Uploaded November 2024 | Updated September 2026, 3 weeks ago

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In this video I show you a bunch of new information about my dividend portfolio in Fidelity that I’ve never shown before and I’ll share some interesting views of my portfolio in my spreadsheet tool. I’ll end things telling you about how I just repaired a relationship with a relative that I’d not talked to for 10 years, and I’ll show you some comments from folks who don’t believe what I’m saying or simply don’t enjoy my content.

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Timestamps:
0:00 intro
0:54 My dividend portfolio in Fidelity
6:47 My portfolio in my spreadsheet tool
12:14 A story about a relative of mine and Thanksgiving
13:27 A couple comments from some less than enthused viewers

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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) ➡️ site.financialmodelingprep.com/pricing-plans?couponCode=genex25
kingswell.io/p/the-curious-case-of-anne-scheiber
finance.yahoo.com/news/story-greatest-mom-pop-investor-191107126.html

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.

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