Our Near $100 Trillion Market

That portfolio of stocks I've been building since September 3, 2019, named Volio, now holds 52 dividend dogs. Volio is the fifth portfolio I've built (at a one dividend dog per-week pace) since 2014. Five portfolios = V for Volio!

Day by day, starting tomorrow, I'm building a new portfolio of 52 dividend dogs at a one stock per-week pace until September 2022! That new portfolio, named Vista, will become the sixth portfolio I've assembled over the past six years.

As the sixth portfolio, I've assembled over the past six years, the new portfolio is named Vista, Since 6 is VI in Roman Numerals, the Vi triggered the name, Vista! 

Vista is planned to Look Ahead for Outstanding, Proven, Dividend Winners. (Like Aristocrats)

Today I'm introducing the stock allocation formula I'm using for Vista s compared to the current portfolio building this year named Volio.  

We'll look at how some of the eleven Morningstar business sectors were realigned and how the new Vista rollout matches up with the current sector alignment. 

Now to that Business Sector realignment and changes for portfolio V which is also known as Volio to portfolio VI which will be known as Vista.

The Volio folio is at its half-way built point. My subject for today is the changes you can look forward to as I start the construction of the new Vista portfolio 6 collections, while I simultaneously complete the build-out of Volio portfolio V.

The two biggest differences between Volio and Vista are in the growth of the market and the change in size of the communication services sector.

The Volio folio (V) was built to represent a 62 trillion dollar total market capitalization allocated between eleven market sectors the largest of which were Financial Services at 18%, Technology at 17%, Consumer Cyclical at 13%, and Industrials at about 11%

The new Vista folio VI represents a nearly 37% larger capitalized market of almost 98 trillion dollars in which the largest sectors are the same three at the top now Financial Services at 16%; Technology now at almost 14%, Consumer Cyclical still at 13% but a realigned Communication Services sector of 12% now supplants Industrials which is down to 10%.

Last year there were 9 stocks selected to represent the Financial sector; 9 for technology; 7 for Consumer Cyclical and 5 for Industrials in the Volio Portfolio.

This year Vista will show 9 Financials again, with 7 in technology (down from 9); 7 again in consumer cyclical, and 6 from communication services up from two in the Volio configuration.

Disclaimer: This article is for informational and educational purposes only and should not be construed to constitute investment advice. Nothing contained herein shall constitute a solicitation, ...

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William K. 4 years ago Member's comment

While these articles have been presented as describing stocks that appear to have desirable properties, the author is claiming that they do not constitute investment advice.

What I see is the creation of portfolios of promising stocks, as claimed by the author. Very interesting indeed.