Let me introduce you to the DividendTalk podcast series that I started together with my buddy Engineer My Freedom (Ireland).

It is a weekly podcast where we discuss dividend growth investing in a pub-style manner, nice light and easy. In case this triggers your curiosity, the structure of the show is typically something like this:

• a brief reflection on the news from last week
• discuss a certain Dividend Growth Investing related topic
• answer questions from the community
• sharing our stock pick of the week

All this with a European flavor!

To be honest, this is actually the podcast that we were searching for ourselves.

Most of the podcasts that we know are US-based and they hardly address specific topics in the minds of European investors (i.e. allocation EU vs US, Tax, European stocks).

Having said that, we aim to record our show every Friday night and publish it on Saturday before noon. In case you would like to submit one of your questions then just reach out to me via Twitter or join the DividendTalk Facebook face and publish your question there.

Having said that, you can follow us via one of the popular podcast channels if you want to be notified about any upcoming shows 👇

• Anchor.FM
• Spotify
• Apple Podcast
• YouTube

Did I make you curious?

Have a look at our pilot episode and take it from there to listen to the next in sequence 👌

And as always, I’m curious for your feedback 🙏

EP #223 | How our Portfolio Allocation Evolved Along the Journey & Our Thoughts on Recycling Capital for Growth – Dividend Talk

In this episode, Derek and European Dividend Growth Investor share how their portfolio allocation strategies have evolved over the years. They discuss their approaches to diversification, the impact of risk tolerance, and lessons learned from dividend investing. Topics Covered:Building a portfolio allocation strategy Diversification: How much is enough? The role of high-yield stocks and closed-end funds Listener questions on companies, strategies, and toolsCompanies mentioned:$HPQ, $HRL, $AAPL, $MSFT, $KO, $PEP, $CNR, $ENB, $AES, $LYB Chapters: 0:00 – Welcome and weekly updates4:30 – The evolution of portfolio allocation strategies12:00 – Balancing diversification with conviction20:45 – Listener questions: Capital recycling and holding winners35:10 – High-yield midstream companies and utilities45:00 – Tools, resources, and the role of fractional shares55:00 – Discussion on JEPI and similar ETFsFollow Us here: 🐦 Twitter – ⁠⁠⁠⁠@Dividendtalk_⁠ 🐦 Twitter – ⁠⁠⁠⁠@European_DGI⁠⁠⁠⁠ 👥 Join our Facebook Community – ⁠⁠⁠⁠https://www.facebook.com/groups/dividendtalk⁠⁠⁠⁠ ✉️ Sign up for our Premium Newsletter – ⁠⁠⁠⁠https://europeandgi.com/sign-up/⁠

1. EP #223 | How our Portfolio Allocation Evolved Along the Journey & Our Thoughts on Recycling Capital for Growth 01:03:07
2. EP #222 | What to do after a 20% price drop ⬇️ | & Our thoughts on Target Corp. 🎯 54:34
3. EP #221 | 4 European Dividend Aristocrats that are not talked about enough | & Siemens Dividend Hike, Managing your own Pension 01:24:29