Roaming Returns

119 - Portfolio Reveal: Dividend Machines, Yield… and Growth?!


Listen Later

It’s time for a ticker parade. In this episode, we reveal what’s really in the bag—our current retirement and van-life portfolio holdings. This is your backstage pass to everything we’re holding right now, from classic dividend machines to the growth stocks we rarely talk about.

Here’s what you’ll hear:

  • 📊 Dividend growers like OZK, PEP, and UPS quietly compounding
  • 💸 High-yield income plays like HTGC, TRIN, and ARLP
  • 🏠 REITs like LTC and STWD positioned for long-term demographic trends
  • ⚡ Weekly payers (YieldMax vs Roundhill) and which ones are delivering vs imploding
  • 🚀 Growth stocks we rarely mention—including NVDA, CMG, and ASTS

This episode sets the stage for next week’s earnings breakdown by showing you the full portfolio context—what we’re holding, why we’re holding it, and where the biggest opportunities are.

We didn't have time to cover 75+ tickers, but have the full list --> HERE

Text Us 📲

Want FREE weekly market updates, Tim's top 10 dividend picks, and our portfolio updates delivered right to your inbox? Subscribe to our email list.

Stay connected. Follow us on social!

**DISCLAIMER**
Ticker metrics change as markets and companies change, so always do your own research. The content in this podcast is based on personal experience and is for educational purposes, not financial advice. See full disclaimer here.

Episode music was created using Loudly.

...more
View all episodesView all episodes
Download on the App Store

Roaming ReturnsBy Tim & Carmela

  • 4
  • 4
  • 4
  • 4
  • 4

4

2 ratings


More shows like Roaming Returns

View all
We Study Billionaires - The Investor’s Podcast Network by The Investor's Podcast Network

We Study Billionaires - The Investor’s Podcast Network

3,392 Listeners

Investing Insights by Morningstar

Investing Insights

517 Listeners

ChooseFI by ChooseFI

ChooseFI

5,133 Listeners

The Daily by The New York Times

The Daily

112,327 Listeners

Not Me, But You! by Art

Not Me, But You!

10 Listeners

The Wolf Of All Streets by Scott Melker

The Wolf Of All Streets

242 Listeners

Barron's Streetwise by Barron's

Barron's Streetwise

1,553 Listeners

Swan Signal Live - A Bitcoin Show by Swan Bitcoin

Swan Signal Live - A Bitcoin Show

185 Listeners

Huberman Lab by Scicomm Media

Huberman Lab

29,180 Listeners

Collect Cash by CitizenOfTheYear

Collect Cash

9 Listeners

Coin Stories by Natalie Brunell

Coin Stories

438 Listeners

Rich Habits Podcast by Austin Hankwitz and Robert Croak

Rich Habits Podcast

468 Listeners

Nanalyze by Nanalyze

Nanalyze

4 Listeners

Mr. M Podcast | Maurizio Pedrazzoli Grazioli by Maurizio Pedrazzoli Grazioli

Mr. M Podcast | Maurizio Pedrazzoli Grazioli

1 Listeners

The ETF Guys by The ETF Guys

The ETF Guys

11 Listeners