Here we resume the Thread 'The Johnny Doe IBKR portfolio'
https://johnnydoe.is/threads/the-johnny-doe-ibkr-portfolio.36806/
https://johnnydoe.is/threads/the-johnny-doe-ibkr-portfolio.36806/
The JohnnyDoe IBKR portfolio
- Thread starter JohnnyDoe
- Start date
Here is the updated portfolio (I publish it twice per year).
Performance +6.57%, dividends 10.3%
Performance +6.57%, dividends 10.3%
I
I never counted them. None is over 5% and I rebalance every 6 months. I’m equally confident in each of them.
Here is the first 2026 update.
Dividends: 9.79%
Annual growth: 7.35%
β = 0.772
Dividends: 9.79%
Annual growth: 7.35%
β = 0.772
Of course you don’t need so many stocks to build a good portfolio. I hope that you can find some inspiration from my list. Dividends are great!
Because I like to diversify and to find good deals.
Another advantage is that dividends are spread all over the year, so cash keeps coming in quite regularly.
UPS has been a decent pickup. I grabbed that and UNH early in the year. Both good capital appreciation and UPS has good dividends. I see you are dipping your toe into bulk carriers, too. We have very similar investment strategies. One difference is that I will buy individual bonds, and quite like them, but I avoid bond ETFs. I think those ETFs combine all of the worst aspects of bonds and equities. However, I’m interested in hearing the contrarian viewpoint. There are a lot of them and they are very popular, so there is obviously something to them that I don’t see.
It was screaming BUY.
Same with Bayer, as I explained here:
Post in thread 'The Johnny Doe IBKR portfolio'
The Johnny Doe IBKR portfolio
Most interesting bonds require a high minimum investment, so you need quite a big capital to achieve proper diversification. With a bond ETF you bypass this problem.
Excellent point on the minimum capital requirements. That’s not something I had thought much about, just accepted as the threshold for entry. Some would also argue that the ETFs provide risk diversification, which is true, but with proper due diligence the risk of individual bonds can be managed well.