IMPORTANT ANNOUNCEMENTS: Thanks for watching! Please don't forget to "like" and "subscribe". Please let me know in the comments below what you think about the 9 dividend stocks discussed today! HELPFUL RESOURCES: Here's my first video in this series, where I discuss the criteria around the 14 stocks I recently sold: th-cam.com/video/V6VQpBnEW2o/w-d-xo.html Here's the second video in this series, where I discuss the 14 stocks I sold: th-cam.com/video/hZbAnmJCFZU/w-d-xo.html Here is a classic video about United Technologies (now Raytheon Technologies): th-cam.com/video/ADqrNnCR_qU/w-d-xo.html PPC IAN INSTAGRAM: I'm sharing some great content over on Instagram. Check out my Instagram stories and reels. I'm @ianlopuch: instagram.com/ianlopuch/ CHECK OUT MY PATREON (Portfolio Updates Are On Corner Patreon Tier): I'm sharing exclusive bonus content over on Patreon! I offer two tiers: Backyard Patreon and Corner Patreon. My Backyard Patrons see my stock trades, each accompanied by a blog post write-up. They also have access to 50 historical Patreon-exclusive videos. In addition to all Backyard Patron perks, my Corner Patrons also have access to my complete dividend stock portfolio (% allocation to each position) AND my complete bond portfolio (% allocation to each position). They additionally enjoy exclusive portfolio update videos, Corner Patreon virtual meet-ups, an exclusive Discord server, and more. Head on over to Patreon to join today: www.patreon.com/ppcian PPC IAN EMAIL LIST: Join my email list today for helpful updates, and a look at some of my historical dividend stock portfolios: www.ppcian.com/my-complete-dividend-stock-portfolio/ PPC IAN TWITTER: I'm always sharing fun updates on Twitter. Here's my dividend investing Twitter (I’m @ianlopuch): twitter.com/ianlopuch COOL DIVIDEND INVESTING MERCH: I offer some really amazing dividend investing merch: teeshirts, hoodies, mugs, and more! The designs are super stylish and on-point for the dividend stock investing community. Each purchase supports my TH-cam channel: teespring.com/stores/ppcian Thanks so much, everyone, for your support. I hope you enjoy the video today! (Disclosure and Disclaimer: I’m long RTX. Please see video description for all disclosures and disclaimers.)
I love CAT I get paid $520 in annual dividends but I have already made $1,700 selling a covered call strategically. That is an overall yield on cost of 12% since I own 100 shares at $180. Covered Calls on these quality blue chip stocks that have lower yields is a game changer imo.
I've had UTZ ever since it started paying a dividend. I like the idea of being there at the beginning and seeing where it goes. So many of my blue chip stocks have been paying a dividend for so long that it feels like i'm jumping in towards the end of the dividend streak.
$UTZ may eventually be bought by PepsiCo in the future. It fits PepsiCo’s growth strategy well and the small market cap is not a financial burden for PepsiCo.
@@clath2823 they cannot, anti trust, they already own 50% of the chips in US. They would have a very difficult time passing regulations. I thought the same when I saw UTZ going on the stock exchange.
Great video, thanks Ian! Personally I sold IBM a while ago and replaced it by TXN to keep exposure to tech, traded a lower yield for a better growth prospect and what I think is a better managed company. In tech, there's also CSCO or AVGO that I fond better than IBM. I also recently sold MMM because the risk is too high now imo. Love your work! ❤
I am considering adding mote dividend stocks to my portfolio based primarily on the yield on cost approach. Having Otis in portfolio is a nice addition. They make great elevators.
Watching this shortly after the why you sold video, i cannot understand why you kept IBM snd not either google or apple. IBM is barely even a tech company anymore. Thsnks for putting this series together. Lots of food for thought.
I remember UTX used to be one of your top 5 stocks. I bought RTX but should've bought UTX. But thanks for one more wonderful video. Glad you didn't sell IBM.
I recently sold 3 shares of ADP. 1 share was old, so it had nearly no capital gains. The other 2 shares were newer and in the negative. I moved those funds to 4 shares of JEPI 6 shares of SCHD. Mostly made this move to increase the amount of annual dividends and to further diversify my position. When the small banks started having issues, I sold all my small banks (including BOH) and moved those funds to VFH. Again, just to diversify.
Hi Ian, thanks for the video! I own BP and IBM since many years and I will hold them, IBM will get back to growth - just my two cents. I have sold last month my position in INTC and buy The Kroger company and I`am sure I will get dividend growth instead of INTC - keep on goin Ian!
Thanks for sharing! I too believe that IBM has a great chance of getting back to growth (although it sure has been a long wait). Wishing you all the greatest! (Disc: I'm long BP and IBM)
@ppcian I would also love to see a video about how real estate fits into your portfolio and how you diversify away from dividend stocks/your thoughts on the subject. I know you've mentioned treasuries before also.
Interesting rationale for holding Ian. Imo if it were my portfolio I'd consider the following: BP -> CVX UTZ -> PEP (I'd also be tempted to hold on to UTZ as well) WMT -> COST IBM -> MSFT BOH -> V (or fold into SCHD) HAS -> dump my .02
I recently sold over half of my portfolio and paid off all my credit cards and loans, I only have my vehicle to pay off which only has a year left and all this extra capital is going into rebuilding my portfolio!
I followed Ian’s earlier motto: never plan to sell any shares, and consider invested money complete loss and not worry about the portfolio value. With that, I do not sell anything. I keep buying new shares every single paycheck quite aggressively and do not plan to use my dividends to pay my living cost anytime soon because I want to accumulate > $100K annual dividends before I use them.
Cat was my best gain. When I turned my portfolio over to a broker they immediately sold it. I had a 215% gain 5 years ago. I now, for better or worse take care of my own portfolio.
Wishing you much success with your portfolio clean-up. I’m not sure if there’s 1 “right” way to do it, but here’s the strategy that I used for my personal situation: th-cam.com/video/V6VQpBnEW2o/w-d-xo.html Of course, everyone’s situation is different, and I’m just speaking to my personal situation for fun/entertainment.
Has Hasbro increased its dividend in the last 5 years. Fyi, I love when you post a video. Long time follower Ian. FYI, my grandson picked his investments. MSFT because he likes Mojang, Pep because he likes Doritos. Disney for obvious reasons. AAPL because of his IPOD. Nintendo for gaming and Activision Blizzrd as an arbitrage.
I truly appreciate your longtime support, Michael! Yes, HAS has had a few smaller increases. Here's the history over on Nasdaq: www.nasdaq.com/market-activity/stocks/has/dividend-history Thanks so much for sharing about your grandson's investments. That is so cool!!! I'm so excited for the future generations. (Disc: I'm long PEP. My kids are long DIS.)
Not a super expert on the matter, but I read a little while back that CAT was focusing on beefing up their parts and service offerings to reduce some of the cyclicality of their earnings. This could have impacted their performance through down periods recently. I was buying in the $120s and $130s during the pandemic sell off, if memory serves
I'm no psychologist but it sounds like you think of these stocks as your family *JK* That's fine. IBM is like your grannie👵 and you wouldn't think of kicking her to the curb. And UTZ is the baby.👶 You've given really good analysis and it fits to your usage model which taking care of your REAL family. Hope you do future videos on real estate whether pure investing or for dividends.
🗽I very seldom sell stocks.... mostly from tax considerations. Sometimes I realize losses and buy back. But if the stock is not performing well for more than ~4 years, I hesitate to buy back and leave it forever. .
IMPORTANT ANNOUNCEMENTS:
Thanks for watching! Please don't forget to "like" and "subscribe". Please let me know in the comments below what you think about the 9 dividend stocks discussed today!
HELPFUL RESOURCES:
Here's my first video in this series, where I discuss the criteria around the 14 stocks I recently sold: th-cam.com/video/V6VQpBnEW2o/w-d-xo.html
Here's the second video in this series, where I discuss the 14 stocks I sold: th-cam.com/video/hZbAnmJCFZU/w-d-xo.html
Here is a classic video about United Technologies (now Raytheon Technologies): th-cam.com/video/ADqrNnCR_qU/w-d-xo.html
PPC IAN INSTAGRAM:
I'm sharing some great content over on Instagram. Check out my Instagram stories and reels. I'm @ianlopuch: instagram.com/ianlopuch/
CHECK OUT MY PATREON (Portfolio Updates Are On Corner Patreon Tier):
I'm sharing exclusive bonus content over on Patreon! I offer two tiers: Backyard Patreon and Corner Patreon.
My Backyard Patrons see my stock trades, each accompanied by a blog post write-up. They also have access to 50 historical Patreon-exclusive videos.
In addition to all Backyard Patron perks, my Corner Patrons also have access to my complete dividend stock portfolio (% allocation to each position) AND my complete bond portfolio (% allocation to each position). They additionally enjoy exclusive portfolio update videos, Corner Patreon virtual meet-ups, an exclusive Discord server, and more.
Head on over to Patreon to join today: www.patreon.com/ppcian
PPC IAN EMAIL LIST:
Join my email list today for helpful updates, and a look at some of my historical dividend stock portfolios: www.ppcian.com/my-complete-dividend-stock-portfolio/
PPC IAN TWITTER:
I'm always sharing fun updates on Twitter.
Here's my dividend investing Twitter (I’m @ianlopuch): twitter.com/ianlopuch
COOL DIVIDEND INVESTING MERCH:
I offer some really amazing dividend investing merch: teeshirts, hoodies, mugs, and more! The designs are super stylish and on-point for the dividend stock investing community. Each purchase supports my TH-cam channel: teespring.com/stores/ppcian
Thanks so much, everyone, for your support. I hope you enjoy the video today!
(Disclosure and Disclaimer: I’m long RTX. Please see video description for all disclosures and disclaimers.)
Ian, how can I get you on for an interview? Your dividend investment journey is inspiring and your insights are key!
I love CAT I get paid $520 in annual dividends but I have already made $1,700 selling a covered call strategically. That is an overall yield on cost of 12% since I own 100 shares at $180. Covered Calls on these quality blue chip stocks that have lower yields is a game changer imo.
Thank you for sharing! Fabulous insight on the covered call strategy! (Disc: I'm long CAT)
Good stuff Ian!! Thanks for sharing!
Thank you for your kind words! I appreciate your support!!!
I've had UTZ ever since it started paying a dividend. I like the idea of being there at the beginning and seeing where it goes. So many of my blue chip stocks have been paying a dividend for so long that it feels like i'm jumping in towards the end of the dividend streak.
That's an interesting way to look at it! Thanks for sharing and wishing you all the greatest. (Disc: I'm long UTZ)
$UTZ may eventually be bought by PepsiCo in the future. It fits PepsiCo’s growth strategy well and the small market cap is not a financial burden for PepsiCo.
PepsiCo will end up buying them for billions in my opinion.
Bank of Hawaii could be a takeover target in the future…
@@clath2823 they cannot, anti trust, they already own 50% of the chips in US. They would have a very difficult time passing regulations. I thought the same when I saw UTZ going on the stock exchange.
Great video, thanks Ian!
Personally I sold IBM a while ago and replaced it by TXN to keep exposure to tech, traded a lower yield for a better growth prospect and what I think is a better managed company. In tech, there's also CSCO or AVGO that I fond better than IBM.
I also recently sold MMM because the risk is too high now imo.
Love your work! ❤
Thank you for sharing! Very much appreciate your thoughts and insights! (Disc: I'm long IBM)
Thanks for sharing Ian! The only stock I own that you mentioned is WMT! I might have to look into some of the others!
Thanks for sharing and wishing you all the greatest! (Disc: I'm long WMT)
I am considering adding mote dividend stocks to my portfolio based primarily on the yield on cost approach. Having Otis in portfolio is a nice addition. They make great elevators.
Nice ! I’m down to four: MO, EPD, AVGO, and NVDA…
…. Everything else now in VOO, JEPI, and cash
Thanks so much for sharing! (Disc: I'm long MO)
Ian thanks for sharing and being here for me to talk about what I love. Great show! 👍🏽
I truly appreciate your kind words. Wishing you all the greatest!!!
Yes, still remember the good old United Technologies days
Hi Ian can you do an analysis on PFE it has come down a lot. Is it a buy soon?
Mark
What do you think about Walgreens? Thanks
Watching this shortly after the why you sold video, i cannot understand why you kept IBM snd not either google or apple. IBM is barely even a tech company anymore. Thsnks for putting this series together. Lots of food for thought.
I remember UTX used to be one of your top 5 stocks. I bought RTX but should've bought UTX. But thanks for one more wonderful video. Glad you didn't sell IBM.
Thanks for being here all these years!!! Wishing you all the greatest. (Disc: I'm long RTX and IBM)
Good content Ian. I’m looking to add $CAT sometime in the future.
Thanks for your kind words and thanks for sharing! (Disc: I'm long CAT)
I recently sold 3 shares of ADP. 1 share was old, so it had nearly no capital gains. The other 2 shares were newer and in the negative. I moved those funds to 4 shares of JEPI 6 shares of SCHD.
Mostly made this move to increase the amount of annual dividends and to further diversify my position.
When the small banks started having issues, I sold all my small banks (including BOH) and moved those funds to VFH. Again, just to diversify.
Hi Ian, thanks for the video! I own BP and IBM since many years and I will hold them, IBM will get back to growth - just my two cents. I have sold last month my position in INTC and buy The Kroger company and I`am sure I will get dividend growth instead of INTC - keep on goin Ian!
Thanks for sharing! I too believe that IBM has a great chance of getting back to growth (although it sure has been a long wait). Wishing you all the greatest! (Disc: I'm long BP and IBM)
Great Video Ian!
Thanks for your hard work you do for us.
Your kind words mean a lot. Thank you so much!
I have been around that long and longer! Back when you were presenting, PPC.
Thank you for being here all these years!!! Very much appreciate it!!!
@ppcian I would also love to see a video about how real estate fits into your portfolio and how you diversify away from dividend stocks/your thoughts on the subject. I know you've mentioned treasuries before also.
Interesting rationale for holding Ian. Imo if it were my portfolio I'd consider the following:
BP -> CVX
UTZ -> PEP (I'd also be tempted to hold on to UTZ as well)
WMT -> COST
IBM -> MSFT
BOH -> V (or fold into SCHD)
HAS -> dump
my .02
Thanks for sharing! Those are great thoughts! Wishing you all the greatest. (Disc: I'm long BP, CVX, UTZ, PEP, WMT, IBM, BOH, HAS, and SCHD)
I recently sold over half of my portfolio and paid off all my credit cards and loans, I only have my vehicle to pay off which only has a year left and all this extra capital is going into rebuilding my portfolio!
Thanks for sharing! Way to go on paying off all the credits cards and loans! Very cool!
Ian, thanks for the video. As a parent, I would love to hear your approach to how you got your kids started with investing!
Thank you! A great topic, indeed. Definitely will do a video at some point!
I followed Ian’s earlier motto: never plan to sell any shares, and consider invested money complete loss and not worry about the portfolio value. With that, I do not sell anything. I keep buying new shares every single paycheck quite aggressively and do not plan to use my dividends to pay my living cost anytime soon because I want to accumulate > $100K annual dividends before I use them.
Cat was my best gain. When I turned my portfolio over to a broker they immediately sold it. I had a 215% gain 5 years ago. I now, for better or worse take care of my own portfolio.
interesting video well done as always wishing you the best
Thanks for your kind words and longtime support!
I've got 42 holdings but want to reduce by half... what's the best way to weed out??.. Gonna keep my ETFs and REITs.
Wishing you much success with your portfolio clean-up. I’m not sure if there’s 1 “right” way to do it, but here’s the strategy that I used for my personal situation: th-cam.com/video/V6VQpBnEW2o/w-d-xo.html Of course, everyone’s situation is different, and I’m just speaking to my personal situation for fun/entertainment.
@@ppcian thanks Ian !
When are you gonna show us this Swiss chalet you bought?
I watched your videos for the last 5 years.
Thank you so much!!! That is very kind of you!!! You made my day. Wishing you all the greatest.
Has Hasbro increased its dividend in the last 5 years. Fyi, I love when you post a video. Long time follower Ian. FYI, my grandson picked his investments.
MSFT because he likes Mojang, Pep because he likes Doritos. Disney for obvious reasons. AAPL because of his IPOD. Nintendo for gaming and Activision Blizzrd as an arbitrage.
I truly appreciate your longtime support, Michael! Yes, HAS has had a few smaller increases. Here's the history over on Nasdaq: www.nasdaq.com/market-activity/stocks/has/dividend-history Thanks so much for sharing about your grandson's investments. That is so cool!!! I'm so excited for the future generations. (Disc: I'm long PEP. My kids are long DIS.)
Keeping all mine :) The Legacy!
Thanks for sharing! Wishing you all the greatest!
Not a super expert on the matter, but I read a little while back that CAT was focusing on beefing up their parts and service offerings to reduce some of the cyclicality of their earnings. This could have impacted their performance through down periods recently. I was buying in the $120s and $130s during the pandemic sell off, if memory serves
That is a great insight, thank you so much for sharing. And, thanks for being here all these years. Wishing you a great one! (Disc: I'm long CAT)
@@ppcian CAT or DE for a better investment?
I'm no psychologist but it sounds like you think of these stocks as your family *JK* That's fine. IBM is like your grannie👵 and you wouldn't think of kicking her to the curb. And UTZ is the baby.👶 You've given really good analysis and it fits to your usage model which taking care of your REAL family. Hope you do future videos on real estate whether pure investing or for dividends.
LOL you are totally right! The stocks are like family. Wishing you all the greatest!!! (Disc: I’m long IBM and UTZ)
Extra support
Thanks for your extra support! Really appreciate it!
Love Hawaii. IAT ETF for regional banks. Take a look.
Thanks for sharing! Wishing you all the greatest!
Dividend Big G in Da house 😎
Thanks for your kind words!
I dumped IBM at 174
I really wish UTZ would raise it's dividend.
Why, with all that debt
🗽I very seldom sell stocks.... mostly from tax considerations. Sometimes I realize losses and buy back. But if the stock is not performing well for more than ~4 years, I hesitate to buy back and leave it forever.
.
Thank you for sharing!
Shocked, you decided to sell MMM.
I bought the dips and plan to hold forever.