My Portfolio & Connect: https://www.patreon.com/dividendbull Now that we're officially in a new year, some people have asked me …
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My Portfolio & Connect: https://www.patreon.com/dividendbull Now that we're officially in a new year, some people have asked me …
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36 comments
How do you do your taxes if you hold stock? Do you hire an accoutnant or just go through turbo tax and hope for the best
SPYI/QQQI/AIPI/Bitcoin
SCHD is a solid choice for dividend investors, especially in uncertain markets. With its consistent dividend growth and solid track record, it feels like a reliable long-term hold. I’m focusing on ETFs like SCHD to balance growth with stability, especially as we navigate the impacts of rising interest rates.
Have you noticed the high expense ratio in PFFA?
It's essential to conduct thorough research, consider the long-term outlook of these companies, and diversify your investments to manage risk effectively.
Dividends from the stock market initially motivated me to start investing. What really matters, in my opinion, is that if you invest and generate additional income alongside dividends, you can live off the dividends without having to sell. This means you can provide that financial benefit to your children, giving them a head start in life. Over the years, I’ve invested more than $600,000 in dividend stocks; I’m currently buying more today and will continue to do so as long as prices drop further.
I used to think I needed a preferred share ETF too but I realized I can buy into senior loan ETFs with comparable yields but with much less risk, when thinking about debt repayment hierarchy. Considering preferred shares are like bonds. JBBB is one I'm sticking with.
8:16 I've decided to continue to let my portfolio cook through 2026. The additional purchases I'll be making are i utilities. Like everyone else, I've noticed the cost of my monthly bill increases. Being aware that the electricity and gas cost never goes down it seems even when we find way to reduce usage, utilities are becoming defensive growth stocks and will gradually replace over decades replace oil and gas. So I'll be stocking up on these for a major jump in the 4-5 years. I'm also reducing my position in Apple and Netflix. Apple because the has reached an innovative block and Netflix has priced itself out of the streaming market I'll be dramatically cutting my position. I wonder if you agree?
Very informative video you have, I have been able to understand the messages you pass but there are some other challenges that may come about when taking some other risks.
So many bot comments. It all starts with a normal looking comment about personal asset allocation or finance then ends up in the replies with a plug for some fund manager who is probably paying for these bot advertisements.
Disingenuous is the word that comes to mind. They're everywhere. Kinda killing the comment section.
I've just begun learning about value investing, and I've found that many good stocks are undervalued despite their intrinsic value. If you had $200,000 to create a strong investment portfolio, which stocks would you choose for better returns?
Consider looking into CLOs instead of bonds. CLOs are much safer than the CDOs of the Great Recession. For example JAAA is an ETF that pays monthly. Current FWD yield is 6.32%. CLOZ is a little riskier, currently has a FWD yield of 7.69%. By comparison, JNK is FWD yielding 6.48% while BND is currently FWD yielding only 3.67%.
My money works for me. I have equities in JEPI, DIVO, QYLD, SCHD, and JEPQ amounting over $100K in dividends last year 2024. This year, my goal is 10x of my current holdings, but not sure how to go about it. I wouldn't trust the Trump economy for so long.
I'm looking into TLTW, SQQQ, and SPXU. I'll probably hold these stocks until the summer of 2026.
I Hit $12,590 k today. Thank you for all the knowledge and nuggets you had thrown my way over the last week .i started with 3k last weerk. now i just hit $12,590…
<<<<<<<My interest in stock market investment was sparked by dividends. The trick, in my opinion, is that you can survive off dividends without selling if you invest and earn additional revenue. Thus, you can give your children a leg up in life by passing that on to them. I currently have over $600K in my portfolio because I previously purchased a large number of dividend stocks, and I plan to purchase more when the market declines even more.
SCHD and for international I’m thinking SCHY
Does MLPX cause any tax issues? Can I have it in a Roth?
@5:45 In Australia, we have what are called:
> Big four banks (ANZ, CBA, NAB and Westpac)
> Mining companies (BHP, FMG, WDS and Rio Tinto)
> Energy firms (Origin and AGL)
> REITS (CharterHall, Dexus, Mirvac, CIP, etc)
> Private Credit (Metrics and VanEck's LEND which is the equivalent of ARCC + MAIN and many others)
> and your usual ASX200/300 index funds like Vanguard's VAS (which is the US's equivalent of the SP500 VOO).
If you held shares across these companies your average dividend yield is going to be between 5-8% p.a., and we have a franking system where fully franked dividends are tax exempt from your marginal income up to 30% of the corporate tax already paid. The dividend yield of VAS ASX is around ~3% p.a., which is quite high compared to IVV (ASX SP500 currency hedged to AUD) of around 1.2% p.a..
So yes, in Australia we have many companies that pay between 5-8% dividend yield. But should you hold dividend stocks? That depends. In Australia, if you held an ETF/Stock for more than 12 months you only get taxed on half the capital gains. That also applies to investment properties. Sadly, many Australians still believe that property is the safest investment you can make. The new houses we get (luxury apartments) are not ideal for investing.
Currently, I am hanging onto a lot of dry powder.
I use CMC Invest which is great DCA. I spoke to Vanguard in Sydney and their brokerage capabilities and DRP capabilities are lacking. We use ComputerShare to DRP.
I started with $100, then added a few thousand to Moonacy protocol. Everything’s paid off, and there’s still more profit to come next month
Dividend investing is most effective when approached with a long-term perspective. While dividends can provide immediate income, the true power lies in the compounding effect over many years. I'm still looking for companies to make additions to my $350K portfolio, to boost performance. Here for ideas…
Don't count on drill baby drill having any effect. Oil companies have already said theyve been drilling enough already. ANWR will have zero effect on anything either if you've heard Trump just opened that up.
I Hit $12,590 k today. Thank you for all the knowledge and nuggets you had thrown my way over the last week .i started with 3k last weerk. now i just hit $12,590…
SCHY high yield international ETF from Charles schawb
IYRI covered call reit ETF from NEOS. New channel here just subscribed
Are you worried that Pimco may cut the PDI dividend as they did with two other struggling funds?
LGGNY and BTI are British ADRs traded in the US yielding 8-10%. There are no withholding taxes on British dividends. FYI. LGGNY has an A credit rating.
BTI is an ADR w/ good yield. and who dont like some tobacco during a downturn lol.
Rocking those NVDA, PALANTIR, TSLA, and APPL shares. Holding onto them for the long haul sounds good, but hey, I'm all up for grabbing those short-term chances too, aiming for that sweet $400,000.
For anyone wishing to invest in MLPs without the K-1 form: look into SRV and AMLP. They have done very well and hold a portfolio of high quality MLPs.
Oil and gas has been booming for years under Biden! Expect producers to cut back if prices decline much at all! Just more Trump BS!
British stocks are cheaply priced now and typically don't aren't additionally dividend taxed (except for British REITs).
what do you think about Carlyle Credit Income?
Man invested my salary from last year DX Im lucky to invest an extra 4k each year
You may get a higher dividend but you also have to pay foreign tax in addition to u.s. tax. Also many foreign companies only pay dividends twice a year
OXLC still going hard