Hold Harmless: By accessing or using this site, you agree to hold harmless Adam Bergman and The Adam Bergman Show from any claims, losses, or liabilities arising from your use of the content. Disclaimer: All material on this site is provided for entertainment and to share my personal journey. It does not constitute financial advice and should not be relied upon for making investment decisions. Options trading carries riskβ€”past performance is no guarantee of future results. Always do your own research or consult a qualified professional before trading.
Home About Membership Bookings Contact Login
About Contact
Dividend Portfolio β€” Allocation

Disclaimer

This tool and all related charts, calculations, and visualizations are provided for informational and educational purposes only. Nothing presented here constitutes financial, investment, tax, accounting, or legal advice.

Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. Always conduct your own due diligence and consult a qualified professional before making investment decisions.

By clicking β€œContinue,” you agree you assume full responsibility for any decisions you make and that the creator of this tool bears no liability for any losses or damages arising from its use.

Dividend Portfolio β€” Allocation

As of 8/17/2025 β€” This is based on my dividend plays for this specific portfolio, not my entire portfolio(s) β€” just for my dividend plays in the main portfolio I use for this channel.

Allocation

Allocation by Market Value (Current Price Γ— Shares). Sorted largest β†’ smallest.

Positions

Ticker Shares Current Market Value Weight Yield % Payout Website Video
- 100% β€”
Weighted Yield % = Ξ£(weight Γ— yield). Rows with no yield are ignored in the weighted calc.