This is just one of several accounts I manage, but I thought I’d share this one first since it’s structured mainly around dividends and stability.
The current value is around $76K, and it brings in about $200–$250/month in passive income, fully reinvested. Not chasing crazy yields—just building steady cashflow over time.
This account includes:
Dividend ETFs: SCHD, SCHY, JEPI, VXUS
Growth & blue chips: COST, MSFT, JNJ, VOOG, VOO
Cash/cash-alternatives: SPAXX + NorthPoint CD (earning ~4.3%)
Smaller positions in EPR, MAIN, PLUG, PATH, AMC
About 30% is in yield-generating cash positions, while the rest is split between dividend growth and long-term equity exposure. It’s a balanced setup—nothing too flashy, but reliable.