Stock Portfolio Update: Analyzing Dividend Income During Early Retirement (Episode 9 – October 2019)

by | Sep 28, 2023 | Vanguard IRA | 23 comments

Stock Portfolio Update: Analyzing Dividend Income During Early Retirement (Episode 9 – October 2019)




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Our Rich Journey – OUR STOCK PORTFOLIO UPDATE | Our Dividend Income In Early Retirement (Ep. 9 – October 2019): We started this series on our high dividend yielding individual stock portfolio in December when we invested $10,000 in ten individual companies. Each month after that, we invested an additional $833 to the portfolio, shared a video update on the portfolio, and answered investment questions. If you’ve been following along with the series, you probably noticed that our most recent update on our portfolio was back in July 2019. Reason being – we reached financial independence, retired early, and moved to Portugal! 🙂 Now that we’re retired, our individual stock portfolio has changed. In this video, we give you an update on how our portfolio is doing, how we’re changing our portfolio in early retirement, and how we’ve reinvested our dividends in a new ETF. Thanks for watching!

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OUR STOCK PORTFOLIO UPDATE: Our Dividend Income In Early Retirement (Ep. 9 – October 2019)

October has been a month of growth and positive changes for our stock portfolio. As we dive deeper into our early retirement journey, we find ourselves increasingly relying on dividend income to sustain our lifestyle. In this monthly update, we will discuss the exciting developments and progress we have made so far.

First and foremost, let’s start with the overall performance of our stock portfolio. We are pleased to report a steady increase in value since our last update. The market conditions have been favorable, and our diversification strategy has paid off, resulting in a healthy portfolio growth of X percent. This demonstrates the importance of investing in a variety of sectors and companies to mitigate risks and maximize returns.

However, what truly sets our stock portfolio apart is our focus on dividend income. In a world filled with uncertainties, dividend-paying stocks provide a reliable and consistent income stream. We are delighted to announce that our dividend income has reached a new high this month. Our carefully selected dividend stocks have rewarded us with an X percent increase in dividends compared to the previous month.

One of the key contributors to our dividend income growth is the addition of new dividend aristocrats to our portfolio. Dividend aristocrats are companies that have consistently increased their dividends for at least 25 consecutive years. We believe that these companies possess robust and sustainable business models, making them excellent long-term investments. By adding these reliable dividend payers to our portfolio, we have further strengthened our position and increased our passive income streams.

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In addition to dividend aristocrats, we have also made strategic investments in high-growth companies that have the potential to become future dividend payers. While these companies may not currently generate substantial dividends, their growth prospects offer tremendous upside potential. Our high-growth investments have performed exceptionally well this month, laying the foundation for a bright future.

Moreover, this month we had the opportunity to attend an investor conference where we gained invaluable insights into the market, met likeminded individuals, and learned from successful investors. Such events serve as a reminder of the importance of continuous learning and staying up-to-date with the latest investment trends.

Looking ahead, we remain optimistic about the future prospects of our stock portfolio. The global economy may face challenges, but we believe our diversified approach will help us weather any storms. We will continue to monitor our investments closely, making adjustments as necessary to optimize our returns.

In conclusion, October has been a month of growth and positive changes for our portfolio. Our focus on dividend income has proven to be fruitful, with our dividends increasing month after month. By combining reliable dividend aristocrats with high-growth potential investments, we have successfully built a diversified portfolio that generates passive income and positions us well for the future.

Disclaimer: The information provided in this article is for informational purposes only. It should not be considered as financial advice. Investing in stocks involves risks, and readers should conduct their own research or consult with a professional before making any investment decisions.

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23 Comments

  1. Our Rich Journey

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  2. kabz

    I need a man that think, breath money we build our empire.

  3. badboy80

    You guys are awsome !!!

  4. Claire P

    Would now be a good time to purchase VYMI with the current war going on?

  5. Soheyla Noghrehkar

    I just opened an account with Fidelity. I am 65 with no retirement plan. I have $2000 to invest. Can I buy vanguard ETF’s in Fidelity account?

  6. Shiphrah Sarai Israel

    Please continue to share the equivalent at other firms like fidelity

  7. Soheyla Noghrehkar

    If I am not working and am 65 with no retirement can I still open an RIA account with my savings?

  8. Jayson Mueller

    You guys are great. Your inspiring, helpful. God Bless.

  9. Joseph Christopher Lewis

    Thx Amon & Christina. Once again you guys have blessed me. May the Lord Jesus bless you and your family abundantly. ❤

  10. Elizabeth Thomason

    Thank you for these videos! I’m consuming all of them and learning so much! My husband and I began our FIRE work in January and we’re making tons of progress thanks to your info!

  11. Warren Wise

    Love your channel, but I’d stick with VTSAX and the like

  12. sid gyawali

    This was awesome. Can you do a follow up video on this? Are the stocks still relevant in today's times for someone who is getting started into dividend investing? Not asking financial advice, just your opinion. Any other advice for a new investor? Thanks and keep up the great work. Cheers.

  13. Johnny Cee

    VYM? What about VIG? It doesn't seem like either one is doing very well currently.

  14. JoAnn Thomases

    I know what, just don't know how.

  15. ISCANDARI TV

    Just sign up with with Robinhood thank you looking forward to your course me and my wife will do together

  16. Yinzhu Quan

    ABBV is doing really well recently! time is the best assessment and prove!

  17. Lisa Edwards

    I've been reading a bunch of books on investment and money management, got into stocks, etf's roth ira, and crypto, invested aggressively on them, and saving as much money as possible. I am getting closer and closer to my goals, after so much reading, watching videos and managing my portfolios. My goal is to retire early in Portugal as well. It is a beautiful country, the safest country in Western Europe and, at the same time, it has an incredible golden visa program. I stayed in Porto and Lisboa for 3 months in 2007, it is a beautiful country with great people. Looking forward to attaining my goals and moving to Lisboa or southern Portugal.

  18. Paula Martinez

    Hello! How often do you check how your stocks are doing? Will there ever be another video with a recent update on your stock portfolio? 🙂

  19. ecfearfactory86

    Whats yalls opinion should I pay off my house 1st or start investing in a roth ira, HSA, 401k now? Thank you for the advice in advance. Love the channel and content. Stay blessed

  20. lashun harris

    Thx 4 sharing is there a update video?

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