In this exciting video I show you my entire $2.8 million dollar dividend portfolio that I’ve been building up over the last 30 years. You’ll also learn which dividend stock I sold out of as well as which new ones I’ve added. I’ll also share another dividend stock I plan to add in the future.
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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
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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 ➜
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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…(read more)
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For many investors, dividends can be a key component of their investment strategy. Not only can they provide a steady stream of income, but they can also provide a sense of stability and reliability in a volatile market. In this article, we will explore how a dividend portfolio of $2,800,000 can generate a yearly income of $98,800.
First, let’s define what a dividend portfolio is. A dividend portfolio is a collection of stocks that pay regular dividends to their shareholders. The goal of a dividend portfolio is to generate a steady income stream from the dividends paid by the companies in the portfolio.
To generate a yearly income of $98,800 from a dividend portfolio of $2,800,000, we need to identify a group of stocks that pay an average dividend yield of 3.53%. This number is derived by dividing the $98,800 income by the $2.8 million portfolio value ($98,800 / $2,800,000 = 0.0353 or 3.53%).
There are many stocks that pay a dividend yield of 3.53% or higher, which gives investors a good selection of options to choose from. Some examples of stocks that pay this level of dividends include AT&T, Verizon, and ExxonMobil.
However, it’s important to note that a high dividend yield doesn’t always equate to a good investment. A high yield can sometimes be a red flag that a company is struggling to maintain its dividend payments, and the stock price may be underperforming as a result. It’s important to conduct thorough research on any company before investing.
Once a diversified portfolio of high-quality dividend stocks has been identified, it’s important to monitor it regularly. Companies can change their dividend payout policies or financial performance, which can affect their ability to continue paying the same level of dividends. By monitoring the portfolio, investors can make informed decisions about whether to hold or sell certain stocks.
In conclusion, a dividend portfolio of $2,800,000 can generate a yearly income of $98,800 by investing in a diversified group of high-quality stocks with an average dividend yield of 3.53%. However, it’s important for investors to conduct thorough research and regularly monitor their portfolio to ensure continued success.
How much did you start off with?
I never understood why people may hate watching the success of others. It’s an indication that it’s possible. Use it as motivation.
Excellent walk through. Thank you!
Hello! Was wondering why you switched from E*Trade to Fidelity. Great content!
I didn't know you had to pay taxes on STOCKS…
Wait wait wait. How does schd yield you 3,700 with 87k invested? Schd dividend yield is 3.61 so even with 100k invested you’d only make 3,600. Can someone explain this?
That's a sad return for a $2.8M portfolio. Using wide strangle options you could get a 28% return or about $780,000 annually. It's not all that intense either. Put on the trade, check in once a day to see how its going, then close it and start a new trade every 7 to 14 days.
Can I ask why do people doesnt just pick 1 stock that offers the highest dividend stocks instead of diversfying it?
is fidelity like a kind of summarizing broker or what
I really enjoyed this video for the sake of my children aged 24 and 19. I have both investing in a Roth IRA and taught them about compounded interest. I will share with them your channel. Hopefully they will want to open a trading account and start buying top rated stocks/ETF's.
thank you
love your videos!!!!
3.5% with inflation and rates at 5% hahaha WTF is this smoke? i havent even added taxes from your respective country
I have SBUX as well but I consider it having characteristics of a sin stock, that's why I bought it.
28:35 – I would love to hear more about this subject.
Hello GenEx great video! I like the transparency and admire the guts you lay out exposing something $o intimate , congrats on your financial journey ! I also come from IT background and learning dividend investing at 54 yrs old, – I have a Traditional IRA / Roth IRA and regular brokerage that I use for regular expenses. I was out of a job for 5 months so starting a new 401k prob next month. I moved all my other 401ks to the traditional IRA ETFs: 40% SCHD, 20% VYM , 10% DGRO , 3% VDE , 22% JEPI , 5% STIP ( trying to see if with this mix i can retire ) then ROTH IRA with 27% SCHD , 22% DGRO , 22% VIG , 17 %SCHG, 12% XSD, then regular broker for expenses 51% ETF ( 44%Jepi, 25% RYLD, 27% SVOL, 4%DIVO) and 49% single stocks EDP /XO are in the mix.
Wow really only 3.5% on 2.8 M?
Good video. So I see you are not investing in index funds. Why is that?
Median US income: $70k
Crying foreign peasant.
It's amazing what you've achieved over thirty years. What is the principal you've contributed in that time not including dividend reinvestments?
Hello, I"m a gen x-er too, I'm gonna listen in but off the bat was wondering if you were going to invest or have invested in gold or silver? etf's or stocks, royalties etc?
WOW what an inspiration. May I ask how old are you?
During 30 years of investing when did you notice compounding effect started(?)?
Wow, didn’t know you held any Canadian banks. Been looking at adding TD or RY into my sep Ira.
I’ve followed you for awhile. I’m impressed by your very realistic reporting. My background – MBA finance and CFP education (not certified, did it for me). As a comparison – my $6,000,000 portfolio of stock index ETF’s and individual bonds/CD’s generates around $130,000 a year in dividends. I really like your approach. Many will benefit from your posts.
Well if you have 3M, these days you could make 150k in interest in a high-yield savings account, CDs, or almost T-bills, but of course those are not qualified dividends, which is what you should seek for the tax benefit.
Learned a bit, thanks for sharing your financial investments with us
Question does your spreadsheet integrate with your brokerage account?
Wow sir, thank you for replying to so many of your comments, it's refreshing. I am in my mid 30's and recently started investing and have watched a good amount of your videos I appreciate how much info you give out and aspire to get to your level of investing knowledge. I like your videos and let's talk money! With Joseph Hogue. Is there anyone you would recommend to watch or investing books to read. I am currently reading a 2003 revised edition of The Intelligent Investor by Benjamin Graham, it's a little above my head so it's a slow read the commentary helps a little.If you have a video with this info a link would be appreciated. Thank you for what you do.
Yet another fantastic video
Love the videos! Could you make a video about how would you invest if you’re in your early/mid 20s?
New to your channel.
How old are you and how long did it take you to build this portfolio?
Thanks
Far from realism, the average Timmy will never reach this size, only few are able to, this gives false hopelessness.
It's interesting to note that you pull from your IRA and take the 10% tax penalty on some occasions. I've never heard that strategy employed in any YouTube videos for retiring early. Pulling out 40K would incur a 4K penalty plus the taxes. If you have no other income and supplement the rest of your income for the year from a taxable account the tax bill seems doable if it means one can retire a few years earlier then 59.5. Something to think about!
Are you covering all 11 sectors of economy or you trying to buy great companies at a good price? What positions cover your utilities sector for example? Or you are not setting yourself this kind of rules?
Great video. It would be more encouraging to long term investor if you mentioned your cost basis and initial purchase year instead to today's price.
I have a feeling you dream about 300k dividend portfolio.. lol
Any thoughts on increasing your cash position and take some money off the table with the impending risk for a recession and layoffs?
How did you get your fidelity to look like that I don't see estimated income
I bought a share a day of $ET for the longest time much like you saw $EPD at value. Working out wonderfully after shaving $XOM profits.
What ETF would you recommend for someone in their earl 30’s? I know it’s not a financial advice. Thank you in advance.