GenExDividendInvestor | Reviewing a Subscriber’s Dividend Portfolio – Oct 2022 @GenExDividendInvestor | Uploaded 1 year ago | Updated 1 day ago
In this video I analyze a subscriber’s dividend portfolio that was sent to me asking for my feedback.
0:00 Intro
0:41 Voting results of last subscriber's portfolio
1:25 Subscriber's background
3:53 Custodial Accounts info
5:20 Subscriber's Portfolio Review
16:42 My Vote
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/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/Z0Etpvgv0BI
Watch this Video next ➜ youtu.be/n0BcIm_zzis
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:
FIRE Financially Independent Retire Early
getearlybird.io/blog/custodial-account-vs-529
streetinsider.com/dividend_history.php?q=abbv
portfoliovisualizer.com/backtest-portfolio#analysisResults
finaid.org/savings/ugma
collegeraptor.com/paying-for-college/articles/financial-advice-planning/what-are-ugma-and-utma-benefits
Custodial Accounts
UMGA Uniform Gift to Minors Act
UTMA Uniform Transfers to Minors Act
Stock Beta
VTI
SCHD
VGT
ABBV AbbVie
AAPL Apple
HD Home Depot
AVGO Broadcom
V Visa
AMT American Tower Corp
PEP Pepsi
COST Costco
NVDA NVIDIA
JPM JP Morgan Chase
MSFT Microsoft
LMT Lockheed Martin
MO Altria
LOW Lowe’s
JNJ Johnson & Johnson
WM Waste Management
AMZN Amazon
Passive Income
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 © 2022 GenExDividendInvestor. All rights reserved.
#Dividends #PassiveIncome #DividendInvesting
In this video I analyze a subscriber’s dividend portfolio that was sent to me asking for my feedback.
0:00 Intro
0:41 Voting results of last subscriber's portfolio
1:25 Subscriber's background
3:53 Custodial Accounts info
5:20 Subscriber's Portfolio Review
16:42 My Vote
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/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/Z0Etpvgv0BI
Watch this Video next ➜ youtu.be/n0BcIm_zzis
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:
FIRE Financially Independent Retire Early
getearlybird.io/blog/custodial-account-vs-529
streetinsider.com/dividend_history.php?q=abbv
portfoliovisualizer.com/backtest-portfolio#analysisResults
finaid.org/savings/ugma
collegeraptor.com/paying-for-college/articles/financial-advice-planning/what-are-ugma-and-utma-benefits
Custodial Accounts
UMGA Uniform Gift to Minors Act
UTMA Uniform Transfers to Minors Act
Stock Beta
VTI
SCHD
VGT
ABBV AbbVie
AAPL Apple
HD Home Depot
AVGO Broadcom
V Visa
AMT American Tower Corp
PEP Pepsi
COST Costco
NVDA NVIDIA
JPM JP Morgan Chase
MSFT Microsoft
LMT Lockheed Martin
MO Altria
LOW Lowe’s
JNJ Johnson & Johnson
WM Waste Management
AMZN Amazon
Passive Income
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 © 2022 GenExDividendInvestor. All rights reserved.
#Dividends #PassiveIncome #DividendInvesting
