In this roundtable episode, we review an $800K portfolio belonging to a single mother in her 40s who’s aiming to build a six-figure passive income through dividends and retire in 15 years. Is she on track to hit her target, or does her portfolio need a boost? What financial considerations should she plan for her child? What types of stocks are best for generating stable, long-term passive income? We break down her current holdings and explore how she can optimize her dividend strategy to meet her retirement goals. All that and more in our latest episode!
00:00 Introduction
01:14 Portfolio allocation
06:23 Singapore Airlines
07:58 SATS
10:41 Venture Corp
13:16 FSL Trust
14:30 Manulife US REIT
16:50 Keppel DC REIT
18:03 Pacific Century
18:35 Bonds
19:24 Financial goals
26:51 CPF
30:01 Portfolio rating
📧 THE FIFTH PERSON NEWSLETTER - Subscribe for Free Exclusive Webinars and More!
https://fifthperson.com/newsletter/
📖 FREE EBOOK - A Quick-start Guide to Winning the Game of Stocks
https://fifthperson.com/ebook/
💻 FREE TRAINING WEBINAR - How to build a profitable income portfolio
https://TheIncomeStrategy.com
Here are a few more investing tips and tutorials to help you out:
💵 HOW TO INVEST IN DIVIDEND STOCKS
https://www.youtube.com/watch?v=AjpiAx3j8L0
🏢 HOW TO INVEST IN REITS
https://www.youtube.com/watch?v=qEzy7HFoEeA
🏖️ HOW TO GROW YOUR CPF FOR RETIREMENT
https://www.youtube.com/watch?v=bvZ3uH0FA0Q
📄 HOW TO READ A FINANCIAL REPORT
https://www.youtube.com/watch?v=m4WqlILejKs
📊 Get more investment insights, tips, and company analysis from our blog (100% free).
https://FifthPerson.com
🎙️Also on Spotify: https://podcasters.spotify.com/pod/show/the-fifth-person
📢 Say 'Hi!' on Social
Facebook: https://www.facebook.com/fifthperson/
Instagram: https://www.instagram.com/thefifthperson
TikTok: https://www.tiktok.com/@thefifthperson
Telegram: https://t.me/thefifthperson
Disclaimer
This video is strictly for general information purposes only. The information presented in this video does not constitute accounting, legal, regulatory, tax, financial or other advice and is not intended as an offer, recommendation, solicitation, or advice to purchase or sell any investment product, securities or instruments. The views, opinions, predictions or information expressed in this video are solely those of the speakers’ and they reflect the speakers’ personal opinions, predictions, views or judgement, and are subject to change at any time without notice. Any opinions, projections and other forward-looking statements regarding future events or performance of, including but not limited to, countries, markets or companies are not necessarily indicative of, and may differ from actual events or results....
