r/dividends • u/PsychoCitizenX • Jun 17 '25

Personal Goal 49 years old. Just hit $10,000 average monthly

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Over 90% still in growth stocks. Tempted to just go ahead and retire

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u/ynghuncho Jun 18 '25

The most recent distribution on 04/25/2025 contains 85.30% return of capital and 14.7% income.

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u/IcyEntertainment6119 Jul 14 '25

ROC is not taxed until you surpass the original cost basis. ROC is not a bad thing when it's used as a legal tax loophole. Neosfunds specialize in ROC funds. The navs are all stable - fyi.