I’ve Invested 100% Of My 401K Into These World-Beater Blue-Chips

I’ve Invested 100% Of My 401K Into These World-Beater Blue-Chips

Posted On November 14, 2022 2:53 am

401(k)s are wonderful ways to save on taxes, while saving for your future. In 2023, I’m going to cut $22K off my tax bill by maxing out my 401(k).

I’m investing my entire 401(k) (and Roth IRA) into 5 world-beater blue-chips, creating a ZEUS 401(k) portfolio that’s perfect for my goals.

These five blue-chips create a diversified and prudently risk-managed portfolio with fundamentals far superior to a 60/40, the S&P and even the Nasdaq.

5.0% safe yield, a 25% discount to fair value, and 13.2% long-term return potential, similar to the last 16 years.

My ZEUS 401(k) portfolio fell 23% in the Great Recession Vs. 60/40’s 44% and S&P 500’s 56%.

It’s 75% and 96% likely to beat the S&P and 60/40 over the next 75 years, respectively.

The chances of it falling 20+% in the next 75 years are 11% and 40+% less than 1%.

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About author

Dividend Sensei

I'm an Army veteran and former energy dividend writer for The Motley Fool. I'm a proud co-founder of Wide Moat Research, Dividend Kings, and the Intelligent Dividend Investor. My work can be found on Seeking Alpha, Dividend Kings, iREIT, and the Intelligent Dividend Investor. My goal is to help all people learn how to harness the awesome power of dividend growth investing to achieve their financial dreams and enrich their lives. With 24 years of investing experience, I've learned what works and more importantly, what doesn't, when it comes to building long-term wealth and income streams and achieving long-term financial goals.

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