⁠⁠⁠https://www.facebook.com/groups/dividendtalk⁠⁠⁠⁠ ✉️ Sign up for our Premium Newsletter - ⁠⁠⁠⁠https://europeandgi.com/sign-up/⁠