GenExDividendInvestor
My Monthly Dividend Income: $12,619/month
updated
Use my Seeking Alpha Affiliate Link ➜ sahg6dtr.com/2352ZCK/R74QP (I’m sponsored by Seeking Alpha).
Chat with me on my free Dividend Discord chat server ➜ discord.gg/kkSr5FY
Follow me on Twitter ➜ twitter.com/GenExDividend
Follow me on Instagram ➜ instagram.com/genexdividendinvestor
Join my Patreon ➜ patreon.com/join/genexdividendinvestor
Buy some of my fun dividend merch (10% donated to St Jude) ➜ teespring.com/stores/genexdividendinvestor
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
00:00 Intro
00:30 Milestone 1
01:33 Milestone 2
02:07 Motley Fool Stock Ownership article
02:36 Gallup Stock Ownership Survey
03:30 World metrics
03:52 Milestone 2
04:13 Milestone 3
04:53 Vanguard results of retirement savings by age
05:27 Average monthly household expenses in the US
05:35 Milestone 3
07:08 Expense categories
07:22 Milestone 3
07:34 Nextmug Pitch
07:53 Milestone 4
09:26 Milestone 5
10:11 GenZ article
11:19 Milestone 6
11:57 Milestone 7
13:27 Shoutouts & 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!
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Share this Video ➜ youtu.be/QiZot2wOwvM
Watch this Video next ➜ youtu.be/2zLGX-n0ATg
Feel free to ask questions on my Discord, Instagram, Twitter, email, or on YouTube. Listen to my videos as Podcasts on iTunes, SoundCloud, Spotify, Castbox.fm, etc.
An Estimate of My Dividend Portfolio on M1 ➜ https://m1.finance/w0AH6WMhNJtC
Reddit ➜ reddit.com/user/GenXDividendInvestor
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:
fool.com/research/how-many-americans-own-stock
worldpopulationreview.com/country-rankings/median-income-by-country
news.gallup.com/poll/266807/percentage-americans-owns-stock.aspx
federalreserve.gov/publications/2017-September-changes-in-us-family-finances-from-2013-to-2016.htm
elitepersonalfinance.com/average-household-budget
zippia.com/advice/average-monthly-expenses
yahoo.com/finance/news/gen-zers-turning-radical-rest-144938175.html
cnbc.com/2022/07/30/vanguard-how-much-americans-have-saved-for-retirement-by-age.html
mintgenie.livemint.com/news/infographics/percent-of-population-investing-in-stock-markets-india-vs-rest-of-the-world-151643871616428
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 © 2023 GenExDividendInvestor. All rights reserved.
#Dividends #DividendGrowthInvesting #PassiveIncome
Use my Seeking Alpha Affiliate Link ➜ sahg6dtr.com/2352ZCK/R74QP (I’m sponsored by Seeking Alpha).
Chat with me on my free Dividend Discord chat server ➜ discord.gg/kkSr5FY
Follow me on Twitter ➜ twitter.com/GenExDividend
Follow me on Instagram ➜ instagram.com/genexdividendinvestor
Join my Patreon ➜ patreon.com/join/genexdividendinvestor
Buy some of my fun dividend merch (10% donated to St Jude) ➜ teespring.com/stores/genexdividendinvestor
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
0:00 Intro
1:35 Inflation/Interest Rate data
1:55 Some context to me
3:15 BHAGs
4:02 My goals & more context
6:19 My Dividend Portfolio review
7:10 My taxable account
8:35 My IRA
9:17 My wife’s IRA
9:52 Spreadsheet review of my portfolio
12:20 Dividend etfs have volatile payouts
13:16 Insights
13:37 My portfolio review cont.
16:40 Shoutouts & 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!
Get more great info - Subscribe! ➜ youtube.com/c/GenExDividendInvestor?sub_confirmation=1
Share this Video ➜ youtu.be/l8G1AKS7ZHw
Watch this Video next ➜ youtu.be/2zLGX-n0ATg
Feel free to ask questions on my Discord, Instagram, Twitter, email, or on YouTube. Listen to my videos as Podcasts on iTunes, SoundCloud, Spotify, Castbox.fm, etc.
An Estimate of My Dividend Portfolio on M1 ➜ https://m1.finance/w0AH6WMhNJtC
Reddit ➜ reddit.com/user/GenXDividendInvestor
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:
bankrate.com/banking/cds/historical-cd-interest-rates
gzeromedia.com/the-graphic-truth-us-interest-rates-vs-inflation
fred.stlouisfed.org/series/MEHOINUSA672N
Apple – AAPL
Microsoft – MSFT
Realty Income – O
Altria MO
Johnson & Johnson – JNJ
AbbVie – ABBV
Pepsi – PEP
ExxonMobil – XOM
Enterprise Products Partners LP
McDonalds – MCD
Procter & Gamble – PG
Duke Energy – DUK
Coca-Cola – KO
British American Tobacco BTI
Schwab US Dividend Equity ETF - SCHD
Chevron – CVX
Southern Company – SO
Kimberly Clarke – KMB
Philip Morris PM
Goldman Sachs – GS
Colgate Palmolive – CL
Toronto-Dominion Bank – TD
Caterpillar – CAT
Starbucks - SBUX
Home Depot – HD
Travelers Companies – TRV
Pfizer – PFE
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 © 2023 GenExDividendInvestor. All rights reserved.
#Dividends #DividendGrowthInvesting #PassiveIncome
Use my Seeking Alpha Affiliate Link ➜ sahg6dtr.com/2352ZCK/R74QP (I’m sponsored by Seeking Alpha).
Use my Amazon link ➜ amzn.to/2YLxsiW (as an Amazon Associate I earn from qualifying purchases).
Chat with me on my free Dividend Discord chat server ➜ discord.gg/kkSr5FY
Follow me on Twitter ➜ twitter.com/GenExDividend
Follow me on Instagram ➜ instagram.com/genexdividendinvestor
Join my Patreon ➜ patreon.com/join/genexdividendinvestor
Buy some of my fun dividend merch (10% donated to St Jude) ➜ teespring.com/stores/genexdividendinvestor
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
0:00 Intro
1:37 Efficient Market Hypothesis
2:00 Value Investors
4:55 Warren Buffett & Charlie Munger clip
6:55 Investing Insights
8:40 Ways to value a stock: Price-to-Book
8:58 Go deep (with your research)
9:36 Ways to value a dividend stock: Dividend Yield Trends
10:13 JNJ Dividend Yield trends on Seeking Alpha
10:40 Ways to value (some) dividend stocks: PE
11:25 Ways to value a dividend stock: DCF
12:05 Ways to value a dividend stock: Dividend Discount Model
12:42 Margin of Safety
13:15 Investing Insights
13:27 Intrinsic Values
13:54 Most people don’t beat the market consistently
14:13 Investing motivations
14:22 Market Timing elaborated
15:09 When & how to invest?
18:25 My investing observations
19:36 Shoutouts & 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!
Get more great info - Subscribe! ➜ youtube.com/c/GenExDividendInvestor?sub_confirmation=1
Share this Video ➜ youtu.be/tQku2e_kiVc
Watch this Video next ➜ youtu.be/2zLGX-n0ATg
Feel free to ask questions on my Discord, Instagram, Twitter, email, or on YouTube. Listen to my videos as Podcasts on iTunes, SoundCloud, Spotify, Castbox.fm, etc.
An Estimate of My Dividend Portfolio on M1 ➜ https://m1.finance/w0AH6WMhNJtC
Reddit ➜ reddit.com/user/GenXDividendInvestor
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:
valueinvestorscentral.com/is-value-investing-timing-the-market
schwab.com/learn/story/does-market-timing-work
merrilledge.com/article/focus-on-time-in-market-not-market-timing
investopedia.com/terms/v/valueinvesting.asp
CNBC Television, “Warren Buffett: Other people doing dumb things is what creates good opportunities” youtube.com/watch?v=bY7rxmq0lFA
hartfordfunds.com/practice-management/client-conversations/managing-volatility/timing-the-market-is-impossible.html
pitchbook.com/blog/how-discounted-cashflow-analysis-works
investopedia.com/terms/d/ddm.asp
linkedin.com/pulse/cash-king-flow-kingmaker-ben-isakov
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 © 2023 GenExDividendInvestor. All rights reserved.
#DividendStocks #DividendGrowthInvesting #MarketTiming
0:00 Intro
0:29 Voting results of last subscriber's portfolio
1:08 Subscriber's background
2:03 My first real estate investing experience
3:19 Subscriber’s bg cont.
4:32 Sub’s Portfolio
5:20 Subscriber's Portfolio Review
13:55 Sub’s Sector Composition
14:49 Sub’s Port cont.
15:57 My Vote
16:23 Outro
Rich Dad Poor Dad Amazon affiliate link: amzn.to/3oQlPHW
As an Amazon Associate I earn from qualifying purchases.
My Seeking Alpha Premium Affiliate Link ➜ sahg6dtr.com/2352ZCK/R74QP
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/join/genexdividendinvestor
My 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
An Estimate of My Dividend Portfolio on M1 ➜ https://m1.finance/g_gwV-4Pk5sm
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/dRjAZDlnWbw
Watch this Video next ➜ youtu.be/2zLGX-n0ATg
Feel free to ask questions on my Discord, Instagram, Twitter, email, or on YouTube. Listen to my videos as Podcasts on iTunes, SoundCloud, Spotify, Castbox.fm, etc.
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
Reddit ➜ reddit.com/user/GenXDividendInvestor
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:
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 © 2023 GenExDividendInvestor. All rights reserved.
#Dividends #DividendGrowthInvesting #PassiveIncome
0:00 Intro
0:28 Census Report on Income Sources for Older Households
0:39 Household Income Deciles
1:34 Who is in those (retiree) households
1:54 6 Main Sources of (retiree) Income
6:40 What should an average 40-yr-old do that has never invested?
7:33 Quality Dividend stocks (perhaps Aristocrats & Kings)
8:14 Simple 3-Step Plan to get Wealthy/Rich
8:31 Why Dividend Passive Income is Ideal for Retirement
9:06 Median Retirement Accounts by Age
9:40 Example Div Portfolio to have about the pension/retirement acct that 65+ folks have
10:08 TLDR
10:25 Average Annual Spending of Retirees
10:34 Median Retirement Deferral rates
10:57 Retirement Calculators
11:08 More Benefits of Retiring with Dividends
11:35 Retiring without Dividends using the 4% Rule
12:32 Shoutouts/Outro
My Seeking Alpha Premium Affiliate Link ➜ sahg6dtr.com/2352ZCK/R74QP
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/join/genexdividendinvestor
My 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
An Estimate of My Dividend Portfolio on M1 ➜ https://m1.finance/g_gwV-4Pk5sm
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/O8HfQ5uycBg
Watch this Video next ➜ youtu.be/2zLGX-n0ATg
Feel free to ask questions on my Discord, Instagram, Twitter, email, or on YouTube. Listen to my videos as Podcasts on iTunes, SoundCloud, Spotify, Castbox.fm, etc.
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
Reddit ➜ reddit.com/user/GenXDividendInvestor
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:
census.gov/content/dam/Census/library/publications/2022/demo/p70br-177.pdf
census.gov/newsroom/press-releases/2022/income-sources-older-households.html
cnbc.com/2022/07/30/vanguard-how-much-americans-have-saved-for-retirement-by-age.html
institutional.vanguard.com/content/dam/inst/vanguard-has/insights-pdfs/22_TL_HAS_FullReport_2022.pdf
Vanguard retirement calculator: investor.vanguard.com/tools-calculators/retirement-income-calculator
CNBC retirement calculator: cnbc.com/2020/02/26/calculator-how-much-money-you-need-to-retire-comfortably-based-on-age-income.html
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 © 2023 GenExDividendInvestor. All rights reserved.
#Dividends #DividendGrowthInvesting #RetirementWithDividends
0:00 Intro
0:45 Question 1
5:21 Question 2
9:22 Question 3
13:20 Question 4
14:16 Question 5
18:10 Question 6
19:21 Question 7
21:46 Question 8
22:59 Shoutouts/Outro
My Seeking Alpha Premium Affiliate Link ➜ sahg6dtr.com/2352ZCK/R74QP
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/join/genexdividendinvestor
My 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
An Estimate of My Dividend Portfolio on M1 ➜ https://m1.finance/g_gwV-4Pk5sm
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/xhsju_dEnA8
Watch this Video next ➜ youtu.be/2zLGX-n0ATg
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.
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
Reddit ➜ reddit.com/user/GenXDividendInvestor
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:
sec.gov/comments/s7-10-22/s71022-20129438-295567.pdf
worldometers.info/oil
worldometers.info/oil/oil-reserves-by-country
whitehouse.gov/cea/written-materials/2021/10/06/the-debt-ceiling-an-explainer
visualcapitalist.com/cp/us-federal-spending-versus-revenue-2021
budgetbook.heritage.org/eight-charts-show-growth-government
nytimes.com/2023/05/19/opinion/government-debt-pay-off.html
finance.yahoo.com/news/heres-why-us-doesnt-pay-035612736.html
investopedia.com/articles/personal-finance/080315/top-reasons-not-roll-over-your-401k-ira.asp
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 © 2023 GenExDividendInvestor. All rights reserved.
#Dividends #DividendGrowthInvesting #PassiveIncome
0:00 Intro
1:03 Demographics of my YouTube Channel
2:01 ETFs and/or single stocks?
3:12 How much of a ticker should you own?
3:27 The market is expensive still (but you can find deals)
4:15 Discounted Cash Flows
4:36 PE trends
5:08 How many stocks should be in your portfolio?
5:16 What sectors should you Invest in?
5:24 Energy stocks
6:14 How much of each stock to hold in your portfolio?
6:40 Tech stocks
7:35 Dividend Aristocrats & Kings
7:50 Consumer discretionary stocks
8:13 Use Seeking Alpha for stock info
8:43 Healthcare stocks
9:15 Industrials
9:37 Financials
10:13 Consumer Staples
10:32 Utilities
10:45 Real Estate
11:13 Telecom
11:30 Basic Materials
11:40 More investing thoughts
12:27 Shoutouts/Outro
My Seeking Alpha Premium Affiliate Link: sahg6dtr.com/2352ZCK/R74QP
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/join/genexdividendinvestor
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
An Estimate of My Dividend Portfolio on M1 ➜ https://m1.finance/g_gwV-4Pk5sm
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/ErFTJJX-m_4
Watch this Video next ➜ youtu.be/2zLGX-n0ATg
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.
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
Reddit ➜ reddit.com/user/GenXDividendInvestor
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:
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 © 2023 GenExDividendInvestor. All rights reserved.
#dividends #dividendgrowthinvesting #passiveincome
My Seeking Alpha Premium Affiliate Link: sahg6dtr.com/2352ZCK/R74QP
I literally won’t buy or sell a stock anymore without first checking out the articles & comments section on Seeking Alpha that Premium membership enables.
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
0:00 Intro
0:48 Risks to dividends
1:35 Tax rates on dividends over time
3:16 US Debt over time
3:28 Low dividend tax rates causes more company love for dividends
3:45 Dividends & buybacks paid out over time
5:50 Buybacks follow market volatility more than dividends
7:09 Government can be bad for divs, or good for divs :P
7:26 Reasons why buybacks have been preferred
8:50 Market reactions to dividend changes
10:18 Example dividend cut
11:22 Dividends stocks, on average, have outperformed non-dividend stocks over long periods
12:15 Div taxes could get lowered even more!
12:59 Correlations between tax rates and ex date price changes
14:02 Dividend increases are good for stocks, bad for bonds
14:17 Managers beliefs about dividends
15:28 Data about dividend companies/stocks
16:15 CNBC video
19:16 Key points about video
19:32 Are the markets too expensive today?
19:55 Shoutouts
Support me & get Patreon perks ➜ patreon.com/join/genexdividendinvestor
To get access to my Dividend Spreadsheet product then please sign up as a Patreon Aristocrat or King (I only have limited seats available). You also get other perks for signing up including the ability to watch my videos before I release them to the public, and you get to vote on what thumbnail I should use for my video, plus you’ll see when I buy or sell stocks, and you gain more direct access to me.
Buy Some of my Fun Dividend Merch (10% donated to St Jude) ➜ teespring.com/stores/genexdividendinvestor
An Estimate of My Dividend Portfolio on M1 ➜ https://m1.finance/g_gwV-4Pk5sm
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/JI8qr2P49cM
Watch this Video next ➜ youtu.be/2zLGX-n0ATg
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.
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
Reddit ➜ reddit.com/user/GenXDividendInvestor
Attributions/SEO/Useful Links:
spglobal.com/spdji/en/documents/research/research-sp-examining-share-repurchases-and-the-sp-buyback-indices.pdf
https://pages.stern.nyu.edu/~adamodar/podcasts/cfspr19/session22slides.pdf
https://pages.stern.nyu.edu/~adamodar/podcasts/cfspr21/session23slides.pdf
topforeignstocks.com/wp-content/uploads/2011/08/RealRoleofDividendsinBuildingWealth.pdf
Session 22: Dividends, Taxes and Trade offs, Aswath Damodaran youtube.com/watch?v=dWi4KtdD624
Session 23: Dividends and Potential Dividends, Aswath Damodaran youtube.com/watch?v=hle5BGSrG-c
dividend.com/taxes/a-brief-history-of-dividend-tax-rates
nber.org/digest/aug04/lower-tax-rates-spurred-dividend-growth
wsj.com/market-data/stocks/dividends
Warren Buffett on Paramount: It's never good when a company cuts dividend dramatically, CNBC youtube.com/watch?v=7zUt_XCdu2M
Aswath Damodaran On Robert Shiller’s Valuation Worries | Trading Nation | CNBC youtube.com/watch?v=e-gFhptovLA
Tax Rates over time: taxfoundation.org/historical-income-tax-rates-brackets
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 © 2023 GenExDividendInvestor. All rights reserved.
#dividends #dividendgrowthinvesting #passiveincome
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
My Seeking Alpha Affiliate Referral Link: sahg6dtr.com/2352ZCK/R74QP
Seeking Alpha currently has a sale running where new people can sign up to their premium membership for only $99 for the 1st year (starting with a 7-day free trial that you can cancel) vs the normal $239/year that I've paid for years. They mentioned that they would probably be changing this offer soon, so verify what they’re offering if you try my link. I literally won’t buy or sell a stock anymore without first checking out the articles & comments section on Seeking Alpha.
0:00 Intro
0:30 The Free Dividends Fallacy TLDR
1:16 Caterpillar dividend impact on price
2:40 How the ex-dividend price drop is sometimes countered
2:56 Dividend yield Net (or Shield)
3:29 A key point the Dividend Fallacy authors are wrong about (aka why dividends are better than share price appreciation)
4:40 Investors are less likely to sell stocks that pay dividends
5:10 Dividend Stocks have tended to outperform non-dividend stocks
5:30 Some dividend investors don’t pay appreciation to stock price appreciation (or only on yield)
6:02 Some investors only focus on total returns
6:22 Dividend demand is higher when interest rates are low
6:50 Total return should be a key factor in what you do
7:36 Demand for dividend stocks goes up if they are more stable
7:47 Demand for divs are lower when recent market returns are higher
8:13 Chasing dividends at the wrong time can cause you to underperform
9:00 Dividends are not guaranteed
9:18 Dividends can come at a company’s opportunity cost
9:37 Investors tend to hold div paying stocks longer regardless of performance
10:00 Some investors don’t factor in dividends when looking at returns
10:20 Some famous finance professors are big dividend advocates: Dr. Jeremy Siegel
11:05 Invest being aware of your own biases
11:13 A Fidelity paper pumping up dividend stocks
12:00 Most investors don’t drip into the same stock (which actually pumps up non-div stocks)
12:10 How the majority of returns come from reinvested dividends
12:50 Other things I love about dividends
13:15 Everything has pros/cons. Just invest intelligently.
13:25 Dr. Siegel explaining how stocks outperform other asset classes
14:35 Thus dividends are not free money, but are still awesome 😊
15:09 Shoutout/Outro
Support me & get Patreon perks ➜ patreon.com/join/genexdividendinvestor
To get access to my Dividend Spreadsheet product then please sign up as a Patreon Aristocrat or King (I only have limited seats available). You also get other perks for signing up including the ability to watch my videos before I release them to the public, and you get to vote on what thumbnail I should use for my video, plus you’ll see when I buy or sell stocks, and you gain more direct access to me.
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/1epRgZCddPU
Watch this Video next ➜ youtu.be/2zLGX-n0ATg
Attributions/SEO/Useful Links:
The Dividend Disconnect: papers.ssrn.com/sol3/papers.cfm?abstract_id=2876373
dividendsdiversify.com/are-dividends-free-money
https://www.chicagobooth.edu/review/dividends-are-not-free-money-though-lots-investors-seem-think-they-are
fidelity.com/bin-public/060_www_fidelity_com/documents/JeffersonResearch_Webinar.pdf
Dividend-paying stocks represent the only protection against inflation: Wharton's Jeremy Siegel, CNBC Television youtube.com/watch?v=XrJnZhag0cY
The long-term case for stocks, with Jeremy Siegel, Bank of America privatebank.bankofamerica.com/articles/the-long-term-case-for-stocks-with-jeremy-siegel.html
hartfordfunds.com/dam/en/docs/pub/whitepapers/WP106.pdf
investopedia.com/articles/investing/091015/how-dividends-affect-stock-prices.asp
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 © 2023 GenExDividendInvestor. All rights reserved.
#dividends #dividendgrowthinvesting #passiveincome
Google Poll: docs.google.com/forms/d/e/1FAIpQLSfCr92ASoU5gFXMS4rxVRKJoRp2DqXQFeoRsBRUe13-pzzrWg/viewform?usp=share_link
My Seeking Alpha Affiliate Referral Link: sahg6dtr.com/2352ZCK/R74QP
Note: Seeking Alpha currently has a sale running where new people can sign up for their premium membership for only $99 for the first year (starting with a 7-day free trial that you can try and then cancel if you don't like it) versus the normal $239/year that I've paid for years. They mentioned that they would probably be changing this offer soon, so verify what they are offering if you decide to try my link.
Amazon Book ➜ Walk Toward Wealth: The Two Investing Strategies Everyone Should Know amzn.to/3AxQWtS
As an Amazon Associate I earn from qualifying purchases.
0:00 Intro
1:32 My thoughts on what to add
2:55 Option 1: Divo thoughts
3:58 Option 2: IDVO
4:51 IDVO Liquidity concerns
7:06 IDVO tax concerns
7:54 CC etf thoughts
8:02 Option 3: O
8:39 2017 Tax Cuts and Jobs Act
9:16 Example REIT tax implication guesstimates
13:39 Option 4: JEPI
15:15 Vote!
15:25 Congratulations! You WILL create generational wealth!
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/join/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 more 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
An Estimate of My Dividend Portfolio on M1 ➜ https://m1.finance/g_gwV-4Pk5sm
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/pu97c-cf5H8
Watch this Video next ➜ youtu.be/2zLGX-n0ATg
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.
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
Reddit ➜ reddit.com/user/GenXDividendInvestor
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:
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 © 2023 GenExDividendInvestor. All rights reserved.
#dividends #dividendgrowthinvesting #passiveincome
My Seeking Alpha Affiliate Referral Link: sahg6dtr.com/2352ZCK/R74QP
Note: I've recently become a Seeking Alpha affiliate and they currently have a sale running where new people can sign up for their premium membership for only $99 for the first year (starting with a 7-day free trial that you can try and then cancel if you don't like it) versus the normal $239/year that I've paid for years. It's my favorite site for stock information out there, so I'm cool pitching it. They mentioned that they would probably be changing this offer soon, so verify what they are offering if you decide to try my link.
NOTE -- I mentioned IBM as an example stock that I personally wouldn't invest in (the point being some ETFs may hold certain positions you might otherwise not want) -- but that particular holding is no longer in SCHD after the reconstitution.. That's what I get for sometimes starting videos a while before I release them, haha. Also, on the DIVO site it mentions a 40%-90%ish return on capital from dividends in certain documents, which is different than the amount the person who did their taxes told me they had seen, so due your own due diligence :)
0:00 Intro
0:52 VTI
2:15 Why I recommend VTI but I prefer my dividend stocks
3:39 Why I’m bullish about VTI & US stocks
4:08 VTI details
4:27 Quiz time!
7:01 VTI cont.
8:35 SCHD
10:05 Ideal person for SCHD
10:41 SCHD cont.
11:36 DIVO
13:47 International DIVO cc ETF aka IDVO
14:07 DIVO cont.
14:19 Economy & market predictions
14:51 JEPI
18:04 Who I think JEPI is ideal for
18:10 Equity-Linked Notes ELNs
19:25 Example JEPI taxes
19:48 ELN’s cont.
20:10 How much JEPI in a portfolio?
20:20 JEPI cont.
20:30 SCHD vs JEPI vs DIVO vs VTI winner
22:00 Outro
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/join/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 more direct access to me.
Buy Some of my Fun Dividend Merch (10% donated to St Jude) ➜ teespring.com/stores/genexdividendinvestor
An Estimate of My Dividend Portfolio on M1 ➜ https://m1.finance/g_gwV-4Pk5sm
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/TeDeP0Wa7fQ
Watch this Video next ➜ youtu.be/2zLGX-n0ATg
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
Reddit ➜ reddit.com/user/GenXDividendInvestor
Investing Books to read (as an Amazon Associate I earn from qualifying purchases):
The Intelligent Investor ➜ amzn.to/2WPwgtj
Attributions/SEO/Useful Links:
schwab.com/learn/story/exchange-traded-notes-facts-and-risks
investopedia.com/terms/e/equity-linkednote.asp
finra.org/investors/investing/investment-products/exchange-traded-funds-and-products#:~:text=ETFs%2C%20the%20most%20common%20type,institution%2C%20similar%20to%20corporate%20bonds.
investopedia.com/terms/e/etn.asp#:~:text=Key%20Takeaways,the%20difference%2C%20subtracting%20any%20fees.
ETF 360: Hamilton Reiner with J.P. Morgan Asset Management on VettaFI: youtube.com/watch?v=K6AQp1rBDAQ
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 © 2023 GenExDividendInvestor. All rights reserved.
#SCHD #JEPI #DIVO
Seeking Alpha Affiliate Referral Link: sahg6dtr.com/2352ZCK/R74QP
I’m a Seeking Alpha Affiliate 😊 Apparently there is a special sale running where you can sign up for premium membership for only $99 plus a 7-day free trial, and this sale will only last for a while.
0:00 Intro
2:15 My Portfolio in Fidelity
3:57 my Taxable account
9:02 JNJ & Kenvue
13:32 Taxable cont.
14:28 Retirement account 1
15:43 Retirement account 2
16:12 My dividend portfolio in my spreadsheet tool
21:49 Calendar view of my dividends
24:26 Estimates of my dividend growth
27:30 Sub comment
25:10 Various graphs of my portfolio
28:36 How taxes can be awesome for qualified divs
28:51 Some other $ sources for me
29:14 72t
29:38 Withdrawing divs from my IRA
30:22 My Social Media $
30:39 My purpose in life
31:17 Info about me
33:42 Portfolio changes
39:35 Outro
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/join/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 more 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
An Estimate of My Dividend Portfolio on M1 ➜ https://m1.finance/g_gwV-4Pk5sm
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/NSiyOOPOGPg
Watch this Video next ➜ youtu.be/2zLGX-n0ATg
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.
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
Reddit ➜ reddit.com/user/GenXDividendInvestor
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:
Dividend ADRs
International Dividend Stocks
Currency Conversion
Apple – AAPL
Microsoft – MSFT
Realty Income – O
Altria MO
Johnson & Johnson – JNJ
AbbVie – ABBV
Pepsi – PEP
ExxonMobil – XOM
Enterprise Products Partners LP
McDonalds – MCD
Procter & Gamble – PG
Duke – DUK
Coca-Cola – KO
British American Tobacco BTI
Schwab US Dividend Equity ETF - SCHD
Chevron – CVX
Southern Company – SO
Kimberly Clarke – KMB
Philip Morris PM
Goldman Sachs – GS
Colgate Palmolive – CL
Toronto-Dominion Bank – TD
Caterpillar – CAT
Starbucks - SBUX
Home Depot – HD
Travelers Companies – TRV
Pfizer – PFE
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 © 2023 GenExDividendInvestor. All rights reserved.
#DividendGrowthInvesting #DividendInvesting #PassiveIncome
Seeking Alpha Affiliate Referral Link: sahg6dtr.com/2352ZCK/R74QP
I’m a Seeking Alpha Affiliate 😊 Apparently there is a special sale running where you can sign up for premium membership for only $99 plus a 7-day free trial, and this sale will only last for a while.
The Little Book that Beats the Market: amzn.to/3K4qmwP
The Little Book that Still Beats the Market: amzn.to/3m8BIYF
As an Amazon Associate I earn from qualifying purchases.
0:00 Intro
1:40 Joel Greenblatt explains his Magic Formula
3:12 Why I made this video
4:19 Joel’s history
4:58 Joel’s “The Little Book that Beats the Market” book (affiliate link further below)
5:52 magicformulainvesting.com
6:13 Magic Formula annualized returns
7:28 Different ways to pick stocks
7:48 13f quarterly reports
9:11 Magic Formula elaborated
9:15 Market Cap elaboration
9:51 Seeking Alpha
10:22 JNJ share price trend
11:10 Magic Formula cont.
12:18 Enterprise Value
12:42 Magic Formula cont.
13:52 Magic Formula stock screener
15:56 Thoughts on my title
16:11 Another stock screener
16:22 Magic Formula context
16:30 Wikipedia (not Investopedia) info on Magic Formula performance
19:41 Why I don’t use the magic formula
21:10 Some things I like/dislike about the Magic Formula
22:00 Shoutouts/ending
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/join/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
An Estimate of My Dividend Portfolio on M1 ➜ https://m1.finance/w0AH6WMhNJtC
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/jTntetFxyM8
Watch this Video next ➜ youtu.be/2zLGX-n0ATg
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
Attributions/SEO/Useful Links:
investopedia.com/terms/m/magic-formula-investing.asp
taldavidson.com/magic-formula-stocks-screener
magicformulainvesting.com/Home/Faqs
13f.info/manager/0001067983-berkshire-hathaway-inc
en.wikipedia.org/wiki/Magic_formula_investing#:~:text=Determine%20company's%20return%20on%20capital,capital%20(ranked%20as%20percentages).
CC By Investors Journal: Joel Greenblatt: Magic Formula Investing youtube.com/watch?v=2P6_9ciCQbI
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 © 2023 GenExDividendInvestor. All rights reserved.
#Dividends #DividendGrowthInvesting #MagicFormula
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0:00 Intro
2:40 History showing how dividend stocks have outperformed, on average
3:20 Dividends Contribution to Total Return by Decade
4:04 Reasons why Dividend Investors should always be smiling
4:50 Simulations of how dividend portfolios might do
7:20 Dividends Matter
8:20 Average Returns of Dividend Stocks vs Non-Dividend Stocks
9:08 Why dividend companies have outperformed
9:38 Non-div companies can be good, too 😊
10:02 Dividend buy-and-holding is better than constant market trading
10:50 Buy-and-hold investing
12:03 Defensive investing
12:15 How various stock sectors have done over time
14:55 Your perspective/outlook matters
16:11 Conservative investors
16:25 Overall US market sector weightings
16:39 My Dividend portfolio
17:36 Asset Class returns
19:00 More reasons to be smiling
19:50 Some ideas for stocks from Seeking Alpha premim – use my affiliate referral link!
21:50 Shoutouts
22:07 Outro
Chat with me on my free Dividend Discord chat server ➜ discord.gg/kkSr5FY
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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.
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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:
hartfordfunds.com/insights/market-perspectives/equity/the-power-of-dividends.html
quantifiedstrategies.com/buy-and-hold-vs-market-timing
novelinvestor.com/sector-performance
novelinvestor.com/asset-class-returns
themeasureofaplan.com/investment-returns-by-asset-class
linkedin.com/pulse/1-400000000000000-odds-youd-born-scott-leuthold/?trk=pulse-article
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 © 2023 GenExDividendInvestor. All rights reserved.
#Dividends #DividendGrowthInvesting #DividendInvestors
Seeking Alpha Affiliate Referral Link: sahg6dtr.com/2352ZCK/R74QP
I’m a Seeking Alpha Affiliate 😊 Apparently there is a special sale running where you can sign up for premium membership for only $99 plus a 7-day free trial, and this sale will only last for a while.
0:00 Intro
1:33 Icahn Enterprises LP, ticker IEP
1:42 Master Limited Partnership, MLP
1:44 IEP overview
2:14 Carl Icahn background
5:32 MLP K1 Taxes
6:03 Dividend Info
6:59 Cash Financials
7:25 More IEP Financials
8:08 IEP Returns
13:25 Distribution Trends
14:37 Shares Outstanding
14:45 Balance Sheet
15:10 Insiders
15:55 IEP 10k
16:10 IEP Risk?
16:30 IEP Seeking Alpha Premium Ratings & Grades
18:03 Seeking Alpha Premium Articles & Comments
18:35 Seeking Alpha stock Peers
19:25 More financials
19:52 Warning
20:03 More IEP Risks
20:54 Shoutouts
Chat with me on my free Dividend Discord chat server ➜ discord.gg/kkSr5FY
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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.
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Donate to St. Jude’s Children Hospital: stjude.org/donate/donate-to-st-jude.html?sc_icid=header-btn-donate-now
An Estimate of My Dividend Portfolio on M1 ➜ https://m1.finance/w0AH6WMhNJtC
Please use my Amazon Affiliates Link ➜ amzn.to/2YLxsiW
Thanks! As an Amazon Associate I earn from qualifying purchases.
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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
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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/Useful Links:
financhill.com/blog/investing/carl-icahn-vs-warren-buffett-better-investor
kiplinger.com/article/investing/t052-c000-s002-carl-icahn-better-investor-than-buffett.html
tipranks.com/news/billionaire-carl-icahn-could-lock-horns-with-illumina-nasdaqilmn
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 © 2023 GenExDividendInvestor. All rights reserved.
#Dividends #DividendGrowthInvesting #IcahnEnterprises
0:00 Intro
0:31 Subscriber question about Apple vs higher yield
2:43 My thoughts on frugal living
4:11 Why Apple and Microsoft are my break-in-case-of-emergency stocks
4:38 JEPI looks interesting, but…
5:17 Income ETF thoughts
5:29 Brief DIVO thoughts
5:43 Taxes on JEPI
6:07 Subscriber question about a higher yield portfolio
7:00 Backtest of the subscriber’s suggested stocks vs VTI
8:17 Income vs Total Returns
8:40 Different people = different risk tolerances = different portfolios
8:56 Why I want stock appreciation as a dividend investor
9:15 Don’t I always want more income?
10:01 72t SEPP info
9:38 Ways for me to get more passive income
11:36 Subscriber question about dividend yields and inflation & treasuries
12:43 Some pros/cons of cash
13:14 Tax issues
13:20 Bottom line thoughts
14:24 Don’t tunnel vision on yield
14:36 My investing style & thoughts
16:06 Shoutouts
Chat with me on my free Dividend Discord chat server ➜ discord.gg/kkSr5FY
Follow me on Instagram ➜ instagram.com/genexdividendinvestor
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Support me & get Patreon perks ➜ patreon.com/join/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
An Estimate of My Dividend Portfolio on M1 ➜ https://m1.finance/w0AH6WMhNJtC
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!
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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.
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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:
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 © 2023 GenExDividendInvestor. All rights reserved.
#Dividends #DividendGrowthInvesting #PassiveIncome
Dividends Still Don't Lie: The Truth About Investing in Blue Chip Stocks and Winning in the Stock Market, Amazon Link: amzn.to/3yaSybS
As an Amazon Associate I earn from qualifying purchases.
0:00 Intro
0:18 Ways to Value a Dividend Stock
0:31 Dividend Yield Theory overview
0:40 Warning & market value vs intrinsic value
1:22 Blurb from Simply Safe Dividends
1:32 Amazon Book on Dividends
1:44 Dividend Yield Theory elaboration
2:19 Visual depiction of dividend yield theory
3:04 Dividend Yield formula
4:34 A famous dividend investor who relied on dividends to value stocks
5:54 Example of Dividend Yield Theory with MO
8:15 Exxon Mobil example
8:41 When Dividend Yield Theory becomes compelling
8:52 DCF to value a stock
9:40 No estimating process is perfect
10:27 Margin of Safety in stock evaluation
10:50 Dividend Discount Model to value a stock
11:29 Pe trends to value stocks
12:15 WSJ PE’s over time
12:45 Graham Number to value stocks
13:18 other ways some people value stocks
14:02 example sites that help define intrinsic value
14:23 Important advice from Buffett
14:43 More dividend yield theory from Simply Safe Dividends
15:36 What timeframe should be used to calculate mean dividend yield %?
15:46 Other times dividend yield theory doesn’t work
15:55 AAII dividend yield trend thoughts
16:46 Shoutouts
Chat with me on my free Dividend Discord chat server ➜ discord.gg/kkSr5FY
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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.
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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
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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!
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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.
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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
Attributions/SEO/Useful Links:
simplysafedividends.com/world-of-dividends/posts/1104-dividend-yield-theory-explained
aaii.com/latest/article/10353-dividend-yield-as-a-valuation-measurement
investopedia.com/terms/g/graham-number.asp
investopedia.com/terms/g/gordongrowthmodel.asp
newacademyoffinance.com/dividend-yield-theory
thebalancemoney.com/how-to-use-the-discounted-cash-flow-model-to-value-stock-4172618
oldschoolvalue.com/stock-valuation/benjamin-graham-formula
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 © 2023 GenExDividendInvestor. All rights reserved.
#Dividends #DividendGrowthInvesting #DividendYieldTheory
0:00 Intro
1:13 Stock 1
2:21 Stock 2
3:14 Stock 3
4:20 Stock 4
5:48 Fun tweets
7:18 Buybacks & Dividends
7:42 Stock 4 cont.
8:11 Stock 5
9:17 Stock 6
9:29 MLPs
12:30 Stock 7
15:14 Stock 8
16:25 Stock 9
17:34 Stock 10
18:59 Sales Pitch
19:40 Stock Intrinsic Value presentation
25:20 Shoutouts
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/join/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
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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/Useful Links:
tortoiseecofin.com/media/2581/the-abcs-of-mlps_053018.pdf
investors.att.com/~/media/Files/A/ATT-IR-V2/financial-reports/quarterly-earnings/2022/debt-list-4q22.pdf
youtu.be/JaG4aqpbg2o
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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 © 2023 GenExDividendInvestor. All rights reserved.
#Dividends #DividendGrowthInvesting #CheapDividendStocks
0:00 Intro
0:35 What is balancing a portfolio?
0:58 Why balancing is easier in retirement accounts.
1:05 Tax-Loss Harvesting
1:23 Balancing as part of a holistic financial strategy
1:38 Reasons to (re)balance
2:15 Using cash to balance
2:40 More reasons
2:41 Why some people don’t need as much balancing
3:06 Balancing options
3:27 Rule of 110
3:52 More balancing options
4:24 Info on my port
4:56 Search tool from my best dividend portfolio spreadsheet product
5:47 More balancing strategies dividend investors use
6:23 Search tool continued
7:09 dividend payout frequency
8:11 New functionality in my spreadsheet
9:10 I wouldn’t invest primarily based on when something pays
9:44 Other ways to balance
10:34 A way I like to rebalance
11:04 More ways to balance
11:21 Sector weightings
12:47 International stocks
13:15 Emerging Markets for balancing
13:23 BDCs and MLPS for balancing
13:39 Intrinsic Values (DCFs, etc)
14:09 You want low risk, high return!
14:32 Needs, Goals, Risk Tolerance
15:47 Types of Investors
17:31 Risk Capacity
17:45 Trend of equity allocation by age
18:05 Time horizons
18:31 Future Earning Capacity
18:55 Portfolio Entropy
19:20 Bonds
19:35 Financial Crisis
19:50 More bonds
20:03 A story of someone who didn’t rebalance
20:32 Crypto balancing
20:55 More ways to rebalance
22:18 Some exciting news
22:39 High-level steps to rebalance
23:12 Outsourcing portfolio balancing
23:33 When/how often should you (re)balance?
24:37 Study data on thresholds for balancing
25:12 Don’t rebalance too much!
25:22 Vanguard 2022 Investing Data
28:32 Story of Gilmer Hinson
30:20 Shoutouts
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/join/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 ➜
Watch this Video next ➜ youtu.be/2zLGX-n0ATg
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
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Attributions/SEO/Useful Links:
institutional.vanguard.com/content/dam/inst/vanguard-has/insights-pdfs/22_TL_HAS_FullReport_2022.pdf
youtube.com/watch?v=bv-tKrxnXN0
investopedia.com/terms/r/risktolerance.asp
forbes.com/advisor/investing/rebalance-investments
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 © 2023 GenExDividendInvestor. All rights reserved.
#PortfolioBalancing #DividendGrowthInvesting #HowToBalanceAPortfolio
0:00 Intro
0:23 Common complaints against dividends
0:58 Some counter points
1:08 Dividend stocks outperforming non-dividend stocks, on average, over the long term
1:11 Why do they tend to outperform?
1:41 Reason #1 (why Dividends are Better than Selling Shares) – they are true passive income
2:18 Reason #2 Market crashes don’t impact your cash flow
2:53 Article about UBI
3:12 How large of a dividend portfolio is needed to generate $500/mo
3:40 How are dividends paid out?
3:52 What happens on the ex-date
5:01 Reason #3: Yield Shield
5:26 Formula for Dividend Yield
6:08 XOM example of fluctuating yield
6:53 AAPL example of buying when others are selling
7:49 Reason #4: No expertise is needed to get dividend cash flow (once your portfolio is established)
8:00 Reason #5: Easier to create generational wealth & ongoing cash flow (even if you aren’t around)
8:26 Reason #6: Dividend cash flow is less stressful than selling shares for cash flow
8:40 Reason #7 & #8: Dividends can enable you to retire early confidently, as well as allow your beneficiaries to get similar benefits more easily
9:17 Reason #9: My dividend income will basically automatically trend up over time
9:46 Reason #10: The power of the dividend snowball & compounding growth
10:11 MCD snowball/compounding example
11:27 Reason #11: Dividends (& DRIPs) are more motivating
11:35 Reason #12: Crashing markets are motivating as DRIPs buy more
11:51 Reason #13: You feel like your dividend stocks are productive immediately
12:13 Options options
12:30 Reason #14: Dividend investors don’t have to deal with as much seller’s remorse
12:40 Taxes
15:22 Bottom line, both can be good (or not)
15:55 Russ Gremel dividend investing story
18:33 Shoutouts
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/join/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!
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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.
Listen to my Videos as Podcasts on iTunes ➜ podcasts.apple.com/us/podcast/genexdividendinvestor-podcasts/id1476933524
Attributions/SEO/Useful Links:
investopedia.com/articles/investing/091015/how-dividends-affect-stock-prices.asp#:~:text=After%20a%20stock%20goes%20ex,not%20entitled%20to%20that%20payment.
theconservativeincomeinvestor.com/chicago-native-donates-2-million-walgreen-stock-to-wildlife-refuge
hartfordfunds.com/insights/market-perspectives/equity/the-power-of-dividends.html
thebalancemoney.com/why-dividend-stocks-outperform-non-dividend-stocks-357353
tax calculator: http://www.moneychimp.com/features/tax_calculator.htm
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 © 2023 GenExDividendInvestor. All rights reserved.
#Dividends #DividendGrowthInvesting #PassiveIncome
0:00 Intro
0:24 Dividend Kings info
0:33 Dividend Aristocrats info
0:54 European Dividend Aristocrats
1:02 Dividend Aristocrats
1:11 VFC Dividend Cut news
1:23 Dividend Champions
1:38 Why Do We Like Many Champions, Aristocrats & Kings?
2:03 Other companies removed from the Aristocrat list
2:11 Never blindly invest
2:33 Sure Dividend
2:39 Moneyzine
3:15 Background on Dividend Champion List
3:38 Moneyzine links
4:02 Reasons why stocks might be on/off a list
7:17 Dividend Champions w/ 60+ years
9:53 53-60 Years
10:15 51-53 Years
11:20 48-51 Years
12:03 43-48 Years
12:43 36-43 Years
13:28 32-36 Years
13:51 30-32 Years
14:29 29-30 Years
15:09 27-29 Years
15:35 26-27 Years
16:27 25-26 Years
16:55 Performance of Champions, Aristocrats & Kings vs SP500
21:22 Shoutouts
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/join/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
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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/Useful Links:
Sure Dividend: Dividend Champions Excel List suredividend.com/dividend-champions-list
Moneyzine.com’s dividend champion lists: moneyzine.com/investments/dividend-champions
Moneyzine.com’s Dividend Radar Dividend Champions Googlesheets List docs.google.com/spreadsheets/d/1D4H2OoHOFVPmCoyKBVCjxIl0Bt3RLYSz/edit?pli=1#gid=1522104678
Moneyzine.com’s Dividend Radar Dividend Champions PDF drive.google.com/file/d/1PtrP22lvM58X90CF5TkyguxpScl8qx9k/view
Dividend Aristocrats: en.wikipedia.org/wiki/S%26P_500_Dividend_Aristocrats
moneyzine.com/investments/dividend-champions-achievers-kings-and-aristocrats-a-comparison-against-the-indexes
seekingalpha.com/article/4273175-beating-market-dividend-champions
fool.com/investing/2022/08/25/how-has-the-dividend-aristocrat-index-performed-re
marketbeat.com/dividends/kings
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 © 2023 GenExDividendInvestor. All rights reserved.
#Dividends #DividendGrowthInvesting #DividendChampions
0:00 Intro
0:16 The current state of AI
0:24 My background in AI
0:46 My definition of real AI, the singularity.
1:22 OpenAI’s ChatGPT
2:17 Simple ChatGPT question about dividends
3:07 2 Cool Things about ChatGPT
3:23 Complex ChatGPT question to simplify a book into actionable lessons
5:00 Why ChatGPT is so powerful
5:10 Othello plot simplification chatGPT question
6:04 An example of how chatGPT can be creative
7:55 DallE Generative Art example
8:35 different ways people are using chatGPT
9:53 An AI generated show “Nothing Forever”
10:50 How this technology could evolve
11:00 Some current limitations of ChatGPT
11:12 The world is impressed with ChatGPT
11:35 Example AI tools out there
11:50 Fraud/Scams happening with AI tools
12:50 Why I think there will be net job losses due to AI
13:22 How I think Microsoft will integrate ChatGPT in Bing/etc
13:35 Google’s concerns with ChatGPT
14:10 AI needs massive computing power (that MSFT has)
14:24 ChatGPT as a pay service
14:28 VC funding is investing more into AI
14:49 Why I think Pharma companies like JNJ, ABBV, & PFE will benefit from AI
15:08 Why I think XOM and CVX will benefit
15:21 Why MO, PM, and BTI will benefit
15:29 Why MCD & SBUX should benefit from AI
16:07 How DUK & SO will benefit
16:20 How companies will benefit from AI
16:54 2 Takeaways from this video
17:10 The people who will win in the future
17:24 Shoutouts
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/join/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/JNbAdDTnr2I
Watch this Video next ➜ youtu.be/2zLGX-n0ATg
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
Attributions/SEO/Useful Links:
hotpot.ai/art-generator
openai.com/blog/chatgpt
chat.openai.com/chat
openai.com/dall-e-2
twitch.tv/watchmeforever
benzinga.com/news/23/01/30432730/ai-is-quickly-becoming-the-hottest-startup-investing-trend-of-2023-heres-how-anyone-can-get-involved?utm_campaign=partner_feed&utm_source=yahooFinance&utm_medium=partner_feed&utm_content=site
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 © 2023 GenExDividendInvestor. All rights reserved.
#Dividends #DividendGrowthInvesting #ChatGPT
Ada the Traveler’s channel: youtube.com/adathetraveler
0:00 Intro
00:46 Joke Poll
1:27 What is a watchlist?
2:05 a Dividend stock search tool in my Spreadsheet Product
2:34 Reasons to create a watchlist
2:56 How to create a watchlist in Fidelity
4:12 My simplified spreadsheet Watchlist
4:31 Examples of what you could have on your watchlist
5:00 Defense Stocks discussion
6:11 General Dynamics
8:07 VTI thoughts
8:24 Lockheed Martin
9:15 Northrop Grumman
10:17 Raytheon Tech
11:40 Canada discussion & risks
12:30 Some issues I have with Canadian Stocks
12:46 Why I think Canadian Banks Could Do Ok In a Normal Recession
13:08 Bank of Montreal
13:53 Royal Bank of Canada
14:57 Toronto-Dominion Bank
15:38 Angry/Cynical Subscriber Comments
19:04 Why I Ban & What You Can Do
20:36 Why I’m Private
21:14 Another sub comment
22:50 My Thoughts on People Who Leave Nasty Comments & What they can do
24:54 Story about judging people
27:01 Shoutouts
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/join/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/W6YpL3fK3E0
Watch this Video next ➜ youtu.be/2zLGX-n0ATg
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/Useful Links:
tradingeconomics.com/country-list/households-debt-to-income
tradingeconomics.com/country-list/households-debt-to-gdp
ips-dc.org/u-s-still-spends-more-on-military-than-next-nine-countries-combined
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 © 2023 GenExDividendInvestor. All rights reserved.
#Dividends #DividendGrowthInvesting #Watchlist
0:00 Intro
0:30 What is a dividend investor?
0:59 Study about habits
2:18 Reasons why people stop investing (and/or don’t start)
4:11 Studies about investing households/people
5:46 Some things you need to do to be a dividend investor
6:10 More data about investors
7:24 Some things that push you away from dividend investing
9:30 Consumer Sentiment Index
10:05 Common investing mistakes
11:20 Parallels to investing
12:53 Some Key take-aways
13:24 Real Estate thoughts
16:42 Shoutouts
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/join/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/rsKMn7pN9e8
Watch this Video next ➜ youtu.be/2zLGX-n0ATg
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/Useful Links:
marketwatch.com/picks/one-key-to-saving-more-money-is-to-start-looking-at-it-in-this-specific-way-says-prominent-yale-professor-01666038859?siteid=yhoof2
yahoo.com/finance/news/happens-pension-die-140026425.html
marketwatch.com/story/it-feels-like-im-holding-two-full-time-jobs-im-65-retired-and-have-a-2k-pension-i-own-rental-properties-but-theyre-stressful-to-maintain-should-i-keep-them-or-sell-11673272082?siteid=yhoof2
thisismoney.co.uk/money/diyinvesting/article-9215513/Why-people-investing-Wild-markets-losses-jargon.html
seeitmarket.com/why-most-investors-quit
http://www.sca.isr.umich.edu/files/chicsh.pdf
abcnews.go.com/Business/investors-quit-stocks-buy-signal/story?id=14679073
sec.gov/spotlight/fixed-income-advisory-committee/finra-investor-education-foundation-investor-households-fimsa-040918.pdf
How to become a dividend investor.
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 © 2023 GenExDividendInvestor. All rights reserved.
#Dividends #DividendGrowthInvesting #PassiveIncome
Note -- ignore the right most column in the spreadsheet called "Year High to Year Low % Change". My math was wrong in that column so the %'s in that column are wrong :)
0:00 Intro
0:42 SP500 Historical Performance
4:37 My Dividend Portfolio in Fidelity
6:26 My Portfolio’s Performance in 2022
9:21 Taxable Account
11:13 IRA Account
12:04 Rollover Account
12:27 My Dividend Portfolio In my Spreadsheet Tool
16:18 My perspective on returns
16:30 The easiest way to do well in the market
16:46 Calendar view of my dividend payouts
17:16 How my dividend income should grow over time
19:20 Graphs of my dividend portfolio
20:02 Some things I love about dividend investing
20:32 Taxes & dividends
21:40 Lessons about financial success
21:21 Emergency Funds & dividend portfolios
21:17 Examples of portfolio growth & compound interest
23:05 My message to investors
23:39 Shoutouts
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/join/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/poJGsaPkXQM
Watch this Video next ➜ youtu.be/2zLGX-n0ATg
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/Useful Links:
macrotrends.net/2526/sp-500-historical-annual-returns
529 changes in Secure Act 2.0
Portfolio Beta
Time weighted returns
Money weighted returns
Apple – AAPL
Microsoft – MSFT
Johnson & Johnson – JNJ
Procter & Gamble – PG
Pepsi – PEP
Duke – DUK
McDonalds – MCD
Altria MO
Philip Morris PM
British American Tobacco BTI
Coca-Cola – KO
Kimberly Clarke – KMB
Realty Income – O
Southern Company – SO
Colgate Palmolive – CL
AbbVie – ABBV
Leggett & Platt – LEG
ExxonMobil – XOM
Schwab US Dividend Equity ETF - SCHD
Starbucks - SBUX
Home Depot – HD
Goldman Sachs – GS
Pfizer – PFE
Chevron – CVX
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 © 2023 GenExDividendInvestor. All rights reserved.
#Dividends #DividendGrowthInvesting #PassiveIncome
Dividend Kings spreadsheet (do File then Make a Copy): docs.google.com/spreadsheets/d/1O1C06Rhrs7VfxRX8em4vSaBs3g2BlaNyJI5XEViTsII/edit?usp=sharing
If you make a copy, then you’ll miss any updates I make to the list 😊
0:00 Intro
1:40 The current list of Dividend Kings
2:05 Over-the-Counter (OTC) Stocks
2:31 Dividend Kings in my portfolio
2:45 One of my stocks, MCD, is at 46 years
5:12 Companies at 47 consecutive years of dividend increases
9:18 Companies at 48 consecutive years of dividend increases
11:32 Companies at 49 consecutive years of dividend increases
13:42 Companies at 46 down to 40 years of dividend increases (beyond MCD)
14:17 Shoutouts
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/join/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/TbxOk8TwUec
Watch this Video next ➜ youtu.be/2zLGX-n0ATg
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/Useful Links:
What is a Dividend King?
suredividend.com
europeandgi.com/dividend-growth-portfolio/30-european-dividend-stocks-the-noble-30
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 #DividendGrowthInvesting #DividendKings
John’s Reviews youtube.com/channel/UCmdG2gNTStTp6_nDSEL3tDg
0:00 Intro
0:31 Social Security background
1:38 Most people aren’t financially literate
2:44 Investing Ponzi Scams
3:06 A reason I value dividends more than social security
3:17 why you need dividends in retirement
3:30 T Roe Price study on retirement plans
4:51 Omnibus Spending Bill (Retirement Secure Act 2.0)
6:28 Reasons why people don’t invest
7:18 Charles Schwab study on investing obstacles
7:45 Benefits to dividend investing over social security
8:00 Comparisons of dividends to social security
8:31 Insights into income of people age 65+
9:05 Total cost of Social Security
9:11 More reasons I prefer dividends
9:26 A key problem with social security
9:37 Another reason dividends are better: my growing dividend income
10:05 Reasons why social security is running out of money
11:25 Why social security being depleted isn’t the end of the world
11:55 Dividends have issues, too
12:09 Another bad thing about social security
12:31 How a gridlocked Congress affects things
13:01 Social security payroll taxes
13:20 More reasons I prefer dividends
13:45 More problems with social security/advantages to dividends
15:00 Why I’m ok paying into social security
15:22 Another reason some don’t like social security
15:30 More differences between dividends and social security
16:00 Closing
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/join/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
An Estimate of My Dividend Portfolio on M1 ➜ https://m1.finance/w0AH6WMhNJtC
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/F2WCiVN3_Bg
Watch this Video next ➜ youtu.be/2zLGX-n0ATg
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
Attributions/SEO/Useful Links:
marketwatch.com/picks/this-is-the-no-1-source-of-income-for-millions-of-older-americans-and-that-may-pose-a-problem-01670453291?siteid=yhoof2
bls.gov/cex/tables/calendar-year/mean-item-share-average-standard-error/reference-person-age-ranges-2021.pdf
https://www.health.harvard.edu/blog/why-life-expectancy-in-the-us-is-falling-202210202835#:~:text=With%20rare%20exceptions%2C%20life%20expectancy,just%20over%2076%2C%20in%202021.
troweprice.com/content/dam/retirement-plan-services/pdfs/insights/CCON0020242_C8.pdf
catch-up contributions
secure act 2.0
retirement changes in new congressional bill
aarp.org/retirement/social-security/info-2020/10-myths-explained.html
finance.yahoo.com/news/big-changes-to-the-retirement-system-are-included-in-congresss-end-of-year-bill-182514621.html
appropriations.senate.gov/imo/media/doc/JRQ121922.PDF
bankrate.com/retirement/average-monthly-social-security-check
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 #DividendGrowthInvesting #SocialSecurity
0:00 Intro
1:57 Stock 1
3:16 Rules for Cheap, Fair, Expensive
4:10 Stock 2
4:44 Stock 3
5:09 Stock 4
5:34 Stock 5
5:59 Stock 6
6:24 Stock 7
6:48 Stock 8
7:17 Stock 9
7:44 Stock 10
8:12 Stock 11
8:38 Stock 12
9:09 Stock 13
9:42 Stock 14
10:06 Stock 15
10:48 Stock 16
11:28 Stock 17
11:56 Stock 18
12:27 Stock 19
12:55 Stock 20
13:29 Stock 21
13:55 Stock 22
14:20 Stock 23
14:52 Stock 24
15:43 Stock 25
16:27 Stock 26
17:05 Intrinsic Value elaboration
21:34 Why I Like Stock Buybacks
22:05 EPS and buybacks and intrinsic values.
22:46 Value Investors
23:23 Shoutouts
Correction : LEG is at 51 consecutive years :)
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/join/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/38LWIjpnlkM
Watch this Video next ➜ youtu.be/2zLGX-n0ATg
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/Useful Links:
Dollar Cost Averaging into Dividend Stocks
Apple Inc, AAPL
Exxon Mobil Corp, XOM
Microsoft Corp, MSFT
Altria Group Inc, MO
Johnson & Johnson, JNJ
Realty Income Corp, O
AbbVie Inc, ABBV
PepsiCo, Inc., PEP
Philip Morris International Inc., PM
Procter & Gamble Co, PG
McDonald's Corp, MCD
Chevron Corporation, CVX
Duke Energy Corp, DUK
British American Tobacco PLC, BTI
Coca-Cola Co, KO
Schwab US Dividend Equity ETF, SCHD
Southern Co, SO
Kimberly Clark Corp, KMB
Goldman Sachs Group Inc, GS
Colgate-Palmolive Company, CL
Caterpillar Inc., CAT
Home Depot Inc, HD
Leggett & Platt Inc, LEG
Starbucks Corporation, SBUX
Travelers Companies Inc, TRV
Pfizer, PFE
Stock Buybacks, EPS, Earnings Per Share
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 #DividendGrowthInvesting #CheapStocks
0:00 Intro
1:08 Lessons Edward learned
1:20 Interview with Edward Avedisian regarding his passions
2:55 My pitch for St. Jude Children’s Research Hospital
3:04 Edward’s early years
3:52 Insights into Edward’s investing journey
5:26 Investing vs gambling
5:51 Using your time wisely
6:20 Some investing books I recommend
6:40 A network of investing friends is valuable
7:00 How investing is your responsibility
7:09 The importance of researching investments
7:19 How personal discipline helped him become successful
8:25 It’s never too late to start
9:10 Figure out how to stay engaged with your investing
9:38 How music helped his investing
10:16 Observation of how mastering something enables seeing parallels when investing
10:34 Risk/Reward and investing
12:06 My thoughts on margin/debt investing
12:48 The importance of living frugally
13:23 The Formula for Success
13:32 The importance of humility
14:13 Edward’s thoughts on investing now in the market
14:44 Insights into his portfolio
15:03 His affinity for index ETFs
15:25 How many stocks you should have
15:32 Some of his investing principles
16:04 Shoutouts to my Patreon Aristocrats & Kings
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/join/genexdividendinvestor
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/6W1qDdVdzTc
Watch this Video next ➜ youtu.be/2zLGX-n0ATg
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/Useful Links:
marketwatch.com/story/this-musician-retired-after-making-170-million-in-the-stock-market-now-hes-sharing-his-secrets-11666293074?siteid=yhoof2
youtube.com/watch?v=HQrIHcu6rpE
youtube.com/watch?v=2jrOvEjQsj8
bloomberg.com/news/audio/2022-10-03/retired-clarinet-player-donates-100m-to-bu-medical-school
yahoo.com/video/secrets-amazing-stock-millionaire-192407292.html
https://www.ric.edu/department-directory/zvart-onanian-school-nursing/about-zvart-onanian-school-nursing-naming
metrowestdailynews.com/story/news/2021/05/02/support-president-joe-bidens-armenian-genocide-declaration/4858427001
thebalancemoney.com/investing-in-index-funds-for-beginners-356318
Edward Avedisian clarinetist who donated $170,000,000 to Boston University Medical School.
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.
#Investing #Stocks #EdwardAvedisian
0:00 Intro
1:09 How Dividends/Investing & Toxic Jobs/Bosses
1:49 How I Compare Dividend Stocks – Initially
1:58 Stock Comparison Tool
2:10 Pepsi & Coke Comparison
3:37 BTI Dividend History
5:58 How Stock Splits Can Confuse Dividend Histories
6:37 Will JNJ lose Dividend King status when they spin off Kenvue?
7:08 Dividend Aristocrat Methodology
8:47 Using Yield to Compare Dividend Stocks
9:37 Using Payout Ratio to Compare Dividend Stocks
10:34 Using Dividend CAGR to Compare Dividend Stocks
11:23 Adding Dividend CAGR to Yield to Compare Dividend Stocks
12:02 How Dividend Growth & Dividend Yield Impact Dividends
15:40 Chowder Rules & Chowder Number
17:34 Using Stock Price Trends to Compare Dividend Stocks
17:43 Using Dividend Payout Trends to Compare Dividend Stocks
17:53 Using Dividend Yield Trends to Compare Dividend Stocks
18:25 Using EPS Trends to Compare Dividend Stocks
18:32 Using Shares Outstanding Trends to Compare Dividend Stocks
18:50 Using Assets & Liabilities Trends to Compare Dividend Stocks
19:11 Using Revenue Trends to Compare Dividend Stocks
19:22 Using Net Income Trends to Compare Dividend Stocks
19:30 Using Debt Trends to Compare Dividend Stocks
19:37 Using Price-to-Free-Cash-Flow Ratio Trends to Compare Dividend Stocks
20:16 Some Other Ways to Compare Dividend Stocks
20:39 Indicators That the Market Will Crash More
27:53 Results of my Hospital Visit
28:25 Shoutout to my newest Patreon Aristocrats & Kings
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/join/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
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/ZcJUcatUkJU
Watch this Video next ➜ youtu.be/2zLGX-n0ATg
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
Attributions/SEO/Useful Links:
Dividend Aristocrat Methodology: spglobal.com/spdji/en/documents/methodologies/methodology-sp-500-dividend-aristocrats.pdf
fool.com/investing/2022/11/27/worlds-richest-investors-sound-warning-wall-street/?source=eptyholnk0000202&utm_source=yahoo-host&utm_medium=feed&utm_campaign=article
What is the Shiller PE CAPE Ratio?
longtermtrends.net/sp500-price-earnings-shiller-pe-ratio
fool.com/investing/2022/10/16/bear-market-risk-indicator-suggests-we-head-lower
yahoo.com/finance/m/cf8bf766-e37d-3d31-aa3a-fea4f0d810ab/%E2%80%98i-wish-someone-had-warned-me.html
Dividend yield versus Dividend CAGR Compound Annual Growth Rate
Chowder Number
Chowder Rules
JNJ Kenvue
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 #DividendGrowthInvesting
0:00 Intro
0:30 Dividend Aristocrat context
2:59 Companies removed as Aristocrats in 2022
3:20 Companies removed as Aristocrats in 2021
5:36 Companies removed as Aristocrats in 2016
6:03 Companies removed as Aristocrats in 2015
6:14 Companies removed as Aristocrats in 2014
6:27 Companies removed as Aristocrats in 2013
6:42 Companies removed as Aristocrats in 2012
7:06 Companies removed as Aristocrats in 2010
7:26 Companies removed as Aristocrats in 2009
7:52 Problems with chasing Hype Stocks
9:01 Eventually a company you own may cut their dividend
9:41 How being creative can drive more $ into your portfolio
11:14 A recent discussion I had with a relative about retiring & investing
12:02 How I’m “everything wrong with capitalism”.
12:22 Major ROTH IRA mistake some people make
13:06 Shoutout to my newest Patreon Aristocrats & Kings
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/join/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/byJoFHpqdfg
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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/Useful Links:
Dividend Aristocrat Methodology: spglobal.com/spdji/en/documents/methodologies/methodology-sp-500-dividend-aristocrats.pdf
What is a dividend aristocrat?
twitter.com/hwbhatti/status/1556629588587024384
en.wikipedia.org/wiki/S%26P_500_Dividend_Aristocrats
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 #DividendAristocrats
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/join/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/QZJ0zLtwEJU
Watch this Video next ➜ youtu.be/2zLGX-n0ATg
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
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 #InvestingMistakes
Grant Sabatier’s Financial Freedom Book: amzn.to/3E1DvF5
Your Money or Your Life (FIRE) book by Vicki Robin and Joe Dominguez: amzn.to/3O02pbx
Thanks! As an Amazon Associate, I earn from qualifying purchases.
TIMESTAMPS:
0:00 Intro
0:25 Grant Sabatier creator of 7 levels of Financial Freedom
3:07 7 Levels of Financial Freedom overview
3:10 Level 1 Financial Freedom
4:18 Level 2 Financial Freedom
5:16 How to calculate how big a dividend portfolio needs to be based on your expenses
5:53 Level 3 Financial Freedom
6:11 Level 4 Financial Freedom
6:36 Emergency Funds
8:48 Level 5 Financial Freedom
9:09 Level 6 Financial Freedom
9:58 Showing what retiring on dividends & selling shares looks like
12:40 An example of how an average person could build a dividend portfolio
13:11 Level 7 Financial Freedom
13:53 FIRE overview
14:21 FIRE Number
15:34 Traditional/Regular FIRE
15:45 Lean FIRE
16:02 Fat FIRE
16:15 Barista FIRE
16:40 Coast FIRE
17:03 Obese FIRE
17:09 Slow FIRE
17:20 Financial Independence charts, Mr. Money Mustache
20:24 Shoutouts to my newest Patreon Aristocrats
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/join/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/CYbJEqHc9GY
Watch this Video next ➜ youtu.be/2zLGX-n0ATg
Feel free to ask questions on Instagram, Twitter, Reddit, email, or here on YouTube. Listen to my videos as Podcasts on iTunes, SoundCloud, Spotify, 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
Attributions/SEO:
7 Levels of Financial Freedom
grantsabatier.com
acorns.com/learn/investing/levels-of-financial-freedom
millennialmoney.com
cnbc.com/2022/05/10/the-7-levels-of-financial-freedom-according-to-a-millionaire-50percent-of-us-workers-are-at-level-2.html
themakingofamillionaire.com/10-types-of-fire-you-need-to-know-about-6961943d1bf4
How do you become financially free?
What are the different types of FIRE?
Financial Independence, Retire Early aka FIRE
Traditional FIRE Regular FIRE
Lean FIRE
Fat FIRE
Barista FIRE
Coast FIRE
Rule of 25
fourpillarfreedom.com/barista-fire
mrmoneymustache.com/2012/01/13/the-shockingly-simple-math-behind-early-retirement
bankrate.com/banking/savings/financial-security-emergency-savings-june-2022/#one-in-four-emergency
How much of an Emergency Fund should I have?
How big of an emergency fund do most people have?
MrMoneyMustache
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.
#FinancialFreedom #FIRE #DividendInvesting
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/join/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/K6X7WjgstOU
Watch this Video next ➜ youtu.be/2zLGX-n0ATg
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:
BATS Bats Global Markets
cnbc.com/2022/08/31/kevin-oleary-worst-shark-tank-investment-ever-lost-half-a-million.html
Kevin O’Leary loves dividends and dividend investing.
yahoo.com/now/why-kevin-o-leary-sees-160021419.html#:~:text=Kevin%20O'Leary%20co%2Dfounded,which%20he%20sold%20in%202016.
fool.ca/2016/04/13/collect-1000-per-month-by-investing-like-kevin-oleary
forbes.com/sites/steveschaefer/2015/11/13/shark-tanks-kevin-oleary-oshares-etfs-investing/?sh=1685003748c0
youtube.com/watch?v=a5K57SOs9Eg
youtube.com/watch?v=sKTTBIlgfvU
youtu.be/vJyb2o79N3c
cnbc.com/2018/05/14/money-lessons-learned-from-pro-athletes-financial-fouls.html#:~:text=Sixty%20percent%20of%20NBA%20players,just%20a%20handful%20of%20years.
msn.com/en-us/sports/nba/larry-bird-remembers-when-players-that-later-went-bankrupt-made-fun-of-him-for-saving-his-money-they-d-just-laugh-and-make-jokes-about-me-stashing-my-money-away/ar-AA13A7a0?cvid=62430d4e43e94577aac8110a1e3a2a0b
OUSA:
ALPS O'Shares US Quality Dividend ETF
OSI ETF Trust - O'Shares FTSE U.S. Quality Dividend ETF
OGIG:
ALPS O'Shares Global Internet Giants ETF OGIG
OSI ETF Trust - O'Shares Global Internet Giants ETF
OEUR:
ALPS O'Shares Europe Quality Dividend ETF
OSI ETF Trust - O'Shares FTSE Europe Quality Dividend ETF
OUSM:
ALPS O'Shares US Small-Cap Quality Dividend ETF
OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF
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 #KevinOLeary #DividendInvesting
Timestamps:
0:00 Intro
0:39 Classic “100 Rule” Stock/Bond Asset Allocation based on age & my thoughts
1:32 I Bonds
3:43 EE Bonds
4:52 15/50 Classic Asset Allocation guideline (based on age )
5:59 Age 20-29 (aka 30-40 yrs away from retirement)
10:31 Age 30-39 (aka 20-30 yrs away from retirement)
12:25 Age 40-49 (aka 10-20 yrs away from retirement)
13:09 Age 50-59 (aka 0-10 yrs away from retirement)
14:01 Age 60-69 (aka retirement)
15:10 Age 70+ (aka retirement)
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/join/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/LyvYOFTJ-B0
Watch this Video next ➜ youtu.be/2zLGX-n0ATg
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:
How to invest in dividends when young
How to invest in dividends if your old
investopedia.com/articles/investing/062714/100-minus-your-age-outdated.asp#:~:text=The%20common%20rule%20of%20asset,age%20may%20be%20more%20appropriate.
15/50 rule
OYAIB Own Your Age in Bonds rule
Asset allocation of stocks to bonds
iBonds
EE Bonds
How to Budget, Budgeting
forbes.com/advisor/investing/what-are-i-bonds
nerdwallet.com/article/investing/i-bonds
RMDs Required Minimum Distributions
smartasset.com/investing/asset-allocation-by-age
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
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/join/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/6oxcteWGthw
Watch this Video next ➜ youtu.be/2zLGX-n0ATg
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:
Dividend Snowball
Why dividend investing is bad
Why dividends suck
Why dividends are irrelevant
Why you shouldn’t invest in dividends
Projected Annual Dividend Income PADI
Warren Buffett
Berkshire Hathaway Portfolio
Does Warren Buffett like dividends
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
@dividendjourney youtube.com/channel/UC1-R7OH8n8JaTTpB6qbO5xQ/featured
The Psychology of Money: amzn.to/3T22aOO
As an Amazon Associate I earn from qualifying purchases.
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/join/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/VnTRNuYeqPQ
Watch this Video next ➜ youtu.be/2zLGX-n0ATg
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:
How inflation impacts dividends and total returns.
How to live on dividends
Retiring on dividends, the 4% rule with dividend investing.
Dividend Investing Tools
investopedia.com/terms/f/four-percent-rule.asp
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
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
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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 share lessons I learned over the past 2 years of being retired, thanks to dividend passive income.
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/2zLGX-n0ATg
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
annuityexpertadvice.com/4-percent-rule
morningstar.com/articles/1073054/christine-benz-and-john-rekenthaler-how-much-can-you-safely-spend-in-retirement
4% retirement rule problems
hartfordfunds.com/insights/market-perspectives/equity/the-power-of-dividends.html
hartfordfunds.com/dam/en/docs/pub/whitepapers/WP106.pdf
financialsamurai.com/age-people-retire-america
British American Tobacco BTI, Altria MO, Philip Morris PM, Johnson & Johnson JNJ, Procter & Gamble PG, Mcdonalds MCD
How currency impacts investing dividends
Warren Buffett net worth
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.
#DividendInvesting #FIRE #PassiveIncome
0:00 Intro
0:21 Yield Comparison between BDCs and MLPs and REITs
1:02 Pass-Through Entities
1:08 Double Taxation
2:42 BDCs
8:28 MLPs
13:28 REITs
Note, I originally said SU was an MLP, but I meant SUN :) I removed that section from the video to correct the issue.
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/3AUmfunez2A
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:
mint.intuit.com/blog/investments/what-is-reit-investing-6319
Business Development Companies BDCs
Master Limited Partnerships MLPs
Real Estate Investment Trusts REITs
Closed-End Funds
Dividend Investing
Double Taxation
fool.com/knowledge-center/how-are-bdc-dividends-taxed.aspx
guggenheiminvestments.com/getattachment/Page-Types/UIT/BDCS008/BDC-Educational-Brochure.pdf
simplysafedividends.com/world-of-dividends/posts/9-a-guide-to-investing-in-master-limited-partnerships-mlps
investopedia.com/ask/answers/052815/what-difference-between-equity-reit-and-mortgage-reit.asp
fool.com/investing/stock-market/market-sectors/real-estate-investing/reit/mortgage-reit
insights.alerian.com/mlps-ubti-etfs-and-iras-what-you-need-to-know
tradingqna.com/t/closed-vs-open-ended-funds-which-one-do-i-pick/96980
simplysafedividends.com/world-of-dividends/posts/10-a-guide-to-investing-in-business-development-companies-bdcs
prepnuggets.com/glossary/master-limited-partnerships
Main Street Capital
Gladstone Investment GAIN
Prospect Capital Corporation PSEC
Ares Capital ARCC
Owl Rock Capital Corp ORCC
Enterprise Products Partners EPD
Energy Transfer ET
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.
#BDCs #MLPs #REITs
0:00 Intro
Question 1: 0:46
Question 2: 5:48
Question 3: 10:21
Question 4: 13:06
Question 5: 14:57
Question 6: 18:25
Question 7: 20:29
Question 8: 22:18
Question 9: 23:41
Question 10: 24:56
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/GQGe0lAlNQs
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:
investor.vcm.com/assets/etf/factsheet-pdf/VS%20CDC%20FS.pdf
indexes.nasdaqomx.com/index/overview/nqvwldct
indexes.nasdaqomx.com/docs/Nasdaq%20Victory%20Volatility%20Research.pdf
indexes.nasdaqomx.com/docs/methodology_Nasdaq_Victory.pdf
portfoliovisualizer.com/backtest-portfolio#analysisResults
moneychimp.com/features/tax_calculator.htm
CDC ETF, SCHD, Store Capital STOR, Realty Income O, Engine 1 and ExxonMobil XOM, How are Dividends Taxed?, What’s better Dividends or Real Estate?, ROTH IRAs, dividend irrelevancy theorem
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 #DividendGrowthInvesting
Near the end of this video I’ll tell you a quick synopsis of my background for any new subscribers, and I’ll also tell you why I recently sold ALL my non-dividend stocks and almost all my crypto.
Chat with me on my free Dividend Discord Chat Server ➜ discord.gg/kkSr5FY
Timestamps:
0:00 Intro
2:37 Review of my stocks in my spreadsheet tool
14:44 Review of my stocks in Fidelity
24:15 background about me
26:52 common questions I get
28:40 comment from a subscriber
29:41 my thoughts on where the market will go
30:27 some reasons why I sold a couple stocks and bought a new one
35:55 why I sold out of almost all my non-dividend stocks & crypto
39:53 some other pros about the new stock I got
40:34 my thoughts on spinoffs
41:06 a new stock I've been thinking about buying
41:12 some cons about the new stock I got
Free $$$ for new M1 accounts referral link ➜ https://m1.finance/AUzJllYh-gGh
Details about the free M1 $ ➜ m1.com/refer-a-friend
My Approximate Dividend Portfolio on M1 ➜ https://m1.finance/w0AH6WMhNJtC
Follow me on Instagram ➜ instagram.com/genexdividendinvestor
Follow me on Twitter ➜ twitter.com/GenExDividend
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.
Support me & get Patreon perks ➜ patreon.com/genexdividendinvestor
My Dividend Merch Store ➜ 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
Please use my Amazon Affiliates Link ➜ amzn.to/2YLxsiW
Thanks! As an Amazon Associate I earn from qualifying purchases. That means I get a small commission for each purchase you make after you click on my link and you shop, but it doesn’t cost you anything extra. It is a great way you can show your support for my channel. Please tell me if you do that, so I know who my big supporters are!
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/rphcx1fMnAA
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/3PnR0RT
One Up on Wall Street ➜ amzn.to/2YTDAXt
Attributions/SEO:
forbes.com/sites/forbestechcouncil/2018/02/21/doing-the-right-thing-and-doing-it-the-right-way/?sh=4c51239b5b22
Dividend ADRs
International Dividend Stocks
Currency Conversion
Apple – AAPL
Microsoft – MSFT
Johnson & Johnson – JNJ
Procter & Gamble – PG
Pepsi – PEP
Duke – DUK
3M – MMM
McDonalds – MCD
Altria MO
Philip Morris PM
British American Tobacco BTI
Coca-Cola – KO
Kimberly Clarke – KMB
Realty Income – O
Southern Company – SO
AT&T – T
Colgate Palmolive – CL
AbbVie – ABBV
Leggett & Platt – LEG
ExxonMobil – XOM
Schwab US Dividend Equity ETF - SCHD
Starbucks - SBUX
Home Depot – HD
Goldman Sachs – GS
Pfizer – PFE
Chevron – CVX
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.
#DividendPortfolio #DividendGrowthInvesting #DividendInvesting
In this video I show you some new fascinating information on the power of reinvesting dividends, to both educate and motivate dividend investors.
Chat with me on my free Dividend Discord Chat Server ➜ discord.gg/kkSr5FY
Free $$$ for new M1 accounts referral link ➜ https://m1.finance/AUzJllYh-gGh
Details about the free M1 $ ➜ m1.com/refer-a-friend
Follow me on Instagram ➜ instagram.com/genexdividendinvestor
Follow me on Twitter ➜ twitter.com/GenExDividend
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.
Support me & get Patreon perks ➜ patreon.com/genexdividendinvestor
My Dividend Merch Store ➜ 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
Please use my Amazon Affiliates Link ➜ amzn.to/2YLxsiW
Thanks! As an Amazon Associate I earn from qualifying purchases. That means I get a small commission for each purchase you make after you click on my link and you shop, but it doesn’t cost you anything extra. It is a great way you can show your support for my channel. Please tell me if you do that, so I know who my big supporters are!
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/gx7tp-baDQE
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.
My Approximate Dividend Portfolio on M1 ➜ https://m1.finance/mW3GQ7LKq8DD
My Referral Link to M1 for free $ ➜ https://m1.finance/AUzJllYh-gGh
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/3PnR0RT
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:
schroders.com/en/insights/economics/how-reinvesting-dividends-has-affected-returns-over-25-years
wealthycorner.com/the-power-of-reinvested-sp500-dividends
Dividend Snowball
Compounding Dividends
Dividend ReInvestment Plans aka DRIPs
Dividend Investment Calculator
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.
#DividendSnowball #DRIPs #ReinvestedDividends
Chat with me on my free Dividend Discord Chat Server ➜ discord.gg/kkSr5FY
Free $$$ for new M1 accounts referral link ➜ https://m1.finance/AUzJllYh-gGh
Details about the free M1 $ ➜ m1.com/refer-a-friend
Follow me on Instagram ➜ instagram.com/genexdividendinvestor
Follow me on Twitter ➜ twitter.com/GenExDividend
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.
Support me & get Patreon perks ➜ patreon.com/genexdividendinvestor
My Dividend Merch Store ➜ 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
Please use my Amazon Affiliates Link ➜ amzn.to/2YLxsiW
Thanks! As an Amazon Associate I earn from qualifying purchases. That means I get a small commission for each purchase you make after you click on my link and you shop, but it doesn’t cost you anything extra. It is a great way you can show your support for my channel. Please tell me if you do that, so I know who my big supporters are!
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!
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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.
My Approximate Dividend Portfolio on M1 ➜ https://m1.finance/mW3GQ7LKq8DD
My Referral Link to M1 for free $ ➜ https://m1.finance/AUzJllYh-gGh
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/3PnR0RT
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:
nber.org/system/files/working_papers/w10321/w10321.pdf
taxpolicycenter.org/taxvox/1-buyback-tax-could-lead-higher-dividend-payouts
fidelity.com/learning-center/trading-investing/inflation-reduction-act
oilprice.com/Energy/Energy-General/6-Ways-The-Inflation-Reduction-Act-Will-Help-The-Energy-Industry.html
denverpost.com/2022/08/19/inflation-reduction-act-benefits-oil-gas-industry
yardeni.com/pub/buybackdiv.pdf
kiplinger.com/investing/stocks/604441/stocks-rewarding-investors-with-generous-buybacks
liberatedstocktrader.com/sp-500-companies
instagram.com/reel/ChI0DdSsdmL/?igshid=YmMyMTA2M2Y%3D
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 #BuyBacks #InflationReductionAct
In this video I tell you why dividend investors SHOULD care about total returns, something that not all dividend investors do.
The Intelligent Investor ➜ amzn.to/3PnR0RT (as an Amazon Associate I earn from qualifying purchases)
Chat with me on my free Dividend Discord Chat Server ➜ discord.gg/kkSr5FY
Free $$$ for new M1 accounts referral link ➜ https://m1.finance/AUzJllYh-gGh
Details about the free M1 $ ➜ m1.com/refer-a-friend
Follow me on Instagram ➜ instagram.com/genexdividendinvestor
Follow me on Twitter ➜ twitter.com/GenExDividend
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.
Support me & get Patreon perks ➜ patreon.com/genexdividendinvestor
My Dividend Merch Store ➜ 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
Please use my Amazon Affiliates Link ➜ amzn.to/2YLxsiW
Thanks! As an Amazon Associate I earn from qualifying purchases. That means I get a small commission for each purchase you make after you click on my link and you shop, but it doesn’t cost you anything extra. It is a great way you can show your support for my channel. Please tell me if you do that, so I know who my big supporters are!
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/T4GzrXfoi2c
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.
My Approximate Dividend Portfolio on M1 ➜ https://m1.finance/mW3GQ7LKq8DD
My Referral Link to M1 for free $ ➜ https://m1.finance/AUzJllYh-gGh
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/3PnR0RT
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:
snideradvisors.com/blog/dividends-play-a-big-part-in-performance
coastalwealthmanagement24.com/dividends-for-income-and-total-returns
janushenderson.com/en-gb/investor/article/the-importance-of-dividends-to-total-returns
What happens on the dividend ex-date?
Dividend Irrelevance Theorem
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 #DividendGrowthInvesting #TotalStockReturns
In this video I tell you about 18 cheap dividend stocks across a bunch of different sectors, 6 of which I own. All the stocks are at least 10% underpriced relative to 1 year target estimates of mine as well as professional analysts, and all the stocks have at least 10 consecutive years of dividend increases.
PMP with Shawn: youtube.com/channel/UCVj-wF2CjDJooAmMlQRfrrg/videos
Chat with me on my free Dividend Discord Chat Server ➜ discord.gg/kkSr5FY
Free $$$ for new M1 accounts referral link ➜ https://m1.finance/AUzJllYh-gGh
Details about the free M1 $ ➜ m1.com/refer-a-friend
Follow me on Instagram ➜ instagram.com/genexdividendinvestor
Follow me on Twitter ➜ twitter.com/GenExDividend
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.
Support me & get Patreon perks ➜ patreon.com/genexdividendinvestor
My Dividend Merch Store ➜ 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
Please use my Amazon Affiliates Link ➜ amzn.to/2YLxsiW
Thanks! As an Amazon Associate I earn from qualifying purchases. That means I get a small commission for each purchase you make after you click on my link and you shop, but it doesn’t cost you anything extra. It is a great way you can show your support for my channel. Please tell me if you do that, so I know who my big supporters are!
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/7Qwh17X9weQ
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.
My Approximate Dividend Portfolio on M1 ➜ https://m1.finance/mW3GQ7LKq8DD
My Referral Link to M1 for free $ ➜ https://m1.finance/AUzJllYh-gGh
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:
Dividend Stocks To Buy
Dividend Stocks To Invest In
Great Dividend Stocks
simplysafedividends.com/intelligent-income/posts/9-a-guide-to-investing-in-master-limited-partnerships-mlps
MLP Master Limited Partnership
Verizon
Walgreens Boots Alliance
British American Tobacco
Tyson Foods
Enterprise Products Partners L.P.
Chevron
Exxon Mobil
Goldman Sachs
Bank of Montreal
Royal Bank of Canada
Toronto-Dominion Bank
JPMorgan Chase
AbbVie
Merck
ABM Industries
Pentair
Altria
National Fuel Gas
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 #DividendGrowthInvesting #CheapDividendStocks
In this video I’ll tell you the pros and cons of lump-sum investing vs dollar-cost average investing, using multiple studies that analyzed both strategies in different types of markets.
Nort, to be more specific: for a company I liked I’d be willing to lump sum when it’s reasonably priced or cheap (which is what I’d optimize for). But I wouldn’t lump sum if I thought it was expensive (I’d wait on that and use my money elsewhere).
Chat with me on my free Dividend Discord Chat Server ➜ discord.gg/kkSr5FY
Free $$$ for new M1 accounts referral link ➜ https://m1.finance/AUzJllYh-gGh
An Estimate of My Dividend Portfolio on M1 ➜ https://m1.finance/3iyYFcnRL9YN
Details about free M1 $$$ ➜ m1.com/refer-a-friend
Follow me on Instagram ➜ instagram.com/genexdividendinvestor
Follow me on Twitter ➜ twitter.com/GenExDividend
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.
Support me & get Patreon perks ➜ patreon.com/genexdividendinvestor
My Dividend Merch Store ➜ 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
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/z5DI3XEQi9g
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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:
northwesternmutual.com/life-and-money/is-dollar-cost-averaging-better-than-lump-sum-investing
cnbc.com/2021/08/12/which-investment-strategy-is-better-lump-sum-or-dollar-cost-averaging.html
investor.vanguard.com/investor-resources-education/online-trading/dollar-cost-averaging-vs-lump-sum
morningstar.ca/ca/news/197440/dollar-cost-averaging-vs-lump-sum-investing.aspx
personalfinanceclub.com/what-performs-better-lump-sum-investing-or-dollar-cost-averaging
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.
#LumpSumInvesting #DollarCostAveraging #HowToInvest
In this video I show you how even the best dividend stocks in the world can go down for a very long time and why buy-and-hold investors love it when that happens. I’ll also share some insights about dividends versus inflation. Obviously, its not realistic for a company to go sideways for multiple decades while still increasing the dividend at a large amount (though for less time it can happen), but it helps illustrate some core points using that exaggerated data.
Chat with me on my free Dividend Discord Chat Server ➜ discord.gg/kkSr5FY
Free $$$ for new M1 accounts referral link ➜ https://m1.finance/AUzJllYh-gGh
An Estimate of My Dividend Portfolio on M1 ➜ https://m1.finance/3iyYFcnRL9YN
Details about free M1 $$$ ➜ m1.com/refer-a-friend
Follow me on Instagram ➜ instagram.com/genexdividendinvestor
Follow me on Twitter ➜ twitter.com/GenExDividend
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.
Support me & get Patreon perks ➜ patreon.com/genexdividendinvestor
My Dividend Merch Store ➜ 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
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/p6-QOFOGhJs
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:
youberelentless.com/the-cashflow-quadrant-financial-quotes-by-robert-kiyosaki
coachcarson.com/cash-flow-quadrant-how-earn-matters
Robert Kiyosaki cashflow quadrant
fidelity.com/learning-center/trading-investing/inflation-and-dividend-stocks
marketwatch.com/story/dividend-stocks-are-a-top-inflation-fighting-investment-you-want-in-your-corner-now-11657086850
marketwatch.com/story/you-need-to-pay-more-attention-to-dividends-this-math-shows-why-11650319906
ishares.com/us/insights/dividend-growth-and-inflation
ihsmarkit.com/research-analysis/inflation-impact-on-dividend-distributions.html
yahoo.com/finance/m/ccf87a00-a75a-3f1b-86bd-a187f91ed0b5/as-inflation-hits-a-new.html
fundamentalauditing.org/rich-dads-cashflow-quadrant-book-review
Dividends versus CPI Inflation
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 #Inflation
In this video I’m going to tell you the top 10 behaviors and biases that really hurt investors, multiple of which I have myself.
Chat with me on my free Dividend Discord Chat Server ➜ discord.gg/kkSr5FY
Free $$$ for new M1 accounts referral link ➜ https://m1.finance/AUzJllYh-gGh
An Estimate of My Dividend Portfolio on M1 ➜ https://m1.finance/3iyYFcnRL9YN
Details about free M1 $$$ ➜ m1.com/refer-a-friend
Follow me on Instagram ➜ instagram.com/genexdividendinvestor
Follow me on Twitter ➜ twitter.com/GenExDividend
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.
Support me & get Patreon perks ➜ patreon.com/genexdividendinvestor
My Dividend Merch Store ➜ 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
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/FvknyPwdyhg
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:
yahoo.com/news/9-psychological-biases-hurt-investors-152754821.html
forbes.com/sites/wadepfau/2016/05/12/common-investor-behaviors-that-hurt-investments/?sh=7a49de3d625c
fortressplanninggroup.com/blog/6-behavioral-biases-that-can-negatively-impact-your-long-term-investments
fortressplanninggroup.com/blog/6-behavioral-biases-that-can-negatively-impact-your-long-term-investments
schwabassetmanagement.com/content/loss-aversion-bias#:~:text=Conversely%2C%20loss%20aversion%20can%20lead,many%20investors%20underperform%20the%20market.
en.wikipedia.org/wiki/Survivorship_bias
blog.quantinsti.com/survivorship-bias
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.
#Investing #Stocks #HowToInvest
In this video I talk about SCHD, my favorite dividend ETF.
Chat with me on my free Dividend Discord Chat Server ➜ discord.gg/kkSr5FY
Free $$$ for new M1 accounts referral link ➜ https://m1.finance/AUzJllYh-gGh
An Estimate of My Dividend Portfolio on M1 ➜ https://m1.finance/3iyYFcnRL9YN
Details about free M1 $$$ ➜ m1.com/refer-a-friend
Follow me on Instagram ➜ instagram.com/genexdividendinvestor
Follow me on Twitter ➜ twitter.com/GenExDividend
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.
Support me & get Patreon perks ➜ patreon.com/genexdividendinvestor
My Dividend Merch Store ➜ 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
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/9pM8gQm4yS0
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:
connect.rightprospectus.com/Schwab/TADF/808524797/SP?site=Funds
spglobal.com/spdji/en/documents/methodologies/methodology-dj-dividend-indices.pdf
schwabassetmanagement.com/resource/schd-fact-sheet
Schwab U.S. Dividend Equity ETF, SCHD
Vanguard High Dividend Yield ETF, VYM
Vanguard Dividend Appreciation Index Fund, VIG
Schwab’s International Dividend Equity ETF, SCHY
Canadian Banks
ETF Turnover, ETF SEC Yield, ETF Distribution Yield, ETF Expense Ratio, ETF Assets Under Management
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