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GenExDividendInvestor | Reviewing a Subscriber's DIVIDEND PORTFOLIO - Jan 2024 @GenExDividendInvestor | Uploaded 8 months ago | Updated 1 day ago
In this video I’m going to review a dividend portfolio that was sent to me asking for my feedback, so I’ll tell you my thoughts about each of their stocks as well as their portfolio as a whole, and then will end things with an overall rating. I recommend you watch this video in entirety, as you’ll learn some great investing lessons from what this person did over the years.

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Timestamps:
0:00 Intro
1:20 Info about the subscriber
2:32 Subscriber’s portfolio in 2019
4:00 Subscriber’s portfolio in 2020
4:34 Learning
4:47 Learning
4:51 My portfolio sector weightings
5:06 Someone who inspired the subscriber
5:41 How he got rattled into selling some stocks
5:52 Learning
6:08 Recent example showing how timing the market is tough
6:20 Learning
6:28 Subscriber’s portfolio in 2021
7:06 Learning
7:30 Subscriber’s portfolio in 2021 cont.
7:34 Learning
7:59 Learning
8:13 Subscriber’s portfolio in 2022
8:24 Learning
8:32 Subscriber’s portfolio in 2022 cont.
8:38 Learning
8:43 Subscriber’s portfolio in 2023
12:15 His dividend growth chart
12:28 Thoughts/goals from the subscriber
12:36 Another suggestion I have for him
12:43 My rating & closing
13:23 Shoutouts
13:28 Please use my Seeking Alpha Affiliate Link (I’m sponsored)
13:45 Outro

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 (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:
youtube.com/watch?v=5TkNY3TYQcw
Fishing_With_BIG-D, Fishing Hidden Mountain Ponds | Of Southwest Virginia | Glade Mountain
forbes.com/sites/johntobey/2022/02/05/gamestop-and-amcthe-last-meme-stocks-standing-are-ready-for-final-collapse/?sh=2309c12d277e
twitter.com/BrianFeroldi/status/1692537693287092250/photo/1

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 © 2024 GenExDividendInvestor. All rights reserved.

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Reviewing a Subscriber's DIVIDEND PORTFOLIO - Jan 2024 @GenExDividendInvestor

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