GenExDividendInvestor | How Did My Dividend Portfolio Do in 2022? @GenExDividendInvestor | Uploaded 1 year ago | Updated 1 day ago
In this neat video I show you how my dividend portfolio did in 2022, aka one of the worst years in SP500 History.
Note -- ignore the right most column in the spreadsheet called "Year High to Year Low % Change". My math was wrong in that column so the %'s in that column are wrong :)
0:00 Intro
0:42 SP500 Historical Performance
4:37 My Dividend Portfolio in Fidelity
6:26 My Portfolio’s Performance in 2022
9:21 Taxable Account
11:13 IRA Account
12:04 Rollover Account
12:27 My Dividend Portfolio In my Spreadsheet Tool
16:18 My perspective on returns
16:30 The easiest way to do well in the market
16:46 Calendar view of my dividend payouts
17:16 How my dividend income should grow over time
19:20 Graphs of my dividend portfolio
20:02 Some things I love about dividend investing
20:32 Taxes & dividends
21:40 Lessons about financial success
21:21 Emergency Funds & dividend portfolios
21:17 Examples of portfolio growth & compound interest
23:05 My message to investors
23:39 Shoutouts
Chat with me on my free Dividend Discord chat server ➜ discord.gg/kkSr5FY
Follow me on Instagram ➜ instagram.com/genexdividendinvestor
Follow me on Twitter ➜ twitter.com/GenExDividend
Support me & get Patreon perks ➜ patreon.com/join/genexdividendinvestor
To get access to my Spreadsheet 2.0 then please sign up as a Patreon Aristocrat or King (and double check my Patreon site to ensure I’m still offering access, as I only have limited seats available). You also get other perks for signing up including the ability to watch my videos on my Discord before I release them to the public, and the ability to vote on what thumbnail I’ll use in some of my future videos, and you gain direct access to me.
Buy Some of my Fun Dividend Merch (10% donated to St Jude) ➜ teespring.com/stores/genexdividendinvestor
Donate to St. Jude’s Children Hospital: stjude.org/donate/donate-to-st-jude.html?sc_icid=header-btn-donate-now
Free $$$ for new M1 accounts referral link ➜ https://m1.finance/AUzJllYh-gGh
An Estimate of My Dividend Portfolio on M1 ➜ https://m1.finance/w0AH6WMhNJtC
Details about free M1 $$$ ➜ m1.com/refer-a-friend
Please use my Amazon Affiliates Link ➜ amzn.to/2YLxsiW
Thanks! 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!
Get more great info - Subscribe! ➜ youtube.com/c/GenExDividendInvestor?sub_confirmation=1
Share this Video ➜ youtu.be/poJGsaPkXQM
Watch this Video next ➜ youtu.be/2zLGX-n0ATg
Feel free to ask questions on Instagram, Twitter, Reddit, email, or here on YouTube. Listen to my videos as Podcasts on iTunes, SoundCloud, Spotify, Castbox.fm, etc.
Reddit ➜ reddit.com/user/GenXDividendInvestor
Listen to my Videos as Podcasts on iTunes ➜ podcasts.apple.com/us/podcast/genexdividendinvestor-podcasts/id1476933524
Listen to my Videos as Podcasts on SoundCloud ➜ soundcloud.com/genexdividendinvestor
Investing Books to read (as an Amazon Associate I earn from qualifying purchases):
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:
macrotrends.net/2526/sp-500-historical-annual-returns
529 changes in Secure Act 2.0
Portfolio Beta
Time weighted returns
Money weighted returns
Apple – AAPL
Microsoft – MSFT
Johnson & Johnson – JNJ
Procter & Gamble – PG
Pepsi – PEP
Duke – DUK
McDonalds – MCD
Altria MO
Philip Morris PM
British American Tobacco BTI
Coca-Cola – KO
Kimberly Clarke – KMB
Realty Income – O
Southern Company – SO
Colgate Palmolive – CL
AbbVie – ABBV
Leggett & Platt – LEG
ExxonMobil – XOM
Schwab US Dividend Equity ETF - SCHD
Starbucks - SBUX
Home Depot – HD
Goldman Sachs – GS
Pfizer – PFE
Chevron – CVX
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 © 2023 GenExDividendInvestor. All rights reserved.
#Dividends #DividendGrowthInvesting #PassiveIncome
In this neat video I show you how my dividend portfolio did in 2022, aka one of the worst years in SP500 History.
Note -- ignore the right most column in the spreadsheet called "Year High to Year Low % Change". My math was wrong in that column so the %'s in that column are wrong :)
0:00 Intro
0:42 SP500 Historical Performance
4:37 My Dividend Portfolio in Fidelity
6:26 My Portfolio’s Performance in 2022
9:21 Taxable Account
11:13 IRA Account
12:04 Rollover Account
12:27 My Dividend Portfolio In my Spreadsheet Tool
16:18 My perspective on returns
16:30 The easiest way to do well in the market
16:46 Calendar view of my dividend payouts
17:16 How my dividend income should grow over time
19:20 Graphs of my dividend portfolio
20:02 Some things I love about dividend investing
20:32 Taxes & dividends
21:40 Lessons about financial success
21:21 Emergency Funds & dividend portfolios
21:17 Examples of portfolio growth & compound interest
23:05 My message to investors
23:39 Shoutouts
Chat with me on my free Dividend Discord chat server ➜ discord.gg/kkSr5FY
Follow me on Instagram ➜ instagram.com/genexdividendinvestor
Follow me on Twitter ➜ twitter.com/GenExDividend
Support me & get Patreon perks ➜ patreon.com/join/genexdividendinvestor
To get access to my Spreadsheet 2.0 then please sign up as a Patreon Aristocrat or King (and double check my Patreon site to ensure I’m still offering access, as I only have limited seats available). You also get other perks for signing up including the ability to watch my videos on my Discord before I release them to the public, and the ability to vote on what thumbnail I’ll use in some of my future videos, and you gain direct access to me.
Buy Some of my Fun Dividend Merch (10% donated to St Jude) ➜ teespring.com/stores/genexdividendinvestor
Donate to St. Jude’s Children Hospital: stjude.org/donate/donate-to-st-jude.html?sc_icid=header-btn-donate-now
Free $$$ for new M1 accounts referral link ➜ https://m1.finance/AUzJllYh-gGh
An Estimate of My Dividend Portfolio on M1 ➜ https://m1.finance/w0AH6WMhNJtC
Details about free M1 $$$ ➜ m1.com/refer-a-friend
Please use my Amazon Affiliates Link ➜ amzn.to/2YLxsiW
Thanks! 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!
Get more great info - Subscribe! ➜ youtube.com/c/GenExDividendInvestor?sub_confirmation=1
Share this Video ➜ youtu.be/poJGsaPkXQM
Watch this Video next ➜ youtu.be/2zLGX-n0ATg
Feel free to ask questions on Instagram, Twitter, Reddit, email, or here on YouTube. Listen to my videos as Podcasts on iTunes, SoundCloud, Spotify, Castbox.fm, etc.
Reddit ➜ reddit.com/user/GenXDividendInvestor
Listen to my Videos as Podcasts on iTunes ➜ podcasts.apple.com/us/podcast/genexdividendinvestor-podcasts/id1476933524
Listen to my Videos as Podcasts on SoundCloud ➜ soundcloud.com/genexdividendinvestor
Investing Books to read (as an Amazon Associate I earn from qualifying purchases):
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:
macrotrends.net/2526/sp-500-historical-annual-returns
529 changes in Secure Act 2.0
Portfolio Beta
Time weighted returns
Money weighted returns
Apple – AAPL
Microsoft – MSFT
Johnson & Johnson – JNJ
Procter & Gamble – PG
Pepsi – PEP
Duke – DUK
McDonalds – MCD
Altria MO
Philip Morris PM
British American Tobacco BTI
Coca-Cola – KO
Kimberly Clarke – KMB
Realty Income – O
Southern Company – SO
Colgate Palmolive – CL
AbbVie – ABBV
Leggett & Platt – LEG
ExxonMobil – XOM
Schwab US Dividend Equity ETF - SCHD
Starbucks - SBUX
Home Depot – HD
Goldman Sachs – GS
Pfizer – PFE
Chevron – CVX
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 © 2023 GenExDividendInvestor. All rights reserved.
#Dividends #DividendGrowthInvesting #PassiveIncome
