How to make $50,000 in dividends with $1,000,000

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How to make $50,000 in dividends with $1,000,000
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03:53 - Overview of our $1,000,000 portfolios
26:10 - Dividend income since 2019
30:02 - What I would do differently if I could start over
How to transfer to M1 Finance: dgitofi.com/Tra...
My dividend growth portfolio: dgitofi.com/My...
More about dividend growth investing:
The Simple Path to Wealth with dividend investing (Core and Satellite Portfolio): • The Simple Path to Wea...
How to create wealth with dividend growth investing: • How to create wealth w...
What most dividend investors get wrong: • What most dividend inv...
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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27 сен 2024

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Комментарии : 334

@DividendGrowthInvesting 6 месяцев назад

Thanks for watching! ▸ Try Seeking Alpha Premium: seekingalpha.me/dividendgrowthinvesting ▸ Try M1 Finance: dgitofi.com/TryM1 ▸ My favorite business cash back credit cards: dgitofi.com/CashBack ▸ My favorite rewards credit cards: dgitofi.com/RewardsCreditCards ▸ Book 1:1 time with me to talk about your portfolio: dgitofi.com/TalkWithJake

@pdcdesign9632 6 месяцев назад

You could be making a higher return with that kind of cash. Go for higher risk investments if you're that young.

@DividendGrowthInvesting 6 месяцев назад

@@pdcdesign9632 Yup! I mentioned towards the beginning of the video that my goal with this is for income. If you have a long-term time horizon, focusing on total returns and growth is going to likely be better. I talk more about this as well in this video about how to invest based on your time horizon: ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-XOZ0DRuJsME.html

@solomon3845 6 месяцев назад

How can I contact you...interested in starting a Dividen portfolio...

@miklemon2357 6 месяцев назад

You ARE the reason i got into dividend investing. Thank you for being consistent

@DividendGrowthInvesting 6 месяцев назад

Really appreciate you saying that!! One day at a time!

@miklemon2357 6 месяцев назад

@@DividendGrowthInvesting how do i submit a “Rate my portfolio” i want some advice. I know my portfolio isn’t as traditional as what you recommend or others but maybe you can give me some thoughts

@DividendGrowthInvesting 6 месяцев назад

@@miklemon2357send me an email to divgrowthinvesting@gmail.com and add some of your goals so I can make it relevant for you and those watching.

@awesomekj5812 Месяц назад

@@DividendGrowthInvesting Does it work with all in 1 funds too or do we have actually buy stocks seperately and rebalance them....seems too much work.

@legendary4110 6 месяцев назад

My largest holding is Schd along with Vti and 8 individual stocks. I've been thinking about adding either Dgro or Vym. I'm at the stage where i dont want to have to manage a whole bunch stocks. Investing more into etfs.

@DividendGrowthInvesting 6 месяцев назад

having those ETFs will make it a lot easier on you!

@djfunkyjoe8215 6 месяцев назад

Came across this video and I just love how this guy explains and presents his channel.

@DividendGrowthInvesting 6 месяцев назад

Thank you!!

@gtamantube 6 месяцев назад

I have bought just crap tons of voo since I am not ready to retire soon; all new money goes there, i got tired of picking stocks because only one has to be bad to underperform voo; the only satellites i have are brkb and nvda and msft

@DividendGrowthInvesting 6 месяцев назад

Some pretty strong satellites!

@emilj726 6 месяцев назад

You should do an update on your Dividend Portfolio more often. Keep up the good work.

@DividendGrowthInvesting 6 месяцев назад

Thank you! Sounds good!

@vasunseeker 3 месяца назад

Agreed!

@rssharma9 6 месяцев назад

Great video, Jake. Thank you for sharing your holdings. I enjoyed it.

@DividendGrowthInvesting 6 месяцев назад

Glad you enjoyed it!

@rssharma9 6 месяцев назад

@@DividendGrowthInvesting I have one question for you. Please don't get offended by it. I see that, in the first account you show, with about $200 to start with, net cash flow of $686,101 and dividends of $91,126, you end up with $803,746, meaning you had capital appreciation of only about $26,319. This means there is very little capital appreciation of your portfolio. Doesn't this bother you? Sorry, this question is not meant to offend you; please feel free to ignore me or delete the question if you don't like it.

@DividendGrowthInvesting 6 месяцев назад

@@rssharma9No worries at all! I haven't reinvested the dividends for over a year so they are not included in this. If I never took out the dividends, the portfolio would be just under $900K.

@rssharma9 6 месяцев назад

@@DividendGrowthInvesting OK, thank you for your clarification!

@ivanvarykino8202 6 месяцев назад

Thank you so much. I am new subscriber and had I found your channel sooner I may have had the confidence to go it alone. I recently hired an advisor after being hugely disappointed and getting no benefit from the vanguard VAS service. My new advisor is dedicating a portion of my portfolio - my brokerage holdings of around 500k to a fairly substantial number of individual dividend income stocks. And the strategy is to grow this portion and reinvest until I am living on it. I have similar overall portfolio value at about 2.5m, but a paid off 500k+ home and cars. Zero debt. Love your channel and your humble, down to earth style.

@DividendGrowthInvesting 6 месяцев назад

hey and welcome!! Really glad you found the channel and it sounds like you are in a really good spot financially! Kudos to you!!

@cwvowel 6 месяцев назад

Bro the Viva la dirt meme was hilarious. Just that alone makes you my new favorite person on the Internet 😂

@DividendGrowthInvesting 6 месяцев назад

Lolol literally the best channel on RU-vid!!! 🙌🙌🙌🙌

@user-bh9pk3do9p 5 месяцев назад

Cheese

@Dividendflywheel 6 месяцев назад

Jake !!!! You are speaking from WISDOM & HONESTY @31:29 This is what Warren Buffett meant by telling average investors to buy an index fund. Thank you for your sincerity I am long CGDV SCHD SCHG DGRO VYM VNQ VXF.

@DividendGrowthInvesting 6 месяцев назад

Sounds like we are thinking in the same direction!

@theowenssailingdiary5239 2 месяца назад

I think Buffet's opinion on dividend stocks is completely at odds with yours. He advocated buying the Spy, if I recall.

@UltraPatate 6 месяцев назад

so awesome to see big portfolio from USA, i hope to have 1M too in not too much time

@DividendGrowthInvesting 6 месяцев назад

One day at a time!!

@NetGhost420 6 месяцев назад

Good video Jake, thank you. My income portfolio is JEPI/JEPQ 60/40, and I couldn't be happier. Left the states 11 years ago and have loved retirement.🌊 🏖

@DividendGrowthInvesting 6 месяцев назад

That’s amazing!!! Where did you end up relocating to?

@NetGhost420 6 месяцев назад

@@DividendGrowthInvesting se asia, the money stretches a bit further

@Happ1971 6 месяцев назад

@@NetGhost420 I'm leaving Florida next year... around this time... I'm headed to Thailand... super stoked. Painting the house as we speak to sell. I'm in the process of selling off everything and selling crap, my business... equipment... cars... trucks.. ect. It's a huge under taking for sure. Plan on living off my dividends...

@NetGhost420 6 месяцев назад

@@Happ1971 congrats, you'll love it

@TrackingArete 2 месяца назад

This is the video I need now! Designing my allocations and feel so confused with following so many strategies most don't apply because everyone is at their own time horizons. Got 70% in SCHD 10% VOO/VGT 10% JEPQ 5% JEPI 5% Stocks. Will DRIP all into JEPQ/JEPI/Div Stocks from now moving forward due to needed income. Awesome video breakdown, learning a lot thru your channel. Thanks!

@DividendGrowthInvesting 2 месяца назад

Glad you enjoyed the video!!!

@klub3586 Месяц назад

I heard JEPQ and JEPI are death for taxes

@jeddesselle2611 6 месяцев назад

Good stuff Jake. Appreciate the portfolio reviews. Always look forward to those. 👍💰💰💰💰💰💰💰

@DividendGrowthInvesting 6 месяцев назад

Glad you like them! Thanks for stopping by!

@quellcristfalconer9457 4 месяца назад

I definitely appreciate the transparency! Dividend investing looks different for each person depending on their history, goals, and current circumstances; so telling your story genuinely helps me understand your portfolio a lot better 👌🏾 Great video!

@Siddhartha-le8vz 6 месяцев назад

Wondefully said Jake, really enjoyed both these past two weeks videos, again thanks for everything!

@DividendGrowthInvesting 6 месяцев назад

Glad you enjoyed it!

@drescherjm 6 месяцев назад

I don't make $50K yet but expect to cross the $40K mark in a few months. I have about a 5% yield in my non-retirement portfolio of a mix of 30 to 40 different stocks and exchange traded funds including a few bond funds.

@DividendGrowthInvesting 6 месяцев назад

$40K is great! Depending on what you are invested in, that will snowball very fast if you are still reinvesting your dividends and adding more to the portfolio.

@drescherjm 6 месяцев назад

@@DividendGrowthInvesting Thanks, I reinvesting and adding.

@richardm.441 6 месяцев назад

You shared losing money in MPW, and I remember losing money decades ago in meditrust reit. I guess lots of medical REITs don't do well.

@DividendGrowthInvesting 6 месяцев назад

Yeah... It seems like its a boom or bust industry.

@delbomb3131 6 месяцев назад

Just help a friend fight his way out of a skilled nursing facility, it's wild how expensive they are and how shit the experience is. They've squeezed the industry out of every blood sucking drop possible and they're still struggling as an industry. Some things just aren't meant to be profit driven. These are the type of business where every cent coming in should be put into the patients and their care team. This is something i never thought about until helping him and then digging into the relentless stream of horror stories.

@theowenssailingdiary5239 2 месяца назад

If anybody looks back they will find that growth investing is better than dividend investing. This holds true even in retirement, although I do understand the psychology, and will probably do the same thing. Its just so hard to ignore the allure of dividends even if you know its not optimal. In Australia, out market is riddled with High dividend stocks and a lot of the dividends are 'fully franked' which means we get refund on the tax the company already paid before distributions (30%).

@jc.5842 6 месяцев назад

Dude. You’re 37. God willing you’ll be here another 60-70 years. Might want to think about setting a part of your portfolio into Growth stuff. If nothing else to keep up with inflation and/or leave more for your kids. (Not to mention nursing homes are expensive!). You’ve got plenty of time left and have accumulated enough investing wisdom to make a slight change now that might prove invaluable down the road. (Speaking as someone that got started investing at 52. )

@633ohioc 6 месяцев назад

How is your investing going since the start at 52?

@jc.5842 6 месяцев назад

@@633ohioc wish I had started sooner. 😂🤣

@basti1993x 6 месяцев назад

Historically dividend paying stocks outperform non payers over the long run overall.

@seandelaney1700 6 месяцев назад

I was thinking the same thing. Good for you for starting to invest. It can never be early enough but the key is to start.

@jc.5842 6 месяцев назад

@@seandelaney1700 Thank you. It is amazing how it’s taking off though. 👍

@jayc4715 6 месяцев назад

Any and every money Market or brokerage will pay that..with no risk and all liquid

@DividendGrowthInvesting 6 месяцев назад

Every money market or brokerage increases it's payout by 6% each year even if rates go down? Where do I sign up.

@DeniseSPSP 6 месяцев назад

If youre not concerned about getting income through dividends, would it make any sense to hold something like SCHD vs growth stocks? I just figure on my end with a much smaller portfolio, the commission fees from trading are just eating away at your yields and that money would better be left untouched if you're not pulling it out regardless.

@DividendGrowthInvesting 6 месяцев назад

Ideally you don't want to pay any commission fees. If you are in a country where there are high commission fees, then yes I think it makes sense to consider all options. In the US there are dozens of options for commission free trading.

@felipetejeda7545 3 месяца назад

If early retirement is your goal, then this seems like a perfect strategy. Right now I’m investing in growth stocks, because I’m looking at retiring at the regular age of 65. But living off of dividends seems a lot more enjoyable, being able to retire at an early age with a decent income, and actually enjoy life seems like a much better alternative.

@DividendGrowthInvesting 3 месяца назад

Yeah there are pros and cons for sure. Check out this video I made on why I chose dividend investing. I think it might interest you: ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-ZL9uEQBhcao.html

@V.stones 6 месяцев назад

But my question is what stocks can be the next APPL in terms of growth for the next decade? I've set asides 500k to invest and my goal is to retire comfortably rich.

@DividendGrowthInvesting 6 месяцев назад

The golden question.

@richardthorne2804 6 месяцев назад

Excellent overview and portfolios.

@DividendGrowthInvesting 6 месяцев назад

Thank you for watching and taking the time to comment this!

@TheRothschild770 6 месяцев назад

Investing in individual stocks can be a lucrative strategy, but it requires careful consideration and research. Different stocks offer various growth potentials and risks. Some may provide steady dividends, while others focus on capital appreciation. It's essential to diversify your stock portfolio to mitigate risk. Consulting a financial advisor can help tailor a strategy based on your risk tolerance, investment goals, and market conditions.

@zacharykeller9725 6 месяцев назад

I’m just happy you’re from Utah.

@DividendGrowthInvesting 6 месяцев назад

🙌🙌🙌🙌

@DesignROI 6 месяцев назад

Do you have any interest in adding Bitcoin now that the SEC has approved several ETFs? I read that Bitcoin is the best performing asset (in recent years).

@DividendGrowthInvesting 6 месяцев назад

No plans at this time.

@chrisnelson3046 5 месяцев назад

Moab and the surrounding area is my favorite place on the USA... Canyon lands and arches are magical

@DividendGrowthInvesting 5 месяцев назад

Really great places!

@PeterRanieriII 6 месяцев назад

your pretty good at the real estate rental thing if your able to jump your net worth that much, why not push harder into that with this capital?

@DividendGrowthInvesting 6 месяцев назад

Maybe down the road. It’s not very passive

@joegeezly9613 6 месяцев назад

@DividendGrowthInvesting 6 месяцев назад

You really shouldn't be paying commissions for trading stocks. Fees eat away at your portfolio. The lower you can keep your fees, usually the higher your fees will be able to compound over time. You could take a balanced approach of both.

@joegeezly9613 6 месяцев назад

@@DividendGrowthInvesting Yes unfortunately im a candian investor and if you want to trade in the US market you either use a brokerage that charges a commission however lets you hold and exchange foreign currency for free, or you trade with a brokerage that has no commission but charges you to swap currency. Kind of a lose-lose. Not really aware of a solution around this as of right now.

@TBasianeyes 6 месяцев назад

I wish I would have held only SPY for the last 15 years. Got there anyways, ready to retire with just SCHD and SPY in my portfolio. Debating about adding JEPI but I don't need the money now so I'll just leave what I don't need in SPY. Set my girlfriend up with a one fund portfolio as well, she'll beat most of investors over time.

@LifeInvestor999 6 месяцев назад

I was on the fence with covered call ETFs. I'm a believer now. Thanks Jake!

@DividendGrowthInvesting 6 месяцев назад

Not all cc are created equal. Make sure they write out of the money and track an index.

@Dividendflywheel 6 месяцев назад

My hesitation is that Covered call ETF focus on generating immediate income. And sacrifice overall growth (appreciation) However over a decade or two it is likely to underperform a total stock market index. Consequently total return is sacrificed for “immediate income”. Best wishes.

@Dividendflywheel 6 месяцев назад

Old clothes and cars 😊😊😊. Takes one to know one. Ronald Read did the same thing

@DividendGrowthInvesting 6 месяцев назад

The millionaire next door that wears 15 year old shirts lol

@JonathanAlvarez-ty1px 6 месяцев назад

Amazing freaking video so much knowledge with your videos. Newcomer out here lol

@DividendGrowthInvesting 6 месяцев назад

Thanks and welcome!

@richardm.441 6 месяцев назад

Hi Jake. If I book a 6pm cst appointment with you for investment review, would there be any flexibility to move the appointment to 7pm CST?

@DividendGrowthInvesting 6 месяцев назад

Yeah we can do that. I generally have it earlier so I can say good night to our son before he goes to bed. You can book it and just write in the notes that you would like to meet at 7pm CST and I will send a calendar invite for 7pm.

@richardm.441 6 месяцев назад

@@DividendGrowthInvesting Thanks I booked for this Wednesday the 13th, and I put in the notes 7pm cst. Thank you.

@DividendGrowthInvesting 6 месяцев назад

@@richardm.441sounds good! I will go in and approve it now.

@calebyee2883 6 месяцев назад

@@richardm.441@DividendGrowthInvesting I hope it was a good call!

@jacejunk 5 месяцев назад

From other videos, it looks like you have 1 million invested, and 2 million net worth. One video shows a primary house at 650K. Where is the other 350K allocated (another house)?

@DividendGrowthInvesting 5 месяцев назад

Have it in an options account selling cash secured puts and covered calls for income.

@jacejunk 5 месяцев назад

@@DividendGrowthInvesting Thanks for being so open, it helps as a comparable data point for personal finances, which is often obscure. Also, I appreciate the rationale you shared about getting a significant other invested in the investing process.

@jatchetto-_-3741 6 месяцев назад

Hello i see your very active in the market i just turned 21 and i have about 30k in the market i really want to make a large portfolio i currently have alot of schd , vug, and fidelity sandp . What else would you recommend? as i think that my investment rate will go down when i move out and ultimately rent. I contribute roughly 3800 a month while living at home.

@rx42711 6 месяцев назад

i like your video, very entertaining with these simp gold meme girl & very good finance real case education. I Subscribe

@DividendGrowthInvesting 6 месяцев назад

Thanks for subscribing! lol yeah memes are my favorite part about living in this new digital world :)

@petkuscinta9797 6 месяцев назад

What do you think of BBUS and BEAR ETFs as tools for ???

@DividendGrowthInvesting 6 месяцев назад

really low expense ratio. I think as a satellite position it couldnt hurt.

@johnb2251 6 месяцев назад

No more than 5% in each holding, does that include your top holdings schd, dgro etc?

@DividendGrowthInvesting 6 месяцев назад

No just individual stocks and it applies to your overall holdings (e.g. combined with all of your investment accounts).

@jtm0071 5 месяцев назад

CURI is trading at 1.03 and they just announced a 10% dividend.

@DividendGrowthInvesting 5 месяцев назад

Not bad

@johnm7488 6 месяцев назад

Can you explain covered call ETFs? What do you mean? I’m new at this

@DividendGrowthInvesting 6 месяцев назад

Check out this video where I talk about what a cc etf is: ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-0_yfqO5l5LY.html I invest in JEPI and JEPQ

@krimstix 6 месяцев назад

What would you recommend on a custodial account?

@DividendGrowthInvesting 6 месяцев назад

I personally like focusing on total returns via ETFs. I like total market index funds like VTI and growth ETFs like VGT, SPYG, VUG for example. I made a video years ago and talked about how I look at this for my son. You can watch it here (I have since sold out of DIS and only have 3 ETFs in his account now): ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-jBUAaOoqe5A.html

@krimstix 6 месяцев назад

@@DividendGrowthInvesting Thank you so much! I'll watch that video

@marcpayz8747 2 месяца назад

Im 21 looking to start soon with about 25+ years time horizon. On your wife’s portfolio it had DGRW etf for the monthly dividend, so for my case, I can choose either DGRO for quarterly or DGRW if I want monthly?

@DividendGrowthInvesting 2 месяца назад

You could take both! I own DGRO in my portfolio and my wife owns DGRW.

@marcpayz8747 2 месяца назад

@@DividendGrowthInvesting u right I can do that lol, thanks for the response

@FreelancerGamer 6 месяцев назад

Thanks!

@DividendGrowthInvesting 6 месяцев назад

Thanks for watching!

@killersentra 6 месяцев назад

This is the point I would love to be at right now.

@DividendGrowthInvesting 6 месяцев назад

One day at a time! It took years of dedication and sacrifice to get here.

@tosm-AA- 6 месяцев назад

thoughts on adding VICI to your reit portfolio? pretty high quality

@DividendGrowthInvesting 6 месяцев назад

I like vici but concerned a little about the unknown of recessions impacting Las Vegas more than other parts of the economy. Great in a bull market.

@tosm-AA- 6 месяцев назад

@@DividendGrowthInvesting fair point. great video. hoping to get to financial freedom someday as well!

@DividendGrowthInvesting 6 месяцев назад

@@tosm-AA- one day at a time! Track your progress and enjoy the process. It’s the journey that makes it great, not always just the destination

@dawndylyon 6 месяцев назад

I am also on M1 is there a tool for expected dividend income ? How do you plan ?

@DividendGrowthInvesting 6 месяцев назад

There are a few out there. I personally don't see the value in paying for a service to track my dividend income. See if you can find one for free. Paying is not worth it in my opinion.

@dawndylyon 6 месяцев назад

@@DividendGrowthInvesting excell is free I can do income per share, number of shares and sum it up. I was just lazy as shwab displays it for you :) Thank you for all you do. Do you expect mpw to bounce back when interests rates are cut?

@Mazlem 6 месяцев назад

Funny that your wife's holding in Sony is currently 'dying' too 😄

@DividendGrowthInvesting 6 месяцев назад

@MrSquirrelsquasher 6 месяцев назад

Do growth stocks typically pay a dividend once they’re out of their rapid growth phase?

@DividendGrowthInvesting 6 месяцев назад

Every company in existence goes through the same cycle or stages as they mature. Once a company is not longer in pure growth mode, they begin to buy back shares or issue a distribution/dividend to shareholders to return capital to shareholders.

@polster2 6 месяцев назад

Most do but some don't.. Facebook (META) is an example where they just started paying a dividend recently but Google still doesn't pay a dividend while both are now mature tech companies.

@gruponemesis 6 месяцев назад

sorry bro..ill beat your 5% on a bad year. this strategy is cool if youre 90 and need to preserve wealth

@DividendGrowthInvesting 6 месяцев назад

I said at the beginning this is for income. The goal of this portfolio is to produce a growing income, not 10x. I would hope if you have a long-term time horizon, that you don't invest like this.

@tedmurr4925 6 месяцев назад

Love the content. Certainly encouraging and provides motivation. I’m a couple years younger than you and am looking to barista FIRE within the next 5-7 years. I’ve been building positions more aggressively into JEPI/JEPQ recently. In your Opinion, are these Funds sustainable long term? Certainly not to outperform the broader market but capable of retaining (if not slightly growing) these funds NAV over time? Paired with a perhaps minimum yield of 6-7% and a high volatility environment yield of around 8-9%? Sorry if I over complicated the question. Keep up the continuous educational Content 👍🏻

@DividendGrowthInvesting 6 месяцев назад

Hey there! Thank you for saying that. I really like JEPI/JEPQ because they write OUT OF THE MONEY call options. Not all covered call ETFs write OTM so they are not all created equal. I think these ETFs will continue to do well and will go up and down with the market and market volatility. If you pair them with other dividend growth ETFs/stocks, then you can increase your dividend growth rate over time. I would never go 100% into cc ETFs.

@tedmurr4925 6 месяцев назад

@@DividendGrowthInvesting thanks for your reply. I agree completely agree as I also hold core positions in SCHD/DGRO/NOBL. It is however empowering to add some additional Cash Flow into the portfolio though through funds like JEPI/JEPQ. Financial freedom looks realistic now with my house paid off, taxable account almost 250k and a 401A with around 50k in it. Definitely want to keep feeding though for another 5 years. Thanks again for everything 🙏🏻

@DividendGrowthInvesting 6 месяцев назад

@@tedmurr4925that is amazing!! With your house paid off, you can hopefully take lower your expenses and thereby lower your income needed to reach Barista FIRE. This will help a ton if you need to get subsidies for ACA (or get healthcare from your part time employer).

@WW-34 Месяц назад

How’s her portfolio doing? Have you done an update lately?

@beastfromthe__east5478 5 месяцев назад

No yeildmax?

@GunGrave0 6 месяцев назад

Thanks for the RPG skit 😂

@DividendGrowthInvesting 6 месяцев назад

lol :D

@delbomb3131 6 месяцев назад

To be fair to your beginnings, would you have put so much effort into the channel if you started with vym schd? Having a diverse portfolio gave you content to cut your teeth into 🤷‍♀️

@DividendGrowthInvesting 6 месяцев назад

Ive never thought about it that way, but yeah it probably would have changed a lot of my earlier content. Its all about the process and the journey, not just about the destination I guess.

@Atrus999 6 месяцев назад

Do you ever worry about companies not distributing dividends?

@DividendGrowthInvesting 6 месяцев назад

Ya sometimes but if they do, I just cut them from the portfolio and add it to SCHD or JEPQ for example

@HaNguyen-dy6xq 6 месяцев назад

Thank you

@DividendGrowthInvesting 6 месяцев назад

Thanks for watching!

@BradSnyder-n2k 5 месяцев назад

Why wouldn’t you just buy a CD @ 5% ? I’m not being sarcastic, just asking. Thanks

@DividendGrowthInvesting 5 месяцев назад

Because I have a long term time horizon. What % will those 5% cds grow in the future? With stocks you get the dividend growth and share price appreciation.

@BradSnyder-n2k 5 месяцев назад

Thank you

@JG3outANDabout 6 месяцев назад

How do you feel about QQQI?

@DividendGrowthInvesting 6 месяцев назад

Expense ratio is pretty high. I much prefer JEPQ.

@JG3outANDabout 6 месяцев назад

@@DividendGrowthInvesting Thanks!

@CalmerThanYouAre1 6 месяцев назад

Such great content! Thanks for sharing your story and perspective. So much good advice here. Core and satellite is the way for sure. I learned a lot of the same lessons on my way to where I am now, which is a core of solid dividend growth and pure growth ETFs with a smaller allocation to a few high yielders now that I’m in the semi-retirement zone. I also keep about 10% in cash and devote 10-15% to individual companies and options trading. The portfolio organically yields about 5%. Over 7% including options premium, and has a dividend growth rate of 5-7%. Mostly qualified dividends, so very tax efficient. The above stock portfolio coupled with our rental real estate portfolio has been a pretty strong combo!

@DividendGrowthInvesting 6 месяцев назад

Hey! Yeah I agree. The core and satellite really makes it so much easier!

@MichaelRWright 6 месяцев назад

My wife is also from Germany. Are you LDS?

@DividendGrowthInvesting 6 месяцев назад

Small world! Yes.

@MichaelRWright 6 месяцев назад

@@DividendGrowthInvesting Awesome!

@jayfrey5527 6 месяцев назад

Where do you get your healthcare coverage from?

@DividendGrowthInvesting 6 месяцев назад

Aca

@timido7 6 месяцев назад

Hello, Can you also explain how snow ball effect works?

@DividendGrowthInvesting 6 месяцев назад

Don't over complicate it. Think of an actual snowball that you role down a hill. At first it starts small, but as it picks up speed it gets bigger and bigger. The same applies to investing and compounding. At first you start out slow, but over time, with compounding, it gets bigger and bigger.

@timido7 6 месяцев назад

I’m trying to explain it to my friend. Which he does not get it. But hopefully you’ll make video about it 😅. It hard for me to explain in person

@DividendGrowthInvesting 6 месяцев назад

@@timido7got it. ok well just keep it simple and use examples in real life that the person can understand and it should make it easier.

@josephj6521 6 месяцев назад

@@timido7create a spreadsheet. A simple one which adds interest monthly to your balance while you add small amounts monthly or quarterly or yearly. You’ll see how your balance snowballs and grows rapidly when your balance hits $200k+.

@JD-ir2sb 6 месяцев назад

I do 55k

@alcw625 6 месяцев назад

No O or EPD?

@DividendGrowthInvesting 6 месяцев назад

I own O in my reit portfolio.

@alcw625 6 месяцев назад

@@DividendGrowthInvesting and MLPs?

@mollyr.8224 5 месяцев назад

How are your taxes?

@DividendGrowthInvesting 5 месяцев назад

Not bad because we have qualified dividends and are in a fairly low tax bracket.

@sandysamith7218 6 месяцев назад

I know AMT sold its Indian business to Brookfield 🤔

@DividendGrowthInvesting 6 месяцев назад

Good to know!

@DtlaDaisy 6 месяцев назад

Hi! I currently use betterment and vanguard. Do you recommend i move those portfolios to M1?

@DividendGrowthInvesting 6 месяцев назад

I have all my taxable accounts in M1 and my Roth IRA in Vanguard. It depends on your goals. M1 is great if you want to automate your investing. M1 is not for trading.

@DtlaDaisy 6 месяцев назад

Thank you! I appreciate your time and the videos you share! 6:56 i had to listen to your statement here a few times because I'm still learning and didn't quite understand so thanks for clarifying a bit after you said it!!

@DividendGrowthInvesting 6 месяцев назад

@@DtlaDaisySo glad you understood it. That was a really big deal for me because I always wanted to focus on growing our W-2 income and side hustling from real estate and then invest that money INTO our portfolio vs picking stocks and buying and selling and growing the portfolio from WITHIN the portfolio.

@kookiebush 6 месяцев назад

Very awesome. Beastmode portfolio.

@DividendGrowthInvesting 6 месяцев назад

Hey there!! Thank you!

@kookiebush 6 месяцев назад

P.s. my opinion is Agree realty $ADC is a powerhouse. Swap mpw for it.

@kookiebush 6 месяцев назад

and pays monthly

@DividendGrowthInvesting 6 месяцев назад

@@kookiebushI have actually considered ADC. I'm looking into the overlap with O and how it could round out my portfolio.

@theman6910 6 месяцев назад

How can I submit my pie for review? I can't find your email.

@DividendGrowthInvesting 6 месяцев назад

here: divgrowthinvesting@gmail.com

@SemenRetentionKing-k8i 6 месяцев назад

🌈🌈🌈4 stocks I own are down in price today. 7 stocks I own are up in price today.🌈🌈🌈

@TheSoilandGreen Месяц назад

Now I’m sitting on cash

@Steelersfootball45 6 месяцев назад

For sure get rid of OHI

@DividendGrowthInvesting 6 месяцев назад

Considering a few options. Thanks for watching!

@dinueduardmadalin2321 6 месяцев назад

5% net dv yield with 3% inflation? No, tks!

@DividendGrowthInvesting 6 месяцев назад

Fair enough

@JIMDOG4442002 6 месяцев назад

How do i get to that chart screen that you're in?

@DividendGrowthInvesting 6 месяцев назад

Hey there! This is simply just an excel sheet of my dividends that I manually enter in.

@JIMDOG4442002 6 месяцев назад

@@DividendGrowthInvesting OH wow, you're very talented. Thanks for the response!

@19Rinka86 6 месяцев назад

bahahah as a female gamer I wish it was like that 🤪

@DividendGrowthInvesting 6 месяцев назад

lol CHEESE!!!!!!!!!!!

@weskestis 6 месяцев назад

Nice Diablo cut lol Got my sub just for that lol

@DividendGrowthInvesting 6 месяцев назад

lol 🙌

@familymotivation1998 6 месяцев назад

Haha love the Viva la Dirt League clip. Made me laugh

@DividendGrowthInvesting 6 месяцев назад

lol the best!!

@TheBigShort11 6 месяцев назад

I already make more 🎉🎉

@DividendGrowthInvesting 6 месяцев назад

nice!!!

@dral22 2 месяца назад

There's satellites in space? 🤣

@arunkumarmistry6614 6 месяцев назад

How is this DIFFERENT $ 50K MEANS 5% INTEREST VIA CD INVESTING !!!!!!

@DividendGrowthInvesting 6 месяцев назад

Very different. Will your CD grow its yield every year as well as the balance? Unless you can beat the market and sell out of your cd and buy stocks before rates change, you maybe want to think out side of the box on this one.

@dan_leongard 2 месяца назад

I didn’t watch video, but answering your question: how make 50k from 1m, bro just put this in 5% yield high dividend etf. Save 37 mins every life

@DividendGrowthInvesting 2 месяца назад

you sir are a saint and a scholar

@davidplugz 3 месяца назад

lol

@DividendGrowthInvesting 3 месяца назад

lol :D

@OneGrumpyBastard 6 месяцев назад

You don't need to justify investing in "sin stocks". Investing in a particular stock is not encouraging anyone to partake in a so-called sin. You wouldn't not invest in JPM just because they profit from credit card debt. You don't not invest in reits because people gamble at their properties or commit adultery in their rooms. Smoking and drinking are legal activities and, from what I can tell, not even frowned upon by the "church".

@DividendGrowthInvesting 6 месяцев назад

Well said. As a “live and left live” person myself, do whatever you want just don’t bother me in the process is how I look at it.

@RS-lw9cd 6 месяцев назад

I agree in principal that nobody needs to justify investing in "sin stocks" or, for that matter any particular set of stocks. People invest to grow their wealth or, in this case for dividend income. However, everyone has their own set of opinions on stocks. I, personally, will not invest in "sin stocks" (i.e. tobacco companies), even if the stocks may be lucrative as far as creating income from high yield dividends. Why? I have a very close relative die of cancer from smoking. I saw how addictive smoking can be. The person developed lung cancer and had to have part of his lung removed. He was declared to be cancer free, and, we did not know it, but he was still smoking secretly. Smoking is addictive and he couldn't quit. The cancer metastasized to his brain (and the rest of his body). I saw how he suffered until he passed away. That stated, if anybody wants to try to profit from investing in a company that produces products that are killing people, that is their business and they have every right to do so since it is legal. Investing is very personal and all of us are different individuals with different viewpoints. Good luck (and good health) to everyone.

@tjbland1144 6 месяцев назад

It’s really cool how you just “real life” your talks Sir. Much appreciated

@DividendGrowthInvesting 6 месяцев назад

Thanks for watching!!!

@michaelswami 6 месяцев назад

I appreciate your thoughts. Thank you Jake.

@DividendGrowthInvesting 6 месяцев назад

Hey Michael! Thanks for stopping by!

@Jayvazquez15 6 месяцев назад

Great video!!! Really like the transparency!

@DividendGrowthInvesting 6 месяцев назад

Thanks so much!

@fvid88 6 месяцев назад

35:51 yes Sir, I learned that the hard way too

@DividendGrowthInvesting 6 месяцев назад

Yeah its a tough lesson to learn to go all in on one single stock and get burned. If you limit your risk and exposure to individual stocks to

@633ohioc 6 месяцев назад

Hey Jake 👋 🫡

@DividendGrowthInvesting 6 месяцев назад

Hey there 🙌

@Julia-365 6 месяцев назад

Hi Jake, I'm currently 5 years out until retirement. Why wouldn't I want to have my CC & high income ETFs in my tax advantage accounts (Roth IRA, Roth 401k, tIRA, HSA)? Even if I were 10 yrs from retirement, aren't those the accounts to build up without the tax hit? I can see growth stocks & ETFs in taxable accounts. Ich bedanke mich for the awesome channel!

@DividendGrowthInvesting 6 месяцев назад

Hi Julia! The reason has to do mostly with total returns. You will get a higher total return over a 5+ year period in most cases. The market goes up 70-80% of the time. You don’t want to cap your growth potential in bull markets. You could then rebalance or start adding cc ETFs once you get closer to retirement. CC ETFs are for income. You want growth if you have 5+ years. Regardless of the account type (yes it’s better in a tax advantaged account like a Roth IRA but still total returns are more important). Ich wünsche dir ein schönes Wochenende!

@jasonhoffman9607 5 месяцев назад

Have you ever looked at any Candian ETF's and stocks? Lots of steady eddies with great yields.

@DividendGrowthInvesting 5 месяцев назад

I've only looked at a few financial stocks. What are your favorite dividend growth ETFs?

@TheSoilandGreen Месяц назад

I’m always buying at the crash, I should just go short buys

@GunGrave0 6 месяцев назад

Thanks Jake for sharing. I agree I need to convert to investing in ETFs more than individual stocks

@DividendGrowthInvesting 6 месяцев назад

I wish I would have started out that way!

@Dividendflywheel 6 месяцев назад

This wisdom often comes about a decade after we get serious with investing. I came to the same realization late. . The immediate diversification and automatic reinvestment of dividend definitely helps. Then there are the errors of picking the wrong stocks like WPC.

@DividendGrowthInvesting 6 месяцев назад

@@Dividendflywheel so true!