GenExDividendInvestor | How to Balance Your Dividend Portfolio @GenExDividendInvestor | Uploaded 1 year ago | Updated 1 day ago
In this video I tell you why, when & how to balance your dividend portfolio, which is something my subscriber’s ask me about all the time. I also share some fascinating data from a 2022 Vanguard study about balancing portfolios, along with tell you an amazing story of a longtime dividend investor.
0:00 Intro
0:35 What is balancing a portfolio?
0:58 Why balancing is easier in retirement accounts.
1:05 Tax-Loss Harvesting
1:23 Balancing as part of a holistic financial strategy
1:38 Reasons to (re)balance
2:15 Using cash to balance
2:40 More reasons
2:41 Why some people don’t need as much balancing
3:06 Balancing options
3:27 Rule of 110
3:52 More balancing options
4:24 Info on my port
4:56 Search tool from my best dividend portfolio spreadsheet product
5:47 More balancing strategies dividend investors use
6:23 Search tool continued
7:09 dividend payout frequency
8:11 New functionality in my spreadsheet
9:10 I wouldn’t invest primarily based on when something pays
9:44 Other ways to balance
10:34 A way I like to rebalance
11:04 More ways to balance
11:21 Sector weightings
12:47 International stocks
13:15 Emerging Markets for balancing
13:23 BDCs and MLPS for balancing
13:39 Intrinsic Values (DCFs, etc)
14:09 You want low risk, high return!
14:32 Needs, Goals, Risk Tolerance
15:47 Types of Investors
17:31 Risk Capacity
17:45 Trend of equity allocation by age
18:05 Time horizons
18:31 Future Earning Capacity
18:55 Portfolio Entropy
19:20 Bonds
19:35 Financial Crisis
19:50 More bonds
20:03 A story of someone who didn’t rebalance
20:32 Crypto balancing
20:55 More ways to rebalance
22:18 Some exciting news
22:39 High-level steps to rebalance
23:12 Outsourcing portfolio balancing
23:33 When/how often should you (re)balance?
24:37 Study data on thresholds for balancing
25:12 Don’t rebalance too much!
25:22 Vanguard 2022 Investing Data
28:32 Story of Gilmer Hinson
30:20 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
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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 ➜
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
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Attributions/SEO/Useful Links:
institutional.vanguard.com/content/dam/inst/vanguard-has/insights-pdfs/22_TL_HAS_FullReport_2022.pdf
youtube.com/watch?v=bv-tKrxnXN0
investopedia.com/terms/r/risktolerance.asp
forbes.com/advisor/investing/rebalance-investments
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.
#PortfolioBalancing #DividendGrowthInvesting #HowToBalanceAPortfolio
In this video I tell you why, when & how to balance your dividend portfolio, which is something my subscriber’s ask me about all the time. I also share some fascinating data from a 2022 Vanguard study about balancing portfolios, along with tell you an amazing story of a longtime dividend investor.
0:00 Intro
0:35 What is balancing a portfolio?
0:58 Why balancing is easier in retirement accounts.
1:05 Tax-Loss Harvesting
1:23 Balancing as part of a holistic financial strategy
1:38 Reasons to (re)balance
2:15 Using cash to balance
2:40 More reasons
2:41 Why some people don’t need as much balancing
3:06 Balancing options
3:27 Rule of 110
3:52 More balancing options
4:24 Info on my port
4:56 Search tool from my best dividend portfolio spreadsheet product
5:47 More balancing strategies dividend investors use
6:23 Search tool continued
7:09 dividend payout frequency
8:11 New functionality in my spreadsheet
9:10 I wouldn’t invest primarily based on when something pays
9:44 Other ways to balance
10:34 A way I like to rebalance
11:04 More ways to balance
11:21 Sector weightings
12:47 International stocks
13:15 Emerging Markets for balancing
13:23 BDCs and MLPS for balancing
13:39 Intrinsic Values (DCFs, etc)
14:09 You want low risk, high return!
14:32 Needs, Goals, Risk Tolerance
15:47 Types of Investors
17:31 Risk Capacity
17:45 Trend of equity allocation by age
18:05 Time horizons
18:31 Future Earning Capacity
18:55 Portfolio Entropy
19:20 Bonds
19:35 Financial Crisis
19:50 More bonds
20:03 A story of someone who didn’t rebalance
20:32 Crypto balancing
20:55 More ways to rebalance
22:18 Some exciting news
22:39 High-level steps to rebalance
23:12 Outsourcing portfolio balancing
23:33 When/how often should you (re)balance?
24:37 Study data on thresholds for balancing
25:12 Don’t rebalance too much!
25:22 Vanguard 2022 Investing Data
28:32 Story of Gilmer Hinson
30:20 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 ➜
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
Attributions/SEO/Useful Links:
institutional.vanguard.com/content/dam/inst/vanguard-has/insights-pdfs/22_TL_HAS_FullReport_2022.pdf
youtube.com/watch?v=bv-tKrxnXN0
investopedia.com/terms/r/risktolerance.asp
forbes.com/advisor/investing/rebalance-investments
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.
#PortfolioBalancing #DividendGrowthInvesting #HowToBalanceAPortfolio
