I don’t do individual stock reviews and such these days since I’ve taken more of a passive/low-fee approach over the years compared to active stock-picking (hence my other site ETF Base which is focused solely on ETF investing and strategies). Anyway, what I set out to do years ago was to pick a basket of high yielding stocks for my self-directed Roth IRA account and keep reinvesting the dividends in the same account in a tax-free manner. As it turns out, the account has beaten the return of the S&P500 over the past 7 years and I have the detailed evidence to back it up. When someone beats an index over a prior month period or even a prior year period because they picked Apple stock or whatever, that’s not much of an achievement and can often be attributed purely to luck (random variability actually; I don’t believe in good or bad luck). But with the approach I took with high yielders in various sectors, it appears to have won out over a slow moving US market this decade.
Read on for self-directed IRA returns, holdings and strategy.
