In this video I show you all the latest details of my dividend portfolio in Fidelity, and I’ll show you estimates for how my dividend income should snowball overtime, along with tons of other juicy tidbits.

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0:00 Intro
1:39 My dividend portfolio in Fidelity
3:26 My account balances
3:58 My recent IRA dividends
5:16 My IRA dividend stocks
8:20 My Taxable account stocks
9:22 My recent Taxable dividends
9:57 My wife’s Rollover account
10:14 Total annual dividends I get in Fidelity
10:27 Recent Rollover dividends
10:39 My portfolio in my dividend spreadsheet product
14:45 A calendar of dividend payouts I’ve gotten and will get
16:32 How my dividend income is estimated to grow over time
18:11 Some graphs of my portfolio
18:47 A true story about a McDonald’s worker who built a huge dividend portfolio
21:12 My background
22:59 Learnings
23:09 More info about me
26:18 Shoutouts
27:02 Please use my Seeking Alpha Affiliate Link (I’m sponsored)
27:13 Outro

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An Estimate of My Dividend Portfolio on M1 ➜

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Investing Books to read (as an Amazon Associate I earn from qualifying purchases):
The Intelligent Investor ➜
One Up on Wall Street ➜
Rich Dad, Poor Dad ➜
The Richest Man in Babylon ➜
A Random Walk Down Wall Street: The Time-Tested Strategy for Successful Investing ➜
The Bogleheads’ Guide to Investing ➜

Attributions/SEO/Useful Links:

Dividend ADRs
International Dividend Stocks
Currency Conversion
Apple – AAPL
Microsoft – MSFT
Altria MO
Realty Income – O
Johnson & Johnson – JNJ
ExxonMobil – XOM
AbbVie – ABBV
Pepsi – PEP
Enterprise Products Partners – EPD
Procter & Gamble – PG
McDonalds – MCD
Coca-Cola – KO
Duke – DUK
British American Tobacco BTI
Schwab US Dividend Equity ETF – SCHD
Chevron – CVX
Southern Company – SO
Kimberly Clarke – KMB
Philip Morris PM
Caterpillar – CAT
Goldman Sachs – GS
Toronto-Dominion Bank – TD
Colgate Palmolive – CL
Home Depot – HD
Starbucks – SBUX
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.

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My $2,816,000 Dividend Portfolio: $100,000+/Year

Investing in dividend stocks has always been an attractive strategy for investors seeking regular income streams. Dividend stocks provide investors with a passive income stream by distributing a portion of the company’s profits to shareholders. In this article, we discuss a real-life example of a $2,816,000 dividend portfolio that generates over $100,000 per year.

To achieve this impressive dividend income, a well-diversified portfolio is essential. The portfolio we will explore is comprised of several top-performing dividend stocks from various sectors, including finance, technology, healthcare, and consumer goods. Here’s a breakdown of the top holdings:

1. JPMorgan Chase & Co. (JPM) – $800,000 investment: JPMorgan is one of the largest financial institutions globally, known for its stability and consistent dividend payouts. With a current dividend yield of approximately 3%, this investment generates $24,000 in annual dividend income.

2. Microsoft Corporation (MSFT) – $600,000 investment: As one of the leading technology companies, Microsoft has shown remarkable growth over the years. It also became a top dividend stock, gradually increasing its dividend payout ratio. With a dividend yield of 1%, this investment contributes $6,000 per year to the portfolio.

3. Johnson & Johnson (JNJ) – $500,000 investment: Known for its strong presence in the healthcare sector, Johnson & Johnson consistently delivers robust dividend growth. With a dividend yield of 2.5%, this investment adds $12,500 to the annual dividend income.

4. Procter & Gamble Co. (PG) – $400,000 investment: Procter & Gamble, a leading consumer goods company, has a strong track record of dividend increases. With a dividend yield of 2.8%, this investment generates $11,200 annually.

5. Verizon Communications Inc. (VZ) – $400,000 investment: Verizon is a telecommunications company that offers a steady dividend payout. With a dividend yield of 4.5%, this investment provides $18,000 per year in dividend income.

In addition to these top holdings, the portfolio consists of other high-quality dividend stocks, resulting in a diversified income stream from each sector. While some investors might argue that a portfolio of this size is unattainable for the average person, it is essential to note that it has been built through years of disciplined saving, budgeting, and consistent investing.

Building a substantial dividend portfolio takes time and patience. It requires a long-term investment approach, regularly reinvesting the dividends received, and continuously adding new positions. Furthermore, researching and selecting suitable dividend-paying companies is crucial to achieve a sustainable income stream.

It is important to emphasize that dividend investing is not entirely risk-free. Like any other investment, dividend stocks are subject to market fluctuations, economic conditions, and company-specific risks. Investors should always conduct thorough due diligence and consult with a financial advisor before making any investment decisions.

In conclusion, a well-diversified dividend portfolio, comprising established dividend-paying companies, can generate a consistent and substantial income stream. Our example of a $2,816,000 dividend portfolio generating over $100,000 per year illustrates the potential of dividend investing when executed with discipline and careful selection of stocks. As always, investors should carefully consider their risk tolerance and financial goals before embarking on any investment strategy.