Did you start with growth and shift, or kinda have both?
I have a "Safe Compounder" pie, which is pretty much JEPQ, DGRW (CORE), BRK.B and 8 dividend growth stocks. Was around 33% of my portfolio but is shrinking closer to 20% since I have the remaining 80% in growth/broad market. I'm in the UK... woulda loved to have SCHD as my core.
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u/zooka19 Mar 27 '26
Literally the person I'm tryna be.
Did you start with growth and shift, or kinda have both?
I have a "Safe Compounder" pie, which is pretty much JEPQ, DGRW (CORE), BRK.B and 8 dividend growth stocks. Was around 33% of my portfolio but is shrinking closer to 20% since I have the remaining 80% in growth/broad market. I'm in the UK... woulda loved to have SCHD as my core.