Am I too Overweight in Mutual Funds?

As investors, one of our favorite words is diversification.   We are taught to diversify our portfolios to avoid exposure to any one particular investment or sector of the market and achieve balance.  One of the easiest ways to achieve diversification is through purchasing mutual funds, which I did at the beginning of my investing career.  However, now that I have grown as an investor and now own 30 individual stocks, I wanted to take a look back at my current mutual funds to determine if too much of my portfolio is allocated to these diversified holdings.  It is time to take a look at the five mutual funds I hold and determine if ACTION needs to be taken.

mutual funds

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Realty Income (O) Stock Analysis

I have a little capital to invest over the next few weeks and I am looking to make a splash with my next purchase.  It has been a few weeks since I purchased my last stock and I am starting to get the itch to invest again.  I still have just under $200 to go to achieve my goal of reaching $2,750 in projected dividend income by the end of the year, so I want my next purchase to count.   Don’t worry everyone, I’m not chasing yield, I’ve learned that lesson the hard way.   My focus is shifting to a company that I am shocked is not in my portfolio by now and I may be the only investor in the dividend growth investing community to not own this stock.   It is time to run Realty Income through the Dividend Diplomats’ Stock Screener.

O Logo

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