Uploaded September 2025 | Updated September 2026, 2 weeks ago
In this episode I’m going to try to settle a debate of what’s the best dividend portfolio. I’ll then end things by sharing some blunt financial truths that became painfully real as I helped my mother-in-law move this weekend.
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➡️ DIVIDEND DISCORD: discord.gg/kkSr5FY
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➡️ ITUNES PODCAST: podcasts.apple.com/us/podcast/genexdividendinvestor-podcasts/id1476933524
➡️ DIVIDEND MERCH (10% donated to St Jude): teespring.com/stores/genexdividendinvestor
➡️ REDDIT: reddit.com/user/GenXDividendInvestor
Timestamps:
00:00 Intro
00:39 5 dividend investor types= & portfolios
01:13 Conservative Clarence
02:34 Balanced Bobby
03:18 Growth Gary
04:01 High Yield Harry
04:36 Risky Rick
05:17 Assumptions/criteria for simulations
06:52 Bull market results
07:52 Sideways market results
08:55 Declining market results
09:49 Mixed market results
11:19 Thoughts on that
12:35 Path Dependency
13:09 What do you think?
14:30 Helping my mother-in-law this last weekend & finances…
18:04 Shoutouts, pitches & outro
Donate to St. Jude’s Children Hospital: stjude.org/donate/donate-to-st-jude.html?sc_icid=header-btn-donate-now
Please use my Amazon Affiliates Link before shopping on Amazon ➜ amzn.to/2YLxsiW (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!
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:
Use My Financial Modeling Prep affiliate link for awesome stock data (up to a 25% discount)
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 © 2025 GenExDividendInvestor. All rights reserved.
#DividendPortfolio #DividendInvesting #DividendGrowthInvesting
In this episode I’m going to try to settle a debate of what’s the best dividend portfolio. I’ll then end things by sharing some blunt financial truths that became painfully real as I helped my mother-in-law move this weekend.
Use my FAST Graphs Link and coupon code AFFILIATE25 to get 25% off your 1st payment for new signups ➡️ fastgraphs.com/?ref=GenExDividendInvestor
Use my Seeking Alpha Affiliate Link (benefits change overtime) ➡️ link.seekingalpha.com/2352ZCK/4G6SHH
JOIN my channel membership to access new perks ➡️ youtube.com/channel/UCuOS-UH_s4KGhArN6HdRB0Q/join
Subscribe ➡️ youtube.com/c/GenExDividendInvestor?sub_confirmation=1
Share this Video ➡️ youtu.be/oo6VebTHAIk
Watch this Video next ➡️ youtu.be/mkc31kiLaN8
➡️ DIVIDEND DISCORD: discord.gg/kkSr5FY
➡️ TWITTER/X: twitter.com/GenExDividend
➡️ BLUESKY: https://bsky.app/profile/genexdividend.bsky.social
➡️ INSTAGRAM: instagram.com/genexdividendinvestor
➡️ PATREON: patreon.com/join/genexdividendinvestor
➡️ SOUNDCLOUD PODCAST: soundcloud.com/genexdividendinvestor
➡️ ITUNES PODCAST: podcasts.apple.com/us/podcast/genexdividendinvestor-podcasts/id1476933524
➡️ DIVIDEND MERCH (10% donated to St Jude): teespring.com/stores/genexdividendinvestor
➡️ REDDIT: reddit.com/user/GenXDividendInvestor
Timestamps:
00:00 Intro
00:39 5 dividend investor types= & portfolios
01:13 Conservative Clarence
02:34 Balanced Bobby
03:18 Growth Gary
04:01 High Yield Harry
04:36 Risky Rick
05:17 Assumptions/criteria for simulations
06:52 Bull market results
07:52 Sideways market results
08:55 Declining market results
09:49 Mixed market results
11:19 Thoughts on that
12:35 Path Dependency
13:09 What do you think?
14:30 Helping my mother-in-law this last weekend & finances…
18:04 Shoutouts, pitches & outro
Donate to St. Jude’s Children Hospital: stjude.org/donate/donate-to-st-jude.html?sc_icid=header-btn-donate-now
Please use my Amazon Affiliates Link before shopping on Amazon ➜ amzn.to/2YLxsiW (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!
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:
Use My Financial Modeling Prep affiliate link for awesome stock data (up to a 25% discount)
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 © 2025 GenExDividendInvestor. All rights reserved.
#DividendPortfolio #DividendInvesting #DividendGrowthInvesting
