Uploaded May 2025 | Updated September 2026, 2 weeks ago
In this episode, I’ll share new weekly and annual dividend records! I’ll also show you a study which found that the 4% retirement rule may be based on some questionable data and that some people who followed it would have run out of money in just 20 years, which to me further makes the case for a dividend strategy rather than one where you’re selling your shares for income. Finally, I’ll share an inspiring story about a guy who broke all the financial rules but navigated his way to success.
JOIN my channel membership to access new perks ➡️ youtube.com/channel/UCuOS-UH_s4KGhArN6HdRB0Q/join
Use my FAST Graphs Link and coupon code AFFILIATE25 to get 25% off your 1st payment for new signups ➡️ fastgraphs.com/?ref=GenExDividendInvestor
My Seeking Alpha Affiliate Link (benefits change overtime) ➡️ link.seekingalpha.com/2352ZCK/4G6SHH
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Share this Video ➡️ youtu.be/yg4qJ2uksRg
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➡️ DIVIDEND DISCORD: discord.gg/kkSr5FY
➡️ TWITTER/X: twitter.com/GenExDividend
➡️ BLUESKY: https://bsky.app/profile/genexdividend.bsky.social
➡️ INSTAGRAM: instagram.com/genexdividendinvestor
➡️ PATREON: patreon.com/join/genexdividendinvestor
➡️ SOUNDCLOUD PODCAST: soundcloud.com/genexdividendinvestor
➡️ ITUNES PODCAST: podcasts.apple.com/us/podcast/genexdividendinvestor-podcasts/id1476933524
➡️ DIVIDEND MERCH (10% donated to St Jude): teespring.com/stores/genexdividendinvestor
➡️ REDDIT: reddit.com/user/GenXDividendInvestor
Timestamps:
00:00 Intro
00:46 My portfolio in Fidelity
9:23 4% Retirement Rule
10:35 Some concerns with the 4% Rule
12:32 Lost decades in history…
14:21 Sailing with Phoenix inspiring true story
19:28 Shoutouts & outro
Donate to St. Jude’s Children Hospital: stjude.org/donate/donate-to-st-jude.html?sc_icid=header-btn-donate-now
Please use my Amazon Affiliates Link before shopping on Amazon ➜ amzn.to/2YLxsiW (as an Amazon Associate I earn from qualifying purchases).
Please LIKE, COMMENT and SUBSCRIBE to support this channel - it helps me immensely! Also, please SHARE this video with your friends :) Thanks, I really appreciate it!
Investing Books to read (Amazon affiliate links):
The Intelligent Investor ➜ amzn.to/2WPwgtj
One Up on Wall Street ➜ amzn.to/2YTDAXt
Rich Dad, Poor Dad ➜ amzn.to/2SUCwOZ
The Richest Man in Babylon ➜ amzn.to/2SUHStw
A Random Walk Down Wall Street: The Time-Tested Strategy for Successful Investing ➜ amzn.to/2YUgjo4
The Bogleheads' Guide to Investing ➜ amzn.to/2STECPp
Attributions/SEO/Useful Links:
My Financial Modeling Prep affiliate link for awesome stock data (up to a 25% discount) ➡️
papers.ssrn.com/sol3/papers.cfm?abstract_id=5126013
tiktok.com/t/ZTjabr4TC “Sailing with Phoenix”
instagram.com/sailing_with_phoenix
macrotrends.net/1319/dow-jones-100-year-historical-chart
Schwab US Dividend Equity ETF – SCHD
Realty Income – O
Altria – MO
AbbVie – ABBV
Enterprise Products Partners LP – EPD
Microsoft – MSFT
JPMorgan Nasdaq Equity Premium Income ETF – JEPQ
Johnson & Johnson – JNJ
Amplify CWP Enhanced Dividend Income ETF – DIVO
ExxonMobil – XOM
Procter & Gamble – PG
Pepsi – PEP
Duke Energy – DUK
McDonalds – MCD
Goldman Sachs – GS
Coca-Cola – KO
British American Tobacco - BTI
Southern Company – SO
Apple – AAPL
Philip Morris – PM
Caterpillar – CAT
Chevron – CVX
Kimberly Clarke – KMB
Colgate Palmolive – CL
Home Depot – HD
Travelers Companies – TRV
Amplify CWP International Enhanced Div Inc ETF – IDVO
Starbucks – SBUX
Disclaimer: I am not a financial adviser. These videos are for entertainment, inspiration, and educational purposes only. Investing of any kind involves risk. I am only sharing my opinion with no guarantee of gains or losses on investments. Please consult an appropriate adviser and do your own research before making any decisions on anything. I am not responsible or liable for any actions you take. The data shared may be inaccurate.
Copyright © 2025 GenExDividendInvestor. All rights reserved.
#DividendPortfolio #DividendGrowthInvesting #DividendInvesting
In this episode, I’ll share new weekly and annual dividend records! I’ll also show you a study which found that the 4% retirement rule may be based on some questionable data and that some people who followed it would have run out of money in just 20 years, which to me further makes the case for a dividend strategy rather than one where you’re selling your shares for income. Finally, I’ll share an inspiring story about a guy who broke all the financial rules but navigated his way to success.
JOIN my channel membership to access new perks ➡️ youtube.com/channel/UCuOS-UH_s4KGhArN6HdRB0Q/join
Use my FAST Graphs Link and coupon code AFFILIATE25 to get 25% off your 1st payment for new signups ➡️ fastgraphs.com/?ref=GenExDividendInvestor
My Seeking Alpha Affiliate Link (benefits change overtime) ➡️ link.seekingalpha.com/2352ZCK/4G6SHH
Subscribe ➡️ youtube.com/c/GenExDividendInvestor?sub_confirmation=1
Share this Video ➡️ youtu.be/yg4qJ2uksRg
Watch this Video next ➡️ youtu.be/jP1ZNwSCmrQ
➡️ DIVIDEND DISCORD: discord.gg/kkSr5FY
➡️ TWITTER/X: twitter.com/GenExDividend
➡️ BLUESKY: https://bsky.app/profile/genexdividend.bsky.social
➡️ INSTAGRAM: instagram.com/genexdividendinvestor
➡️ PATREON: patreon.com/join/genexdividendinvestor
➡️ SOUNDCLOUD PODCAST: soundcloud.com/genexdividendinvestor
➡️ ITUNES PODCAST: podcasts.apple.com/us/podcast/genexdividendinvestor-podcasts/id1476933524
➡️ DIVIDEND MERCH (10% donated to St Jude): teespring.com/stores/genexdividendinvestor
➡️ REDDIT: reddit.com/user/GenXDividendInvestor
Timestamps:
00:00 Intro
00:46 My portfolio in Fidelity
9:23 4% Retirement Rule
10:35 Some concerns with the 4% Rule
12:32 Lost decades in history…
14:21 Sailing with Phoenix inspiring true story
19:28 Shoutouts & outro
Donate to St. Jude’s Children Hospital: stjude.org/donate/donate-to-st-jude.html?sc_icid=header-btn-donate-now
Please use my Amazon Affiliates Link before shopping on Amazon ➜ amzn.to/2YLxsiW (as an Amazon Associate I earn from qualifying purchases).
Please LIKE, COMMENT and SUBSCRIBE to support this channel - it helps me immensely! Also, please SHARE this video with your friends :) Thanks, I really appreciate it!
Investing Books to read (Amazon affiliate links):
The Intelligent Investor ➜ amzn.to/2WPwgtj
One Up on Wall Street ➜ amzn.to/2YTDAXt
Rich Dad, Poor Dad ➜ amzn.to/2SUCwOZ
The Richest Man in Babylon ➜ amzn.to/2SUHStw
A Random Walk Down Wall Street: The Time-Tested Strategy for Successful Investing ➜ amzn.to/2YUgjo4
The Bogleheads' Guide to Investing ➜ amzn.to/2STECPp
Attributions/SEO/Useful Links:
My Financial Modeling Prep affiliate link for awesome stock data (up to a 25% discount) ➡️
papers.ssrn.com/sol3/papers.cfm?abstract_id=5126013
tiktok.com/t/ZTjabr4TC “Sailing with Phoenix”
instagram.com/sailing_with_phoenix
macrotrends.net/1319/dow-jones-100-year-historical-chart
Schwab US Dividend Equity ETF – SCHD
Realty Income – O
Altria – MO
AbbVie – ABBV
Enterprise Products Partners LP – EPD
Microsoft – MSFT
JPMorgan Nasdaq Equity Premium Income ETF – JEPQ
Johnson & Johnson – JNJ
Amplify CWP Enhanced Dividend Income ETF – DIVO
ExxonMobil – XOM
Procter & Gamble – PG
Pepsi – PEP
Duke Energy – DUK
McDonalds – MCD
Goldman Sachs – GS
Coca-Cola – KO
British American Tobacco - BTI
Southern Company – SO
Apple – AAPL
Philip Morris – PM
Caterpillar – CAT
Chevron – CVX
Kimberly Clarke – KMB
Colgate Palmolive – CL
Home Depot – HD
Travelers Companies – TRV
Amplify CWP International Enhanced Div Inc ETF – IDVO
Starbucks – SBUX
Disclaimer: I am not a financial adviser. These videos are for entertainment, inspiration, and educational purposes only. Investing of any kind involves risk. I am only sharing my opinion with no guarantee of gains or losses on investments. Please consult an appropriate adviser and do your own research before making any decisions on anything. I am not responsible or liable for any actions you take. The data shared may be inaccurate.
Copyright © 2025 GenExDividendInvestor. All rights reserved.
#DividendPortfolio #DividendGrowthInvesting #DividendInvesting
