Classroom Stock Portfolio: 4 Stocks Have Doubled in 16 Months on Average (Dividend-Paying Stocks)

Подписаться 8 тыс.

50% 1

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 +17.54% per year.
Portfolio Performance: 1:18
Why We Invest in Dividend-Paying Stocks: 1:52
Why Invest $12.50 per Week 3:23
Investing $11.74 per Week Grows to $1 Million by Retirement 4:36
Best-Performing Portfolio Stocks So Far 5:20
Best-Performing Portfolio Stocks this Week 6:36
10 Stocks we Bought This Week 7:31
Quality Grades of This Week's Stocks 9:26
Dividend Grades of This Week's Stocks 11:07
Our Other Stock Portfolios 12:15
Contact/Follow Us 13:07
#stocks
#dividendstocks
#dividendstocks
#dividendstocks2024
#investing
#investingstrategies
#dividendportfolio
#passiveincome
#passiveincomeideas
#passiveincomestrategies
#passiveincomestreams
#investingforbeginners
#investingeducation
#dividendgrowthstocks
#dividendgrowthinvesting
#dividendgrowth

Опубликовано:

9 сен 2024

Ссылка:

Скачать:

Готовим ссылку...

Добавить в:

Мой плейлист

Посмотреть позже

Комментарии : 9

@fmhasib5643 7 месяцев назад

Usually i dont subscribe but you have got my attention. Thank you for all of your input

@sunilrodrigo9778 7 месяцев назад

Good video . I like to know what is the current total value of the portfolio and how many stocks are in it. Also your opinion on a particular portfolio of 50% stocks + 50% dividend paying ETFs. Thank you.

@RexJacobsen 7 месяцев назад

Hi Sunil, because we don't invest in a stock if it makes up 4% or more of the portfolio, it's VERY diversified. Currently it has 83 stocks with Microsoft being the biggest holding (it has grown to 4.56% of the account). 83 sounds like a lot to keep track of, but we do so with a spreadsheet that downloads company financial data ... so it's easy for us to determine when to sell a stock. The portfolio value as of today is $1672.75

@RexJacobsen 7 месяцев назад

As for your question about a portfolio of 50% stocks and 50% dividend-paying ETFs, I see nothing wrong with that for a young investor (since it means 100% in equities). Just make sure to also have an emergency fund! :)

@sunilrodrigo9778 7 месяцев назад

Immensely thankful for prompt reply. Your videos are ideal for young investors just joined college or workforce full time or part time. I want to forward your videos to a couple of young ones including my daughter. Grateful if you inform me how to download your 83stock portfolio spread sheet with your permission. I subbed already. Also it will be helpful to viewers if u start every video with portfolio value and number of stocks plus posting every video with episode numbers. Looking forward to follow this portfolio in coming years. Thanks for your time n content.

@RexJacobsen 7 месяцев назад

@@sunilrodrigo9778 Thanks for the feedback. Here are the tickers, from largest allocation to smallest: MSFT FIS SCHW CMCSA AXP ITT EOG ALLE V INTU EMN ASML MS EVRG GS TRV AAPL LRCX LAKE URI AVGO KLG SWKS UNH KRT MA MDT A NEE HSTM WCC VSTS DPZ KVUE PAYC YOU PHIN PEP PRDO HUM WSM CI LOW KLAC TCBS MCD FMC CR ELV DG NIC AMAT INGR MLM APD SBUX ICE NDAQ DFS AMP WS AMT MCK BR CSL EVR GLW BK PLD LLY MAA CB IFF TSCO MDLZ STT HSY HES PFE BBY BALL BAC NSC

@sunilrodrigo9778 7 месяцев назад

Many Thanks stk list. Couple more subs will be added soon.