Classroom Stock Portfolio (20.05% annual return) Out-Performing Popular Dividend ETF SCHD by 15.1%

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Two 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). So far our portfolio is beating the market and returning +20.05% per year.
Portfolio Performance: 0:14
Why We Invest in Dividend-Paying Stocks: 2:26
Why Invest $12.50 per Week 3:49
Investing $11.74 per Week Grows to $1 Million by Retirement 5:09
Comparison to SCHD 6:11
Best-Performing Portfolio Stocks So Far 7:27
Best-Performing Portfolio Stocks this Week 8:35
Stocks We Sold 9:18
Under-the-Radar Stock We Bought 9:49
10 Stocks we Bought This Week 10:56
Quality Grades of This Week's Stocks 11:46
Dividend Grades of This Week's Stocks 12:56
Portfolio Stocks Raising Dividends Recently: 14:04
Portfolio Holdings: 14:50
Technology Portfolio Update: 16:08
Our Other Stock Portfolios 17:39
Contact/Follow Us 18:15
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Опубликовано:

9 сен 2024

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Комментарии : 6

@paulvardon6653 7 месяцев назад

Great video, please check out holdings in MOAT etf as it is based on a morning star moat listings. Also Xlk while it would come in as second on your list is a better comparison to your portfolio in my mind as it has heavier weighting’s of your stocks . Xlk is up 7.18 ytd and Vgt is 6.3.

@RexJacobsen 7 месяцев назад

Thanks for the feedback, Paul! I will definitely check out MOAT and XLK.

@RexJacobsen 7 месяцев назад

Hi Paul, per your suggestion, we tracked our "competitive advantages" portfolio against the VanEck Morningstar Wide Moat ETF (MOAT). Our portfolio is newer than our other portfolios (started 9/5/23) so it doesn't have a long track record, but our portfolio has so far grown 2.06% more than if the same dollar amounts were invested in MOAT on the same exact days. It will be interesting to see what happens with a longer track record.

@gvg21 7 месяцев назад

Meta added a dividend recently, hope to see this trend continue in tech. Is this complete portfolio public besides the updates you give on youtube?

@RexJacobsen 7 месяцев назад

Hi, the complete portfolio isn't public, but if there's enough interest, we can definitely look into it. And yes, I too am hoping more tech companies start initiating dividends like Meta recently did (but hopefully grow them over time, unlike Nvidia). Currently my favorite tech dividend-payer in Microsoft (one of our portfolio's larger holdings).