My biggest position is in SCHD. And then Disney. I bought a lot of Disney because I thought it was undervalued. I also have quite a lot of PayPal but I'm losing hope. I'm also big on PG, JNJ and Starbucks as well.
Thank you! It’s fun to think about it in real-world terms, and it’s cool to know that income is growing to a point where it’s able to buy some actual stuff. Pretty soon, if I wanted to, all of my groceries could be funded by dividends
AVGO just surpassed TSLA in market cap today and is worth more than 600 billion now. Crazy growth from a dividend stock. AVGO is the biggest holding as it keeps on going up. 🥳
My biggest position is O, because I took advantage of the last dip to the high $40s to get to 100 shares. I'm doing some changes to my portfolio to focus more on dividend growth since I'm only 29 so I'm betting that O being the biggest position won't last long. Taking the opportunity to get out of VZ with a ~12% cap gain and T at around break even so I can focus on less (but higher quality) positions. P.S. Love the small music highlights you've been adding to your videos 😁
Those all sound like great moves! I’ll be following you with T and VZ at some point. Also, thank you for the feedback on the music. It’s been fun working that into the videos, and I plan to keep it up!
Nice video Ryne SCHD is my biggest position 5.92 shares. My portfolio just ticked over $2,000. $2,017 total as of now. 4 months till I've invested for a full year.
@rynewilliams and my apologies for tomorrow as I can't make the Dividend Happy Hour as my Wife and I have a wedding to attend. Have a fantastic weekend Ryne
Biggest position is SCHD at almost 30 shares in the portfolio. Building up VOO and QQQM with a slow dca, all my other positions are up out of my buy zones.
My biggest position based on market value is $CVX at just over $650... largest Gainer is $CAH up +54.92%.. Of course I have a couple "stinkers" in the portfolio.. the worst being $MPW losing -62.02%
I updated the template earlier today! If you still have the email containing the spreadsheet links, you can click those to find the updated version. I can always email it to you as well...just shoot me an email at ryne@retirewithryne.com
Ryne, I find it surprising United Health Group isn’t part of your portfolio given it’s one of the juggernaut health stocks with good dividend history. Too expensive maybe? Love the content
My biggest position is AAPL with 484 shares and I’m up 53% followed by EPD with 862 shares and I’m up 20.52%. I am waiting on a nice down turn to add to other stocks like XOM, CVX, MO, XLE. I’m just up on those and I have a rule only add when under my purchase price. So hoping for a nice big dip as I’m up 70% to 96% on these. Everyone sold in march 2020 and I picked up all the gas and pipelines at rock bottom prices. CVX I’m in at $79 and XLE in at $42.51.
I feel like 2024 is the year of cleaning the portfolio and doubling up in good quality stocks and increase ETF holdings. Sold AGNC, DIS, MTTR and BABA at a huge loss but it does feel good not to see them in my portfolio anymore. Ryne don’t for get! Trying to beat your portfolio this year ✌️
I'm actually up on both AT&T and VZ which are constant reminders to me it's not necessarily just what you buy it's when you buy it. JNJ is my largest position and I'm actually down on that with an average cost basis just over $161.
Thanks for the excellent free spreadsheet. Managed to rejig it to fit my 50 odd stocks. Still debating whether to bring it down closer to 30 stocks but honestly I don't know which way to go. Any thoughts would be welcome. Thanks.
Just starting my investing journey at 18. Your channel has been beyond helpful as I came in with no knowledge of anything stock related. I’ve got about $500 invested right now which isn’t much, but I think its decent as i’m still in high school. Do you have any advice?
Thank you! That's awesome that you're getting started so young. As someone who's just starting out, I highly encourage just going with ETFs at first. It's a great way to get some skin in the game and it keeps things simple.
Great video Ryne and congrats on your hard work at building your portfolio up. Keep on shoveling the $$$$ to get that snowball larger. My largest holdings are O in one account, O in another account and SCHD in a third account.... Keep on doing a great job. Always quality stuff from you....
I enjoy your videos and LOVED the mention of In N Out Burger in this video. I love it and miss it; I have been an east coaster since the mid 90's. Keep those vids coming!
Not yet I haven’t…I thought it’d be fun to do that one month though and go take my lady out to a nice dinner or something. That’d actually be a fun video to make
Very late and new to the game, only been in the dividend and investing game for less than 3 weeks. I think my breakdown is good thou; 16 total stocks, 7 ETFs, and 9 individual stocks. Average of 6.39%. If ok to ask, what do you think?
Welcome to the investing game! I obviously don’t know what any of your holdings are, and I don’t know your situation, but I think you’d really be just fine with only 1 or 2 ETFs. And your yield at 6.39% is very high. I’d be curious to know what your holdings are to arrive at that yield
@@rynewilliams Thank you for the reply. Love your videos. Stocks are: AAPL, AVGO, DGRO, JEPI, JPM, JNJ, LOW, MAIN, MO, MSFT, O , SBUX, SCHD, TXN, V, VICI
@@rynewilliams JEPI, and O are the main ones for now. Well, I think I will download your tracker, maybe the one I originally had, some coding could be wrong. Or does the amount of shares from each stock change it?
Great video, Ryne. You are progressing well towards $100K. One question for you: Have you considered adding Kenvue to your portfolio? I think it will be a good, stable company, like PG.
@@rynewilliams That's a good decision. PG, according to analysts, has better growth prospects compared to KVUE anyway. The only thing going for KVUE is that it is considered undervalued by 24% by Morningstar.
Hi, Ryne I'm Khema from Canada, I really like to whiching your video. Now I'm thinking to buy stock/ devident portfolios. Which stock should I start to buy. I would like you to suggest me please. For beginning . Thank you.
Enjoying your content lately. I am new to investing...started late 2022. Mostly investing in 2 etfs( SnP and divided one SPYD as SCHD is not available in EU). Step by step i also started opening small positions like 100-300euro in single stocks like O, PFE, JNJ, MC, BRM. My question is what is the idea ....to keep them for a while to gain potentially 20-30% profit and reinvest in my dividend etf ooor keep them like 10-20y as part of the whole strategy? I am investing something like 225e per eft every month and 50e in sinfle stock if there is no good stock/price at the current month i am skipping a month or two and wait for discounts...i will appreciate some guidance. I feel that lately i am investing in pharma more than needed because the overall industry status is falling slightly thus the good prices...
Hi Ryne, why did you decide to go with 60% SCHD and 40% VOO? I would assume you would want to make your largest holding a growth ETF. Since the Roth is tax free growth. Any insight would be appreciated.
The Roth is also tax-free dividends. Over time, I'm prioritizing a dividend growth approach, which is why I went heavier into SCHD. However, a 40% exposure to the S&P 500 will still allow me to benefit from long term share price appreciation. I see this as the best of both worlds
Have you looked into the 3 bucket portfolio, like professor G talks about? For my Roth I have a VOO-25% SCHD-25% and QQQM 50%. I have 24 years of growth until 59 1\2, 5-10 years out from 59 1\2 I plan on reallocating my contribution more to SCHD and selling off QQQM to add to SCHD to get those to get those dividends. What are your thoughts on this strategy?
Hey dude, how have you determined your position size for each stock? I'm researching before I invest and I'm having trouble deciding how much of my portfolio to put into each stock. Thanks!
This is a really good question. To be honest with you, for the most part, I tend to add to my shares slowly over time, and don't give too much thought to the size of them. I mostly just buy and keep buying as long as the stock is at a level that I like
Love your content.Realty Income has no substantial growth. Only massive upside they have is their monthly dividend payout. But in terms of growth of stock you're going nowhere with it. Your thoughts?😊
Ryne "Anyway" Williams...teasing, but anyway, thanks for the info. I didn't have the patients to invest in dividends back in 2014, but here I am doing it now so I don't find myself saying shoulda/coulda/woulda in 2034, God willing.
Haha man I pig out there. Last time I went, I got 2 3x3’s and an order of fries. These days, I rarely go to in n out there. Like I’ve probably been two or three times in the last year
Hiya mate there’s one thing I’m struggling to understand and that’s re balancing your investment portfolio, I’m trying to understand it but I don’t fully understand. I was wondering if you could do an explanation video on it to see if it’ll help in any way? Because I want to take this investment serious and I don’t want to make big mistakes that’ll impact my life. Because I don’t know I’m in going in the wrong direction but it says on this app I use to track my portfolio and it says that 10 year dividend growth is only 0.1% but 1 year is like 4.75% so I feel like the numbers don’t add up? I’ve only been investing for 8 months so just seeking some advice
@@rynewilliams I use stock events as I’m from the uk and it’s supposed to have really good reviews. And I think I’m just having alot of anxiety at the moment when it comes to my portfolio and I feel like even tho I do believe I’m heading in the right direction I feel like I’m doing it all wrong and I feel like I need to change things up abit… like I invest in the S&P 500 as my main ETF to help the account grow and then the FTSE 100 Which is the uk based ETF pretty much the same as the S&P and then I have my portfolio diversified into dividends and with seeing the 10 at being 0.1% and the 1 year at 4% it’s like am I doing something wrong?
@@Justaleedsthing I’m sure it’s just a glitch in the app you’re using. Maybe it’s not able to calculate your correct growth rate since you’ve only been investing for 8 months. You could always reach out to them to learn more about how they calculate that number. At any rate, no need to get anxious my friend! You are on the right track. You can’t go wrong if the S&P is the main fund you’re investing in
@@rynewilliams I’m not sure I mean I could always see if they have an email or something or maybe get professional help from someone to have a full understanding of things, like I am getting better at understanding the market and how things work it just gives me anxiety because I feel like whenever things start to look good for me things always go wrong Like I invest in Apple - USA Altria - USA Aviva - uk BAE systems - uk Barclays - uk Blue owl capital - USA Blue field solar income - uk BP - uk Diagieo - uk QYLD - (USA which could maybe be the one thing that is effecting the growth rate a little and the reason why I did that was to quickly get that dividend within 3 years and then sell but I’m thinking of just selling it, it’s in the green and up like 2% so I’ve made a decent amount on it so maybe sell while I’m in the green ) Green coat wind - uk Gsk- uk Haleon - uk HSBC - uk Main - USA O - USA FTSE 100 - uk S&P 500 And these are all my stocks at the moment
I would say invest how much you feel comfortable with based on your overall financial situation...you can always adjust it up/down over time, but I think it's best to start small until you find your groove. As far as how often, it doesn't really matter as long as your consistent. It can be once a week, once a month, once a year, every day, etc. Whatever you want to do
Question - does your tracking % that you say you are " up x%" does this include dividends collected or is it exclusive of that and only tracking share price value appreciation or decrease kinda thing? Thanks?
you have CDs = you've already invested. if you're not using the interest then take that and buy dividend stocks. that's still dividend reinvesting. then next time you'll have CD interest and a little stock dividend too
