How Much Money Does a $32k Dividend Portfolio Make? | May 2024 Update

แชร์
ฝัง
  • เผยแพร่เมื่อ 28 มิ.ย. 2024
  • Having over $32,000 invested in dividend paying stocks and ETF's SOUNDS like a big number, but this month shows that the returns themselves are sometimes paltry.
    ⏱Handy Timeline:
    0:00 Dividend Investing
    0:59 How much Robinhood paid me
    2:21 Dividends this month
    2:57 Returns calculated
    3:16 Not loving dividends for retirement income
    4:08 Yearly returns calculated
    5:06 Growth of my stocks and ETF's this year
    6:04 TOTAL gains this year
    6:35 The true game of investing
    7:59 My backstory
    Sign up for Robinhood with my affiliate link and we'll both pick our own gift stock! 🎁 join.robinhood.com/brendab533
    Related video showing my returns for the entire year of 2023 broken down in more detail: • 1 Year of Dividend Inv...
    ⧉Join this channel to get access to perks:
    / @brendanevan
    My backstory interview podcast with Ari Gutman: • How I Started Getting ...
    =====
    📗Easily learn all the essentials of stock market investing in a single afternoon:
    brendan-s-site-0fd7.thinkific...
    Digital Products I made for you:
    Relationship Money Plan: brendanevan.gumroad.com/l/Rel...
    Net Worth Tracker: brendanevan.gumroad.com/l/ZCeXo
    Budgeting Spreadsheet: brendanevan.gumroad.com/l/Bre...
    New Investor Checklist: brendanevan.gumroad.com/l/Inv...
    Better Goal Template: brendanevan.gumroad.com/l/Goals
    Memento Mori Life Grid: brendanevan.gumroad.com/l/BFA...
    My Free Newsletter: brendanevan.substack.com/
    My Early Retirement Projection Spreadsheet: brendanevan.gumroad.com/l/Ret...
    =====
    The Investing Apps I Recommend:
    👨‍💻Data made easy with Fennel, the superpowered investing app: Free trial without a credit card AND get 1-12 months free!: fennel.sjv.io/c/2906384/195947...
    📈M1 Finance Investing: (Get up to $100 when you start investing today! eligibility requirements apply To get it, invest at least $100 in an individual account or at least $500 in a retirement account)
    m1.finance/td-bpuTpiT9T
    🐿Start investing with Acorns! Best app for beginners! Get $5 when you use my invite link: acorns.sjv.io/P0bQDY
    🤿Want to dive deeper with an investing service built for the pros and available to everyone? Check out Interactive Brokers: www.interactivebrokers.com/mk...
    📊Get 2-12 free stocks with WeBull after you make your first deposit! (The best app for getting free stocks. Remember, you MUST link your bank account or you get no free stocks!)
    a.webull.com/i/BrendanEvan
    💡Make informed decisions with deep investing tools and research with Seeking Alpha (My subscribers get a discounted rate plus the first 7 days free!): www.sahg6dtr.com/3146C9P/R74QP/
    👩‍🏫 Learn more with Skillshare, my favorite online learning platform: skillshare.eqcm.net/c/2906384...
    (These are ALL affiliate links)
    =====
    #BrendanEvan
    🕰Make sure to check the time stamps to navigate to the most interesting parts easily.
    🏎💨If I am talking too slowly, just click on the video settings option and look for “Playback Speed”. Changing this to 1.25x or 1.5x can make the video flow a little better if you want to pick up the pace!
    📥Contact me here for business purposes: Brendan@brendanevan.com
    #BrendanEvan
    Disclaimer: Any financial or investing-related topics discussed on this channel are not from a professional investment advisor and are not financial advice for you. This is for entertainment and inspirational purposes only. My opinions are not reflective of the companies mentioned in the video. Also please know that many of the links I have in video descriptions like this one are affiliate links which means I may be compensated by the company whom you do business with at no extra expense to you. Thank you for your support!
    Updated Acorns Affiliate disclosure as of 4/9/24:
    Paid ad. Compensation provides an incentive to positively promote Acorns. The information and opinions presented are for informational purposes only and represent the views of the promoter as of the date created and are subject to change. Investment advisory services offered by Acorns Advisers, LLC, an SEC-registered investment adviser. View important disclosures at www.acorns.com/brendan/ and Acorns.com.
    ^This doesn't mean I was paid to make this video, it means I have an affiliate relationship with the company which allows me to make money from you using my links to sign up for services.

ความคิดเห็น • 46

  • @peaceful4you408
    @peaceful4you408 27 วันที่ผ่านมา +5

    30 grand is a lot of money for many people. Most working class citizens that are also responsible for their own families are not going to have anywhere near that invested and definitely not saved. This is actually a statistical fact!!

    • @kidsythe
      @kidsythe 25 วันที่ผ่านมา

      80% of USA people make less than 30 an hr. also 88% love above their means

    • @notxasj
      @notxasj 24 วันที่ผ่านมา +1

      Where did you get that statistical fact? I'm the person that you've described and have managed to get more than that into my 401k in less than 10 years. If I'd been financially educated at an earlier age I'd have significantly more saved. Ramit Sethi's book made a huge difference and I was able to suddenly stop living paycheck to paycheck. Paying myself first and automating everything is a game changer.

    • @kidsythe
      @kidsythe 23 วันที่ผ่านมา

      @@notxasj well certainly you understand that the idea in fact that just because you a single point did not go through this or is it currently having this does not mean that statistically it's not happening.

    • @notxasj
      @notxasj 21 วันที่ผ่านมา +1

      I was questioning the original comment as their statement seemed more like a generalized personal observation rather than a statistical fact.
      I think your statement of living beyond our means would be why many might feel like it is impossible to have a large amount of money saved. More people just need to shift their mindset and be disciplined to make it happen

  • @cayleecheer
    @cayleecheer 28 วันที่ผ่านมา +5

    🌯 🏎 was mentioned on a Friday video.. weekend made

    • @BrendanEvan
      @BrendanEvan  28 วันที่ผ่านมา

      Some of the best things! Thanks Caylee!

    • @FutureDreamZz
      @FutureDreamZz 4 วันที่ผ่านมา

      Cayleecher what do you invest in

  • @shaneomack5018
    @shaneomack5018 24 วันที่ผ่านมา

    We had a great May. 450$ in divs from svol and a bond etf I have thru my works ksop. June is looking like 770 neighborhood with 81k invested total as of today. Keep dripping them divs yall

  • @HersonBagay
    @HersonBagay 27 วันที่ผ่านมา +2

    i rebalanced my 401K two days ago from 2% Bond 98% growth to 65% bond, 15% "aggressive growth", and 20% "growth". My previous allocation yielded 11.5% average yearly return for the last 5 years. I honestly think the economy is going to tank in the next 6 months or so

    • @BrendanEvan
      @BrendanEvan  27 วันที่ผ่านมา +1

      Woah big swing! I hope you’re happy with the decision but can’t say I’m doing the same strategy!

    • @tamarraj
      @tamarraj 9 วันที่ผ่านมา

      Wow. 65% into bonds is incredibly conservative. Most of your money won't even be returning what you could get in a high-yield savings account. There's a such thing as being too conservative. Where's your allocation into just the S&P/large cap? That's more steady and more likely to get the standard 10%, and then the allocation into growth to give you a nice bump to help you get a little more return than the market. Your new allocation may barely get 8%, but I truly hope it works out for you and your lifestyle.

    • @HersonBagay
      @HersonBagay 9 วันที่ผ่านมา

      I was pretty aggressive for the last 10 years on my 401K. It was 40% large cap funds, 30% US small cap, and 30% emerging markets. I re-allocated to what it is now just because I have a bad feeling the economy is going to stink in the next 6 months. I'm reducing my exposure for the time being. I'll probably re-evaluate my allocation again next year, and maybe, just maybe, I'll get in at a discount.

  • @Bigblack804
    @Bigblack804 26 วันที่ผ่านมา +2

    No yield max funds playing the long game I see

  • @tommynybeck5106
    @tommynybeck5106 28 วันที่ผ่านมา

    more acorn and robinhood! those are the two i use, i binged your acorn playlist!

    • @BrendanEvan
      @BrendanEvan  28 วันที่ผ่านมา

      Thanks Tommy!

  • @RonnieM90
    @RonnieM90 8 วันที่ผ่านมา

    I was wondering your thoughts on TDIV? It has went up around 22% year to date and has around a 1.45% dividend yield.

  • @RonnieM90
    @RonnieM90 27 วันที่ผ่านมา

    I saw this online.
    Historically, investors famously like to sell in May and go away until November.
    June is usually pretty lousy for stocks. It's the fourth-worst month for the S&P 500 going back to 1950, says the "Stock Trader's Almanac." The S&P 500 rises just 0.02% in June on average. And it fell nearly 46% of the time.
    Keep in mind, though, June, like May, can be somewhat unpredictable.

  • @isolinomartinez3926
    @isolinomartinez3926 9 วันที่ผ่านมา +1

    Hey what do you think of these dividends: Avgo, Awr, Abbv, Cvx, Hd, Msft, Odfl, Pg, V, Vici. I have a portfolio of 11,389.86. Is this a good Portfolio of dividends.

    • @BrendanEvan
      @BrendanEvan  7 วันที่ผ่านมา

      I'm not in possession of a crystal ball so I can't predict what will be good or bad in terms of performance. Unfortunately. If I COULD do that, I'd be very wealthy and on a racetrack in Europe somewhere driving far too quickly.

    • @FutureDreamZz
      @FutureDreamZz 4 วันที่ผ่านมา

      Vici very good upside,

  • @tycougler8562
    @tycougler8562 26 วันที่ผ่านมา

    What are your thoughts on ARLP? I am 18 years old and have been doing research and thought ARLP would be considered a good dividend stock, however I never see any TH-camr influencers talking about it. Just wondering your opinion, or anyones opinion on it.

    • @BrendanEvan
      @BrendanEvan  26 วันที่ผ่านมา

      Never heard of it before but a quick look tells me that’s a very high dividend, which is a bit scary. They couldn’t pay the dividend in 2020 except for 1 quarter Ave also missed a dividend in 2021. So probably not the most stable, but you do you bro! Thanks for watching!

    • @notxasj
      @notxasj 24 วันที่ผ่านมา

      I've made the mistake of chasing yield and not paying attention to the fundamentals of the companies I was investing in. I'm not familiar with ARLP but my experience from other master limited partnerships wasn't so great. Luckily I was over diversified at the time and didn't have much money in any single company to lose.
      my own kid is 22 and I tell them to focus more on reliable dependable companies. But to ideally just go with proven ETFs like VT QQQ SCHD that aren't likely to go out of business or get delisted.
      I'd personally buy more Bitcoin before picking another MLP or BDC to invest in

  • @mere_cat
    @mere_cat 27 วันที่ผ่านมา +2

    3:16 My thought exactly. I love the concept of dividend investing, but it isn’t the most optimal growth or distribution strategy.

  • @PLo_Trades
    @PLo_Trades 4 วันที่ผ่านมา

    There's gotta be a better choice than KO

  • @0xDanielCamarillo
    @0xDanielCamarillo 27 วันที่ผ่านมา

    How much do you have invested in jepi?

    • @BrendanEvan
      @BrendanEvan  27 วันที่ผ่านมา +1

      As of today $4650

    • @0xDanielCamarillo
      @0xDanielCamarillo 27 วันที่ผ่านมา

      @@BrendanEvan Im going to invest in it but I was just curious about that and the monthly yield it gives, thanks, now I have an idea

  • @justinblake6543
    @justinblake6543 27 วันที่ผ่านมา +2

    Vanguard settlement fund is paying 5.29% now. Put your money in there. $149 month with $34,000. Triple your money.

    • @BrendanEvan
      @BrendanEvan  27 วันที่ผ่านมา

      Pretty awesome they can offer such a great rate! But I’ll get some bigger months here soon that will beat 5.29%! Looking forward to it!

  • @RecklessRayDinero
    @RecklessRayDinero 27 วันที่ผ่านมา +2

    The main issue I see is that you guys (the gurus) are trying to get growth vs buying income, if you’re focusing on income then that section of the portfolio should be buying income, NOT growth.
    My portfolio is half your size and I’m pulling over $700/mo.
    Income portfolio pays for long term holdings. Focus, intention and time in the market are key.

    • @BrendanEvan
      @BrendanEvan  27 วันที่ผ่านมา +6

      Half my size is $16k, and $700 per month is $8400 per year. That's a 52.5% return. In that case you should start a hedge fund and make billions. Something is fishy....

    • @RecklessRayDinero
      @RecklessRayDinero 27 วันที่ผ่านมา +1

      @@BrendanEvan there’s a whole segment of of talking about high yield ETFs, again if eyes talking income, let’s talk income, “growth” that happens to prove some income is “growth” (respect, but that’s not income focused). We documenting too my guy

    • @mandypdx
      @mandypdx 27 วันที่ผ่านมา +5

      Sure 😂

    • @unclelong213
      @unclelong213 27 วันที่ผ่านมา

      @@BrendanEvan you are compare with growth vs income same as a 20 years old vs a 65 years old... lol

    • @jayc4715
      @jayc4715 26 วันที่ผ่านมา +1

      Lies