VOO is suggested as a simple, low-fee index fund option, aligning with the JL Collins approach for a core portfolio.
Source Post
Dividend growth portfolio: Review my pie 80
May 31, 2026
The creator reviews subscriber portfolios, focusing on a 44-year-old named Kendrick who is asking for advice on his Roth IRA and taxable accounts. Kendrick is interested in dividend growth and growth strategies, specifically mentioning SCHD, DGRO, and SCHG ETFs, and is seeking to optimize his current holdings in Fidelity Large Cap Growth Index Fund and a Mid Cap fund.
Linked Mentions
Tickers discussed in this post
VYM is mentioned as an ETF with a higher yield but lower growth, recommended to be added later in a portfolio, not for the initial growth phase.
Bank of America is mentioned as a potential single stock holding within a diversified portfolio, suggesting a 'core-satellite' approach.
American Tower is noted as a real estate sector stock in the portfolio.
Equinix is mentioned as a real estate sector holding in the portfolio.
Digital Realty Trust is noted as a real estate sector holding in the portfolio.
Prologis is identified as a real estate sector stock in the portfolio.
Realty Income is listed as a real estate sector holding in the portfolio.
Nio is noted as a growth sector holding in the portfolio.
Amazon is identified as a growth sector stock in the portfolio.
Linked Signals
Tracked calls opened from this post
VOObuy opened May 31, 2026
-1.77%