2025 looked like a great year on paper — but most investors didn’t experience those returns. In this episode, we break down what really happened beneath the indexes, why passive investing masked widespread underperformance, and how a dividend-first, total-return strategy quietly outperformed the market. We walk through: Why the S&P 500’s gains were driven by ~7 stocksWhich unexpected sectors crushed it (utilities, REITs, commodities)Why many “obvious” AI and tech plays underperformedThe b...
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2025 looked like a great year on paper — but most investors didn’t experience those returns. In this episode, we break down what really happened beneath the indexes, why passive investing masked widespread underperformance, and how a dividend-first, total-return strategy quietly outperformed the market. We walk through: Why the S&P 500’s gains were driven by ~7 stocksWhich unexpected sectors crushed it (utilities, REITs, commodities)Why many “obvious” AI and tech plays underperformedThe b...
138 - From Lump Sum to Monthly Cash Flow: Our $150K Investment Plan
Roaming Returns
54 minutes
1 week ago
138 - From Lump Sum to Monthly Cash Flow: Our $150K Investment Plan
How We Invested $150,000 for Monthly Income | Dividend Portfolio Breakdown In this episode, we break down exactly how we invested a $150,000 lump sum across 2 portfolios with one primary goal: reliable monthly income without reckless risk. We walk through how we structured the portfolios, why certain stocks and ETFs made the cut, and how we’re building a dividend stream that functions like a paycheck — with flexibility, downside protection, and upside optionality. What we cover: How we split ...
Roaming Returns
2025 looked like a great year on paper — but most investors didn’t experience those returns. In this episode, we break down what really happened beneath the indexes, why passive investing masked widespread underperformance, and how a dividend-first, total-return strategy quietly outperformed the market. We walk through: Why the S&P 500’s gains were driven by ~7 stocksWhich unexpected sectors crushed it (utilities, REITs, commodities)Why many “obvious” AI and tech plays underperformedThe b...
