How I Built A $5 Million 6% Yielding Portfolio With 9 Blue Chips

Posted On December 26, 2022 3:20 am
By: Dividend Sensei

Even the smartest and most successful people can make costly mistakes in a bear market.

My friend Justin made $12 million in real estate and then lost $1.2 million in this bear market when he panic sold in October.

This article explains how I helped Justin, using just nine world-class blue-chips, build the $5 million 6.1% yielding ultra-low volatility portfolio of his dreams.

The heart of the portfolio consists of 6 ultra-yield blue-chips that pay a potentially very safe 8.3%, have a BBB+ credit rating, 21-year dividend growth streak and have delivered 13% annual returns for the last 15 years.

Combined with three ETFs, they create a $5 million 6.1% yielding ZEUS Ultra-Yield portfolio that is 94% likely to beat a 60/40 in the future, allowing him to recover his $1.2 million loss in 7 years.

This portfolio’s average peak bear market decline since 2007 is 10%, 50% lower than a 60/40’s and 70% lower than the S&P 500’s.

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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.