😂 well! Maybe because you’re seeing that anything is possible! I show this for *exactly* the result you’re describing, which is to continue to inspire YOU 🫵 to succeed. Wish you continued success and a life well lived as well - DREAM 💎✨
The yield on QQQI is low because it only includes last 12 months of payments. Since they haven’t made 12 months..it zeros out the months when it didn’t exist. Forward yield is much higher :)
I LOVE videos like this. I am likely to never reach the investments/income that you have but I am on my own dividend income journey. The numbers are just very small in comparison 😅
Fantastic as usual. Lots of changes for sure. Missed hearing how you did in June. I’m at $177K YTD. I’ve backed off of options to focus more on swing trades. I have several ETF’s in my long income portfolio. Keep it up!
Thanks for your never ending constant support! 🧢 I appreciate you! Think about this… I haven’t added a DIME of additional income to this, been actively living off of it, had to payout a major life debt, and have had $20-$30k/month in expenses for months on end… and I STILL grew my acct through careful rotation, options, and dividends. It’s a great strategy ✅
@@thedividenddream I love your options strategy! I pattern mine after you 🫵🏻💃🏻 And after all, sustainable income for life and hardly working is the Dream✨😉
Thanks! Includes retirement accts as detailed in this one Stock Portfolio: How to Maximize Income & Growth Potential th-cam.com/video/n5ynraJlqJk/w-d-xo.html
Interesting info - thanks for sharing. When I look up AVGO, it's currently at $166.36 (Sept 25) and never been anywhere near $1733. Am I missing something?
How are you able to earn yield in the money market and still use that cash for cash secured puts? When I have my money in the mm it it has to be bought and sold out of. Are you using a margin account or something against it? If so, that would explain why I cant since I am in an IRA account and they have stricter margin rules
Hi 👋 there! Thanks for your question. I am not using margin. It is in a regular taxable account in SPAXX, in Fidelity. Try changing your “core” acct, and if that doesn’t work chat with your brokerage. Should not matter what kind of acct it is held in. Hope this helps (…as always I’m not an advisor)
Thanks for the video. Amazing portfolio❤ May I ask you, when you were starting to build your portfolio, what stocks were you mainly focusing on? And how much were contributing a year? Right now I have about 15k in dividend stocks, and about 21k I use to run the wheels.
Hello 👋 and thanks for the comment! When I started it was mostly mutual funds and growth, and as I started to come to the end I switched more to income. Now that I’ve hit my income target 🎯 I’m adding back some growth. See my portfolio strategy video you’ll like that one as it shows my high level thinking toward options budget etc ✅
Great Update! Love the diversity of your portfolio. It's amazing how after awhile the income just snowballs. If you are interested in a few more stocks, check out and review BMY, TD and KVUE.
Excellent video! Very informative, just wish there would have been a column for avg. cost per share, would help with analysis (and would make clear what positions are within range to keep adding to).......
Thank you! 🙏 I appreciate your comment. There’s always more people want no matter what I do, but lemme say this. This is literally the raw export from Fidelity. And even with cost per share, that wouldn’t tell the viewers if they should invest in something long term. There’s so much more to the story. I’d invite them to look at macro trends, which I have videos on… and also how to pick and evaluate individual company performance through another video like this one: How I Pick My Stocks - Investing for Beginners | Key Metrics th-cam.com/video/gp8EKBOIU4Q/w-d-xo.html
@@thedividenddream Oh, absolutely. Not trying to complain. I definitely do my own evaluations before making any investments.....I just like to use cost per share as a screener (for example, if a stock was purchased years ago and it has 3X since then, I'd be less inclined to spend the time needed to properly evaluate it.....just trying to allocate my time as efficiently as I can). Thanks for the content tho, very appreciated!
Are you currently dripping your investments? I noticed all look to be a nice whole round number of shares lol so figured you weren't. But appreciate the video, keep the content coming!
Great stuff.. quick question. How do you use cash in a money market account on options? Do you have to move it to your sweeps account first..thanks so much..
No… I have it set up to sit in the money market in that acct, while I use it as my cash secured for options. Chat with your brokerage and they can help you. Not complicated at all would take 2 mins if you had a question. It’s as simple as selecting it as your cash position option ✅
Love the idea of REIT ETFs. Quick question about those: Are they taxed like REITS or like regular ETFs? Makes a difference in whether I put them in my Roth or brokerage. Thanks again for all the great work and sharing!
always curious - where did you learn to trade and who was your mentor for options trading and covered calls? In a video, could you discuss your journey?
Good job selling the lakehouse. Much cheaper in the long run to use your dividends to rent any lakehouse you want without the ownership, management, maintenance, and capex headaches!
Great video Dream.. You are such a positive role model. You take the time to share what you've done but you also take the time to explain why you made the decision too. I always love your video, thoughts and insight. Wish I could hang with you a bit to really get the grind of Options.... You'd be an excellent instructor having the ability to teach and explain the nuances.... I also love your approach to ETF's - Have done the same too... Love several of your holdings as well.... I have been looking at the Goldman ETF's for income too. Love your tech moves - Hold SMH & VGT which I love. I also love FDVV, SCHG and the NEOS twins.... I hope you are well and life is treating you better... You are a good soul Dream.... Be well.....
Thanks so much as always 🙏 perhaps one day I’ll offer “time with DREAM” for a small fee, 🤔 I’m glad to hear you’ve got a good mix as well - cheers DREAM 💎✨
Hi there 👋 yes $IBM has been assigned about 3 times in a year. Each time I’ve waited a week or two for the price to come down and then set up a put that assigns. I’ve made good money on the options plus the dividend. Also $IBM has had good cap appreciation over the last two years so it’s been a win for me 💎✨
I see that you do not have BCE anymore.. when and why did you exit..if you could share. I am still holding it unfortunately..Thank you for this update.
Hi there 👋 I exited $BCE not long ago actually, and it was a tough decision because it’s a good one that is likely to rebound at some point. But as you can see I made a strategic decision to rotate heavily in other directions, and I do see a potential recession in Canada in the short term so for the next couple years I’m going to grow in other places. Hope that makes sense 💎✨
This was the one where I started talking about the shift and why Altria and Big Tobacco - Market Forecast | Buy, Sell, or Hold? th-cam.com/video/Pk4e9sRFmbU/w-d-xo.html
Damn me and my unemployed ass can't believe this is possible. I live in a third world country and my entire portfolio is equivalent to $178,571 (and declining) most of it is in bonds and I get 14% in interest. I have a small portion i.e $ 10,714 in my local stock market and I made a 30% profit (price appreciation + dividend ) . Man If you can help my with some words of wisdom I would be grateful. I don't have a clue on how I will manage this money
Hi there 👋 Answer: Because that wouldn’t be smart. There are inherent risks to any company and fund that should be diversified. I’ve learned this over the years to make sure I protect my wealth thru diversification.
Diversification involves spreading investments across various asset classes and income streams to reduce risk, such as cryptocurrency, gold, real estate, bonds and stocks, you protect against the downturn in any single market. Additionally, having multiple income streams like a TH-cam channel, side gigs like house power washing, selling jewelry online on platforms like Etsy, etc.
Cause the export doesn’t come that way… I could add it, but why? It’s all about the mix and strategy that I’m communicating. I wheel and it says same price as now but meanwhile I just made $2k. Really means nothing. I’m focused on top line growth of income and overall total return 💎✨
@@faridra6963 you can’t do it that easy I’ve tried. Taken me hours in my previous videos to hide and blur. But I’ll understand if you don’t believe me it’s ok. There’s so much fake stuff out there. I get it. Good luck 🍀
Sure. But after years of doing this channel anyone who knows anything would catch you. The real question is… this channel is a masterclass in how to get rich and you just failed. You should watch this and try again… th-cam.com/play/PLYIPUW7RttHkItThcJl79SmOKlOauRK9Q.html&si=POBHd2mCgXEvg3jl
How is it possible that I am super excited over someone else’s portfolio 😂? $110k in dividends, I freaking love it❤. You continue to inspire me
😂 well! Maybe because you’re seeing that anything is possible! I show this for *exactly* the result you’re describing, which is to continue to inspire YOU 🫵 to succeed. Wish you continued success and a life well lived as well - DREAM 💎✨
@@thedividenddreamERWwAää9
I will probably never pass you up, but I did beat the S&P 500 for the last 12 months. And I am a trillionaire in Zimbabwe currency!
You’re doing great Duke! You’re a trillionaire in my heart too 💚
The yield on QQQI is low because it only includes last 12 months of payments. Since they haven’t made 12 months..it zeros out the months when it didn’t exist. Forward yield is much higher :)
Makes sense!! You’re so smart 😍
I LOVE videos like this. I am likely to never reach the investments/income that you have but I am on my own dividend income journey. The numbers are just very small in comparison 😅
Thank you so much. Keep going girl 💪 you got this - DREAM 💎✨
Do you manually update your spreadsheet?
Yes and no. It’s an auto export on my port, then I just sort it and make it slightly prettier + add the other info on aristocrat status, etc
Fantastic as usual. Lots of changes for sure. Missed hearing how you did in June. I’m at $177K YTD. I’ve backed off of options to focus more on swing trades. I have several ETF’s in my long income portfolio. Keep it up!
Thanks 🙏 so much! Yeah I know 😢 sorry I just needed a break! I’ve been so careful with options this past month as well… good luck on the swings!
Aww 😍, I remember the 1.1M portfolio like it was yesterday. 😂 💃🏻🔥 🕺🏻🧢
Thanks for your never ending constant support! 🧢 I appreciate you! Think about this… I haven’t added a DIME of additional income to this, been actively living off of it, had to payout a major life debt, and have had $20-$30k/month in expenses for months on end… and I STILL grew my acct through careful rotation, options, and dividends. It’s a great strategy ✅
@@thedividenddream I love your options strategy! I pattern mine after you 🫵🏻💃🏻
And after all, sustainable income for life and hardly working is the Dream✨😉
Looking good!
Is this all in a single taxable brokerage or does include retirement accounts?
Thanks! Includes retirement accts as detailed in this one
Stock Portfolio: How to Maximize Income & Growth Potential
th-cam.com/video/n5ynraJlqJk/w-d-xo.html
Great Info! Thanks for the Inspiration!
Glad it was helpful!
If you had a big amount of money in a private own employer stock would you sell out of it to diversify into better returns like etfs?
Everyone’s situation is different, and I’m not an advisor. But in general, I always advocate diversifying for greater safety and to spread risk.
Interesting info - thanks for sharing.
When I look up AVGO, it's currently at $166.36 (Sept 25) and never been anywhere near $1733. Am I missing something?
I found the hack - in a tweet, you said you have 650 shares. That would explain the /unit discrepancy. :)
Yes, it went thru a 10:1 stock split in July
@@thedividenddream Not a hack them, I did miss something. 👍
How are you able to earn yield in the money market and still use that cash for cash secured puts? When I have my money in the mm it it has to be bought and sold out of. Are you using a margin account or something against it? If so, that would explain why I cant since I am in an IRA account and they have stricter margin rules
Hi 👋 there! Thanks for your question. I am not using margin. It is in a regular taxable account in SPAXX, in Fidelity.
Try changing your “core” acct, and if that doesn’t work chat with your brokerage. Should not matter what kind of acct it is held in. Hope this helps (…as always I’m not an advisor)
I don’t know how I came across this video but I’m happy for you. Your portfolio looks awesome. Congrats!
Thank you! 🙏 Hope it was interesting 🧐 for you 🫵
woot woot…waiting for the next Dividend Dream episode is at the same anticipation level as the next House of Dragon episode!! 😊
😂 you’re too kind! Appreciate your enthusiasm and love for all things investing - DREAM 💎✨
Thanks for the video. Amazing portfolio❤
May I ask you, when you were starting to build your portfolio, what stocks were you mainly focusing on? And how much were contributing a year?
Right now I have about 15k in dividend stocks, and about 21k I use to run the wheels.
Hello 👋 and thanks for the comment! When I started it was mostly mutual funds and growth, and as I started to come to the end I switched more to income. Now that I’ve hit my income target 🎯 I’m adding back some growth. See my portfolio strategy video you’ll like that one as it shows my high level thinking toward options budget etc ✅
Great Update! Love the diversity of your portfolio. It's amazing how after awhile the income just snowballs. If you are interested in a few more stocks, check out and review BMY, TD and KVUE.
Thanks!! Yeah $BMY could be one to consider ✅ nice add! - DREAM 💎✨
oh could not click fast enough {pause make a coffee then hit play} always enjoy your BIG portfolio updates dream girl : )
Awe 🫢 thanks and enjoy! - DREAM 💎✨
Excellent video! Very informative, just wish there would have been a column for avg. cost per share, would help with analysis (and would make clear what positions are within range to keep adding to).......
Thank you! 🙏 I appreciate your comment. There’s always more people want no matter what I do, but lemme say this. This is literally the raw export from Fidelity. And even with cost per share, that wouldn’t tell the viewers if they should invest in something long term. There’s so much more to the story. I’d invite them to look at macro trends, which I have videos on… and also how to pick and evaluate individual company performance through another video like this one:
How I Pick My Stocks - Investing for Beginners | Key Metrics
th-cam.com/video/gp8EKBOIU4Q/w-d-xo.html
@@thedividenddream Oh, absolutely. Not trying to complain. I definitely do my own evaluations before making any investments.....I just like to use cost per share as a screener (for example, if a stock was purchased years ago and it has 3X since then, I'd be less inclined to spend the time needed to properly evaluate it.....just trying to allocate my time as efficiently as I can). Thanks for the content tho, very appreciated!
Legend !
😘
Don’t you have SCHD? Or did I miss it
I do not….
Are you currently dripping your investments? I noticed all look to be a nice whole round number of shares lol so figured you weren't. But appreciate the video, keep the content coming!
Hi 👋 there… I drip on about half. I round for these videos to make it cleaner. Thanks for the Q!
Great stuff.. quick question. How do you use cash in a money market account on options?
Do you have to move it to your sweeps account first..thanks so much..
No… I have it set up to sit in the money market in that acct, while I use it as my cash secured for options. Chat with your brokerage and they can help you. Not complicated at all would take 2 mins if you had a question. It’s as simple as selecting it as your cash position option ✅
Thank you so much..I will .. etf seem like the safest way for an income investor. Especially since we now have so many great options.
Love the idea of REIT ETFs. Quick question about those: Are they taxed like REITS or like regular ETFs? Makes a difference in whether I put them in my Roth or brokerage. Thanks again for all the great work and sharing!
Have you ever looked at GOF?
always curious - where did you learn to trade and who was your mentor for options trading and covered calls? In a video, could you discuss your journey?
A good idea for a video! I’ll consider 👌
Good job selling the lakehouse. Much cheaper in the long run to use your dividends to rent any lakehouse you want without the ownership, management, maintenance, and capex headaches!
Very true! 💃
Great video Dream.. You are such a positive role model. You take the time to share what you've done but you also take the time to explain why you made the decision too. I always love your video, thoughts and insight. Wish I could hang with you a bit to really get the grind of Options.... You'd be an excellent instructor having the ability to teach and explain the nuances.... I also love your approach to ETF's - Have done the same too... Love several of your holdings as well.... I have been looking at the Goldman ETF's for income too. Love your tech moves - Hold SMH & VGT which I love. I also love FDVV, SCHG and the NEOS twins.... I hope you are well and life is treating you better... You are a good soul Dream.... Be well.....
Thanks so much as always 🙏 perhaps one day I’ll offer “time with DREAM” for a small fee, 🤔 I’m glad to hear you’ve got a good mix as well - cheers DREAM 💎✨
Fantastic job on your portfolio pretty close to perfect…and for not keeping your head in the sand and moving with the market 🤗🤗🤗
I’m always moving. These new products give more opportunities and my size allows me to take some calculated risks ✅ thank you!
👍
Been waiting for this update ❤❤❤ you rock!!!
💚🫵
Great video.. thanks for sharing
That IBM cover call strategy was never called on you? BTW that portfolio is an individual account?
Hi there 👋 yes $IBM has been assigned about 3 times in a year. Each time I’ve waited a week or two for the price to come down and then set up a put that assigns. I’ve made good money on the options plus the dividend. Also $IBM has had good cap appreciation over the last two years so it’s been a win for me 💎✨
Great video ❤
Thanks so much 💎✨
Dang you brought the whole marketplace save some for me.😅
I see that you do not have BCE anymore.. when and why did you exit..if you could share. I am still holding it unfortunately..Thank you for this update.
Hi there 👋 I exited $BCE not long ago actually, and it was a tough decision because it’s a good one that is likely to rebound at some point. But as you can see I made a strategic decision to rotate heavily in other directions, and I do see a potential recession in Canada in the short term so for the next couple years I’m going to grow in other places. Hope that makes sense 💎✨
Have you considered bac/pl?
Would need to look deeper, you hold it?
@@thedividenddream no, I don't but I was told to look into it because of it's yield.
The cash that gets tied up to a cash secured put doesn't earn any interest while it's tied up for the put you are short.
For all of my CSPs, I am earning interest while it’s being used as collateral
I could not find video where you cut down Altria
This was the one where I started talking about the shift and why
Altria and Big Tobacco - Market Forecast | Buy, Sell, or Hold?
th-cam.com/video/Pk4e9sRFmbU/w-d-xo.html
1st
Good job baby - here this is for YOU 🫵🏆🥇
Hey, do you need any help for your video editing or thumbnails, if so we can help
Damn me and my unemployed ass can't believe this is possible. I live in a third world country and my entire portfolio is equivalent to $178,571 (and declining) most of it is in bonds and I get 14% in interest. I have a small portion i.e $ 10,714 in my local stock market and I made a 30% profit (price appreciation + dividend ) . Man If you can help my with some words of wisdom I would be grateful. I don't have a clue on how I will manage this money
Can I be you when I grow up?
Silllllly 🫵 you can go on vacation with me when you grow up! 😉 - DREAM 💎✨
Why why don’t you put all your money in the highest yielding ⚠️ dividend stock?
Hi there 👋 Answer: Because that wouldn’t be smart. There are inherent risks to any company and fund that should be diversified. I’ve learned this over the years to make sure I protect my wealth thru diversification.
Diversification involves spreading investments across various asset classes and income streams to reduce risk, such as cryptocurrency, gold, real estate, bonds and stocks, you protect against the downturn in any single market. Additionally, having multiple income streams like a TH-cam channel, side gigs like house power washing, selling jewelry online on platforms like Etsy, etc.
Eeh av missed ya
Why don't you show your entry prices or cost basis ?
Cause the export doesn’t come that way… I could add it, but why? It’s all about the mix and strategy that I’m communicating. I wheel and it says same price as now but meanwhile I just made $2k. Really means nothing. I’m focused on top line growth of income and overall total return 💎✨
JEPQ smacks of Bernie Madoff returns that are unsustainable no?
No. This is a derivative ETF. Take a look at my dedicated video on $JEPQ and $SPYI and $QQQI
Thanks for sare!! A lot of ideas inside to invest in
You bet! 😉- DREAM 💎✨
Wow it has changed a lot since the last review 😮 thank you for sharing 😊
It’s a massive rotation - reconstitution really. Based on new opportunities and a rapidly changing market condition.
Show us real portfolio in brokerage. Anyone can show anything in excel sheet😂
You must be new here… btw it takes too long to edit that way that’s why I don’t
@@thedividenddream just hide the account number and your name while show brokerage . Editing that shouldn’t take more than than few minutes I guess.
@@faridra6963 you can’t do it that easy I’ve tried. Taken me hours in my previous videos to hide and blur. But I’ll understand if you don’t believe me it’s ok. There’s so much fake stuff out there. I get it. Good luck 🍀
Sound more like you broke and you’ve just did the maths to put out a spread sheet with fake cash numbers god I could do this for clicks
Sure. But after years of doing this channel anyone who knows anything would catch you. The real question is… this channel is a masterclass in how to get rich and you just failed. You should watch this and try again…
th-cam.com/play/PLYIPUW7RttHkItThcJl79SmOKlOauRK9Q.html&si=POBHd2mCgXEvg3jl
Great video , thank you so much for these!!! follow you on twitter, truly one of the best !!!
Thank you! 🙏 I appreciate that Kayla, thanks for the note 😘 - DREAM 💎✨