How My Dividend Portfolio Has Done vs VOO & VTI

Fast Graphs is the only stock research tool that I am willing to pay for. The premium version is a little pricey but I use it so much idk how I would invest without it

Great research, great voiceover. Constructive criticism: The music you play in the background is not uplifting. It reminds me of a funeral home. I'd even prefer no background music at all.

Thank you

how is your portfolio today? Gen X here, I am down due to owning large cap tech, but able to hold. Not selling anything.

I love this channel, I see real cases and that's what I like about the world of investment. I strongly support long-term investment and I know that creating wealth is real and nothing is impossible. Maybe I don't have assets like Warren's, but I do hope to one day have a mini conglomerate of companies listed on the stock market. I would also like to manage third-party assets so that they can see that wealth can be created and that they know that it is with effort and patience, not the things they see from market speculators who want to scam people. Great video and I hope to have and manage my own broker. Greetings from Spain 🇪🇦

Nice video! I had a few of those high yielders learned the hard way. I am now investing in quality diverse non correlated companies and bonds inside my 60/40 portfolio.

Great vid Gen Ex! Always look forward to it every weekend!

Great video!

Great video 😊

I'd argue that high yielders are still sustainable. By that I mean the original high yielders that avg around 9-12% not the newer 20-100% ones. A good mix of CEFs, BDCs, e/mREITs, and ETFs can make a pretty good high yield sustainable portfolio that can perform well

Great video as always,Gen Ex!

VOO & VTI are for accumulating wealth.

Dividends (SCHD, etc.) are for those living off of that accumulation of wealth.

So, VOO, VTI, and growth holdings while young.

SCHD, REITs & BDCs for the dividends from that accumulation of wealth when retired.

Myself, I'm retired, but I still have some growth holdings.

It just feels wrong not to swing (Joaquin Phoenix - Signs).

Thanks for another video, love it! Maybe learning q: it seems you never do covered call for your holdings, even conservative ones. I was thinking doing that would increase the income, in addition to the dividends. Any rationale not doing that, even for just 2% annual incremental return?

Your relative should be fine. She has rich relatives 😂

People like to make money quick with super high yield risky dividend stock, I compared to drug dealing, you make money quick but sooner or later you will pay the piper. I had friends that took that route and are no longer with us. With investing slow and steady most of the time, wins the race.

Before the economy was climbing going higher I was doing 14% of my 401(k) and now I lowered it down to 6% but I try to save in my retirement but I don’t think it was not ever be enough thank you for your video I enjoyed it

Is schd a safe one during a downturn ?

👍 you are where we all want to get. Great video.

I was trying to build up a dividend paying portfolio but the issue is that most of my savings are in a taxable account. Even though the dividends were taxed favourably they were still taxed. And for someone with a decent paying job, having that added income (again even though taxed favorably) really ate into any gains. I am moving to focus on growth and trying to avoid dividends as much as possible. This makes even a taxable account tax deferred as I can choose when I start to drawdown. I really like dividends and would like to use them in retirement but find it hard to build that up while employed.

Great video

Enjoy your content!

"no short cut" so true. good single companies are best for long term divi's. broad market ETF's hold too much junk. and the overvalued.

Great video and really impressive portfolio! Maybe one day... 😊

*if you watch the time I sold all my stocks......
Do have some tissues close by and maybe don't watch it on your construction job lunch break.

Excellent performance and transparency. I am not fully invested but still out perform b/c I sell options this kind of environment is good for selling options. Higher VIX/IV. It is sad to see so many not save and invest enough money. The one thing some of my family members who are retired or retiring soon are hoping for is the possibility of not having to pay taxes on Social Security income anymore. We shall see.

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In regards to your relative, I think most people have a spending problem, not saving enough for a rainy day of course will lead to less investing (me included)😅
If you think people are too comfortable waiting for retirement and social security in the U.S....here in Europe the problem is far worse because the boomers expect their pension.

Your Fast Graph link works for me just fine. The other user may want to clear their cookies/cache and reboot PC and try again?

Absolutely love your channel. Been watching for years now. With adopting kids later in life I have loved learning a way to leave them a way to protect and care for them financially long after I’m gone. I’d love to hear any of your thoughts and research on setting up a trust or estate plan with legacy planning such as this included. Love your channel!

Fastgraph link keeps booting me out.

At least your relative was receptive rather than defensive, as people often get

I’m curious, what portfolio did you recommend to your cousin? :)

This came out early enough that it went quite well with a fresh bagel cream cheese and smoked salmon with a cup of coffee. Thank you

Knowing what I know today, I wish I had started saving/investing earlier. 🤔

Clear and informative. Nice.

Great video especially the risks of chasing yield. Lots of "high yield" ETFs and other high yield bonds and investment vehicles. People are blinded by the fat yield. Everyone wants to invest in those instruments now for the yield but when the market corrects significantly many of those investments become illiquid because no one wants them and the NAV crashes or the yield is slashed. Thats how someone loses 38K in one month.
My portfolio barely budged at all with the recent downturn. I actually bought some beat up solid companies and added them to my portfolio (I have a watchlist heh heh). My slew of bonds tamped down any significant overall portfolio losses. When the divvies roll in, it takes the sting out of a company who's NAV takes a hit and you are being paid to wait for the NAV to recover.

Great video as always been a subscriber for awhile.Look forward to saturday thanks for what you do.I hope your health improves.Nice that divdens can give you the freedom and time with your family that you have.Happy investing/stacking.

If your in Yieldmax your not after NAV your after the dividends. I currently make make than I put into it . Overall it kind of of stays in a range and work better if you reinvest some or all of your dividends. I also have income oriented covered call portfolio and my Roth IRA is a bit traditional/income mix oriented. Still good points to consider as always.

Great video as usual. Some friends/relative listen. Most do not. I never try to pry. Never to preach. Some kind of wonder how my wife and I live when we are both too young for SS. One older friend in particular I asked what his “advisor” has him invested in. He said a fixed income fund guaranteed to get him 7% a year. I said oh an annuity? He said no. Later he asked his advisor and yes it was an annuity. I tried to explain the fees involved and how he could do better with some dividend stocks. He said the market is too risky. I try but I don’t push at all. Difficult to change minds at that age.

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