Ready to build a portfolio that actually works in today’s market — not 1985’s? In this episode, we break down a complete modern starter portfolio for new investors AND experienced investors who want a reset for 2026. We take the outdated 60/40 model, call it the trash panda it is, and replace it with a diversified, income-strong, resilience-focused allocation built for real market conditions — inflation, rate cuts, volatility, and all. We cover: 🔥 The 7-Category Modern Portfolio Blueprint 15...
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Ready to build a portfolio that actually works in today’s market — not 1985’s? In this episode, we break down a complete modern starter portfolio for new investors AND experienced investors who want a reset for 2026. We take the outdated 60/40 model, call it the trash panda it is, and replace it with a diversified, income-strong, resilience-focused allocation built for real market conditions — inflation, rate cuts, volatility, and all. We cover: 🔥 The 7-Category Modern Portfolio Blueprint 15...
120 - Conservative, Not Complacent: Quarterly Dividends & Smart Pivots
Roaming Returns
27 minutes
2 months ago
120 - Conservative, Not Complacent: Quarterly Dividends & Smart Pivots
We’re reporting what our conservative, retirement-style portfolio actually paid in dividends this quarter, how it compares to last quarter, and the pivots we made to keep income on track—without sacrificing principal. What’s inside: Quarter vs. Quarter: Q2 dividends vs Q3 dividends (with timing fixes).Headline: Q2 $4,346 → Q3 $3,952, but adjusted for timing/cuts Q3 would’ve been $4,414.Discrepancies explained: Suspensions (QVCGP), cuts (OGN), and weekly/monthly timing shifts that made the raw...
Roaming Returns
Ready to build a portfolio that actually works in today’s market — not 1985’s? In this episode, we break down a complete modern starter portfolio for new investors AND experienced investors who want a reset for 2026. We take the outdated 60/40 model, call it the trash panda it is, and replace it with a diversified, income-strong, resilience-focused allocation built for real market conditions — inflation, rate cuts, volatility, and all. We cover: 🔥 The 7-Category Modern Portfolio Blueprint 15...
