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Ready to build a portfolio that actually works in today’s market — not 1985’s?
In this episode, we break down a complete modern starter portfolio for new investors AND experienced investors who want a reset for 2026.

We take the outdated 60/40 model, call it the trash panda it is, and replace it with a diversified, income-strong, resilience-focused allocation built for real market conditions — inflation, rate cuts, volatility, and all.

We cover:

🔥 The 7-Category Modern Portfolio Blueprint

  • 15% MLPs
  • 15% REITs
  • 10% BDCs
  • 20% Dividend Growth Stocks
  • 10% Muni Bonds
  • 15% CEFs
  • 15% Covered Call ETFs (“your paycheck bucket”)

📊 What You’ll Learn:

  • Our new and improved 60/40 strategy
  • How to avoid redundancy between ETFs, CEFs, and individual stocks
  • The best tickers and examples inside each category
  • How these pieces work together to create income streams from multiple directions
  • How a $10,000 portfolio using this model could generate 11.7% yield
  • How to deploy dividends, DRIP strategically, and accelerate compounding
  • How to adjust allocations based on your personal risk profile

If you want a simple, diversified, income-driven blueprint to start investing — or rebuild your portfolio the right way — this episode is your roadmap.

Questions? Email Tim at [email protected]

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**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.

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134 episodes