Explicit
131 - If We Started Investing Over… This Is EXACTLY The Portfolio We’d Build
Explicit
Roaming Returns by Tim & Carmela
Episode notes
Ready to build a portfolio that actually works in today’s market — not 1985’s?
In this episode, we break down a complete modern starter portfolio for new investors AND experienced investors who want a reset for 2026.
We take the outdated 60/40 model, call it the trash panda it is, and replace it with a diversified, income-strong, resilience-focused allocation built for real market conditions — inflation, rate cuts, volatility, and all.
We cover:
🔥 The 7-Category Modern Portfolio Blueprint
- 15% MLPs
- 15% REITs
- 10% BDCs
- 20% Dividend Growth Stocks
- 10% Muni Bonds
- 15% CEFs
- 15% Covered Call ETFs (“your paycheck bucket”)
📊 What You’ll Learn:
- Our new and improved 60/40 strategy
- How to avoid ...
Keywords
Income InvestingDividend InvestingPassive IncomeBDCsCovered Call ETFsDividend StocksInvesting For BeginnersStock MarketDividend Growthreit investingPortfolio StrategyMLP InvestingClose End FundsFinancial EducationMoney TalksW