Portfolio (PYE) Holdings
November 2025
It took a little while, but I’ve now combined my various brokerage accounts to provide a complete picture of my current PYE holdings.
The goal is to generate a 14% annual total return over a five-year period, with roughly 8% coming from yield and 6% from capital appreciation. That pace would essentially double the portfolio every five years. All dividends are reinvested, and three years in, I’m ahead of target.