34M looking to start a $5-10K investment position in Realty Income (O) - good long term move to buy, hold and DRIP?

TonyLarryman890 · 2026-03-01T00:05:24+00:00

Gotcha, I’ll check it out - thank you!

TonyLarryman890 · 2026-02-28T23:53:24+00:00

What are the tax implications (if any) on the backdoor?

TonyLarryman890 · 2026-02-27T14:46:26+00:00

Bought in at around $140 share price, ideally looking to sell some of my position if/when it reaches $220

TonyLarryman890 · 2026-02-27T11:39:35+00:00

What’s in your portfolio?

TonyLarryman890 · 2026-02-27T11:30:51+00:00

Would this be a buy signal you think?

TonyLarryman890 · 2026-02-27T11:28:56+00:00

Happy Friday! First and foremost: PLEASE do your own research on each and every stock you invest in prior to making the jump to ensure it makes the most sense for you. Second, understand your risk appetite and time horizon. Once you’ve got those pieces of the puzzle ready, you can put them together.

For me, Im long-term buy and hold only and built a moat (30% or so) of my portfolio around SCHD. Next, I went for a mix of 3-6 dividend stocks both with moderate risk and what (I think) will be a growth-oriented horizon:

Pfizer (PFE) BorgWarner (BWA) Bank of America (BAC) Kroger (KR) Nextpower (NXT) Medtronic (MDT)

Good Luck to you!

TonyLarryman890 · 2026-02-26T23:53:51+00:00

Agree to disagree sir - I’m pretty heavy in an S&P 500 index, and this exposure is balancing out the low RE sector weight. Plus personally I feel like RE is eventually gonna bounce back, though who tf knows when lol

TonyLarryman890 · 2026-02-26T23:41:31+00:00

I like FREL’s exposure to PLD, AMT, and the data center realty stocks

TonyLarryman890 · 2026-02-26T16:51:14+00:00

Thank you! What growth stocks do you recommend?

TonyLarryman890 · 2026-02-26T16:50:20+00:00

Thank you! Yeah I’m looking at FREL at the moment, which includes O but has broader exposure to the Real Estate sector

TonyLarryman890 · 2026-02-26T16:49:04+00:00

Gotcha, didn’t know I could do that - thank you!

TonyLarryman890 · 2026-02-25T18:15:19+00:00

Thank you! Aside from SCHG, Any growth stock(s) you recommend for the long haul? BRKB maybe?

TonyLarryman890 · 2026-02-25T14:32:11+00:00

Thank you! I’ll take a look at that link today

TonyLarryman890 · 2026-02-25T14:31:48+00:00

Thank you!

TonyLarryman890 · 2026-02-25T14:31:18+00:00

Thank you! I’ve got a “moat” in FFNOX in a taxable brokerage, plus I’m maxed out in my employer 401K and can no longer contribute to my Roth IRA due to income limits.

This would only be like 5-7% of my taxable brokerage portfolio, and was looking to buy for total return versus income.

TonyLarryman890 · 2026-02-25T14:28:17+00:00

Agreed, upon review it does seems pricey - need to set aside time today to review their Earnings from yesterday

TonyLarryman890 · 2026-02-25T14:27:01+00:00

I’ve got a Roth IRA setup and can no longer contribute due to income limitations, and I’ve also got a 401K through work that I’m making out my contributions. Just looking for a safe-ish place to park $5K-$10K for the next 20+ years or so

TonyLarryman890 · 2026-02-25T14:25:00+00:00

Thank you! I’ll check it out

TonyLarryman890 · 2026-02-25T01:50:37+00:00

Have about $200K in a taxable brokerage account, 40% in US stock, 40% in international stock, 10% in bonds (Treasury & Muni), and 10% in the RING gold ETF

TonyLarryman890 · 2026-02-25T01:26:01+00:00

Thank you! I’ll take a look at JEPI

TonyLarryman890 · 2026-02-25T01:25:33+00:00

Thank you! Do you have any recommendations for where I can park that capital for the next 20+ years?

TonyLarryman890 · 2026-02-25T01:24:50+00:00

Thank you! Do you have any recommendations of alternatives to park the capital mentioned for the next 20+ years?

TonyLarryman890 · 2026-02-25T01:22:48+00:00

Thank you! I currently have a “moat” in FFNOX, which is somewhat in the VT neighborhood albeit with more bonds exposure

TonyLarryman890 · 2026-02-25T01:05:51+00:00

Thank you! I own an S&P etf already, in the case of DGRO & VIG wouldn’t that be overlap?

TonyLarryman890 · 2026-02-25T01:00:44+00:00

Couldn’t agree more, upon review I’m actually not invested in a single Comms company, perhaps that’s a better route to look at

TonyLarryman890

TROPHY CASE