131 - If We Started Investing Ove...
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We take the outdated 60/40 model, call it the trash panda it is, and replace it with a diversified, income-strong, resilience-focused allocation built for real market conditions —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 ... 

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Keywords
Income InvestingDividend InvestingPassive IncomeBDCsCovered Call ETFsDividend StocksInvesting For BeginnersStock MarketDividend Growthreit investingPortfolio StrategyMLP InvestingClose End FundsFinancial EducationMoney TalksW