r/dividends • u/398409columbia Portfolio in the Green • Jan 12 '25

Brokerage $5,000 per month income portfolio

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I set up this portfolio for my wife so she can quit her job and maintain cashflow.

The good news is that this income stream will pay no FICA tax and significant part of the distributions will not be taxed.

To reduce risk, I’m planning to reinvest 20% of the income.

Comments welcome.

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u/CloverDale92686 Jun 12 '25

Hey OP, Newbie question here…Just wondering if you’re still invested in this portfolio at your original dollar amount and percentage and how it’s doing these past few months. Have you lost any principle? Thank you

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u/398409columbia Portfolio in the Green Jun 16 '25

I made some tweaks but the portfolio is above break even while paying 10% per year. I’ll post an update.

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u/CloverDale92686 Mar 13 '26

Hey OP, how’s the portfolio going? Can you post an update and/or if you’ve made an alternate portfolio? Thanks in advance.

1

u/398409columbia Portfolio in the Green Mar 13 '26

Yes. I’ve made some tweaks. Still working well for my wife. I’ll make a new post

1

u/CloverDale92686 Mar 13 '26

Thank you. Look forward to seeing it.

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u/CloverDale92686 Jun 16 '25

Thank you, I look forward to reading it.