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 updates
4:30 - The evolution of portfolio allocation strategies
12:00 - Balancing diversification with conviction
20:45 - Listener questions: Capital recycling and holding winners
35:10 - High-yield midstream companies and utilities
45:00 - Tools, resources, and the role of fractional shares
55:00 - Discussion on JEPI and similar ETFs

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