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+30.66% Annualized Return for High-Yield Stock Portfolio (Dividend-Growth +20.42%) - Week 132 Update 

Rex Jacobsen
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Two and a half years ago I started investing $12.50 each week to show my college accounting students that they can use the accounting concepts were learn in class to help us pick stocks (in this case, stocks that pay dividends). Our portfolio is now worth over $2,203
CHAPTERS:
(0:02) Portfolio Performance
(2:10) Cumulative Dividends Received
(2:30) Performance of Dividend-Growth Portfolio & High-Yield Portfolio
(3:25) Why We Invest in Dividend-Paying Stocks
(5:04) Quality Dividend-Paying Stocks Can Provide an Income That Exceeds Your Expenses
(7:54) How to Make $123,250 of Tax-Free Income
(9:44) Why Invest $12.50 per Week
(10:45) Investing $11.74 per Week Grows to $1 Million by Retirement
(11:38) Comparison with ETF SCHD
(12:44) Best-Performing Portfolio Stocks So Far
(14:20) Best-Performing Stocks this Week
(14:57) Stocks we Bought a Year Ago (Dividend-Growth)
(15:50) Stocks we Sold this Week
(15:58) The 10 Dividend-Growth Stocks we Bought This Week
(17:44) Quality Grades of This Week's Stocks (Dividend-Growth)
(19:22) Dividend Grades of This Week's Stocks (Dividend-Growth)
(20:16) Portfolio Stocks Raising their Dividends Recently
(21:49) Stock Splits
(22:14) Portfolio's Largest Holdings (Dividend-Growth)
(23:55) High-Yield Dividend-Paying Stock Portfolio Performance
(25:42) Sector Allocation of High-Yield Dividend-Paying Stock Portfolio
(26:09) High-Yield Dividend-Paying Stocks we Bought This Week
(27:54) Quality Grades of This Week's Stocks (High-Yield)
(28:04) Dividend Grades of This Week's Stocks (High-Yield)
(28:26) Contact/Follow Us
#stocks
#dividendstocks
#dividendstocks
#dividendstocks2024
#investing
#investingstrategies
#dividendportfolio
#passiveincome
#passiveincomeideas
#passiveincomestrategies
#passiveincomestreams
#investingforbeginners
#investingeducation
#techstocks #highdividendyieldstocks
#broadcom
#nvidia
Forbes interview about Nvidia: www.forbes.com...
Nvidia's total return since the day of the interview (adjusted for splits): +2,235.69%

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9 сен 2024

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Комментарии : 3   
@ytofjt7823
@ytofjt7823 Месяц назад
Another great update!! I would like to ask if you have some specific criteria for selling stokcs, apart from cutting dividend you referred in past videos. Thansk and have a nice week, Prof. Jacobsen!!
@RexJacobsen
@RexJacobsen Месяц назад
We have a 4-way rating that rates dividend-paying stocks based on 1) valuation, 2) quality, 3) dividend yield and recent dividend growth metrics, 4) Outlook for continued dividend growth. If a stock is no longer in the top 50%, it's on the watch list for possible sale. Also, if a stock's valuation looks extremely over-valued or it looks like the stock price will tank due to a business event, we'll sell. If a person wanted to keep it simple, they could just buy the quality stocks (not the under-the-radar-dividend payers) and hold forever, letting the winners run and letting the occasional losers just become insignificant parts of the portfolio overtime.
@ytofjt7823
@ytofjt7823 Месяц назад
@@RexJacobsen Thanks for the answer!!
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