Uploaded February 2026 | Updated September 2026, 2 weeks ago

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In this video, I’m going to show you my dividend portfolio, which just hit a brand-new all-time high, and I'll break down my total returns over the last five years I've been at Fidelity, comparing them to the S&P 500 and to the total US stock market. I’ll also share some insights from doing my 2025 taxes that you might be interested to see, especially if you’re looking for ways to keep more of those dividends in your pocket.

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Timestamps:
00:00 Intro
00:28 My dividend portfolio total returns at Fidelity
01:44 Why build your own div portfolio instead of an ETF?
02:43 My portfolio in my spreadsheet tool
08:19 Dividends & tax observations
13:30 Saying thanks/pitches/outro

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Attributions/SEO/Useful Links:
Use My Financial Modeling Prep affiliate link for awesome stock data (up to a 25% discount)
site.financialmodelingprep.com/pricing-plans?couponCode=genex25
Schwab US Dividend Equity ETF – SCHD
Realty Income – O
Altria – MO
Johnson & Johnson – JNJ
AbbVie – ABBV
British American Tobacco - BTI
Goldman Sachs – GS
Enterprise Products Partners LP – EPD
Amplify CWP Enhanced Dividend Income ETF – DIVO
JPMorgan Nasdaq Equity Premium Income ETF – JEPQ
Microsoft – MSFT
Goldman Sachs Nasdaq-100 Premium Income ETF – GPIQ
Amplify CWP Growth & Income ETF – QDVO
Duke Energy – DUK
McDonalds – MCD
Coca-Cola – KO
Philip Morris – PM
Procter & Gamble – PG
Pepsi – PEP
Southern Company – SO
ExxonMobil – XOM
Caterpillar – CAT
Chevron – CVX
Apple – AAPL
Amplify CWP International Enhanced Div Inc ETF – IDVO
Travelers Companies – TRV
Home Depot – HD
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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