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Cole, a novice investor, has been investing for less than a year. At just 26 years old, his goal is to eventually live off dividends within the next two to three decades. He contributes roughly $500 a month towards his investments, displaying consistent dedication.
Portfolio Analysis
Cole's portfolio features approximately $10,600 and leans heavily on ETFs, making up nearly 40%. Additionally, the remaining holdings comprise well-known blue-chip stocks. His recent strategic moves include selling out of complex funds (JEPI and JEPQ) to invest in more personally comprehensible growth stocks like Waste Management.
The portfolio is diversified, including major ETFs like VGT and VOO, along with individual stocks such as Johnson & Johnson and Visa.