Episode
134 - Exactly How Much Our High-Yield Portfolio Paid Us In Q4
- Podcast
- Roaming Returns
- Published
- Dec 12, 2025
- Duration seconds
- 2268
- Processing state
not_requested- Canonical source
- https://rss.com/podcasts/roamingreturns/2527335
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Summary
This episode is our Q4 dividend update for the Vanning Portfolio—our main income engine as we transition into living off dividends full-time. We share every number openly so investors can follow along, compare progress, and see how an income-first portfolio adjusts in real time to dividend cuts, bad news, market swings, and valuation changes. Here’s what we cover: • Q3 vs Q4 dividend totals Q3 brought in $5,561.84 , while Q4 delivered $5,497.18 , a small dip mostly caused by weaker payouts from four weekly income ETFs (AMZY, CONY, USOY, YMAX). • Full-year income We collected $21,760.81 , averaging $1,813.40 per month —right on target for our income plan as we prepare to scale using our condo sale proceeds next week. • Portfolio moves this quarter Sold: RWAY, RYLD Started: BMY, ULTI, WPAY, WLKP Adjusted DRIPs, shifted risk, and monitored payout sustainability. • Valuation alerts Overvalued: AB, BMY, CONY, JEPQ, NBXG, QQQI, QVCGP, UAN & WNTR Deeply Undervalued (15%+): YBTC, WLKP, LFGY, KRP, IEP, CWH, ARLP • The DRIP Strategy We now have DRIP turned off on 14 investments, positioned to become pure profit within 24 months if trends continue. • Stocks flashing turnaround potential Yes, even IEP and MPW are showing early—and shocking—signs of recovery. We also walk through: • How we track dividend trends to catch red flags early • When we pause a position, trim, or pivot entirely • How to align buys with value, safety margins, and 2026 macro trends • What we’re watching next as income becomes our primary paycheck If you're building an income-focused portfolio you actually want to live off , this is the blueprint—warts, wins, pivots and all. Dividend Spreadsheet Buy-Up-To Price Spreadsheet Questions? Email Tim at [email protected] Want FREE weekly market updates, Tim's top 1…