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Reacting To My Subscribers’ Dividend Portfolios | Ep. 1 

Ryne Williams
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In this video, I'll be sharing a review of my subscribers' dividend portfolios. We'll take a look at three different dividend portfolios, and will check out all of the different dividend stocks in each one. I’ll give my honest thoughts on what I like about these dividend portfolios, as well as what I think could be improved.
The ideas and opinions presented in this video are meant for informational and entertainment purposes only, are not intended to serve as a recommendation to buy or sell any security in any account, and are not an offer or sale of a security. They are also not research reports and are not intended to serve as the basis for any investment decision.

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21 авг 2024

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Комментарии : 194   
@rynewilliams
@rynewilliams 3 месяца назад
🔍 HAVE YOUR PORTFOLIO REVIEWED BY ME IN A VIDEO ► forms.gle/ggDgArpLmkP5hbk76
@DanielCarpenter
@DanielCarpenter 3 месяца назад
The best part about these portfolios are....these people are young! They are doing what I wish I would have done earlier, my hats off to them! I did not get serious until this past year and working feverishly to get my Roth in high gear lol.
@rynewilliams
@rynewilliams 3 месяца назад
One of them is definitely young...but I think the other two are at least in their 30's or 40's. I may be mistaken on that
@jared119
@jared119 3 месяца назад
I hope this starts becoming a regular video series. Tons of good info here
@rynewilliams
@rynewilliams 3 месяца назад
People seem to really like it, so maybe I'll do it once a month! Thank you 👏
@dominiccarey2010
@dominiccarey2010 3 месяца назад
​@rynewilliams please do its so nice to hear your thoughts and see all these new investors
@JulioPalacios1
@JulioPalacios1 3 месяца назад
Thank you for putting everything from the screen recording onto the spreadsheet. The video turned out great.
@rynewilliams
@rynewilliams 3 месяца назад
Thanks for letting me review your portfolio man, I really appreciate it. Keep up the great work!
@o0usf0o
@o0usf0o 3 месяца назад
For you young investors… focus more on growth. Dividends are cool and all but total returns are what you really want. In a Roth, you can sell your growth ETFs and buy dividends later tax free!
@holyhandgrenadeofantioch2019
@holyhandgrenadeofantioch2019 3 месяца назад
Exactly!
@o0usf0o
@o0usf0o 2 месяца назад
@@holyhandgrenadeofantioch2019 my Roth is basically all VGT and QQQM… why the heck would you want schd when you have 20+ years till retirement 😅
@brandongerofsky4817
@brandongerofsky4817 Месяц назад
Yeah, like I get wanting to see that crazy CAGR over a long period of time, but need some growth just to be able to push that portfolio to your income goals earlier
@tonyk6154
@tonyk6154 3 месяца назад
You are pretty well spot on with what you said about the canadian RRSP and the TFSA.
@rynewilliams
@rynewilliams 3 месяца назад
Awesome, thank you for letting me know! I'm still learning about how it all works north of the border
@jeffaragon
@jeffaragon 3 месяца назад
Me personally for a beginner I'd get 1 or 2 stocks and a good etf. And I would boost those positions of the 2 individual stocks so the dividend buys its own shares once it pays for itself then I'd look into opening another position that I maybe interested in. While doing that I'd be research the new company I might want to open a position. Atleast this way your not overwhelmed and if you have time then it's a good system.
@rynewilliams
@rynewilliams 3 месяца назад
That sounds like a good plan to me
@Duke_of_Prunes
@Duke_of_Prunes 3 месяца назад
That's my logic. Trying to keep up well with 50 stocks is a full-time job. Just study a handful of the very best.
@jeffaragon
@jeffaragon 3 месяца назад
@@Duke_of_Prunes oh it can be done lol I manage about 40 overtime it'll come down but my wife's and my kids portfolio is way less and there up 14-17% consistently
@Duke_of_Prunes
@Duke_of_Prunes 3 месяца назад
@@jeffaragon I do a bit better than 14-17%, but obviously at far greater risk. And, I only actively deal with 5 stocks or so. There's another 5 in my retirement account, but it's not been rearranged in 20 years or so. It's a trade off -- if I were already at my retirement goal, I would definitely want more diversity.
@jeffaragon
@jeffaragon 3 месяца назад
@@Duke_of_Prunes lol my kids are 9 and 10 yrs old I don't think that's bad at all for them managing their own portfolios
@loakland2773
@loakland2773 3 месяца назад
GREAT, great, great video Ryne... As always very well done.... I love the new "segment" of assessing one's portfolio.... I really look forward to future videos like this (as well as your other excellent videos lessons and insight). I hope that future portfolios could be assessed for the various stages of ones divided journey.... Early starting out - like these three were plus the other four stage that you have reviewed in your previous video all the way to in retirement..... Appreciate all the hard work that goes into your presentations.... especially these reviews... All the best to you and your bride....
@rynewilliams
@rynewilliams 3 месяца назад
Thanks Lance...I think it'd be fun to feature portfolios across the various levels of dividend investing. It all just depends on the submissions I receive!
@Colbycrab
@Colbycrab 3 месяца назад
Way to Julio! O and SBUX are cheap now so I assume that’s why you have so much as you’re probably adding them now. That being said, focus on SCHD and also look at VIG. You have time, so load up on componders now! 1% yield is fine if you get 10-15% annual dividend raises! By the time you are 30, those 10-15% dividend increases will be massive!
@rynewilliams
@rynewilliams 3 месяца назад
Well said my friend!
@t3hr00tb33r
@t3hr00tb33r 3 месяца назад
I would send my portfolio but I'd have to write an essay about all my investment and the strategy behind it. 😂
@rynewilliams
@rynewilliams 3 месяца назад
Haha I get you
@mikefoster7508
@mikefoster7508 2 месяца назад
@rynewilliams this is actually a very big opportunity to create a new series where you could try to understand the philosophy behind the investing strategy aswell. Break it down in a video and take the content to the next level.
@t3hr00tb33r
@t3hr00tb33r 2 месяца назад
@@mikefoster7508 Solid idea. I have a flow chart in a sketchpad of invetments, priorities of where to invest and risk tolerance of each. Started graphing it out when I first started going heavy into where to park money. It'd be a good sub-series for Ryne, agreed!
@KnightsOffical
@KnightsOffical 3 месяца назад
Where can we sign to get our portfolio checked, it might also be a good series for you as a new youtube series idea
@rynewilliams
@rynewilliams 3 месяца назад
Thank you! I agree, this could be a fun monthly series. The form to have your portfolio reviewed is in the pinned comment and in the description of the video.
@KnightsOffical
@KnightsOffical 3 месяца назад
@@rynewilliams amazing, will do, thanks
@mattw785
@mattw785 3 месяца назад
8600 is quite impressive at 18. That kid is great saver
@rynewilliams
@rynewilliams 3 месяца назад
Absolutely 👏
@ronbmor
@ronbmor 3 месяца назад
Thank you for posting. Can you do some examples for investors starting late (50+)? With a timeframe of around 10-12 years. 🙏
@DanielCarpenter
@DanielCarpenter 3 месяца назад
That's a good idea. I'm almost 60 and starting to buy monthly paying stocks/ETFs.
@rynewilliams
@rynewilliams 3 месяца назад
I would love to! It just depends on the submissions I receive. If there are any in there, I'll certainly cover them
@fikonfraktare
@fikonfraktare 3 месяца назад
I like safe BDC's (business development company) with high yield (~10%) like Ares capital, main street capital, Blackstone secured lending fund. Since you have a late start I'd maximize dividend yield without being reckless. They have a high yield because they have to pay out most of their profit by law, similar to REITs (real estate investment trust) which are also popular among dividend investors. They typically avoid becoming "yield traps" where share price tank over time, instead the share price remains rather flat, although you might have to pay a premium valuation on the popular ones.
@DanielCarpenter
@DanielCarpenter 3 месяца назад
@@fikonfraktare thanks for the info!
@jeffaragon
@jeffaragon 3 месяца назад
A cheaper alternative to the sp500 etf would be SPLG does the exact same as the other etfs but cheaper
@FJX716
@FJX716 3 месяца назад
Three fund portfolio is best plan. I invest in individual stocks and I didn’t see as high or as fast a return as I did when I moved into ETF’s.
@boogle19ify
@boogle19ify 2 месяца назад
Hi, i wanted to try this dividend stocking but I thought of sticking to MP2. It is a government fund that promises 5-7% interest rate annually and compounding tax free. Dividend atocking does have tax and rates ranges 2-7%
@PurepowerFL
@PurepowerFL 3 месяца назад
I’d agree with multiple REITs if they own different types of properties. Great video! 🙌
@rynewilliams
@rynewilliams 3 месяца назад
That's a good point!
@MichigantoFlorida
@MichigantoFlorida 3 месяца назад
Hello Ryne, Portfolio 2 for a young person in my view is very conservative. EPD is probably the 1 keeper in high dividends, the 3 dictionaries, knock down to 2 . Energy CHV, Staples PG look good. Needs tech and Pharma to round it out. Just my POV
@rynewilliams
@rynewilliams 3 месяца назад
Thank you for sharing all of that!
@JulioPalacios1
@JulioPalacios1 3 месяца назад
Thanks for sharing
@doddergo
@doddergo 3 месяца назад
I loved the video. I missed our portfolios being reviewed. I can't wait to send you mine. I'm just making some adjustments before I do. For the first portfolio I'm happy he's more exposed to etfs. I wish I started that way. The second and third one with being over exposed with O. I think a lot of us get hyped up seeing it this low also hearing how much people have accumulated and we don't want to miss that and we forget we need to watch how much we r exposed in each position in our portfolios.
@rynewilliams
@rynewilliams 3 месяца назад
I think those are great points man. Also, I'm excited to get back to doing these. It was a lot of fun making this video...it'll be cool to see your portfolio!
@CaptainProx
@CaptainProx 3 месяца назад
I started off the exact same way as the first guy with having a ton of different holding despite being brand new to investing. Now I’ve been much more leaning towards taking a more concentrated approach and focusing on building up strong positions before I add new ones
@rynewilliams
@rynewilliams 3 месяца назад
I did the same thing as well!
@nathanhultquist6323
@nathanhultquist6323 3 месяца назад
I have a CD that is maturing in October with 10K in it. I’m excited to start dividend investing🙂
@rynewilliams
@rynewilliams 3 месяца назад
Heck yea! What do you think you'll put that money into?
@nathanhultquist6323
@nathanhultquist6323 3 месяца назад
@@rynewilliams JNJ, O, Schd,SCHG, PCM, PG, Starbucks, Texas Roadhouse, and some others. Basically what you have been suggesting for the most part 😃
@rynewilliams
@rynewilliams 3 месяца назад
Nice!
@jamilmoore3382
@jamilmoore3382 3 месяца назад
Me personally not a huge fan of diversification currently right now portfolio bout 80% mpw and 99% in reits. Started investing 2 years ago and portfolio about 130K. It’s all about investor mindset, discipline, activeness, and risk tolerance, for portfolio allocations. Late Charlie Munger only had 3 holdings in personal account, even though you can argue Berkshire Hathaway is diversified. I can even argue Coca Cola diversified it’s all over the world.
@rynewilliams
@rynewilliams 3 месяца назад
80% into MPW is a bold move my friend. I hope it works out for you!
@bradm3657
@bradm3657 3 месяца назад
I’d recommend that the younger investors focus more on growth ETF’s like SCHG over SCHD. Focus more on growth than yield until you get older.
@rynewilliams
@rynewilliams 3 месяца назад
Thank you for sharing!
@o0usf0o
@o0usf0o 3 месяца назад
I’d honestly be happy if that young investor was 100% schg.
@bradm3657
@bradm3657 3 месяца назад
Agreed. 💯
@tarantula105
@tarantula105 3 месяца назад
The idea of the Canadian reits in the tfsa as opposed to O is to get a similar exposure without the %15 holding tax for U.S. stocks which they charge in a TFSA but not in an RRSP. Holding O in an RRSP it won’t have a holding tax but if it was in a tfsa it just generates that extra %15 charges because it’s an out of country stock.
@rynewilliams
@rynewilliams 3 месяца назад
Makes sense, thank you!
@Wisely_monk
@Wisely_monk 3 месяца назад
In my opinion by far this one of the best episodes. To those who started young to invest , keep going don’t stop. One day You’ll going to laugh all the way to the bank .
@rynewilliams
@rynewilliams 3 месяца назад
Thanks man! I really appreciate that. I'm glad you enjoyed this one
@CaptainProx
@CaptainProx 3 месяца назад
I just turned 25 and started investing earlier this year, as young and as early as I’ve started, I can’t fathom what it would be like to be starting as young as 16 or 18 like a lot of these people do
@rynewilliams
@rynewilliams 3 месяца назад
I wish I would've started in my teens!
@christinarouton7990
@christinarouton7990 3 месяца назад
I'd like hearing about this because I am an older investor and I am still learning and I have only three positions right now in my Roth ira. And I'm reading about all of these dividend stocks and I want to buy all the things. But why own three things that are very similar? So this has helped me to clarify what it is I want and helped in choosing the best stocks for me. I don't need to buy all the things.
@Jayvazquez15
@Jayvazquez15 3 месяца назад
Very nice series!!! It’s always good to get someone’s opinion who can raise a point on something that the person have not noticed on their portfolio.
@rynewilliams
@rynewilliams 3 месяца назад
Thank you man! It was fun making this video...I'll have to keep doing these
@CIays
@CIays 3 месяца назад
Quality content. You should definitely make more of these
@rynewilliams
@rynewilliams 3 месяца назад
Thank you! I think I'll do them once a month moving forward
@billcarruth8122
@billcarruth8122 3 месяца назад
You have RRSP right, you can up to a limit deduct contributions from your taxable income. It's not a permanent deduction, rather a deferred tax. While the money stays in the RRSP it is pretax income and you'll pay tax when you withdraw. The TFSA he has is after tax dollars, but can grow tax free while in the account (within reason, the wording on our tax laws gives unlimited room for our tax agency to interpret as they wish.) For him I'd sell out of O and stick with Canadian REITs, due to the withholding tax on dividends and distributions at the border.
@rynewilliams
@rynewilliams 3 месяца назад
Got it, thank you for clarifying that!
@InvestingWithKevin
@InvestingWithKevin 3 месяца назад
This is pretty dope. Analyzing people portfolio and giving feedback!!! Truly appreciate the content my brother.
@rynewilliams
@rynewilliams 3 месяца назад
Thanks for watching man...I'm glad you enjoyed this one!
@58singleman
@58singleman 3 месяца назад
This would be of more interest to me if we were looking at portfolios of 50 K minimum done by investors who had been at this for at least 10 years. Lots of love to the new guys. Keep at it.
@Duke_of_Prunes
@Duke_of_Prunes 3 месяца назад
These examinations of viewer's portfolios is interesting, especially the viewers who are my daughter's age (18). There were actually a lot of kids in her school this year who traded online -- including her.
@rynewilliams
@rynewilliams 3 месяца назад
That's awesome...were a lot of those kids trading online because they were interested in it, or was it for something related to the school? My little brother was a part of a school wide paper trading competition earlier this year
@Duke_of_Prunes
@Duke_of_Prunes 3 месяца назад
@@rynewilliams She went to a math and science preparatory boarding school the last 2 years of highschool. The kids were all extremely bright kids. And many of them got into online trading just as a hobby. It got quite competitive, but my daughter finished this year (her last) with something like $20,000 in her online account. Fortunately she got her mother's brains.
@rynewilliams
@rynewilliams 3 месяца назад
Holy cow, your daughter is crushing it!
@Duke_of_Prunes
@Duke_of_Prunes 3 месяца назад
@@rynewilliams Thanks. Being the father of a gifted child is endless entertainment. I only wish we had two or three -- don't wait as long as I did!
@kevinrussak1031
@kevinrussak1031 3 месяца назад
Thomas is doing a good job having growth in the beginning
@rynewilliams
@rynewilliams 3 месяца назад
Yea his portfolio looks pretty solid
@toddcole1805
@toddcole1805 3 месяца назад
I tend to focus on 1 stock in my portfolio building it out to where I'm happy with it. Then find the next gem and get working on that one, of course dips may move the needle on what's important at any moment.
@rynewilliams
@rynewilliams 3 месяца назад
That's a good strategy. Take it one at a time
@DividendDork
@DividendDork 3 месяца назад
Good video Ryne, enjoyed it! I can’t argue with any individual pick that these young folks made (and kudos to them for getting started so young!) but the marketplace is littered with can’t-miss dividend royalty (eg, Leggett & Platt, 3M, Walgreens, etc.) that have recently slashed their dividends, leaving investors in a bind. I’d much rather they invest in SCHD, SCHD, DGRO, etc. until they really get their sea legs under them , which is exactly what I think the direction is you’re pointing them in.
@rynewilliams
@rynewilliams 3 месяца назад
Thank you my friend! I agree with all of that
@TortoiseInvesting
@TortoiseInvesting 3 месяца назад
This was fun idea! I enjoyed seeing everyones different setups and also hearing your feedback and thoughts on them
@rynewilliams
@rynewilliams 3 месяца назад
Thanks man! I'm glad you enjoyed this one
@rlzm_
@rlzm_ Месяц назад
I have also been investing for less than 1 year and I am investing daily into SPLG SCHG SCHD SMH FTEC QQQM Any suggestions as to maybe stopping one kind of like the last example you mentioned on the last portfolio in the video.. thanks
@rlzm_
@rlzm_ Месяц назад
These are under a Roth IRA account. 1 month in.
@rynewilliams
@rynewilliams Месяц назад
Nice man, I think that's a pretty solid setup
@jeffaragon
@jeffaragon 3 месяца назад
Matter of fact best advice for beginners is understand what tax bracket you are in and understand the difference between qualified dividends and non qualified.
@rynewilliams
@rynewilliams 3 месяца назад
Good advice
@jeffaragon
@jeffaragon 3 месяца назад
The reits are not qualified dividends so taxes on those are taxed higher
@alexelliott9481
@alexelliott9481 3 месяца назад
Gotta love O. I'm from NZ so we don't have any solid REITS here. Cool video keep it up
@rynewilliams
@rynewilliams 3 месяца назад
Thank you my friend!
@23pinkpear
@23pinkpear 3 месяца назад
love this idea for a video the market is very expensive right now with the dow at all time highs this seems like a growth strategy to me but with very little hedge against a downturn I would be transitioning my portfolio to be more defensive and taking profits. Just because you can make the gains well you can loose them too -
@rynewilliams
@rynewilliams 3 месяца назад
Thank you!
@GioMixMusic
@GioMixMusic 3 месяца назад
crisp and clear, well done
@rynewilliams
@rynewilliams 3 месяца назад
Thanks Gio!
@ShameerRavji
@ShameerRavji 3 месяца назад
Thx for the vid. Looks like a fun series.
@rynewilliams
@rynewilliams 3 месяца назад
Thanks man! It was fun putting this together. I may consider making this a monthly thing
@ShameerRavji
@ShameerRavji 3 месяца назад
@@rynewilliams awesome , I submitted my portfolio after watching the vid :)
@rynewilliams
@rynewilliams 3 месяца назад
Sweet! It’ll be fun to go through your portfolio
@niecesandnephewsproduction6871
@niecesandnephewsproduction6871 3 месяца назад
I had 13% CLX which was my highest holding but I have it down to 8% with two other holdings now and is buying into remaining holdings to get everything to about 5% each. Also have 2% Crypto in there. Thinking about dropping from 20 holdings to 15 holdings by next year but will see what Santa Claus rally brings.
@rynewilliams
@rynewilliams 3 месяца назад
15 would be a very solid amount of holdings. Even 20 isn't bad though
@ruicadilhecastro6382
@ruicadilhecastro6382 3 месяца назад
Great video Ryne. Keep up the good work. Congrats
@rynewilliams
@rynewilliams 3 месяца назад
Thank you Rui!
@slammer6789
@slammer6789 3 месяца назад
This is awesome. Great to hear your thoughts. I would add that this format would work really well if you did a collaboration with another person (Prof G would be an obvious choice). The differing suggestions would really expand the possibilities. And i would add to your advice for Julio, that i would add a growth ETF at this early a stage. 20 years or more of growth and price appreciation would really boost his excellent portfolio. In my opinion. Thanks for your content. Much appreciated 👍
@rynewilliams
@rynewilliams 3 месяца назад
Thank you for the feedback, I'm glad you enjoyed this one. And I agree...it would be cool to have multiple viewpoints on these portfolios
@JulioPalacios1
@JulioPalacios1 3 месяца назад
@slammer6789 I’d be open to this idea. Of course I’m a dividend investor, but do you say this so that I sell Growth ETF in the future to buy back dividend stocks?
@slammer6789
@slammer6789 3 месяца назад
What I did and would suggest for you is basically rarely sell anything. I would, and did this in my portfolio, just set up an automatic buy of the new addition. In my case $100/wk of SCHG. But ETFs such as VGT and QQQm fit the bill. Let everything else just ride. In addition, I don't let the dividends automatically go back into the stock or ETF that generated them. I pull them back into cash and deploy into the area I want to boost. Good luck!!
@slammer6789
@slammer6789 3 месяца назад
@@rynewilliams I think your recent video with Prof G was what really prompted this comment. Hearing how you both approach something is exactly what helps my brain work through what's best for me. I'm not sure how difficult or time consuming the collab production is, but in the end you both end up with a video to promote and that's actually how I found your channel. I had watched about all of Nolans videos and he pointed me to your channel. Win win!
@rynewilliams
@rynewilliams 3 месяца назад
Oh cool to know! I think him and I are going to try and do a video on my channel next month
@Braming1
@Braming1 3 месяца назад
This is a cool video and I really enjoy seeing your thought process! Cheers🍻
@rynewilliams
@rynewilliams 3 месяца назад
Thank you! I'm so glad to hear you enjoyed this
@loudmacleodsadventure3782
@loudmacleodsadventure3782 3 месяца назад
You are right about rsp and tfsa acounts
@rynewilliams
@rynewilliams 3 месяца назад
Cool!
@striperkid
@striperkid 3 месяца назад
If this becomes a thing, I'll ask for a portfolio review. You'll have your hands full though with my 20 stocks/15 ETF's portfolio !!
@rynewilliams
@rynewilliams 3 месяца назад
Oh man - 15 ETFS?? That would be one heck of a review
@striperkid
@striperkid 3 месяца назад
@@rynewilliams lol, yes it would however, I have a handful of ETF's from Defiance, and Yieldmax. I'm into year one of a 3-5 year plan with those ETF's. I came up with some form of strategy with using them and so far, I'm on track. Time will tell though....lol
@theshewolfe
@theshewolfe 2 дня назад
I track my portfolio with Excel. Anyway to send that for your review?
@user-iw1cq4ft9t
@user-iw1cq4ft9t 3 месяца назад
Love this! Keep it up! Great additionnto your channel!
@rynewilliams
@rynewilliams 3 месяца назад
Thank you! I really appreciate that feedback. I might have to work these in once a month
@user-iw1cq4ft9t
@user-iw1cq4ft9t 3 месяца назад
With all the great feedback your getting , might want to consider them weekly! People learn alot from examples! Thxs again!
@rynewilliams
@rynewilliams 3 месяца назад
Haha weekly would be a lot. I think for now monthly is the perfect amount 👌
@jonathanzach903
@jonathanzach903 3 месяца назад
I also have most of money in ETFs (also in my retirement), and only about 10 stocks to “play” with. But I’m 45 so maybe I’m a bit older than most of your viewers:)
@rynewilliams
@rynewilliams 3 месяца назад
I think that's a real solid approach
@Coreymacmill
@Coreymacmill 3 месяца назад
Go 50% VOO and 50% in a low cost growth fund such as FTEC or SCHG. Beats the market and I can focus on growing my income and career skills!
@rynewilliams
@rynewilliams 3 месяца назад
👍
@patschuster9619
@patschuster9619 3 месяца назад
Great job Ryne
@rynewilliams
@rynewilliams 3 месяца назад
Thanks Pat!
@jeffaragon
@jeffaragon 3 месяца назад
That 2nd portfolio I see that EPD is in there and he may want to understand what a K-1 tax form since that position isn't in a roth ira
@rynewilliams
@rynewilliams 3 месяца назад
Good point
@jeffaragon
@jeffaragon 3 месяца назад
@@rynewilliams yea I say this because these are things I'm learning about in my 2nd year of investing and I watch alot of people but rarely does anybody break down the tax implications of certain companies dividends or how they're taxed rather qualified or non qualified and the tax brackets we all tend to be in. I think as a beginner if we started to understand the basics of the taxes it'll help inform beginner investors to which company's they should own. For example all reits that I know of pay non qualified dividends most etfs that I know except JEPQ and SCHD pay non qualified dividends. I follow you alot I'm not sure if you have done a video covering something like yet if you have please end me the link I'd love to watch if not maybe good idea for future videos.
@stephaniepolihronidis9410
@stephaniepolihronidis9410 3 месяца назад
Cool do more of these videos lol sending my portfolio asap 😂.
@rynewilliams
@rynewilliams 3 месяца назад
Will do, thank you!
@Jvelaz87
@Jvelaz87 3 месяца назад
I like the idea of this 👍🏼
@rynewilliams
@rynewilliams 3 месяца назад
Cool! I'll be sure to do more of these. Thank you for the feedback
@tryfelyn
@tryfelyn 3 месяца назад
cool series...keep it up
@rynewilliams
@rynewilliams 3 месяца назад
Thank you! I really appreciate that feedback
@kevinrussak1031
@kevinrussak1031 3 месяца назад
He needs to add to diversify his portfolio with what he’s putting in to every month
@rynewilliams
@rynewilliams 3 месяца назад
Who?
@mauriciobello5527
@mauriciobello5527 3 месяца назад
I dont think at 18 years old he needs SCHD at all, he should go for growth dividend stocks and ETF
@rynewilliams
@rynewilliams 3 месяца назад
SCHD has a double digit dividend growth CAGR. Is it not a dividend growth ETF? Seems to me like it checks both of those boxes.
@MoRpHiNe_NPC
@MoRpHiNe_NPC 3 месяца назад
Wait your tracker covers the portfolio div growth rate…?
@rynewilliams
@rynewilliams 3 месяца назад
It sure does!
@MoRpHiNe_NPC
@MoRpHiNe_NPC 3 месяца назад
@@rynewilliams how did I miss that… I’m in
@rynewilliams
@rynewilliams 3 месяца назад
Cool! I hope you enjoy using it
@TRM13X
@TRM13X 3 месяца назад
Ryan, I just added UTLY to my portfolio. It isn’t showing up in yahoo finance. That’s a problem, because I’m using your tracker, which pulls from yahoo. So now almost every important measurement has an error. Obviously it’s not your fault, but do you by chance have a work around?
@rynewilliams
@rynewilliams 3 месяца назад
My spreadsheet doesn’t pull from Yahoo…it gets the price info from Google and the dividend info from FinViz. Unfortunately, the only workaround would be to just manually put in the annual dividend payment per share
@TRM13X
@TRM13X 3 месяца назад
@@rynewilliams will that fix all the other variables that don’t populate?
@rynewilliams
@rynewilliams 3 месяца назад
@@TRM13X you may have to input a formula for the dividend yield and yield on cost. Those would just be the annual dividend per share divided by the share price for dividend yield, and annual dividend per share divided by average cost per share for yield on cost
@rigo.garcia
@rigo.garcia 3 месяца назад
Nice I would love to hear your thoughts on FDVV versus SCHD long term
@rynewilliams
@rynewilliams 3 месяца назад
At a glance, I’m more partial to SCHD
@TheYaq
@TheYaq Месяц назад
my portfolio is pretty boring 2 stocks 2 etf
@rynewilliams
@rynewilliams Месяц назад
Nothing wrong with that!
@MSlocum669
@MSlocum669 3 месяца назад
If Ryan saw my portfolio history he would lose his mind.
@rynewilliams
@rynewilliams 3 месяца назад
Haha why do you say that?
@MSlocum669
@MSlocum669 3 месяца назад
@@rynewilliams I have been a stock picker for a long time. I see many dividend investors with 50ish positions. Once the honeymood period is over and you stop buying every stock you come accross, many poeople will discover for all there trouble there portfolio parrots the market. My goal is to outperform with lower risk. My portfolio over the years has fewer and fewer positions. Really try to keep it under ten. Currently I have one position and that will drive many people insame.
@KingCzar29
@KingCzar29 3 месяца назад
Oh boy. If that thumbnail is what I think it is and you’re saying “too much” then you would decimate mine 😅😅
@rynewilliams
@rynewilliams 3 месяца назад
Haha do you have a big O position?
@KingCzar29
@KingCzar29 3 месяца назад
@@rynewilliams I have a big O position, but so far I got lucky because a huge chunk of it was bought at 51-52. So I’m in the green. For now. The goal was 100 a month to supplement a monthly contribution to VTI. So a work retirement and a brokerage contribution on the side. Might not be life changing, but figure it’s better than absolutely nothing
@KingCzar29
@KingCzar29 3 месяца назад
@@rynewilliams SCHD is the next big position at 30 something percent so that helps with quarterly dividends. I know I know, reckless 😅😅
@DistrictTrailers
@DistrictTrailers 3 месяца назад
At man I would LOVE if you did my portfolio
@rynewilliams
@rynewilliams 3 месяца назад
Man if you submit your portfolio for review I'd love to check it out!
@yosilv7560
@yosilv7560 Месяц назад
Wait till you see my portofolio with 95% REIT s 😂😂😂
@rynewilliams
@rynewilliams Месяц назад
Haha man I would love to check that out. Did you submit your portfolio to be reviewed?
@yosilv7560
@yosilv7560 Месяц назад
@@rynewilliams soon. I m based in Easten Europe. I think it should be intresting to see portofolios of pleople that are not US based. 😁
@rynewilliams
@rynewilliams Месяц назад
Yea that would be interesting
@johnpiroz7075
@johnpiroz7075 3 месяца назад
Yes, you got it right
@rynewilliams
@rynewilliams 3 месяца назад
Got what right??
@meenameiss
@meenameiss 3 месяца назад
@@rynewilliams its probably about the canadian tax-advantaged account
@rynewilliams
@rynewilliams 3 месяца назад
Ahh good thinking. Thank you!
@MassManicMedia
@MassManicMedia 3 месяца назад
I love this idea of a video
@rynewilliams
@rynewilliams 3 месяца назад
Thank you so much! I hope you enjoyed watching it
@januszjaxaxa9929
@januszjaxaxa9929 3 месяца назад
It seems, I'm just another guy in the crowd of people who overweights Realty Income Corporation in his portfolio.
@rynewilliams
@rynewilliams 3 месяца назад
What percent of your portfolio is in Realty Income?
@januszjaxaxa9929
@januszjaxaxa9929 3 месяца назад
@@rynewilliams it's 19,1% now, but it used to be more than 30% right after I averaged it down. I started averaging to soon, so it's still on red, but I believe it is price I paid for knowledge.
@rynewilliams
@rynewilliams 3 месяца назад
Ahh gotcha. There was one point where I think O was about 15% of my total portfolio. Over time, that allocation came down just by buying other things
@Josevaldes12
@Josevaldes12 3 месяца назад
My homie Julio going crazy he’s going to be a multimillion im 22 and hes already where my portfolio is at he’ll probably make a few hundred thousand more then me because he started so young and I thought I was doing good what a legend 🙌🙌🫡
@rynewilliams
@rynewilliams 3 месяца назад
Man both of you guys are doing great! Keep it up
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