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In this video, we dive deep into portfolio construction, asset allocation, and dividend growth investing. We share our top 20 stock holdings—from mega-cap tech leaders like Nvidia, Microsoft, Apple, Amazon, Alphabet, Broadcom, and Meta—to reliable income plays like Realty Income.
 

00:29:05

Timestamps:

• 0:00 – Intro & Top Holdings Preview
• 0:37 – Welcome Back to The Show
• 1:00 – Talking Tech & Fun Outfits
• 1:29 – Today’s Topic: Portfolio Allocation
• 1:54 – Book Spotlight: The Science of Scaling
• 2:50 – Lessons from Yale’s David Swensen
• 4:39 – The Importance of Personal Risk Tolerance
• 5:09 – Growth-Focused Portfolio Approach
• 6:08 – Asset Allocation & REITs in Portfolios
• 7:12 – The 7/12 Portfolio Explained
• 8:41 – Why Real Estate Is a Core Asset Class
• 9:41 – Realty Income’s Performance in Rate-Cut Cycles
• 10:44 – Top 20 Holdings Revealed
• 11:34 – Tech Stocks vs. Market Beating Performance
• 12:30 – The Power of Dividend Growth Investing
• 13:52 – Speculative Bets vs. Core Investments
• 14:44 – Reinvesting Dividends vs. Using Cash Flow
• 16:01 – Dividends, Share Prices & Long-Term Wealth
• 18:26 – Discipline & Cost of Capital in Investing
• 19:47 – Why Dividend Stocks Outperform Over Time
• 20:24 – Diversification & the 56 Stock Portfolio
• 21:52 – Growth of Positions Over Time (Broadcom Example)
• 22:46 – Small Positions & Dollar-Cost Averaging Strategy
• 23:37 – How Average Investors Can Outperform Wall Street
• 24:45 – Yield Enhancers & Portfolio Income Goals
• 25:10 – John Templeton on Diversification
• 25:50 – Diversification vs. Concentration Debate
• 26:28 – REIT Exposure & Interest Rate Cuts
• 27:57 – Closing Thoughts & Best Outfit Award

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