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I started investing in dividends with my taxable account. I used the buy and hold strategy in my Roth, adding some Berkshire B stock, SCHD, and an S&P 500 and total market exchange-traded fund.
When I started investing last year, I avoided significant mistakes. I've focused on investing modest sums in stable businesses for the long term. If stocks perform well, I hold onto them; otherwise, I reinvest losses into profits. Recently, I made $9.5k from a $4k investment in NVIDIA.
Exactly, a good number of people discredit the effectiveness of financial advisor, but over the past 10years, I’ve had a financial advisor consistently restructure and diversify my portfolio/expenses and I’ve made over $3million in gains… might not be a lot but i'm financially secure and that's fine by me.
Sonya lee Mitchell is the licensed advisor I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
Thanks for sharing. I searched for her full name, found her website immediately, reviewed her credentials, and did my due diligence before reaching out to her.
Dividends are dope. Personally, I sometimes use my dividends to buy other dividend and growth stocks for diversification instead of reinvesting in the same stock. To each their own methods though. The good thing is that you’re investing in the first place and that’s what’s important. Salute for the content!
The current market might give opportunities to maximize profit within a short term, but in order to execute such strategy , you must be a skilled practitioner
I fully agree and place great value on my advisor's role in guiding my daily investments. They excel in both long and short strategies, managing risk for potential gains and protection against market downturns. Their access to exclusive insights and in-depth analysis makes exceeding expectations a regular outcome. In the two-plus years I've worked with my advisor, I've gained over 1.2million dollars.
My advice to new investors: Buy good companies stocks and hold them as long as they are good companies. Just do this and ignore the forecasts and market views which are at best entertaining but completely useless.
Success in investing, whether for the long term or day trading, lies in effectively managing risk relative to reward and strategically leveraging opportunities to achieve your financial goals. It's about finding the right size and optimizing your approach to maximize returns.
Even with the right strategies and appropriate assets, investment returns can differ among investors. Recognizing the vital role of experience in investment success is crucial. Personally, I understood this significance and sought guidance from a market analyst, significantly growing my account to nearly a million. Strategically withdrawing profits just before the market correction, I'm now seizing buying opportunities once again.
I have been a dividend focused investor for a long time. This does not mean I don't own growth stocks, I do. A well rounded portfolio should be a mixture of both categories. One way to minimize the anxiety out of stock market investing, is to make sure you keep a large cash cushion. I invest in the market, but never put all my money in market.
Dividends are dope. Personally, I sometimes use my dividends to buy other dividend and growth stocks for diversification instead of reinvesting in the same stock. To each their own methods though. The good thing is that you’re investing in the first place and that’s what’s important. Salute for the content!
I agree. Based on personal experience working with an investment advisor, I currently have $1m in a well-diversified portfolio that has experienced exponential growth. It's not only about having money to invest in stocks, but you also need to be knowledgeable, persistent, and have strong hands to back it up.
How can I participate in this? I sincerely aspire to establish a secure financial future and am eager to participate. Who is the driving force behind your success?.
My CFA ’Rachel Sarah Parrish’ , a renowned figure in her line of work. I recommend researching her credentials further. She has many years of experience and is a valuable resource for anyone looking to navigate the financial market
Honestly, this situation is making me uneasy, especially with the Fed cutting interest rates by 50 basis points. It signals deeper economic concerns, and I'm uncertain about my $130K investment strategy, considering the potential for not just a recession, but possibly a depression.
I agree. Even with great opportunities, we should proceed cautiously. Seeking market analysis or advice from certified market strategists is important.
Absolutely, having a solid plan is crucial. My portfolio has doubled since early last year. My financial advisor and I are working towards a seven-figure goal, though it might take until Q3 2024.
I'm 54 and my wife and I are VERY worried about our future, gas and food prices rising daily. We have had our savings dwindle with the cost of living into the stratosphere, and we are finding it impossible to replace them. We can get by, but can't seem to get ahead. My condolences to anyone retiring in this crisis, 30 years nonstop just for a crooked system to take all you worked for.
@RawlinsesPierces The crazy part is that those advisors are probably outperforming the market and raising good returns but some are charging fees over fees that drain your portfolio. Is this the case with yours too?
@RawlinsesPierces MARGARET MOLLI ALVEY her trading strategies is working for me for more than a year now and I’m making good profit from the stock market and she's 100% honest, reputable and trustworthy
I think investors should always put their cash to work, especially In 2024, we'll start to see more market diversification. I'm hoping to invest about $350k of my savings in stocks this year. Hope to make millions in 2024.
Since risk is at an all-time high right now, perhaps you should be a little more patient but remember the bigger the risk the bigger the results. Alternatively, you can consult a trained financial expert for strategy.
You're right mate! I’ve been using a fin-market expert for two years now and I own a 7figure diversified portfolio from investing in stocks. Currently, my portfolio is worth over $800k.
How can I participate in this? I sincerely aspire to establish a secure financial future and am eager to participate. Who is the driving force behind your success?
HEATHRR LEE LARIONI is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
I’m seeking to invest a good amount across various markets but don't know which is safe at this point of uncertainty, I was advised to diversify between stocks and bonds, since they can help hedge against inflation, or am I better off holding cash?
This is really impressive, hope you don't mind if I ask you to recommend this particular professional you use their service? I have quite a lots of difficulty sorting myself out in this downtime.
Thanks, I just googled her and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a call.
have been a dividend focused investor for a long time. This does not mean I don't own growth stocks, I do. A well rounded portfolio should be a mixture of both categories. One way to minimise the anxiety out of stock market investing, is to make sure you keep a large cash cushion. I invest in the market, but never put all my money in market
Dividends are dope. Personally, I sometimes use my dividends to buy other dividend and growth stocks for diversification instead of reinvesting in the same stock. To each their own methods though. The good thing is that you’re investing in the first place and that’s what’s important.
I agree. Based on personal experience working with an investment advisor, I currently have $880k in a well-diversified portfolio that has experienced exponential growth. It's not only about having money to invest in stocks, but you also need to be knowledgeable, persistent, and have strong hands to back it up.
How can I participate in this? I sincerely aspire to establish a secure financial future and am eager to participate. Who is the driving force behind your success?
@@ThePatrioticAmerican4L Thanks for sharing, I just looked her up on the web and I would say she really has an impressive background in investing. I will write her an e-mail shortly.
I am at the beginning of my "investment journey", planning to put 85K into dividend stocks so that I will be making up to 30% per year in dividend returns. Any advice?
Adding JEPI and JEPQ are smart additions in my opinion. As for staying committed to higher-risk investments, it's all about balancing your risk tolerance with your long-term goals.
The market is not necessarily a rollercoaster if you know your way around the market, there are various opportunities in the present market to accrue good profit, If you are not too savvy with the market, just buy and hold on strong companies with good earnings, or consult with advisors on ETFs and actively managed funds. that’s what works for my spouse and I. We've made over 30% capital growth minus dividends.
Rachel Sarah Parrish is the licensed coach I use. Just research the name. You'd find necessary details to work with a correspondence to set up an appointment.
I just googled her and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a caII.
I feel investors should be focusing on under-the-radar stocks, and considering the current rollercoaster nature of the stock market, Because 35% of my $270k portfolio comprises of plummeting stocks which were once revered and i don't know where to go here out of devastation.
Safest approach i feel to tackle it is to diversify investments. By spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown
Agreed, It's essential to diversify your portfolio. While quality stocks are a solid foundation, you should also consider other assets to spread risk. Thankfully, I can attest to the success of this approach aided by professional guidance seeing my portfolio of $330k grow by 15% this year alone... maybe you should do the same.
This is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? i'm in dire need of proper portfolio allocation
A good FA is critical for portf0lio diversification. My advisor is Heather Lee Larioni who can be found readily and has great understanding of the financial markets.
The S&P 500 moved 8.9% higher in November, achieving one of its best monthly performances in history.. which is an indicator for profits to continue to improve. I just want my money to keep outgrowing the inflation rate. I'm still looking for companies to make additions to my $500K portfolio, to boost performance. Here for ideas...
This is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? i'm in dire need of proper portfolio allocation
Regardless of whether you're a Wise person, it's best to consult a professional advisor right away. As a business owner in the service industry as well as an ebay reseller of all product categories, I can attest to the fact that we are in a severe recession and that everyone is running out of money
Starting early is simply the best way of getting ahead to build wealth, investing remains a priority. I leant from my last year's experience, I'm able to build a suitable life because I invested early ahead this time
My $305k growth has been stagnant since 2019. I wouldn't mind consulting the advisor who guides you, I really want to grow my retirement fund since I could be retiring in next 3 years
What's the best approach to capitalize on the current market conditions? I'm deliberately on whether to diversify my $150k stocks portfolio. What strategy should I employ
I've tried investing in various things that didn't work out as I hoped. Now, I'm looking at ETFs as a more reliable option. What are the best 5 ETFs for a beginner looking to invest a lump sum?
In no order: 1) VOO 2) QQQM 3) SCHG/VUG 4) VTI 5) SCHD/DGRO. Personally I put down 1.2m$ on few ETFs, still diversifying. it was this time last year I made my first break through with a liquid 370k. Handed it to a trader here in TX, I get weekly pay out which I put back on long term ETF's. Tesla will be a huge buy for me when the market bottoms.
I met Julianne Iwersen Niemann for the first time last year at a women's conference here in Pennsylvania, and my life has changed for the better since then. God bless her!
I've added SOXQ, VGT, QQQ, SPLD, and VOO to my portfolio, which Julianne Iwersen Niemann also helps me manage. Even someone like Robert Kiyosaki relies on an advisor no one can know it all! Having a trusted guide has always been a smart move for me.
I believe the safest approach is to diversify investments. They can mitigate the effects of a market meltdown by diversifying their investments across asset classes such as bonds, real estate, and international stocks. It is important to seek the advice of an expert.
Strategic investments are crucial. My ideal investment is a varied portfolio of stocks, bonds, and ETFs. It provides an excellent long-term return and has performed admirably thus far, but I needed to diversify my portfolio at some point, so I approached a coach who devised a system that aligned with my goals; so far, I've made a whopping $580k, and scaling my portfolio to a million by the end of the year does not appear too far-fetched to me.
Laurelyn gross pohlmeier is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment..
I simply googled her and was really impressed with her qualifications; I contacted her since I needed all the help I could get. I've just scheduled a CAII.
@SarahTaylor_ : You haven't lost/will lose any money until you panic sell when the market is not doing good. Make sure you only invest in the companies you know about (Never invest in something you cannot understand) and you'll be fine in the long run. Having emergency reserves besides the investing amount will make sure you never have to panic sell to pay your bills/put food on the table.
The whole point of wealth for me is freedom. My magic number in my mind is 5 million needed at 65 to not worry about anything. Am i better off investing a good portion of my income into stocks or saving my earnings to achieve this goal?
Varied sources of income is wise and especially living within your means. My net worth is $2M and I can pay my bills with no stress, but I don't live like I have that. I have no complaints.
Money advice is subjective, what works for you may not work for someone else, but it's always better to plan. I'm quite lucky exposed to personal finance at an early age, started job 19, bought first home 28, got laid-off work 36 amid covid-outbreak, and at once I consulted an advisor to handle growing my finance. As of today, I'm only 25% short of my $1m goal after subsequent investments.
bravo! i'm 46, inherited money from a childless relative and traveled overseas, got married to a lady almost my age, but the only issue is how to preserve and grow my wealth in view of retirement, can your advisor be of help please?
Nicole Desiree Simon is her name. She is regarded as a genius in her area and works for Empower Financial Services. By looking her up online, you can quickly verify her level of experience. She is well knowledgeable about financial markets.
I will be forever grateful to you, you changed my entire life and I will continue to preach on your behalf for the whole world to hear you saved me from huge financial debt with just a small investment, thank you Mrs Katherine Flores.
I invest with Mrs Katherine Flores too, she charges a 20%commission on profit made after every trading session which is fair compare to the effort she put in to make huge profits.
I watched several TH-cam videos on how to trade in the stock market but haven't made any head start because they are either talking some gibberish or sharing their story of how they made it and I do not want to make mistakes by taking risks in my own hands.
I will be forever grateful to you, you changed my whole life and I will continue to preach on your behalf for the whole world to hear you saved me from huge financial debt with just a small investment, thank you Catherine Gauthier.
Wow. I'm a bit perplexed seeing her been mentioned here also Didn't know she has been good to so many people too this is wonderful, I'm in my fifth trade with her and it has been super.
She is my family's personal Broker and also a personal Broker to many families in the United states, she is a licensed broker and a FINRA AGENT in the United States.
I've heard that index funds and ETFs provide diversified stock market exposure while spreading risk. I have over $800K in savings; What's the most effective strategy to allocate funds in my portfolio and generate profits?
Yes, there are strategies that could be put in place for solid gains regardless of economy situation, but such execution is usually carried out by an investment specialist
Right, a lot of folks downplay the role of advisors until being burnt by their emotions, no offense. I remember some years back, during the covid-outbreak, I needed a good boost to stay afloat, hence researched for advisors and thankfully came across one with grit. As of today, my cash reserve has yielded from $350k to nearly $1m
Buying a stock is easy, but buying the right stock without a time-tested strategy is incredibly hard. Hence what are the best stocks to buy now or put on a watchlist? I’ve been trying to grow my portfolio of $560K for sometime now, my major challenge is not knowing the best entry and exit strategie;s ... I would greatly appreciate any suggestions.
You’re right! The current market might give opportunities to maximize profit within a short term, but in order to execute such strategy , you must be a skilled practitioner.
A lot of folks downplay the role of advlsors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850k.
How can one find a verifiable financial planner? I would not mind looking up the professional that helped you. I will be retiring in two years and I might need some management on my much larger portfolio. Don't want to take any chances.
MEGHAN MAUREEN KRISTENSEN is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment..
Thank you so much for your helpful tip! I was able to verify the person and book a call session with her. She seems very proficient and I'm really grateful for your guidance
I lost over $80k when everything started to tank. Not because I was in an exchange that went belly up. I was just stupid to hold and because that's what everyone said. I'm still responsible. It just taught me to be a better investor now that I understand more of what could go wrong. It took me over two years of being in the market, I'm really grateful I found one source to recover my money, at least $10k profits weekly. Thanks Michelle Stewart
Given the re-inverting yield curve and increased market volatility, I'm reevaluating my portfolios, and the outlook is concerning. How should I reallocate funds within my $1M portfolio to navigate the potential economic downturn?
As a result of the inversion, lending and investment may decline and future growth is predicted to be slower. That's why it's critical to determine the right asset allocation and work with an advisOr who has experience in bear markets.
It's important to allocate your assets correctly; some people use hedging techniques or set aside a portion of their portfOlio for defensive assets in case of market downturns. To do this, professional advice is essential. With invest-ments yielding close to $1 million in returns, this strategy has helped me maintain finan-cial security for more than five years.
I began working with a finan-cial advisOr named Christine Ann Podgorny Her transparent approach grants me full ownership and control of my position, and her fees are remarkably reasonable, especially considering my ROI
I appreciate it. After searching her name online and reviewing her credentials, I'm quite impressed. I've contacted her as I could use all the help I can get. A call has been scheduled.
I really appreciate the dedication in each video you post. To be successful in markets, traders should understand the crossover between asset classes & liquidity flow. Michelle Stewart focuses on Multi-asset trading, a single strategy to manage risk, profit, and the code or the actual decision-making across multi-asset classes. Her skills set is top notch.
Wow. I'm a bit perplexed seeing her been mentioned here also Didn’t know she has been good to so many people too this is wonderful, i'm in my fifth trade with her and it has been super.
What impresses me most about Michelle Stewart is how well she explains basic concept of winning before actually letting you use her trade signals. This goes a long way to ensure winning trades.
At present, the most prudent consideration for everyone should be diversifying their income sources, ones not reliant on government support, particularly given the ongoing global economic challenges. This remains an opportune moment to explore investments in assets like digital currencies, stocks and more. thanks to Davina Norman for her guidance in these fields, her proficiency is outstanding
Most family are struggling to survive. meeting Ms Davina Norman has brought me great success. Even with the economy situation I'm still sure of my $15,000 monthly
It's truly uplifting to come across feedback about Davina. The strength of her approach lies in her dual focus: not only does she actively pursue profit opportunities, but she also tenaciously safeguards investors from potential pitfalls. Achieving such a delicate balance is a rare accomplishment.
I want to be financially free , I currently work 2 9-5 jobs and I’m struggling to pay bills along with my moms medical bills. I heard about forex a little while ago and was really interested and wanted to get into for the longest but I never had someone who could help. Can I get her contact? I need her assistance
The thing to me is, if you invest and have other income outside of dividends then you will be able to live off dividends without selling. Which means you can pass that on to your kids which will give them a leg up in life. $52k dividends received in 2022.
I agree! That's why it is advisable that you have to invest while you still have a regular job or earning a regular income, and do it constantly. You still need to have something that will keep you going even if you're investing. Good financial planning and money allocation is the key.
I had my share of ups and downs when I first started looking for a consistent passive income so I hired an expert advisor for aid, and following her advice, I poured some money in value stocks and digital assets,i accrued over $80K in dividends last year
I think this should be the best time to put cash to work rather than allow it lie waste to inflation. I'm ready to invest about $350k of my savings in stocks. I just need ideas on how to navigate the bear markets and other sectors to diversify
In this current unstable markets, It is advisable to diversify while retaining 70-80% in secure investments. looking at your budget, you should consider financial advisory.
Exactly, having the right plan is invaluable, my portfolio is well-matched for every season of the market and recently hit 100% rise from early last year. I and my CFP are working on a 7 figure ballpark goal, tho this could take till Q3 2024.
that's a double up in two years! seeing a lot of news on the rally, investors will make tons of profit with the right picks. would you mind disclosing info of this person guiding you pleas? my problem is I do not trust my guts in today's mkt
Certainly, there are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with Nicole Desiree Simon for about five years now, and her performance has been consistently impressive.
I just googled her name and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a call.
Because of dividends, I first began investing in stocks. It's important, in my opinion, to be able to live off of dividends without selling if you invest and make other income in addition to payouts. It suggests that you may pass that down to your kids and give them a leg up in life. Over the years, I've invested over $600k in dividend stocks; I continue to buy more today and will keep doing so until the price drops even further.
Hearing from an experienced investor who has survived adversity and prevailed is always motivating. It may be frightening when your portfolio goes from green to red, but if you have invested in strong firms, you should maintain growing them and stick to your goal.
I wholeheartedly concur, which is why I appreciate giving an investment coach the power of decision-making. Given their specialized expertise and education, as well as the fact that each and every one of their skills is centered on harnessing risk for its asymmetrical potential and controlling it as a buffer against certain unfavorable developments, it is practically impossible for them to underperform. I have made over 1.5 million dollars working with an investment coach for more than two years.
Do your due diligence and opt for one that has tactics to help your portfolio continue consistent and steady growth. "JULIE ANNE HOOVER’ is accountable for the success of my portfolio, and I believe she has the qualifications and expertise to accomplish your objectives.
copied and pasted her name on my browser, came top search, I've seen commentary about advisers but not one that looks this phenomenal, I set up a call with her, very much appreciate it
For years I was just planning on amassing money until age 65 and then living off the nut at 4 percent per annum. But around age 60 I started shifting my equities positions out of high growth and into high Dividend, or at least solid Dividend stocks like the Aristocrats. Now? A 4 percent draw is roughly equal to simply scooping off the dividends each year. And I am not selling a single share in the process. Pay yourself FIRST. Start saving aggressively EARLY. Retire in comfort and with peace of mind. Maybe even early.
If you invest and have other income outside of dividends then you will be able to live off dividends without selling. Which means you can pass that on to your kids which will give them a leg up in life. $52k dividends received in 2022.
I agree! That's why it is advisable that you have to invest while you still have a regular job or earning a regular income, and do it constantly. You still need to have something that will keep you going even if you're investing. Good financial planning and money allocation is the key.
I had my share of ups and downs when I first started looking for a consistent passive income so I hired an expert advisor for aid, and following her advice, I poured some money in value stocks and digital asset, i accrued over $80K in dividends last year
SHARON LEE PEOPLES is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment..
Thanks for sharing, I just looked her up on the web and I would say she really has an impressive background in investing. I will write her an e-mail shortly.
I see all yours videos from cuba,i hope very soon to have a very nice portfolio thsnks to your recomendstion,happy to be the firts person to see this video,have a nice day
I recognize the hardships that come with economic struggles like unemployment, job loss, inflation, housing market instability, political uncertainties, and the global impact of conflicts and wars. Making ends meet during such times can be incredibly challenging. To navigate this difficult period, considering alternative job prospects, enhancing skills through online courses, and expanding your network can heighten the chances of securing employment. Moreover, prudent budgeting, exploring available financial aid programs, and seeking assistance from community organizations can offer some relief. How are you currently tackling these challenges? Have you implemented any specific strategies to cope?
In my opinion, now is not the moment to rely on hearsay. Every individual, regardless of their level of experience as an investor OR in a financial market, requires guidance at some stage.
It's often true that people underestimate the importance of financial advisors until they feel the negative effects of emotional decision-making. I remember a few summers ago, after a tough divorce, when I needed a boost for my struggling business. I researched and found a licensed advisor who diligently helped grow my reserves despite inflation. Consequently, my reserves increased from $275k to around $750k.
Well, there are a few out there who know what they are doing. I tried a few in the past years, but I’ve been with *Whitney Kay Stacy* for the last five years or so, and her returns have been pretty much amazing.
I am regretting not investing in stocks ever since but still grateful i kept money in the money market. With about $200k maturing soon, i plan investing in the stock market. What stocks should I look into as a newbie to safely grow my money?
Thats when you hire someone to manage your money. You need a (CFP) straight up! personally, I would invest in ETF's and also love investing in individual stocks.
I took charge of my portfolio but faced losses in 2022. Realizing the need for a change, I sought advice from a fiduciary advisor. Through restructuring and diversification with dividend stocks, ETFs, Mutual funds, and REITs, my $1.2M portfolio surged, yielding an annualized gain of 28%.
I don't comfortably throw recommendations around on the internet, but I've been working with 'Whitney Kay Stacy'. God, she's brilliant! I'm sure there are others who are good.
Thanks for sharing. I curiously searched for her full name and her website popped up after scrolling a bit. I looked through her credentials and did my due diligence before contacting her. Once again many thanks.
I've been researching and studying the stock market for two years now and in my experience, if one pays close attention to everyday high cost stocks with an extreme volume, they will fluctuate enough dialy to make good trade profits. If you wish to go even safer than that then just purchase dividend stocks during their payout times and you can go between 3 or 4 of then per month and collect up to 7k in just dividends with 50k investment. 7k monthly doubles your investment the first year and obviously compounds monthly, so the longer you keep it up then the more you will have to share or spend later.
al those companies are very good, always pay on time is a good invesment Mainstream and gladstone commercial... if you live in USA off course. BUt if you live outside of Uniteds states, my advice is DO NOT INVEST ON THEM!, you are going to be double taxated, in the european country where i live takes 20% tax + 15% USA tax and 5% something call solidarity surcharge -_- im receiving half of the divident payment, it doesnt worth to invest much in them for dividends. Etfs sounds likea better option, the global ones only are taxated by the country where you live.
Jussi: I was happy you mentioned Blue Owl, but surprised you didn't say anything about OBDC. Blue Owls BDC seems to score better rankings in Seeking Alpha. You really need to do a Part II on this video for your viewers and touch on the differences between the two and your opinions. I took a position in OBDC about 8 months ago. My YTD Return is 26%. Looking at my Charles Schwab account OBDC distributions are also Qualified Dividends! A Big Plus. Nevertheless, I enjoy your videos.
So I've watched two of your videos now and moat of your dividend stocks are in real-estate, or loans. Can you diversify? Both of those sectors don't seem like good or smart investments for the forseeable future with with hpw much people are defaulting on credit and how expensive and unattainable mortgages are for most of the american population
John: Nice job on this sheet. Do you make available a template for this sheet? Or do you have a video on the sheet construction? I built this on my laptop using Excel (even though Google Sheets is also fine for this). And I get most of the numbers that you have on this sheet for the first company you reviewed (5.03% yield) EXCEPT for the Div YLD and Yield on Cost %'s. They are slightly off from yours for Years 2 onward. To calculate Div Income, did you base it off the Principal amount + Div Income addition of 10,503 or the Year end balance (which has capital apprec). Using calculator and on paper, these numbers are slightly different from what I get. Also, you did not exercise the Dividend Tax or the additional Contribs. Any video on these topics? Just found your channel and will check out more vids. Thanks for any response.
Hey there!!! I follow your posts with interest! What video editing program do you use to create this quality content? thank's for your time and keep up the good work!!!
I came across some statements from big investors expressing concerns that the stock market rally could be short-lived. My concern is my $600K stock portfolio is still recovering from a dip of almost 40%, how do I navigate these complex situations?
Diversification and a thorough understanding of the market dynamics are crucial, especially during periods of uncertainty. Keeping an eye on both the positive and cautionary signals can help investors
Diversifying your portfOlio is crucial. While having high-quality stocks forms a stable base, it's important to explore additional assets to distribute risk. I can personally vouch for the effectiveness of this strategy, especially when guided by professionals. With their assistance, my port-folio, initially valued at $330k, has experienced a remarkable growth of 45% in just this year
Christine Ann Podgorny deserves credit as one of the finest port-folio managers in the industry. Her reputation precedes her, and I highly recommend looking her up to locate her online if you are internet-savvy
Thank you for this video! I am trying to create similar excel to include the tax impact, but cannot figure out how the Div YLD and Yield on Cost functions are supposed to work. As english is my third language, I am not getting anywhere with google either... Would you please explain how these calculations work?
Great video and dividend stock suggestions, John. I am just wondering how the Dividend Yield % changes (increase or decrease) over the years. Take SBR in year 30 as an example, how did the Div YLD get to 24.36% per year when the dividend amount has been added to the principle, not the 10.25%? Maybe I am missing something but it will be really good to have something with 24+% return per year.
The Dividend Yield can change if the stock price goes up or down. When the stock price drops, the Dividend Yield looks higher, but it doesn't mean you're earning more money overall. It's important to look at both the Dividend Yield and the total return, which includes how much the stock price changes.
Rate cuts commence in June 2024, taking 6-8 months to complete. A potential crash, if any, might occur by March 2025. The soft landing narrative is gaining traction, making this big recession everyone is calling for less likely. With $1 million from a business sale, I'm seeking profitable investment opportunities for the next 3 years.
The financial market is a reliable choice. Diversify your portfolio with I-bonds, stocks (ETFs, REITs, dividend-paying stocks), and bitcoin. Given your budget, I recommend hiring a fiduciary to ensure you receive professional insights for a fee.
Due to my demanding job, I lack the time to thoroughly assess my investments and analyze individual stocks. Consequently, for the past seven years, I have enlisted the services of a fiduciary who actively manages my portfolio to adapt to the current market conditions. This strategy has allowed me to navigate the financial landscape successfully, making informed decisions on when to buy and sell. Perhaps you should consider a similar approach.
this is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? i'm in dire need of proper portfolio allocation
Carol Vivian Constable is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment..
I started investing in stocks at 18, grew portfolio to $600k by 33. Recently, lost over 30% and want to mitigate risks. Also, planning to buy a home soon and want portfolio to grow. What should I do?
Dont think here is the place for personalized investment guidance. However, I suggest consulting with a reliable advisor to ensure appropriate investment planning.
True. I’ve been investing in the stock market for 11 years now, last 5 years with the help of a financial advisor. Through this period of advisory support alone, I've been fortunate enough to achieve a 10x return compared to my previous efforts as a DIY investor, summing up nearly $1m roi as of today. My best so far.
Impressive! I admit I'm scared about retirement as I turn 60 on my next birthday. I need to ensure I have enough money to survive on. How can I consult your advisor? My retirement account isn't performing well.
Thanks for sharing. I curiously searched for her full name and her website popped up immediately. I looked through her credentials and did my due diligence before contacting her.
If you are using high dividend stocks for income (not reinvesting the dividends) this may not achieve the best results. You may want to compare the higher dividend stocks to ones with lower or no dividends. To get the same dollar dividend amount at the end of each year sell some shares. I chose to compare CTAS to O (both are SP500 Aristocrats) and CTAS to ABR for the last 10 years. The current backward dividend at the end of 2023 was 9.1 %, ABR was 5.3%, & CTAS was .08%. I used a $10,000 initial investment. For CTAS vs O both total dividends were $7,500+/- while O capital gain was $5,900 and CTAS was $79,500+/-. For CTAS vs ABR both total dividends were $15,600+/- while CTAS capital gain was $78,100 and ABR was $22,500+/-. Past results are no indications of future performance.
The question is are dividend stocks to be used for capital appreciation or mainly for income with some appreciation. The stocks presented are all dividend stocks with the dividends reinvested. If the dividends are used to supplement income, then these results would be less than presented. In addition, there may be other stock (with or without dividends) that are better for growth.
Hi!! Thank you for the video. :) I'm seriously considering having part of my portfolio in dividend stocks. I didn't understand why the dividend yield would go up with time. I thought that the yield would go down if the stock value goes up? I'm new, so I would appreciate an explanation. Thanks :)
If the stock price suddenly goes up, that's true. For instance, if a stock pays a 10% dividend on a stock priced at $50, i.e., $5 per share, and suddenly the stock price shoots up to $100 before the next dividend date, the dividend amount in dollars will still be $5. The dividend rate now will be 5/100 = 5%. So, it looks like the dividend rate decreases, but in reality, the dividend amounts stay the same. And that dividend amount paid in dollars usually increases over time. A company paying $5 per share in 2024 usually increases it to $6-7 per share in 2024, and this continues to stay competitive.
I always appreciate your videos. I would love to see one that deals with a windfall profit scenario. A scenario as someone who gets a million dollars from an inheritance, etc. What is the best dividend options for both now and the future where you never touch the principle…
What no one is talking about is taxes on dividends....the capital gains tax on these are crazy. In all these scenarios likely at least 15%. That's going to put a huge dent in these projections making what you see here artificially inflated.
I was raised that the stock market was a rich man’s game (yep, grandparents lost it all back in the day and preached that forever) but I’ve been around long enough to truly taste just how profitable it can be, with inflation at 9.2% surely these are desperate times, but in my opinion there’s no market condition a proper financial advisor can’t scale through, especially ones that’s been around since the crisis of ’08 and before.
It's okay if they don't agree with this type of investing, many of us do agree. I have 20 positions in high growth stocks. I'm getting 15 dividend pay checks, however I'm up 125 % this year. About $650k this yr, good dividend paying portfolio, although I use an F.A so buy as much as you can and wait for the rebound. Only the brave gets rewarded in these times.
My 401k lost everything it’s gained since early 2019. Sigh, wouldn’t mind looking into the advisor that guides you, I’d really love to grow my reserve seeing I should be retiring in 3years.
I would like to see these numbers after a div tax rate of 30%, that’s what we get charged here in Australia. Do you allow others to download your template?
DOES THIS MEAN you do not contribute and put in extra £25 in each month on each stock for the year, do you leave it at $10,000 on principle a dto keep it in? How about if you want to buy more shares?? Does this increase in your profits onn dividents?
Your projections are if you put 10 k up front and only re invest dividends right? In the examples there is no extra investment over the years just the reinvestment of dividends?
Great video, I've been interested in investing ever since I came across articles of people making up to $150,000 and more in this period, thanks for the video but is it really possible for a retail investor to achieve this in months?
It's really hard to beat the market as a mere investor. It's just better if you invest with the help of a professional understands the market dynamics better.
my 401k growth has been stagnant since the 2019. I wouldn't mind consulting the advisor who guides you, I really want to grow my retirement fund since I could retire in 3 years.
I just looked her up on the internet and found her webpage with her credentials. I wrote her a outlining my financial objectives and planned a call with her.
dude, did you project a constant increase in Div Yield % over the next 30 years and you truly consider it to be realistic to end up with yields of 20-30% ? :| e.g. check Column D, row 41: - 13:35 -> 30.33% yield - 17:44 -> 24.36% yield
If you need income dividend stocks may be the way to invest. If you want higher total returns this may not be necessary. To cover both bases, I reviewed all 67 SP500 Aristocrat stocks for total returns with the dividends reinvested for the last 15 years. Most stocks with the highest average total return had below average dividends. There were only 3 stocks that were above the group average and the they were around 3%+/-. I also look for constancy (number of down years) over time. You may want to look at these 3 stocks, AOS, CTAS & WST. I do not recommend these nor do I own them.
You MUST check out the interview I just did with the founder of Simply Safe Dividends... He dropped a dime on his thoughts on monthly payers... might be interesting here.
@Johnsmoneyadventures I paid for a subscription and not sure why my spreadsheets does not use your same formulas. How do I get the formulas you are using because the spreadsheets I paid for does not seem correct and I rather try to get the formulas you're showing on your channel before I cancel my subscription
In 40 years there is no telling what kind of economy will exist so the long term results may actually amount to a mere pittance by that time. If this country is ever able to pull it all together for the good of the entire country, that amount could actually be substantial. I remember that 40 years ago a million bux was a humongous amount of cash. Now, that same level has pushed aside millions and insists on billions. Too much manipulation of the economy by the Fed and it’s cronies! The middle class is the people who suffer!
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I'm an aspiring trader who would rather learn from other traders' experience than investing in the market myself, in anticipation of the next bull run. What are your thoughts on copy trading as well? Do individuals actually earn a living? Just trying to get some reassurance. I want to have a healthy portfolio worth at least $850,000. Reliable inputs please.
You can follow a skilled trader and learn how they trade. Its really not as difficult as many people presume it to be. It requires a certain level of diligence, no doubt, which is something ordinary investors lack, and so a financial advisor often comes in very handy.
Yeah, more reason I enjoy my day-to-day market decisions is that I'm being guided by a portfolio-coach, seeing that their entire skillset is built around going long and short at the same time, both employing profit-oriented strategy and laying off risk as a hedge against the inevitable downtrends, coupled with the exclusive information/analysis, it's quite impossible not to outperform. Netted over $1.5m in return on investment, since using a coach 2years and counting.
The strategies are quite rigorous for the regular-Joe. As a matter of fact, they are mostly successfully carried out by pros who have had a great deal of skillset/knowledge to pull such trades off.
I read inflation will be at 30% by the end of the year, hopefully the government doesn't let things become as bad as Argentina or Venezuela, my plan to just earn more gains passively. Who's your pro?
Lisa Ann Moberly is the licensed coach I use. Just research the name. You'd find necessary details to work with a correspondence to set up an appointment.
“The beginning of the Good News of Christ, the Messiah, the son of God.” (Mark 1:1) “This particular period in history deserves our attention. The expression suggests a love without precedent. The beginning seemed bleak, not likely to develop a desirable outcome, however the remedial for man’s condition was in the bosom of two solitary men.”
It's because dividend yield and share price are inversely proportional. When a company pays a dividend, its stock price loses value by the amount of the dividend paid (%). And vice versa, if the annual stock price appreciation is higher than the dividend yield, even though the dividend amount in $ remains the same, the yield decreases. For example, if a share that pays a 7.8% dividend when it was $16.5 suddenly doubles in value from $16.55 to $33.10, the yield would be cut in half to 3.9%, while the dollar amount of dividends stays the same.
What I would do, if I were in your shoes, is to find ETFs that have high yields and put like 10% of whatever you make into those. Buy them at their mid points (so you may have to wait). This way when the ETF bounces back, you get the growth buffer and it pays out the high yields. When I started investing, I always did that. First, I looked for the highest yielding stocks, ETFs, etc and then I bought at their mid points. Once you get that buffer in place and it starts paying out, now you have a weapon against expenses and possibly long term (if you so choose to keep it for the long term).
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Why u permis this "fishing" comments?!
Can you please add a link to the calculator that you use in the video?
I started investing in dividends with my taxable account. I used the buy and hold strategy in my Roth, adding some Berkshire B stock, SCHD, and an S&P 500 and total market exchange-traded fund.
When I started investing last year, I avoided significant mistakes. I've focused on investing modest sums in stable businesses for the long term. If stocks perform well, I hold onto them; otherwise, I reinvest losses into profits. Recently, I made $9.5k from a $4k investment in NVIDIA.
Exactly, a good number of people discredit the effectiveness of financial advisor, but over the past 10years, I’ve had a financial advisor consistently restructure and diversify my portfolio/expenses and I’ve made over $3million in gains… might not be a lot but i'm financially secure and that's fine by me.
Please who is the consultant that assist you with your investment and if you don't mind, how do I get in touch if you don't mind
Sonya lee Mitchell is the licensed advisor I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
Thanks for sharing. I searched for her full name, found her website immediately, reviewed her credentials, and did my due diligence before reaching out to her.
Dividends are dope. Personally, I sometimes use my dividends to buy other dividend and growth stocks for diversification instead of reinvesting in the same stock. To each their own methods though. The good thing is that you’re investing in the first place and that’s what’s important. Salute for the content!
The current market might give opportunities to maximize profit within a short term, but in order to execute such strategy , you must be a skilled practitioner
I fully agree and place great value on my advisor's role in guiding my daily investments. They excel in both long and short strategies, managing risk for potential gains and protection against market downturns. Their access to exclusive insights and in-depth analysis makes exceeding expectations a regular outcome. In the two-plus years I've worked with my advisor, I've gained over 1.2million dollars.
@@mellon-wrigley3 That does make a lot of sense, unlike us, you seem to have the Market figured out. Who is this consultant?
Izella Annette Anderson is my FA, simply do due diligence . You'd find necessary details online to work with and set up an appointment.
I copied her whole name and pasted it into my browser; her website appeared immediately, and her qualifications are excellent; thank you for sharing.
My advice to new investors: Buy good companies stocks and hold them as long as they are good companies. Just do this and ignore the forecasts and market views which are at best entertaining but completely useless.
Success in investing, whether for the long term or day trading, lies in effectively managing risk relative to reward and strategically leveraging opportunities to achieve your financial goals. It's about finding the right size and optimizing your approach to maximize returns.
Even with the right strategies and appropriate assets, investment returns can differ among investors. Recognizing the vital role of experience in investment success is crucial. Personally, I understood this significance and sought guidance from a market analyst, significantly growing my account to nearly a million. Strategically withdrawing profits just before the market correction, I'm now seizing buying opportunities once again.
@@ThomasChai05That does make a lot of sense, unlike us, you seem to have the Market figured out. Who is this consultant?
Credits to "Gertrude Margaret Quinto", she maintains an online presence. Just make a simple search for her name online.
Thank you for the lead. I searched her up, and I have sent her an email. I hope she gets back to me soon.
I have been a dividend focused investor for a long time. This does not mean I don't own growth stocks, I do. A well rounded portfolio should be a mixture of both categories. One way to minimize the anxiety out of stock market investing, is to make sure you keep a large cash cushion. I invest in the market, but never put all my money in market.
Dividends are dope. Personally, I sometimes use my dividends to buy other dividend and growth stocks for diversification instead of reinvesting in the same stock. To each their own methods though. The good thing is that you’re investing in the first place and that’s what’s important. Salute for the content!
I agree. Based on personal experience working with an investment advisor, I currently have $1m in a well-diversified portfolio that has experienced exponential growth. It's not only about having money to invest in stocks, but you also need to be knowledgeable, persistent, and have strong hands to back it up.
How can I participate in this? I sincerely aspire to establish a secure financial future and am eager to participate. Who is the driving force behind your success?.
My CFA ’Rachel Sarah Parrish’ , a renowned figure in her line of work. I recommend researching her credentials further. She has many years of experience and is a valuable resource for anyone looking to navigate the financial market
Thank you for this Pointer. It was easy to find her handler, She seems very proficient and flexible. I booked a call session with her.
Honestly, this situation is making me uneasy, especially with the Fed cutting interest rates by 50 basis points. It signals deeper economic concerns, and I'm uncertain about my $130K investment strategy, considering the potential for not just a recession, but possibly a depression.
I agree. Even with great opportunities, we should proceed cautiously. Seeking market analysis or advice from certified market strategists is important.
Absolutely, having a solid plan is crucial. My portfolio has doubled since early last year. My financial advisor and I are working towards a seven-figure goal, though it might take until Q3 2024.
Can you share details of your advisor? I want to invest my increased cash flow in stocks and alternative assets to achieve my financial goals.
Her name is Bonita Jeanette Rodriguez. You can easily find her information to arrange an appointment.
Thanks for sharing. I searched for her name and found her website. I reviewed her credentials and did my research before contacting her. Thanks again.
I'm 54 and my wife and I are VERY worried about our future, gas and food prices rising daily. We have had our savings dwindle with the cost of living into the stratosphere, and we are finding it impossible to replace them. We can get by, but can't seem to get ahead. My condolences to anyone retiring in this crisis, 30 years nonstop just for a crooked system to take all you worked for.
@RawlinsesPierces That's actually quite impressive, I could use some Info on your FA, I am looking to make a change on my finances this year as well
@RawlinsesPierces The crazy part is that those advisors are probably outperforming the market and raising good returns but some are charging fees over fees that drain your portfolio. Is this the case with yours too?
@RawlinsesPierces I will give this a look, thanks a bunch for sharing.
@RawlinsesPierces MARGARET MOLLI ALVEY her trading strategies is working for me for more than a year now and I’m making good profit from the stock market and she's 100% honest, reputable and trustworthy
I think investors should always put their cash to work, especially In 2024, we'll start to see more market diversification. I'm hoping to invest about $350k of my savings in stocks this year. Hope to make millions in 2024.
Since risk is at an all-time high right now, perhaps you should be a little more patient but remember the bigger the risk the bigger the results. Alternatively, you can consult a trained financial expert for strategy.
You're right mate! I’ve been using a fin-market expert for two years now and I own a 7figure diversified portfolio from investing in stocks. Currently, my portfolio is worth over $800k.
How can I participate in this? I sincerely aspire to establish a secure financial future and am eager to participate. Who is the driving force behind your success?
HEATHRR LEE LARIONI is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
Thank you for the lead. I searched her up, and I have sent her an email. I hope she gets back to me soon.
Look for stocks that have paid steady, increasing dividends for years (or decades), and have not cut their dividends even during recessions.
I’m seeking to invest a good amount across various markets but don't know which is safe at this point of uncertainty, I was advised to diversify between stocks and bonds, since they can help hedge against inflation, or am I better off holding cash?
This is really impressive, hope you don't mind if I ask you to recommend this particular professional you use their service? I have quite a lots of difficulty sorting myself out in this downtime.
Thanks, I just googled her and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a call.
Look at dividend aristocrats and kings….good luck making your decisions
Aristocrats and kings primarily eh?
have been a dividend focused investor for a long time. This does not mean I don't own growth stocks, I do. A well rounded portfolio should be a mixture of both categories. One way to minimise the anxiety out of stock market investing, is to make sure you keep a large cash cushion. I invest in the market, but never put all my money in market
Dividends are dope. Personally, I sometimes use my dividends to buy other dividend and growth stocks for diversification instead of reinvesting in the same stock. To each their own methods though. The good thing is that you’re investing in the first place and that’s what’s important.
I agree. Based on personal experience working with an investment advisor, I currently have $880k in a well-diversified portfolio that has experienced exponential growth. It's not only about having money to invest in stocks, but you also need to be knowledgeable, persistent, and have strong hands to back it up.
How can I participate in this? I sincerely aspire to establish a secure financial future and am eager to participate. Who is the driving force behind your success?
@@ThePatrioticAmerican4L Thanks for sharing, I just looked her up on the web and I would say she really has an impressive background in investing. I will write her an e-mail shortly.
I am at the beginning of my "investment journey", planning to put 85K into dividend stocks so that I will be making up to 30% per year in dividend returns. Any advice?
Adding JEPI and JEPQ are smart additions in my opinion. As for staying committed to higher-risk investments, it's all about balancing your risk tolerance with your long-term goals.
The market is not necessarily a rollercoaster if you know your way around the market, there are various opportunities in the present market to accrue good profit, If you are not too savvy with the market, just buy and hold on strong companies with good earnings, or consult with advisors on ETFs and actively managed funds. that’s what works for my spouse and I. We've made over 30% capital growth minus dividends.
I've been looking to get one, but have been kind of relaxed about it. Could you recommend your advis0r? I'll be happy to use some help.
Rachel Sarah Parrish is the licensed coach I use. Just research the name. You'd find necessary details to work with a correspondence to set up an appointment.
I just googled her and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a caII.
I feel investors should be focusing on under-the-radar stocks, and considering the current rollercoaster nature of the stock market, Because 35% of my $270k portfolio comprises of plummeting stocks which were once revered and i don't know where to go here out of devastation.
Safest approach i feel to tackle it is to diversify investments. By spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown
Agreed, It's essential to diversify your portfolio. While quality stocks are a solid foundation, you should also consider other assets to spread risk. Thankfully, I can attest to the success of this approach aided by professional guidance seeing my portfolio of $330k grow by 15% this year alone... maybe you should do the same.
This is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? i'm in dire need of proper portfolio allocation
A good FA is critical for portf0lio diversification. My advisor is Heather Lee Larioni who can be found readily and has great understanding of the financial markets.
She appears to be well-educated and well-read. I ran an online search on her name and came across her website; thank you for sharing.
The S&P 500 moved 8.9% higher in November, achieving one of its best monthly performances in history.. which is an indicator for profits to continue to improve. I just want my money to keep outgrowing the inflation rate. I'm still looking for companies to make additions to my $500K portfolio, to boost performance. Here for ideas...
This is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? i'm in dire need of proper portfolio allocation
Regardless of whether you're a Wise person, it's best to consult a professional advisor right away. As a business owner in the service industry as well as an ebay reseller of all product categories, I can attest to the fact that we are in a severe recession and that everyone is running out of money
Starting early is simply the best way of getting ahead to build wealth, investing remains a priority. I leant from my last year's experience, I'm able to build a suitable life because I invested early ahead this time
That's quite impressive, you surely made a good bit of money. I myself invested in warren's BRK-A stock quite pricey but totally worth it
My $305k growth has been stagnant since 2019. I wouldn't mind consulting the advisor who guides you, I really want to grow my retirement fund since I could be retiring in next 3 years
What's the best approach to capitalize on the current market conditions? I'm deliberately on whether to diversify my $150k stocks portfolio. What strategy should I employ
Timothy Eric Meek
I've tried investing in various things that didn't work out as I hoped. Now, I'm looking at ETFs as a more reliable option. What are the best 5 ETFs for a beginner looking to invest a lump sum?
In no order: 1) VOO 2) QQQM 3) SCHG/VUG 4) VTI 5) SCHD/DGRO. Personally I put down 1.2m$ on few ETFs, still diversifying. it was this time last year I made my first break through with a liquid 370k. Handed it to a trader here in TX, I get weekly pay out which I put back on long term ETF's. Tesla will be a huge buy for me when the market bottoms.
Thank you, I already added VOO and QQQM, can you share this Pro with me.
Yeah, Julianne Iwersen Nieman use her name to look her up.
I met Julianne Iwersen Niemann for the first time last year at a women's conference here in Pennsylvania, and my life has changed for the better since then. God bless her!
I've added SOXQ, VGT, QQQ, SPLD, and VOO to my portfolio, which Julianne Iwersen Niemann also helps me manage. Even someone like Robert Kiyosaki relies on an advisor no one can know it all! Having a trusted guide has always been a smart move for me.
I’m under pressure to grow my reserve that currently holds about $500k. I’m down by 20% already following the crash and I fear I could lose more.
I believe the safest approach is to diversify investments. They can mitigate the effects of a market meltdown by diversifying their investments across asset classes such as bonds, real estate, and international stocks. It is important to seek the advice of an expert.
Strategic investments are crucial. My ideal investment is a varied portfolio of stocks, bonds, and ETFs. It provides an excellent long-term return and has performed admirably thus far, but I needed to diversify my portfolio at some point, so I approached a coach who devised a system that aligned with my goals; so far, I've made a whopping $580k, and scaling my portfolio to a million by the end of the year does not appear too far-fetched to me.
Laurelyn gross pohlmeier is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment..
I simply googled her and was really impressed with her qualifications; I contacted her since I needed all the help I could get. I've just scheduled a CAII.
@SarahTaylor_ : You haven't lost/will lose any money until you panic sell when the market is not doing good. Make sure you only invest in the companies you know about (Never invest in something you cannot understand) and you'll be fine in the long run. Having emergency reserves besides the investing amount will make sure you never have to panic sell to pay your bills/put food on the table.
The whole point of wealth for me is freedom. My magic number in my mind is 5 million needed at 65 to not worry about anything. Am i better off investing a good portion of my income into stocks or saving my earnings to achieve this goal?
Varied sources of income is wise and especially living within your means. My net worth is $2M and I can pay my bills with no stress, but I don't live like I have that. I have no complaints.
Money advice is subjective, what works for you may not work for someone else, but it's always better to plan. I'm quite lucky exposed to personal finance at an early age, started job 19, bought first home 28, got laid-off work 36 amid covid-outbreak, and at once I consulted an advisor to handle growing my finance. As of today, I'm only 25% short of my $1m goal after subsequent investments.
bravo! i'm 46, inherited money from a childless relative and traveled overseas, got married to a lady almost my age, but the only issue is how to preserve and grow my wealth in view of retirement, can your advisor be of help please?
Nicole Desiree Simon is the licensed advisor I use. Just research the name. You’d find necessary details to work with to set up an appointment.
Nicole Desiree Simon is her name. She is regarded as a genius in her area and works for Empower Financial Services. By looking her up online, you can quickly verify her level of experience. She is well knowledgeable about financial markets.
I will be forever grateful to you, you changed my entire life and I will continue to preach on your behalf for the whole world to hear you saved me from huge financial debt with just a small investment, thank you Mrs Katherine Flores.
wow.. amazing to see others who trade with Mrs Katherine Flores, i'm currently on my 5th trade with her and my portfolio has grown tremendously.
I invest with Mrs Katherine Flores too, she charges a 20%commission on profit made after every trading session which is fair compare to the effort she put in to make huge profits.
this is not the first time i am hearing of Mrs Katherine Flores and her exploits in the trading world but i have no idea how to reach her.
With the consistent weekly profits I'm getting investing with Mrs Flores, there's no doubt she is the most reliable in the market. such a genius
she often interacts on Telegrams, using the user below.
I watched several TH-cam videos on how to trade in the stock market but haven't made any head start because they are either talking some gibberish or sharing their story of how they made it and I do not want to make mistakes by taking risks in my own hands.
@BryanSherer What is the name of your broker and how do I connect with him or her?
@BryanSherer Wow that was easy, I found her website and left a message for her. I hope she replies to me. thanks.
I will be forever grateful to you, you changed my whole life and I will continue to preach on your behalf for the whole world to hear you saved me from huge financial debt with just a small investment, thank you Catherine Gauthier.
Wow. I'm a bit perplexed seeing her been mentioned here also Didn't know she has been good to so many people too this is wonderful, I'm in my fifth trade with her and it has been super.
She is my family's personal Broker and also a personal Broker to many families in the United states, she is a licensed broker and a FINRA AGENT in the United States.
You trade with Catherine Gauthier too? Wow that woman has been a blessing to me and my family.
I'm new at this, please how can I reach her?
I was skeptical at first till I decided to try. Its huge returns is awesome. I can't say much
I've heard that index funds and ETFs provide diversified stock market exposure while spreading risk. I have over $800K in savings; What's the most effective strategy to allocate funds in my portfolio and generate profits?
Yes, there are strategies that could be put in place for solid gains regardless of economy situation, but such execution is usually carried out by an investment specialist
Right, a lot of folks downplay the role of advisors until being burnt by their emotions, no offense. I remember some years back, during the covid-outbreak, I needed a good boost to stay afloat, hence researched for advisors and thankfully came across one with grit. As of today, my cash reserve has yielded from $350k to nearly $1m
May I know the name of the advsor who has been assisting you, please?
She's known as ‘LAUREN MARIE EHLERS’. One of the finest portfolio managers in the field. She's widely recognized; you should take a look at her work.
Thank you for this amazing tip. I just looked the name up, wrote her explaining my financial market goals and scheduled a call
Buying a stock is easy, but buying the right stock without a time-tested strategy is incredibly hard. Hence what are the best stocks to buy now or put on a watchlist? I’ve been trying to grow my portfolio of $560K for sometime now, my major challenge is not knowing the best entry and exit strategie;s ... I would greatly appreciate any suggestions.
You’re right! The current market might give opportunities to maximize profit within a short term, but in order to execute such strategy , you must be a skilled practitioner.
A lot of folks downplay the role of advlsors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850k.
How can one find a verifiable financial planner? I would not mind looking up the professional that helped you. I will be retiring in two years and I might need some management on my much larger portfolio. Don't want to take any chances.
MEGHAN MAUREEN KRISTENSEN is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment..
Thank you so much for your helpful tip! I was able to verify the person and book a call session with her. She seems very proficient and I'm really grateful for your guidance
I lost over $80k when everything started to tank. Not because I was in an exchange that went belly up. I was just stupid to hold and because that's what everyone said. I'm still responsible. It just taught me to be a better investor now that I understand more of what could go wrong. It took me over two years of being in the market, I'm really grateful I found one source to recover my money, at least $10k profits weekly. Thanks Michelle Stewart
After I raised up to 125k trading with her I bought a new House and a car here in the states also paid for my son's surgery
Glory to God shalom.
The very first time we tried, we invested $1000 and after a week, we received $7500. That really helped us a lot to pay up our bills.
I'm new at this, please how can I reach her?
Really you people know her? I was even thinking that I'm the only one she has helped walk through the fears and falls of trading
she's mostly on Telegrams, using the user name
Given the re-inverting yield curve and increased market volatility, I'm reevaluating my portfolios, and the outlook is concerning. How should I reallocate funds within my $1M portfolio to navigate the potential economic downturn?
As a result of the inversion, lending and investment may decline and future growth is predicted to be slower. That's why it's critical to determine the right asset allocation and work with an advisOr who has experience in bear markets.
It's important to allocate your assets correctly; some people use hedging techniques or set aside a portion of their portfOlio for defensive assets in case of market downturns. To do this, professional advice is essential. With invest-ments yielding close to $1 million in returns, this strategy has helped me maintain finan-cial security for more than five years.
The behavior of markets can be unpredictable and complex. Would you mind if I asked you to suggest this specific coach that you have worked with?
I began working with a finan-cial advisOr named Christine Ann Podgorny Her transparent approach grants me full ownership and control of my position, and her fees are remarkably reasonable, especially considering my ROI
I appreciate it. After searching her name online and reviewing her credentials, I'm quite impressed. I've contacted her as I could use all the help I can get. A call has been scheduled.
I really appreciate the dedication in each video you post. To be successful in markets, traders should understand the crossover between asset classes & liquidity flow. Michelle Stewart focuses on Multi-asset trading, a single strategy to manage risk, profit, and the code or the actual decision-making across multi-asset classes. Her skills set is top notch.
Wow. I'm a bit perplexed seeing her been mentioned here also Didn’t know she has been good to so many people too this is wonderful, i'm in my fifth trade with her and it has been super.
What impresses me most about Michelle Stewart is how well she explains basic concept of winning before actually letting you use her trade signals. This goes a long way to ensure winning trades.
Isn't that the same Mrs Michelle Stewart that my neighbours are talking about, she has to be a perfect expert for people to talk about her so well
I'm new at this, please how can I reach her?
I was skeptical at first till I decided to try. Its huge returns is awesome. I can't say much
At present, the most prudent consideration for everyone should be diversifying their income sources, ones not reliant on government support, particularly given the ongoing global economic challenges. This remains an opportune moment to explore investments in assets like digital currencies, stocks and more. thanks to Davina Norman for her guidance in these fields, her proficiency is outstanding
Most family are struggling to survive. meeting Ms Davina Norman has brought me great success. Even with the economy situation I'm still sure of my $15,000 monthly
It's truly uplifting to come across feedback about Davina. The strength of her approach lies in her dual focus: not only does she actively pursue profit opportunities, but she also tenaciously safeguards investors from potential pitfalls. Achieving such a delicate balance is a rare accomplishment.
I want to be financially free , I currently work 2 9-5 jobs and I’m struggling to pay bills along with my moms medical bills. I heard about forex a little while ago and was really interested and wanted to get into for the longest but I never had someone who could help. Can I get her contact? I need her assistance
How can I reach Davina does she have a telegram page??
Yes, she does and is very accessible with the username..........
The thing to me is, if you invest and have other income outside of dividends then you will be able to live off dividends without selling. Which means you can pass that on to your kids which will give them a leg up in life. $52k dividends received in 2022.
I agree! That's why it is advisable that you have to invest while you still have a regular job or earning a regular income, and do it constantly. You still need to have something that will keep you going even if you're investing. Good financial planning and money allocation is the key.
I had my share of ups and downs when I first started looking for a consistent passive income so I hired an expert advisor for aid, and following her advice, I poured some money in value stocks and digital assets,i accrued over $80K in dividends last year
I’ve been down a ton, I’m only holding on so I can recoup, I really need help, who is this investment-adviser that guides you?
Natalie Noel burns is her name. She is regarded as a genius in her area and works for Empower Financial Services
Thank you for the lead. I searched her up, and I have sent her an email. I hope she gets back to me soon.
Yup, I've got shares of MAIN, GLAD, and PFLT. Sweet, sweet, dividends.
💪
Yieldmax and Defiance ETFs smoke these
I think this should be the best time to put cash to work rather than allow it lie waste to inflation. I'm ready to invest about $350k of my savings in stocks. I just need ideas on how to navigate the bear markets and other sectors to diversify
In this current unstable markets, It is advisable to diversify while retaining 70-80% in secure investments. looking at your budget, you should consider financial advisory.
Exactly, having the right plan is invaluable, my portfolio is well-matched for every season of the market and recently hit 100% rise from early last year. I and my CFP are working on a 7 figure ballpark goal, tho this could take till Q3 2024.
that's a double up in two years! seeing a lot of news on the rally, investors will make tons of profit with the right picks. would you mind disclosing info of this person guiding you pleas? my problem is I do not trust my guts in today's mkt
Certainly, there are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with Nicole Desiree Simon for about five years now, and her performance has been consistently impressive.
I just googled her name and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a call.
Because of dividends, I first began investing in stocks. It's important, in my opinion, to be able to live off of dividends without selling if you invest and make other income in addition to payouts. It suggests that you may pass that down to your kids and give them a leg up in life. Over the years, I've invested over $600k in dividend stocks; I continue to buy more today and will keep doing so until the price drops even further.
Hearing from an experienced investor who has survived adversity and prevailed is always motivating. It may be frightening when your portfolio goes from green to red, but if you have invested in strong firms, you should maintain growing them and stick to your goal.
I wholeheartedly concur, which is why I appreciate giving an investment coach the power of decision-making. Given their specialized expertise and education, as well as the fact that each and every one of their skills is centered on harnessing risk for its asymmetrical potential and controlling it as a buffer against certain unfavorable developments, it is practically impossible for them to underperform. I have made over 1.5 million dollars working with an investment coach for more than two years.
I need a guide so i can salvage my port-folio due to the massive dips and come up with better strategies. How can one reach this advisor???
Do your due diligence and opt for one that has tactics to help your portfolio continue consistent and steady growth. "JULIE ANNE HOOVER’ is accountable for the success of my portfolio, and I believe she has the qualifications and expertise to accomplish your objectives.
copied and pasted her name on my browser, came top search, I've seen commentary about advisers but not one that looks this phenomenal, I set up a call with her, very much appreciate it
For years I was just planning on amassing money until age 65 and then living off the nut at 4 percent per annum. But around age 60 I started shifting my equities positions out of high growth and into high Dividend, or at least solid Dividend stocks like the Aristocrats. Now? A 4 percent draw is roughly equal to simply scooping off the dividends each year. And I am not selling a single share in the process. Pay yourself FIRST. Start saving aggressively EARLY. Retire in comfort and with peace of mind. Maybe even early.
PFLT sounds like a winner to me
Thank you for sharing
My pleasure
If you invest and have other income outside of dividends then you will be able to live off dividends without selling. Which means you can pass that on to your kids which will give them a leg up in life. $52k dividends received in 2022.
I agree! That's why it is advisable that you have to invest while you still have a regular job or earning a regular income, and do it constantly. You still need to have something that will keep you going even if you're investing. Good financial planning and money allocation is the key.
I had my share of ups and downs when I first started looking for a consistent passive income so I hired an expert advisor for aid, and following her advice, I poured some money in value stocks and digital asset, i accrued over $80K in dividends last year
I’ve been down a ton, I’m only holding on so I can recoup, I really need help, who is this investment-adviser that guides you?
SHARON LEE PEOPLES is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment..
Thanks for sharing, I just looked her up on the web and I would say she really has an impressive background in investing. I will write her an e-mail shortly.
I see all yours videos from cuba,i hope very soon to have a very nice portfolio thsnks to your recomendstion,happy to be the firts person to see this video,have a nice day
This video make it sound so easy to get rich. Sometime when it's too good to be true than it is too good to be true.
Thank you for your support ❤️
I recognize the hardships that come with economic struggles like unemployment, job loss, inflation, housing market instability, political uncertainties, and the global impact of conflicts and wars. Making ends meet during such times can be incredibly challenging. To navigate this difficult period, considering alternative job prospects, enhancing skills through online courses, and expanding your network can heighten the chances of securing employment. Moreover, prudent budgeting, exploring available financial aid programs, and seeking assistance from community organizations can offer some relief. How are you currently tackling these challenges? Have you implemented any specific strategies to cope?
In my opinion, now is not the moment to rely on hearsay. Every individual, regardless of their level of experience as an investor OR in a financial market, requires guidance at some stage.
It's often true that people underestimate the importance of financial advisors until they feel the negative effects of emotional decision-making. I remember a few summers ago, after a tough divorce, when I needed a boost for my struggling business. I researched and found a licensed advisor who diligently helped grow my reserves despite inflation. Consequently, my reserves increased from $275k to around $750k.
Due to the significant falls, I need advice on how to rebuild my portfolio and develop more successful tactics. Where can I find this teacher?
Well, there are a few out there who know what they are doing. I tried a few in the past years, but I’ve been with *Whitney Kay Stacy* for the last five years or so, and her returns have been pretty much amazing.
Thanks for sharing, I just liquidated some of my funds to invest in the stock market, I will need every help I can get.
Both GLAD and GAIN have done well for me.
I am regretting not investing in stocks ever since but still grateful i kept money in the money market. With about $200k maturing soon, i plan investing in the stock market. What stocks should I look into as a newbie to safely grow my money?
Thats when you hire someone to manage your money. You need a (CFP) straight up! personally, I would invest in ETF's and also love investing in individual stocks.
I took charge of my portfolio but faced losses in 2022. Realizing the need for a change, I sought advice from a fiduciary advisor. Through restructuring and diversification with dividend stocks, ETFs, Mutual funds, and REITs, my $1.2M portfolio surged, yielding an annualized gain of 28%.
Your advisor must be really good, how I can get in touch with them as my portfolio isn't doing well.
I don't comfortably throw recommendations around on the internet, but I've been working with 'Whitney Kay Stacy'. God, she's brilliant! I'm sure there are others who are good.
Thanks for sharing. I curiously searched for her full name and her website popped up after scrolling a bit. I looked through her credentials and did my due diligence before contacting her. Once again many thanks.
Love your videos. Keep them coming. Very informative. Thank you
Thank you! Will do! ❤️
I like dividends and the idea of monthly dividends is nice....just not overly interested in any of these
I've been researching and studying the stock market for two years now and in my experience, if one pays close attention to everyday high cost stocks with an extreme volume, they will fluctuate enough dialy to make good trade profits. If you wish to go even safer than that then just purchase dividend stocks during their payout times and you can go between 3 or 4 of then per month and collect up to 7k in just dividends with 50k investment. 7k monthly doubles your investment the first year and obviously compounds monthly, so the longer you keep it up then the more you will have to share or spend later.
al those companies are very good, always pay on time is a good invesment Mainstream and gladstone commercial... if you live in USA off course. BUt if you live outside of Uniteds states, my advice is DO NOT INVEST ON THEM!, you are going to be double taxated, in the european country where i live takes 20% tax + 15% USA tax and 5% something call solidarity surcharge -_- im receiving half of the divident payment, it doesnt worth to invest much in them for dividends. Etfs sounds likea better option, the global ones only are taxated by the country where you live.
Jussi: I was happy you mentioned Blue Owl, but surprised you didn't say anything about OBDC. Blue Owls BDC seems to score better rankings in Seeking Alpha. You really need to do a Part II on this video for your viewers and touch on the differences between the two and your opinions. I took a position in OBDC about 8 months ago. My YTD Return is 26%. Looking at my Charles Schwab account OBDC distributions are also Qualified Dividends! A Big Plus. Nevertheless, I enjoy your videos.
I'll check it out
You forgot SCM. Has been solid with a monthly dividend of .1333 currently priced below $13
I had to drop some. It was hard though 😉
Thanks for this video.
You're welcome ❤️
So I've watched two of your videos now and moat of your dividend stocks are in real-estate, or loans. Can you diversify? Both of those sectors don't seem like good or smart investments for the forseeable future with with hpw much people are defaulting on credit and how expensive and unattainable mortgages are for most of the american population
Thanks for your effort, you are the best youtube channal talking about financial subject, can you share with us the excel matrice ?
John: Nice job on this sheet. Do you make available a template for this sheet? Or do you have a video on the sheet construction? I built this on my laptop using Excel (even though Google Sheets is also fine for this). And I get most of the numbers that you have on this sheet for the first company you reviewed (5.03% yield) EXCEPT for the Div YLD and Yield on Cost %'s. They are slightly off from yours for Years 2 onward. To calculate Div Income, did you base it off the Principal amount + Div Income addition of 10,503 or the Year end balance (which has capital apprec). Using calculator and on paper, these numbers are slightly different from what I get. Also, you did not exercise the Dividend Tax or the additional Contribs. Any video on these topics? Just found your channel and will check out more vids. Thanks for any response.
Investing in high dividend yields is a good way to build wealth over time, been dealing with REITS so far so good
Hey there!!! I follow your posts with interest! What video editing program do you use to create this quality content? thank's for your time and keep up the good work!!!
John, Is there a way to get the spreadsheet that you use in this video???
I came across some statements from big investors expressing concerns that the stock market rally could be short-lived. My concern is my $600K stock portfolio is still recovering from a dip of almost 40%, how do I navigate these complex situations?
Diversification and a thorough understanding of the market dynamics are crucial, especially during periods of uncertainty. Keeping an eye on both the positive and cautionary signals can help investors
Diversifying your portfOlio is crucial. While having high-quality stocks forms a stable base, it's important to explore additional assets to distribute risk. I can personally vouch for the effectiveness of this strategy, especially when guided by professionals. With their assistance, my port-folio, initially valued at $330k, has experienced a remarkable growth of 45% in just this year
I need a guide so i can salvage my port-folio due to the massive dips and come up with better strategies. How can one reach this advisOr?
Christine Ann Podgorny deserves credit as one of the finest port-folio managers in the industry. Her reputation precedes her, and I highly recommend looking her up to locate her online if you are internet-savvy
I looked up her full name online and found her page. I emailed and made an appointment to talk with her. Thanks for the tip.
Thank you for this video! I am trying to create similar excel to include the tax impact, but cannot figure out how the Div YLD and Yield on Cost functions are supposed to work. As english is my third language, I am not getting anywhere with google either... Would you please explain how these calculations work?
I'm working on a Patreon sheet to share with you all, where you will find all the metrics you need for investing.
Good presentation. Am curious how to derive to the DIV Yield percentages and how realistic are these numbers. Thanks.
Is their a replacement for DKL as there are some taxation concerns in retirement accounts for this stock?
Great video and dividend stock suggestions, John. I am just wondering how the Dividend Yield % changes (increase or decrease) over the years. Take SBR in year 30 as an example, how did the Div YLD get to 24.36% per year when the dividend amount has been added to the principle, not the 10.25%? Maybe I am missing something but it will be really good to have something with 24+% return per year.
The Dividend Yield can change if the stock price goes up or down. When the stock price drops, the Dividend Yield looks higher, but it doesn't mean you're earning more money overall. It's important to look at both the Dividend Yield and the total return, which includes how much the stock price changes.
Rate cuts commence in June 2024, taking 6-8 months to complete. A potential crash, if any, might occur by March 2025. The soft landing narrative is gaining traction, making this big recession everyone is calling for less likely. With $1 million from a business sale, I'm seeking profitable investment opportunities for the next 3 years.
The financial market is a reliable choice. Diversify your portfolio with I-bonds, stocks (ETFs, REITs, dividend-paying stocks), and bitcoin. Given your budget, I recommend hiring a fiduciary to ensure you receive professional insights for a fee.
Due to my demanding job, I lack the time to thoroughly assess my investments and analyze individual stocks. Consequently, for the past seven years, I have enlisted the services of a fiduciary who actively manages my portfolio to adapt to the current market conditions. This strategy has allowed me to navigate the financial landscape successfully, making informed decisions on when to buy and sell. Perhaps you should consider a similar approach.
this is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? i'm in dire need of proper portfolio allocation
Carol Vivian Constable is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment..
She appears to be well-educated and well-read. I ran a Google search for her name and came across her website; thank you for sharing.
I started investing in stocks at 18, grew portfolio to $600k by 33. Recently, lost over 30% and want to mitigate risks. Also, planning to buy a home soon and want portfolio to grow. What should I do?
Dont think here is the place for personalized investment guidance. However, I suggest consulting with a reliable advisor to ensure appropriate investment planning.
True. I’ve been investing in the stock market for 11 years now, last 5 years with the help of a financial advisor. Through this period of advisory support alone, I've been fortunate enough to achieve a 10x return compared to my previous efforts as a DIY investor, summing up nearly $1m roi as of today. My best so far.
Impressive! I admit I'm scared about retirement as I turn 60 on my next birthday. I need to ensure I have enough money to survive on. How can I consult your advisor? My retirement account isn't performing well.
"Melissa Elise Robinson" is the licensed advisor I use. Just research the name. You’d find necessary details to work with to set up an appointment.
Thanks for sharing. I curiously searched for her full name and her website popped up immediately. I looked through her credentials and did my due diligence before contacting her.
If you are using high dividend stocks for income (not reinvesting the dividends) this may not achieve the best results. You may want to compare the higher dividend stocks to ones with lower or no dividends. To get the same dollar dividend amount at the end of each year sell some shares. I chose to compare CTAS to O (both are SP500 Aristocrats) and CTAS to ABR for the last 10 years. The current backward dividend at the end of 2023 was 9.1 %, ABR was 5.3%, & CTAS was .08%. I used a $10,000 initial investment. For CTAS vs O both total dividends were $7,500+/- while O capital gain was $5,900 and CTAS was $79,500+/-. For CTAS vs ABR both total dividends were $15,600+/- while CTAS capital gain was $78,100 and ABR was $22,500+/-. Past results are no indications of future performance.
The question is are dividend stocks to be used for capital appreciation or mainly for income with some appreciation. The stocks presented are all dividend stocks with the dividends reinvested. If the dividends are used to supplement income, then these results would be less than presented. In addition, there may be other stock (with or without dividends) that are better for growth.
Hi!! Thank you for the video. :) I'm seriously considering having part of my portfolio in dividend stocks. I didn't understand why the dividend yield would go up with time. I thought that the yield would go down if the stock value goes up? I'm new, so I would appreciate an explanation. Thanks :)
If the stock price suddenly goes up, that's true. For instance, if a stock pays a 10% dividend on a stock priced at $50, i.e., $5 per share, and suddenly the stock price shoots up to $100 before the next dividend date, the dividend amount in dollars will still be $5. The dividend rate now will be 5/100 = 5%. So, it looks like the dividend rate decreases, but in reality, the dividend amounts stay the same.
And that dividend amount paid in dollars usually increases over time. A company paying $5 per share in 2024 usually increases it to $6-7 per share in 2024, and this continues to stay competitive.
I always appreciate your videos. I would love to see one that deals with a windfall profit scenario. A scenario as someone who gets a million dollars from an inheritance, etc. What is the best dividend options for both now and the future where you never touch the principle…
Noted
What no one is talking about is taxes on dividends....the capital gains tax on these are crazy. In all these scenarios likely at least 15%. That's going to put a huge dent in these projections making what you see here artificially inflated.
You can legally avoid taxes. Watch the video below.
th-cam.com/video/bl_MLicjeGw/w-d-xo.htmlsi=IdCQa0G51VhTPBGN
I was raised that the stock market was a rich man’s game (yep, grandparents lost it all back in the day and preached that forever) but I’ve been around long enough to truly taste just how profitable it can be, with inflation at 9.2% surely these are desperate times, but in my opinion there’s no market condition a proper financial advisor can’t scale through, especially ones that’s been around since the crisis of ’08 and before.
It's okay if they don't agree with this type of investing, many of us do agree. I have 20 positions in high growth stocks. I'm getting 15 dividend pay checks, however I'm up 125 % this year. About $650k this yr, good dividend paying portfolio, although I use an F.A so buy as much as you can and wait for the rebound. Only the brave gets rewarded in these times.
My 401k lost everything it’s gained since early 2019. Sigh, wouldn’t mind looking into the advisor that guides you, I’d really love to grow my reserve seeing I should be retiring in 3years.
All credits goes to Lisa Ann Moberly, one of the best portfolio managers out there. She’s well known, you should look her up.
Alright thanks I'll look her up for inquiries
Taxes in a non retirement account could have unexpected results
I did not see the Dividend Aristocrat ticker O, like the best ever???
I had to select specific stocks to work best with this portfolio. "O" is definitely on our list for future portfolios.
I would like to see these numbers after a div tax rate of 30%, that’s what we get charged here in Australia. Do you allow others to download your template?
Sharing Soon
Interesting
Glad you liked it ❤️
how can i get the spread sheet you are using? Great video thanks for sharing.
I'm still working on making it better. Once it's done, I'll share it with the community.
Which stocks are they? Where do we buy these stocks
Stay tuned for a beginner's guide video coming soon, where we will show you everything live, from stock selection to using a broker to buy the stocks.
DOES THIS MEAN you do not contribute and put in extra £25 in each month on each stock for the year, do you leave it at $10,000 on principle a dto keep it in?
How about if you want to buy more shares?? Does this increase in your profits onn dividents?
Your projections are if you put 10 k up front and only re invest dividends right? In the examples there is no extra investment over the years just the reinvestment of dividends?
yep
Question: IN this example, is it $10,000 initial investment and NOT adding more or is it reinvesting the dividends?
It's reinvesting the dividends. I would do my own research. I only checked ADC, and the CAGR is closer to 6% than 9% and dropping.
Great video, I've been interested in investing ever since I came across articles of people making up to $150,000 and more in this period, thanks for the video but is it really possible for a retail investor to achieve this in months?
It's really hard to beat the market as a mere investor. It's just better if you invest with the help of a professional understands the market dynamics better.
my 401k growth has been stagnant since the 2019. I wouldn't mind consulting the advisor who guides you, I really want to grow my retirement fund since I could retire in 3 years.
I’ve been looking to switch to an advisor for a while now. Any help pointing me to who your advisor is?
STEPHANIE KOPP MEEKS she is whom i work with look her up..
I just looked her up on the internet and found her webpage with her credentials. I wrote her a outlining my financial objectives and planned a call with her.
dude, did you project a constant increase in Div Yield % over the next 30 years and you truly consider it to be realistic to end up with yields of 20-30% ? :|
e.g. check Column D, row 41:
- 13:35 -> 30.33% yield
- 17:44 -> 24.36% yield
were we get these spread sheets and why does this guy have so few views seems odd for such good information
If you need income dividend stocks may be the way to invest. If you want higher total returns this may not be necessary. To cover both bases, I reviewed all 67 SP500 Aristocrat stocks for total returns with the dividends reinvested for the last 15 years. Most stocks with the highest average total return had below average dividends. There were only 3 stocks that were above the group average and the they were around 3%+/-. I also look for constancy (number of down years) over time. You may want to look at these 3 stocks, AOS, CTAS & WST. I do not recommend these nor do I own them.
WOW!!!
Where did you get the numbers for PFLT? I've yet to see a single DRIP calculator replicate your 30 year figures.
how could i get access to that excel sheet shown in the video?
I will be sharing it soon ❤️
You MUST check out the interview I just did with the founder of Simply Safe Dividends... He dropped a dime on his thoughts on monthly payers... might be interesting here.
How can i get that spreadsheet?
Sharing the whole project Soon
@Johnsmoneyadventures I paid for a subscription and not sure why my spreadsheets does not use your same formulas. How do I get the formulas you are using because the spreadsheets I paid for does not seem correct and I rather try to get the formulas you're showing on your channel before I cancel my subscription
All these videos tell me is: Keep Working!! Your kids need the money!!
I am amazed at how many AI-generated comments are in these kinds of videos, I find them on every investments and stock videos
Wroking of fixing that
In 40 years there is no telling what kind of economy will exist so the long term results may actually amount to a mere pittance by that time. If this country is ever able to pull it all together for the good of the entire country, that amount could actually be substantial. I remember that 40 years ago a million bux was a humongous amount of cash. Now, that same level has pushed aside millions and insists on billions. Too much manipulation of the economy by the Fed and it’s cronies! The middle class is the people who suffer!
Hi I'm zowie form South Africa how can I join your community please
If I only buy 1,900 shares in each of these companies every year till I have 4,800 shares in each of them I'll make a lot of money
i cant be the only one who wonders what 20 year old has 120k plus to invest and sit on for 30 years?
Are these numbers assuming that every single dividend payout is reinvested into the same stock?
Yes.
To keep it simple.. YES
Can you buy one of these stocks at a time instead of 10,000?
Yes
Blessings from Taiwan 🇹🇼 🥳
6 HIGH dividend stocks mentioned in the video 🤑👍
ADC
MAIN
GLAD
GAIN
PFLT
SBR
Remember to do your own research 🤓👍
Jesus loves everyone 😇 💕
I'm an aspiring trader who would rather learn from other traders' experience than investing in the market myself, in anticipation of the next bull run. What are your thoughts on copy trading as well? Do individuals actually earn a living? Just trying to get some reassurance. I want to have a healthy portfolio worth at least $850,000. Reliable inputs please.
You can follow a skilled trader and learn how they trade. Its really not as difficult as many people presume it to be. It requires a certain level of diligence, no doubt, which is something ordinary investors lack, and so a financial advisor often comes in very handy.
Yeah, more reason I enjoy my day-to-day market decisions is that I'm being guided by a portfolio-coach, seeing that their entire skillset is built around going long and short at the same time, both employing profit-oriented strategy and laying off risk as a hedge against the inevitable downtrends, coupled with the exclusive information/analysis, it's quite impossible not to outperform. Netted over $1.5m in return on investment, since using a coach 2years and counting.
The strategies are quite rigorous for the regular-Joe. As a matter of fact, they are mostly successfully carried out by pros who have had a great deal of skillset/knowledge to pull such trades off.
I read inflation will be at 30% by the end of the year, hopefully the government doesn't let things become as bad as Argentina or Venezuela, my plan to just earn more gains passively. Who's your pro?
Lisa Ann Moberly is the licensed coach I use. Just research the name. You'd find necessary details to work with a correspondence to set up an appointment.
BUY SCHD
“The beginning of the Good News of Christ, the Messiah, the son of God.” (Mark 1:1)
“This particular period in history deserves our attention. The expression suggests a love without precedent. The beginning seemed bleak, not likely to develop a desirable outcome, however the remedial for man’s condition was in the bosom of two solitary men.”
I thought dollar general was with reality income
So with a massive real-estate bubble you are pushing these?
Why is the dividend yield decreasing every year?
It's because dividend yield and share price are inversely proportional. When a company pays a dividend, its stock price loses value by the amount of the dividend paid (%).
And vice versa, if the annual stock price appreciation is higher than the dividend yield, even though the dividend amount in $ remains the same, the yield decreases.
For example, if a share that pays a 7.8% dividend when it was $16.5 suddenly doubles in value from $16.55 to $33.10, the yield would be cut in half to 3.9%, while the dollar amount of dividends stays the same.
@@Johnsmoneyadventures Thanks. You are awesome.
Happy to help ❤️
You need to consider tax on the dividends.
im not sure its realistic that the dividends will grow by the percentage on the spread sheet.
The data used is averaged out using the CAGR formula. It takes into account both up and down years, providing a streamlined average dataset.
lol if only i had 10-20k to put into 20 random stocks if i knew this 20 years ago i be rich now I am to old and poor lol
never too late man!!! sooner you start the better
What I would do, if I were in your shoes, is to find ETFs that have high yields and put like 10% of whatever you make into those. Buy them at their mid points (so you may have to wait). This way when the ETF bounces back, you get the growth buffer and it pays out the high yields. When I started investing, I always did that. First, I looked for the highest yielding stocks, ETFs, etc and then I bought at their mid points. Once you get that buffer in place and it starts paying out, now you have a weapon against expenses and possibly long term (if you so choose to keep it for the long term).