EPISODE · Nov 21, 2025 · 1H 6M
131 - If We Started Investing Over… This Is EXACTLY The Portfolio We’d Build
from Roaming Returns
Ready to build a portfolio that actually works in today’s market — not 1985’s? In this episode, we break down a complete modern starter portfolio for new investors AND experienced investors who want a reset for 2026.We take the outdated 60/40 model, call it the trash panda it is, and replace it with a diversified, income-strong, resilience-focused allocation built for real market conditions — inflation, rate cuts, volatility, and all.We cover:🔥 The 7-Category Modern Portfolio Blueprint15% MLPs15% REITs10% BDCs20% Dividend Growth Stocks10% Muni Bonds15% CEFs15% Covered Call ETFs (“your paycheck bucket”)📊 What You’ll Learn:Our new and improved 60/40 strategyHow to avoid redundancy between ETFs, CEFs, and individual stocksThe best tickers and examples inside each categoryHow these pieces work together to create income streams from multiple directionsHow a $10,000 portfolio using this model could generate 11.7% yieldHow to deploy dividends, DRIP strategically, and accelerate compoundingHow to adjust allocations based on your personal risk profileIf you want a simple, diversified, income-driven blueprint to start investing — or rebuild your portfolio the right way — this episode is your roadmap.Questions? Email Tim at [email protected] Want FREE weekly market updates, Tim's top 10 dividend picks, and our portfolio updates delivered right to your inbox? Subscribe to our email list. Stay connected. Follow us on social! **DISCLAIMER**Ticker metrics change as markets and companies change, so always do your own research. The content in this podcast is based on personal experience and is for educational purposes, not financial advice. See full disclaimer here. Episode music was created using Loudly.
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131 - If We Started Investing Over… This Is EXACTLY The Portfolio We’d Build
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