Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by Tim & Carmela. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tim & Carmela or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

119 - Portfolio Reveal: Dividend Machines, Yield… and Growth?!

47:26
 
Share
 

Manage episode 503093329 series 3503391
Content provided by Tim & Carmela. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tim & Carmela or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

It’s time for a ticker parade. In this episode, we reveal what’s really in the bag—our current retirement and van-life portfolio holdings. This is your backstage pass to everything we’re holding right now, from classic dividend machines to the growth stocks we rarely talk about.

Here’s what you’ll hear:

  • 📊 Dividend growers like OZK, PEP, and UPS quietly compounding
  • 💸 High-yield income plays like HTGC, TRIN, and ARLP
  • 🏠 REITs like LTC and STWD positioned for long-term demographic trends
  • ⚡ Weekly payers (YieldMax vs Roundhill) and which ones are delivering vs imploding
  • 🚀 Growth stocks we rarely mention—including NVDA, CMG, and ASTS

This episode sets the stage for next week’s earnings breakdown by showing you the full portfolio context—what we’re holding, why we’re holding it, and where the biggest opportunities are.

We didn't have time to cover 75+ tickers, but have the full list --> HERE

Text Us 📲

Want FREE weekly market updates, Tim's top 10 dividend picks, and our portfolio updates delivered right to your inbox? Subscribe to our email list.
Stay connected. Follow us on social!

**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.

  continue reading

120 episodes

Artwork
iconShare
 
Manage episode 503093329 series 3503391
Content provided by Tim & Carmela. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tim & Carmela or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

It’s time for a ticker parade. In this episode, we reveal what’s really in the bag—our current retirement and van-life portfolio holdings. This is your backstage pass to everything we’re holding right now, from classic dividend machines to the growth stocks we rarely talk about.

Here’s what you’ll hear:

  • 📊 Dividend growers like OZK, PEP, and UPS quietly compounding
  • 💸 High-yield income plays like HTGC, TRIN, and ARLP
  • 🏠 REITs like LTC and STWD positioned for long-term demographic trends
  • ⚡ Weekly payers (YieldMax vs Roundhill) and which ones are delivering vs imploding
  • 🚀 Growth stocks we rarely mention—including NVDA, CMG, and ASTS

This episode sets the stage for next week’s earnings breakdown by showing you the full portfolio context—what we’re holding, why we’re holding it, and where the biggest opportunities are.

We didn't have time to cover 75+ tickers, but have the full list --> HERE

Text Us 📲

Want FREE weekly market updates, Tim's top 10 dividend picks, and our portfolio updates delivered right to your inbox? Subscribe to our email list.
Stay connected. Follow us on social!

**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.

  continue reading

120 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play