How to create wealth with dividend growth investing

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How to create wealth with dividend growth investing
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02:30 - Understand your why and your investment time horizon
03:33 - It takes money to make money
05:17 - Find your discipline
07:55 - Trust in the process
15:54 - Automate and chill
How to transfer to M1 Finance: dgitofi.com/TransfertoM1
My dividend growth portfolio: dgitofi.com/MyPortfolio
More about dividend growth investing:
DGRO or DGRW which dividend growth ETF is right for you: • DGRO or DGRW which div...
The stages of F.I.R.E. (Financial Independence, Retire Early): • The stages of F.I.R.E....
The simple path to wealth with dividend investing: • The simple path to wea...
I'm not a financial advisor and the content discussed today is merely my opinion and intended only for your entertainment. The content expressed in this video should not be considered as professional financial advice. This video may contain links through which we are compensated when you click on or are approved for offers. The information in this video was not provided by any of the companies mentioned, and has not been reviewed, approved, or otherwise endorsed by any of these entities.
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Опубликовано:

11 ноя 2023

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Комментарии : 124

@DividendGrowthInvesting 7 месяцев назад

Thanks for watching! Try Seeking Alpha Premium: seekingalpha.me/dividendgrowthinvesting Try M1 Finance: bit.ly/TryM1Finance Rewards Credit Cards: bit.ly/TopRewardsCreditCards High Yield Savings Accounts: bit.ly/40DslA5 Self Directed Investing Accounts: bit.ly/SelfDirectedInvesting Dividend reinvestment calculator docs.google.com/spreadsheets/d/1W8UvXLZdEpVX-UPTKiHIT1oYIkj7Omvf30FgB3FTKWY/edit?usp=sharing

@Melissa-jp8ps 7 месяцев назад

Even if you are just nickel and diming it (like me) eventually those coins get heavy :)

@DividendGrowthInvesting 7 месяцев назад

One coin at a time!!

@dnah02 7 месяцев назад

I do 380 to 500 a month towards my investments I use to do about 100 a month not to long ago. But by bit you will get there no rush.

@duane7033 7 месяцев назад

@dnah02 I can only invest 100.00 a month from my ssi, so like you say nickel & dime it.

@kimanireacts7804 6 месяцев назад

Glad I’m not the only one investing little by little😂

@thecapone45 Месяц назад

Love these sort of videos where it’s more chat/discussion based and you ask us to think about our whys. Jake, I achieved financially freedom at 28 and was able to retire. Your videos helped me see that there wasn’t ONE FIRE. I am now doing Barista Fire. I wasn’t working for a few months and now I work part time. Will I work full time again one day? Sure. Buts it’s nice to know I don’t HAVE to. You helped me along this journey so much and I still enjoy listening to your videos. Best of Wishes, Jake.

@DividendGrowthInvesting Месяц назад

So glad to hear that!!! That’s so awesome man! You have your entire life in front of you! To do what you choose!

@greylion629 7 месяцев назад

Most of us wish we had our head on straight when young, but life ain’t really like that. Lessons in hard currency are the only ones of lasting variety, that takes time. Best of luck from this 70 year old.

@DividendGrowthInvesting 7 месяцев назад

Its easy to look back and say i would have done things differently. I guess all we can do is focus on today and what comes tomorrow.

@hiddenthreat5080 7 месяцев назад

I’m 17 in reading this I’m very grateful being born in my generation of technology it really is a tool if used right

@Xairos84 7 месяцев назад

#2 is huge! Thank you!

@KS_1995 7 месяцев назад

Thank you for the consistent content 🤝🤝

@DividendGrowthInvesting 7 месяцев назад

Appreciate you watching! 🙌🙌

@richardcarlin1332 7 месяцев назад

Very accurate. Investing is a marathon, not a sprint, and it takes money to make money. It took me 30 years to achieve financial freedom.

@DividendGrowthInvesting 7 месяцев назад

100%!

@TortoiseInvesting 7 месяцев назад

Just sitting bad, invest in high quality companies/etfs, and let time work its magic for you. As you said having a plan is super important, know what and when you're working towards. Always love hearing from you, your thoughts on everything, hope all is well!

@DividendGrowthInvesting 7 месяцев назад

I wish I would have kept it simple from the beginning. So many sleepless nights... So refreshing to see other likeminded people out there like you! I always look forward to reading your comments!

@TortoiseInvesting 7 месяцев назад

@@DividendGrowthInvesting I've been reading up on some Peter Lynch, and really trying to grasp the importance of strong fundamentals with a company, and understand exactly what you own. One Up On Wall Street has some great insight! I appreciate the work you put into your videos and enjoy your feedback and just talking in general about our thought processes!

@valentin4155 7 месяцев назад

7:43 holding is my discipline not letting my emotions dictate my long term investing stratefy of direct indexing,

@DividendGrowthInvesting 7 месяцев назад

really good one to have!

@MikeAffholder 7 месяцев назад

Wow that happiness curve was right on. Lol i just entered my 30s omg the struggle. I try to be greatful as much as possible. Sticking to the plan.

@citizenoftheyearCC 7 месяцев назад

Great motivation Jake - long term dividend investing is like a marathon, cannot expect instant gratification like so many are trained to expect these days.

@DividendGrowthInvesting 7 месяцев назад

100%!! The days are long but the years are short. Oh man.. speaking of which.. I almost didn't recognize you with your new channel icon!

@citizenoftheyearCC 7 месяцев назад

Haha I like to rebrand every now and then. Hope RU-vid has been going well for you as well. @@DividendGrowthInvesting

@ProsperityGrowthPower 6 месяцев назад

Such a thought-provoking question! The dynamic nature of the market, especially during periods of prolonged elevated interest rates, challenges investors to reassess their strategies. The idea of favoring state tax-free fixed-rate options with ~6% returns over historically lower-yielding alternatives like SCHD is a strategic move. The consideration of adjusting the investment style by potentially reducing dividend holdings and incorporating treasuries into the portfolio reflects a nuanced approach. It's a compelling discussion on navigating the evolving financial landscape. Your insights prompt careful consideration for investors looking to optimize their portfolios in changing interest rate environments. Thanks for sparking this crucial conversation!

@valentin4155 7 месяцев назад

I just direct index, hold, and do not sell at all, i do not get scared tempted or let my emotions get the better of me. It definitely beats the sp 500 in highs and lise more in lows, but just keep holding that is my discipline

@DividendGrowthInvesting 7 месяцев назад

Exactly! People underestimate how big of an impact our emotions come into play when investing. If you can control your emotions, you will be way better off in the long term.

@youtubesucks8024 7 месяцев назад

Me: “what’s your thoughts on the upcoming 2024 recession?” Jake: “have you tried the lasagna?”

@DividendGrowthInvesting 7 месяцев назад

It’s my favorite 😀

@greentea1986 7 месяцев назад

Can you update your excel to include in dividend tax? Have a column for those of us who will have dividend with holding tax.

@hallpaintandbody7717 7 месяцев назад

I moved out of a couple positions and kept about the same dividends in those months. I have two more that's not increasing the dividends, down quite a bit. Simplifying things.

@DividendGrowthInvesting 7 месяцев назад

The more you simplify it the easier things get. I wish I learned that sooner.. better late than never I guess

@xst9880 7 месяцев назад

Hi Jake! Curious about your thoughts on your preferred investment style during periods of prolonged elevated interest rates. ~6% fixed rate on short-medium durations (state tax free) is better than what SCHD and the like are paying and have paid historically. Given that the treasuries offer zero growth, would you alter your investment style? Maybe reduce your dividend holdings and add treasuries to your portfolio?

@DividendGrowthInvesting 7 месяцев назад

Well the answer is not a one size fits all. If you plan to retire today and have capital in cash then ya sure short term treasuries or bonds would be a great option to consider in a high interest rate environment. But if you plan to retire further in the future, I would personally much prefer buying quality dividend growth investments at lower prices. The market works in cycles. I personally prefer not to time the market/cycle and focus on my goals based on my why and my time horizon.

@AlagosGaming4Life 7 месяцев назад

Do you have a video where you go over how you look at the fundementals of a company before you decide to buy them etc.. ?

@DividendGrowthInvesting 7 месяцев назад

You could check out this video: How to screen dividend stocks and ETFs with Seeking Alpha ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-mC4pLKEfP0o.html

@mikespeiser7267 7 месяцев назад

Jake for President! 😂 By far the best FIRE related content on RU-vid!

@DividendGrowthInvesting 7 месяцев назад

Really really appreciate it Mike!! Thank you!

@rockystaatz521 7 месяцев назад

Actually you use potential growth to trade to get your dividend growth but it’s becoming very hard for the past few years and I even trade dividend stocks in the past because they became so high for no reason in what they do

@ljdag5371 7 месяцев назад

Thanks for the video. Been going over similar dividend videos with my college age kids. Thinking of forming investment LLc with them.

@ljdag5371 7 месяцев назад

One more thing. If you were in software sales, you at least had to be making over 200k, and at 600k dividends in 30 years with inflation would be like 200k today. So you have seen that kinda of money. Know what I mean?

@DividendGrowthInvesting 7 месяцев назад

Yeah at the peak in my career, I was making a very good salary. Well it comes down to how inflation plays out over the next 30 years. If we assume around a 3% rate, you can use a calculator to project what your purchasing power would be. That is why focusing on dividend GROWTH investing is so important.

@ljdag5371 7 месяцев назад

@@DividendGrowthInvesting do you have experience or video for managing the investment thru an LLc? We are family of 5, so we would divide the div income by 5. So we would reduce or avoid taxes the first 5 or 6 years of dividends.

@DividendGrowthInvesting 7 месяцев назад

@@ljdag5371 That is actually a really interesting topic. I wish I knew off the top of my head. I would need to research it. I've considered doing something similar with a trust.

@ljdag5371 7 месяцев назад

@@DividendGrowthInvesting I was thinking eventually rolling it up to trust once the account grew. I will start watching more if your videos tonight. I got more to share.

@veggie-mannn 2 месяца назад

Hi bro, I'm a foreigner outside the US, 43 years old, just started investing. My current portfolio is SCHD 60%, DGRO 30%, COPY TRADE 10%. Please let me know your comments about it. Thanks!

@DividendGrowthInvesting 2 месяца назад

Can't go wrong with SCHD/DGRO and having a few of your favorite ETFs/Stocks added to it!

@conggao5565 5 месяцев назад

Dripping all the way in Roth IRA!

@Mik_ed 7 месяцев назад

Enjoying the road to bonus money with jepi. Going to pension retire at 50 and use jepi roth ira as the yearly bonus if needed if not bonus gets a raise and whoever gets the account when I expire will be happy 😊

@DividendGrowthInvesting 7 месяцев назад

not bad at all!!! The extra monthly income will be really nice!

@alvinnguyen6095 7 месяцев назад

Sorry if it has been answered, but is your dividend portfolio in a taxable brokerage account? or a tax advantaged account?

@DividendGrowthInvesting 7 месяцев назад

This portfolio is in a taxable account. I also have a Roth IRA in the background. I live off the dividends today so I need them in a taxable account. Here is a video I made on my Roth IRA: ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-52d_gan91UE.html

@brianh9014 7 месяцев назад

Hey Jake, Ive a 401k that all divs are automatically dripped. 75% in indiv stocks though have a few reits as well schd. Still have 100k in work related diversified indexes. Retired ,62 and no longer contributing except in my taxable brkrege acct. What would you recommend doing with my 401k since would like to optimize grwth but minimize risk until reaching 70.

@DividendGrowthInvesting 7 месяцев назад

I personally would look for a conservative growth. In this case staying away from individual stocks and focus on index funds/ETFs that match your goals and risk tolerance. If you want growth, focus on high quality growth ETFs (I like VUG, VGT, SPYG for example) and the same would apply for if you wanted yield or just overall returns (e.g. VTI, VOO). I think having a balance of funds you plan to hold long term and others you have in case you need to sell to fund a big purchase. Focus on quality and stay flexible.

@RobbieE33 7 месяцев назад

I don't plan on retiring before 67 (i'm 33 now). I reached my savings goal and recently started investing instead of saving. Haven't really thought about a timeframe but plan to just build up my portfolio slowly... And not forget to enjoy life a bit in the meantime

@DividendGrowthInvesting 7 месяцев назад

Sounds like you enjoy your work and don't want to give it up.

@Jakeofalltrades777 7 месяцев назад

As a maintenance supervisor. The Celsius line really hit home lol. I’m a white peach type of guy myself 😂

@DividendGrowthInvesting 7 месяцев назад

oohhh white peach is not bad!!

@hanswhite 7 месяцев назад

I'm not pursuing F.I.R.E. but if I was I would set up my portfolio just like you suggest Jake. That way I wouldn't have to sell shares and possibly run out of money before I run out of life.

@DividendGrowthInvesting 7 месяцев назад

Aprpeciate you saying that!!

@Gunieapower33 7 месяцев назад

I feel like at 34 Years old I’m in the quagmire no man’s land of investing. In terms of the div growth and straight up growthy stocks. I wanna be in SCHD DGRO .. those are like Subaru and a Volkswagen. Not flashy , steady get you where you need to go. Safe. But VGT and SMH are NASCAR and Formula 1. And crypto is like the jet propelled Water ski pack…

@DividendGrowthInvesting 7 месяцев назад

Giggity! It sounds like the Core & Satellite and the simple path to wealth with dividend investing would really help you! If you haven't watched this video, I would highly recommend you watch this video where I talk about it: ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-iEwAipBKPUo.html

@Gunieapower33 7 месяцев назад

I love that video you did ☝️. I’ve watched like 4 times. Still can’t decide if it is futile to go in the Subaru. Or just strap into the M3 and then transition to SCHD /DGRO in 10 years .

@Gunieapower33 7 месяцев назад

Currently I’m : VOO 35% Vgt 35% Schg 30% Pie2 Qqq 33% SCHD 27% Moat 20% Smh 20% I really want to replace MOAT with DGRO . #simplepath #giggity gi

@bestillsounds1210 7 месяцев назад

I see so many RU-vidrs constantly changing their methodology and I see the returns are suffering. I’m strictly doing VOO, SCHD and SCHG and have much more peace of mind, and frankly much better returns.

@bestillsounds1210 7 месяцев назад

So Jake, I appreciate your consistent message about being consistent

@DividendGrowthInvesting 7 месяцев назад

I've noticed that as well.. some people might call my style bland and boring.. I call it freedom. Tomorrow is Monday. I will not be waking up at 6am to go drive for an hour to sit in an office for 8 hours. I'm going to hang around home with my son and go on a walk. I pick boring 100 times again before going back to my old 9-5 life.

@DividendGrowthInvesting 7 месяцев назад

@bestillsounds1210 7 месяцев назад

@@DividendGrowthInvesting a walk with your son sounds much better than a conference call with a customer

@shannoncargo468 7 месяцев назад

Really kicking ass in ur 30s good job 😎

@DividendGrowthInvesting 7 месяцев назад

Yeah!!! 🙌🙌🙌

@shannoncargo468 7 месяцев назад

I’m 35 and didn’t start till I was 32 and I know how much hard work and discipline it takes to get there

@DividendGrowthInvesting 7 месяцев назад

Yeah we aren’t far off from each other. One day at a time!!

@stevegeek 7 месяцев назад

I’ve seen high dividend payers described as “vampires” sucking the lifeblood that should be reinvested in businesses, as opposed to growth strategies that fund and nurture for future appreciation. Any thoughts on this? Thanks.

@DividendGrowthInvesting 7 месяцев назад

Depends on the business and in some cases this happens in some sectors more than others. For example in telecom, we've seen that be the case with AT&T. You want to make sure the company is growing their EPS so they can grow their dividend. Slow or even negative EPS growth can hinder a company's ability to grow its dividend.

@stevegeek 7 месяцев назад

@@DividendGrowthInvesting Got it….thanks 😀🙏

@mikespeiser7267 7 месяцев назад

Jake! You had a video I watched several months ago that compared DGRO with VYM. It talked about having SCHD and DGRO as core positions and I remember people debating DGRO over VYM. I’m having trouble finding this video as I want to rewatch it. Do you remember what video this might be? Hoping you can help me find it?

@DividendGrowthInvesting 7 месяцев назад

Let me check I’ll get back to you here in about an hour.

@DividendGrowthInvesting 7 месяцев назад

I think I found it. Check out this video around the 16:00 minute mark: ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-XOZ0DRuJsME.html

@kookiebush 7 месяцев назад

You need to do a portfolio update. The good and the bad. Talk about your MPW position.

@kookiebush 7 месяцев назад

The nuts and bolts of everything there.

@DividendGrowthInvesting 7 месяцев назад

Yeah I plan to make a video about it here soon. I’ve moved away from making my content just about my portfolio and more to focusing on topics that help new investors understand how to reach FIRE with dividend growth investing.

@JohnsFishTales 7 месяцев назад

@@DividendGrowthInvestingIf you want people to follow your advice, then the insights good or bad with your own portfolio matter.

@F1MichaelGT 7 месяцев назад

Hi Jake, may I ask which software you used to sell?

@DividendGrowthInvesting 7 месяцев назад

Mostly mar tech. Generally you can jump between sectors. It’s only nuanced once you get into healthcare and state and government.

@ImxxFuZe 7 месяцев назад

The only thing I'll say is that... Maybe, Just maybe. We don't have to work for money. What if instead, We make a million friends and ask each for a dollar then invest each dollar. Sure it would take time, but I think if we pick a hotspot for tourism or something, we could probably meet more than a million people in just a year and hopefully maybe some are kinder than others and give more than a dollar. Food for thought!

@DividendGrowthInvesting 7 месяцев назад

The best way I know to make money is by creating value. Maybe instead of asking for money you could do something that puts a smile on someone’s face or helps someone in some way. The more value you bring, the more you will get rewarded. And the reward can look different for every person out there

@someparts 7 месяцев назад

Summed up what is wrong with people in the social media era in one post.

@jsnpdr 7 месяцев назад

Can you share this spreadsheet for us to use?

@DividendGrowthInvesting 7 месяцев назад

It’s in the pinned comment

@user-ey3qd3ft4i 5 месяцев назад

I am going to be the one who asks the simple question - how do we get started? Where do we go? :)

@19Rinka86 7 месяцев назад

well well well

@DividendGrowthInvesting 7 месяцев назад

hi there :)

@aajjmmm 7 месяцев назад

Trying to Retire by 35 is my goal😅😅😅

@DividendGrowthInvesting 7 месяцев назад

That’s a really great age!! You are still young and able to move around and enjoy traveling or any other physical activity that you enjoy!

@debiesubaugher 7 месяцев назад

For me it's more like my gold plated years

@DividendGrowthInvesting 7 месяцев назад

i like that :D

@brianh9014 7 месяцев назад

Yes it takes money to make money! You obviously had that on your side on your invstmnt journey.😅

@DividendGrowthInvesting 7 месяцев назад

We all have to start from somewhere. My first job I worked in a small donut shop making $5.15. Worked all through college and after college got an entry level job and worked my way up. What you see on my channel is from years and years of sweat equity. If I can do it, I believe anyone can do it!