Here we resume the Thread 'The Johnny Doe IBKR portfolio'
johnnydoe.is/threads/the-johnny-doe-ibkr-portfolio.36806/
I have a question :
What's your opinion on the limited liability corporations account on IBKR?
JohnnyDoe said:no issues at all
Are you using personal or corp account for investment?
Here is the updated portfolio (I publish it twice per year).
Performance +6.57%, dividends 10.3%
BTC ETF any good?
The whole purpose of this portfolio is to have cash regularly available for:
1. Current expenses
2. Buying Bitcoin
Cryptocurrency gold-backed isn't a good thing too?
I think there are about 117 stocks there. What percentage do you put in each? I assume you put more in the ones you're more confident in?
I
WhoMe said:I think there are about 117 stocks there. What percentage do you put in each? I assume you put more in the ones you're more confident in?
I never counted them. None is over 5% and I rebalance every 6 months. I鈥檓 equally confident in each of them.
Here is the first 2026 update.
Dividends: 9.79%
Annual growth: 7.35%
尾 = 0.772
Of course you don鈥檛 need so many stocks to build a good portfolio. I hope that you can find some inspiration from my list. Dividends are great!
If one does not need so many, why do you have so many? 馃檪
Justit said:If one does not need so many, why do you have so many? 馃檪
Because I like to diversify and to find good deals.
Another advantage is that dividends are spread all over the year, so cash keeps coming in quite regularly.
UPS has been a decent pickup. I grabbed that and UNH early in the year. Both good capital appreciation and UPS has good dividends. I see you are dipping your toe into bulk carriers, too. We have very similar investment strategies. One difference is that I will buy individual bonds, and quite like them, but I avoid bond ETFs. I think those ETFs combine all of the worst aspects of bonds and equities. However, I鈥檓 interested in hearing the contrarian viewpoint. There are a lot of them and they are very popular, so there is obviously something to them that I don鈥檛 see.
Paratore said:UPS has been a decent pickup. I grabbed that and UNH early in the year. Both good capital appreciation and UPS has good dividends.
It was screaming BUY.
Same with Bayer, as I explained here:
Post in thread 'The Johnny Doe IBKR portfolio'
The Johnny Doe IBKR portfolio
Paratore said:I see you are dipping your toe into bulk carriers, too. We have very similar investment strategies. One difference is that I will buy individual bonds, and quite like them, but I avoid bond ETFs. I think those ETFs combine all of the worst aspects of bonds and equities. However, I鈥檓 interested in hearing the contrarian viewpoint. There are a lot of them and they are very popular, so there is obviously something to them that I don鈥檛 see.
Most interesting bonds require a high minimum investment, so you need quite a big capital to achieve proper diversification. With a bond ETF you bypass this problem.
JohnnyDoe said:It was screaming BUY.
Same with Bayer, as I explained here:
Post in thread 'The Johnny Doe IBKR portfolio'
The Johnny Doe IBKR portfolioMost interesting bonds require a high minimum investment, so you need quite a big capital to achieve proper diversification. With a bond ETF you bypass this problem.
Excellent point on the minimum capital requirements. That鈥檚 not something I had thought much about, just accepted as the threshold for entry. Some would also argue that the ETFs provide risk diversification, which is true, but with proper due diligence the risk of individual bonds can be managed well.
True power moves in silence.
