I think of my retirement portfolio as a milking cow. It doesn’t matter if the cow gets fat or thin, so long it still gives milk. I would only like the cow (or parts there of) to be fat if and when I intend to take it to market.
Thanks Tracey, great exercise. It would be good to do a follow-on video of whether these companies fit your other criteria and which ones you would keep or ditch.
Love it . I just checked one of my dividend etfs and all of these stocks are in it ❤❤ different weight of course but still good to know !! Thank you Tracey
Love your content. Just one thing regarding FMG, they are primarily a one product company and with the growth in Chine slowing, I'm unsure whether they can continue to profit and subsequently pay those high dividends. Thoughts?
Own _ _ _ , _ _ _ shares of NIC (asx) purchased years ago. If had bought 3,000,000 shares NIC in late 2018 early 2019 when it was $0.25 a share (parcel cost $750,000) and held it ~ would be getting a dividend payment of $75,000 every 6-monthly at current 2.5 cents per share fully franked dividend
The dividend 'Payout Ratio' of these tickers listed below are way too high. These companies could be very much in trouble so wouldn't be touching them. CNI - 112% IPH - 136% MMS - 287% NIC - 83%
Awesome Tracey. Just be aware that the Australian Financial Review has reported that ASIC is investigating ANZ over potential treasury bond trading fraud. If found guilty it could mean hefty fines.
Tracey, what are your thoughts noting the difference in sector of JBH and NCK noting they are both home grown, and are really making inroads into the market at an optimal level.
@@hairypawter8475 @alexhuang4438 - don’t get too concerned with online broker platform, signup for one you like the user interface of and like the fees/costs and just buy buy buy a few stocks (2 - 3) that you think will do well in the next 5 - 10 years and if it pays a dividend it a bonus. People sometimes get too obsessed with online broker fees, when energy and effort should be spent on finding 2 - 3 long term winning stocks
@phillipanderson9925 - the SimplyWallStreet software says $20 is fair price for NIC (asx) and says it is a very healthy business and has a bright future (disclaimer: own _ _ _ , _ _ _ NIC shares purchased years ago and still holding and never sold, ideally should have bought about 2,500,000 to 3,000,000 NIC shares back in early 2019 when it was at its cheapest)
It is videos like this that confirm my hesitancy with dividend investing. 6 of the 10 stocks you have highlighted is under performing the asx indicies ytd. I don't understand why you would attracted to dividends over the strength of the stock as an investment. Essentially, these stocks on the list which are underperforming the all ords, your principle is is declining. Not having a go at you Tracey, just trying to grasp an understanding of the appeal of dividend investing.
Im not speaking for Tracey, but it is common amongst retirees to not care about the capital so long as the passive income is consistent and assured. If they aren’t drawing down then the share price doesn’t matter. These are genuine set and forget investors. Edited to add: someone in the comments described this idea as them not caring whether the cow got fat or thin, so long as it was giving milk. lol
Why not just aim for both? Medium long term growth and also medium dividend payouts, can always cash in your net profit for a fancy overseas holiday or a nice new car 👏☺️
It's not a great dividend portfolio as there's no Yancoal in it. FMG just got a lot juicier now it's heavily on sale too. Wouldn't touch anything banks or retail for long term holds.
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I much prefer how you presented the stocks on the screen this time rather than a spreadsheet. Snaps! :D
Thanks Tracey, enjoyed that 😊
I think of my retirement portfolio as a milking cow. It doesn’t matter if the cow gets fat or thin, so long it still gives milk. I would only like the cow (or parts there of) to be fat if and when I intend to take it to market.
Love love this analogy x
Thank you Tracey! Your videos are always so exciting to watch when you post new ones! Love hearing your thoughts.
Thanks so much we love your content! Which broker are you using now days?
Nicely explained and presented and also perfect timing for me as I'm currently researching what dividend stocks to invest in. Thanks for uploading.
Thanks Tracey, great exercise. It would be good to do a follow-on video of whether these companies fit your other criteria and which ones you would keep or ditch.
Thanks Tracey.
Your research is igreat. I hope you make some more videos and that you are doing well.
Hi Tracey! Thank you so much, great presentation, very informative. Please keep posting more videos. ❤
Love it . I just checked one of my dividend etfs and all of these stocks are in it ❤❤ different weight of course but still good to know !! Thank you Tracey
Which ETF has all of these? I had a look but couldn't find one
Thanks so much Tracey! 🌸🌸🌸
Awesome video
Love your content. Just one thing regarding FMG, they are primarily a one product company and with the growth in Chine slowing, I'm unsure whether they can continue to profit and subsequently pay those high dividends. Thoughts?
I'm far too lazy and just buy VHY for my divvies.
Ooooh thank you.
Own _ _ _ , _ _ _ shares of NIC (asx) purchased years ago. If had bought 3,000,000 shares NIC in late 2018 early 2019 when it was $0.25 a share (parcel cost $750,000) and held it ~ would be getting a dividend payment of $75,000 every 6-monthly at current 2.5 cents per share fully franked dividend
The dividend 'Payout Ratio' of these tickers listed below are way too high. These companies could be very much in trouble so wouldn't be touching them.
CNI - 112%
IPH - 136%
MMS - 287%
NIC - 83%
CNI: Healthy and sustainable.
IPH: High, potentially limiting growth reinvestment.
MMS: Moderate and sustainable.
NIC: Reasonable and balanced.
Love these videos. Thanks !!!
Awesome Tracey. Just be aware that the Australian Financial Review has reported that ASIC is investigating ANZ over potential treasury bond trading fraud. If found guilty it could mean hefty fines.
Ooh really? Thanks for sharing this! I’ll get my popcorn and watch closely x
@@TraceyEdwards 🤣🤣🤣
Tracey, what are your thoughts noting the difference in sector of JBH and NCK noting they are both home grown, and are really making inroads into the market at an optimal level.
are you able to comment on the average return over 5 years for FMG, as I have a CGAR of 11.7%
😮
Hi Tracey, is there any chance you could share what kind of platform you use for buying stocks?
Commsec
i think, she said so in another video
@@hairypawter8475 @alexhuang4438 - don’t get too concerned with online broker platform, signup for one you like the user interface of and like the fees/costs and just buy buy buy a few stocks (2 - 3) that you think will do well in the next 5 - 10 years and if it pays a dividend it a bonus. People sometimes get too obsessed with online broker fees, when energy and effort should be spent on finding 2 - 3 long term winning stocks
What are you holding in your portfolio at the moment, and how often would you completely sell off one to change to another?
Nic do you see any issues regarding the cheap Indonesian nickel production
Fmg trying to diversify from their core product?
@phillipanderson9925 - the SimplyWallStreet software says $20 is fair price for NIC (asx) and says it is a very healthy business and has a bright future (disclaimer: own _ _ _ , _ _ _ NIC shares purchased years ago and still holding and never sold, ideally should have bought about 2,500,000 to 3,000,000 NIC shares back in early 2019 when it was at its cheapest)
isn't APA in ultilties sector?
If I don't like the look of anything or want to do the work I will just by the top 200 ETF index STW
Why don't I see PL8 in any of your videos?
might pick up some APE
Any thoughts on fmg please
Iron Ore is down. It follows the Singapore Futures Market
The share price has got cut almost in half in a few months, what's NOT to like, the yield is great.
It is videos like this that confirm my hesitancy with dividend investing. 6 of the 10 stocks you have highlighted is under performing the asx indicies ytd. I don't understand why you would attracted to dividends over the strength of the stock as an investment. Essentially, these stocks on the list which are underperforming the all ords, your principle is is declining. Not having a go at you Tracey, just trying to grasp an understanding of the appeal of dividend investing.
Im not speaking for Tracey, but it is common amongst retirees to not care about the capital so long as the passive income is consistent and assured. If they aren’t drawing down then the share price doesn’t matter. These are genuine set and forget investors.
Edited to add: someone in the comments described this idea as them not caring whether the cow got fat or thin, so long as it was giving milk. lol
Why not just aim for both? Medium long term growth and also medium dividend payouts, can always cash in your net profit for a fancy overseas holiday or a nice new car 👏☺️
It's not a great dividend portfolio as there's no Yancoal in it. FMG just got a lot juicier now it's heavily on sale too. Wouldn't touch anything banks or retail for long term holds.
lol Yancoal got no dividend this time around