Roaming Returns

047 - Why You Need To Invest In These Evergreen Stocks To Start Your Portfolio

May 07, 2024 Tim & Carmela Episode 47
047 - Why You Need To Invest In These Evergreen Stocks To Start Your Portfolio
Roaming Returns
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Roaming Returns
047 - Why You Need To Invest In These Evergreen Stocks To Start Your Portfolio
May 07, 2024 Episode 47
Tim & Carmela

Message Us ✉️

If you’re in the process of building a new portfolio or improving the one you already have, this episode is for you.

Tim outlines what he considers to be the best evergreen stocks for everyone to start investing.

Yes prices vary, but if you wait to pick up shares when a stock’s P/E is below its peers, you’ll hedge in a margin of safety.

You'll pick 1 stock in each sector, working your way down the list. All the options and details are covered in this post

If you follow my suggested stock recommendations, your portfolio will look like this. 

  • JEPQ 
  • UTF 
  • PDI 
  • XOM 
  • ABR 
  • MAIN (but HTGC or ARCC works too)
  • MO or MMM

If you disburse your money equally (14.3% of your total into each), your portfolio would yield about 10%. 

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Questions, comments, or requests? Contact Us! We value your feedback.


Want FREE weekly investing tips, picks, and strategies delivered right to your inbox? Subscribe to our email list.

**DISCLAIMER**
Ticker metrics change as markets and companies change, so always do your own research. The content in this podcast is based on personal experience and is for educational purposes, not financial advice. See full disclaimer here.

Episode music was created using Loudly.

Show Notes

Message Us ✉️

If you’re in the process of building a new portfolio or improving the one you already have, this episode is for you.

Tim outlines what he considers to be the best evergreen stocks for everyone to start investing.

Yes prices vary, but if you wait to pick up shares when a stock’s P/E is below its peers, you’ll hedge in a margin of safety.

You'll pick 1 stock in each sector, working your way down the list. All the options and details are covered in this post

If you follow my suggested stock recommendations, your portfolio will look like this. 

  • JEPQ 
  • UTF 
  • PDI 
  • XOM 
  • ABR 
  • MAIN (but HTGC or ARCC works too)
  • MO or MMM

If you disburse your money equally (14.3% of your total into each), your portfolio would yield about 10%. 

Stay connected. Follow us on social!

Questions, comments, or requests? Contact Us! We value your feedback.


Want FREE weekly investing tips, picks, and strategies delivered right to your inbox? Subscribe to our email list.

**DISCLAIMER**
Ticker metrics change as markets and companies change, so always do your own research. The content in this podcast is based on personal experience and is for educational purposes, not financial advice. See full disclaimer here.

Episode music was created using Loudly.