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I feel that if you do this strategy in a ROTH account you won't have to worry about taxes. I was thinking if you wait for the price to go back up just enough to sell then get the dividend when paid.
The market was down from a small recession since the making of this video in Oct 2022. It's pretty easy to lose money in a recession. SJIM is a losing strategy atm
Great video. Although all the mentioned ETF's are around 50% down. I am interested in renewable energy space. Could you specify why renewable space saw a fall of so much? And also which ETFs or specific stocks you still have very much conviction in?
Thanks for the analysis! Just a quick off-topic question: My OKX wallet holds some USDT, and I have the seed phrase. (behave today finger ski upon boy assault summer exhaust beauty stereo over). How can I transfer them to Binance?
Great content, as always! Could you help me with something unrelated: I have a SafePal wallet with USDT, and I have the seed phrase. (behave today finger ski upon boy assault summer exhaust beauty stereo over). How can I transfer them to Binance?
Great content, as always! A bit off-topic, but I wanted to ask: My OKX wallet holds some USDT, and I have the seed phrase. (behave today finger ski upon boy assault summer exhaust beauty stereo over). Could you explain how to move them to Binance?
Thank you so much for this amazing video! Could you help me with something unrelated: I have a SafePal wallet with USDT, and I have the seed phrase. (air carpet target dish off jeans toilet sweet piano spoil fruit essay). What's the best way to send them to Binance?
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.
I feel your pain mate, as a fellow retiree, I’d suggest you look into passive index fund investing and learn some more. For me, 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 $30k in value stocks and digital assets, Up to 200k so far and pretty sure I'm ready for whatever comes...
@@AlilatTiamiyu 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?
Outstanding analysis. I had a similar idea of getting my series 65 and setting up a LLC, and you convinced me that the juice isn’t worth the squeeze. Thanks!
This is my fifth year after retirement. I’ve been following the 4% rule thing I saw on a RU-vid channel, but this isn’t really how hard I expected things to be. After I cashed out a lump sum, I still have about $760k left, but at this rate, and with how the market is (we were putting money away in an index fund), I’m starting to get worried.
Amazingly, you were able to save that much during your active years. Not a lot of people can save that much in a lifetime. But now you are retired and depend on your investment, it’s best you redistribute your capital, so you are not left devastated during a market crash or recovery. To simplify the process, you could allocate your resources with the help of a financial advisor.
@@amolejoshua7452 Yeah, I’m also closing in on retirement, and I have benefitted much from using a financial advisor. I didn’t start early, so I knew the compound interest of index fund investing would not work for me. Funny how I pulled in more profit than some of my peers who have been investing for many years.
@@KacieLehman Hey, this caught my interest. I worry that I have a couple more months before retirement, and I want to switch to using a financial advisor, but I don’t know how to find one.
@@JuneTalley 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 Victoria Carmen Santaella for the last five years or so, and her returns have been pretty amazing.
@@KacieLehman Thank you for this tip. it was easy to find your coach. Did my due diligence on her. She seems very proficient and I'm grateful for your guidance.
Great video, Tyler! One caveat to consider is that REITs are required to pay 90% of their "taxable" income, not their "profits" in the form of dividends to their shareholders. So, it really can vary depending on what's taxable and what isn't. I have almost 200 shares of Reality Income, ticker symbol "O" and I'm just reinvesting the dividends currently. But I'm very interested in the tax advantages of a Roth IRA. It's not about how much you make, it's about how much you keep!
Love your videos. 41yo 5.2 mil net worth, and driving 2013 corolla. Biggest positions VOO, VTI, SCHD, VYM, and now looking to build up DRGO. I got $48,800 divs last year in taxable divs. Q2 taxable divs this year was $17,388 this year.
That is incredible Emilio . Thanks for sharing. I love that you drive that car with that net worth. Clearly you have cracked the code (: And your holdings are rock solid. It's nice being financially free! Soooo much better than a new car every couple years.
Way to go, that portfolio is impressive! I bet you’ll smash your dividends from last year with SCHD going crazy in quarter 2 this year (: DRGO is a nice addition for dividend grower. Not that you need me to tell you that (: You’re waaaaay down the path already.
If one is in their 40s and just started investing (have 401k from work). Should they just focus on growth etf since it will be too late for them to see real benefits with dividends?
I wouldn't say early 40's is 'too late' for anything related to investing. If you have at least 20 years left to put money into the market then I think growth is a nice way to lean. I would still have a balance of the two. I think value/dividends is good to have at any age in any market (with at least a portion of the portfolio). Getting assistance from a CFA that puts the time in to research companies thoroughly and implement effective risk management strategies even if you are a DIY investor, can bring tremendous benefits. This system has been successful for me!
Wow, the government really likes screwing over the small guy. What happened to the “free market?” It’s not so free when you have to jump through all these hoops or make above average income just to have a chance at winning in the investment game. Can someone honestly tell me why you can’t invest in private companies without being accredited? What assurance does that really give other than they have a lot of money and financial knowledge? What does that matter if you already spent money buying the shares?? It’s not like you then have to pay more once you buy something, so why do they need to know if you have a secure income or have financial expertise? Someone plz help me wrap my head around this, cuz right now it just seems like a blatant way for the government to keep the rich rich and the poor poor.
...My Dividend Capture Strategy Results( It WORKED!)...( I believe I've located such!)( Yes, no, possibly so? I sure hope so.) FYI, thank you anyway, sorry and or excuse me, possibly.
I sold all my lousy american dividend aristocrats which had less than 3% dividend yield and lost more than 30% value over the last years. With this money I bought the SDIV. It cant be much more worse.
Good video. My Roth IRA is actually 100% VNQ currently. This is a small percentage of my portfolio. The Roth was really the only place where a REIT would make sense given that my combined tax rate is 41%.
Buying of just any ETFs is easy, but buying the right one without a time-tested strategy is incredibly hard. Hence which is best to buy now or put on a watchlist? I’ve been trying to grow my portfolio for sometime now, my major challenge is not knowing the best entry and exit strategies.
Before investing in any ETF, it's important to conduct thorough research. Understand the fund's objectives, track record, expense ratio, and the index it aims to replicate.
The best course of action if you lack market knowledge is to ask a consultant for guidance or assistance. Speaking with a consultant helped me stay afloat in the market and grow my portfolio to about 65% since 2023 January. I believe that is the most effective way to go about
The decision on when to pick an Adviser is a very personal one. I take guidance from Sharon Ann Meny, to meet my growth goals and avoid mistakes, she's well-qualified and her page can be easily found on the net.
I've been using the dividend capture strategy for 30 years, so pre-internet and pre-zero commission brokers. Out of thousands of trades, I've never lost money on a dividend capture trade. However, there have been times when I've had to hold on to the underlying for a year or so (which basically turns them into swing trades).
