A Risk/Reward Optimized Portfolio: Analysis Of The Dividend Income Accelerator Portfolio

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Investment Thesis

Do you agree with me that it would be great to implement an investment portfolio that can help increase your wealth with great confidence, to generate extra income via dividends to cover your monthly expenses, and at the

Symbol

Company Name

Sector

Industry

Country

Dividend Yield [TTM]

Dividend Growth 5Y

Number of shares

Acquisition Price per Share in $

Current Allocation

SCHD

Schwab U.S. Dividend Equity ETF

ETFs

ETFs

United States

3.53%

13.92%

13.3761

74.83

61.52%

O

Realty Income (O)

Real Estate

Retail REITs

United States

5.46%

4.28%

1.8185

55.54

5.93%

PM

Philip Morris (PM)

Consumer Staples

Tobacco

United States

5.38%

3.15%

1.0552

95.71

6.45%

RY

Royal Bank of Canada (RY)

Financials

Diversified Banks

Canada

4.49%

6.24%

1.0936

92.36

6.05%

AAPL

Apple

Information Technology

Technology Hardware, Storage and Peripherals

United States

0.56%

6.59%

0.5867

172.14

6.80%

T

AT&T (T)

Communication Services

Integrated Telecommunication Services

United States

7.40%

-5.97%

6.8036

14.84

6.61%

MA

Mastercard

Financials

Transaction & Payment Processing Services

United States

0.58%

17.92%

0.2544

396.96

6.63%

100.00%

Position

Company

Current Allocation

Type of Investment

1

Apple

6.80%

Direct Investment

2

Mastercard

6.63%

Direct Investment

3

AT&T

6.31%

Direct Investment

4

Philip Morris

6.45%

Direct Investment

5

Royal Bank of Canada

6.05%

Direct Investment

6

Realty Income

5.93%

Direct Investment

7

Broadcom

2.78%

Investment via SCHD

8

AbbVie

2.61%

Investment via SCHD

9

Chevron

2.55%

Investment via SCHD

10

Merck & Co

2.50%

Investment via SCHD

Oct 23

Nov 23

Dec 23

Jan 24

Feb 24

Mar 24

Apr 24

May 24

Jun 24

Jul 24

Aug 24

Sep 24

Apple

$0.14

$0.14

$0.14

$0.14

Mastercard

$0.14

$0.14

$0.14

$0.14

Realty Income

$0.47

$0.47

$0.47

$0.47

$0.47

$0.47

$0.47

$0.47

$0.47

$0.47

$0.47

$0.47

Philip Morris

$1.37

$1.37

$1.37

$1.37

Royal Bank of Canada

$1.09

$1.09

$1.09

$1.09

Schwab U.S. Dividend Equity ETF

$8.75

$8.75

$8.75

$8.75

AT&T

$1.89

$1.89

$1.89

$1.89

$1.84

$3.73

$9.22

$3.73

$1.84

$9.22

$1.84

$3.73

$9.22

$3.73

$1.84

$9.22

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