A BRUTALLY Honest Review of My Dividend Stock Portfolio

In this video, we'll be going through a brutally honest review of my dividend stock portfolio. We'll take a look at all of my dividend stocks, see how my portfolio is diversified, and as objectively as I can, I’m going to share the good, share the bad, and give my dividend portfolio an honest and thorough review.

The ideas and opinions presented in this video are meant for informational and entertainment purposes only, are not intended to serve as a recommendation to buy or sell any security in any account, and are not an offer or sale of a security. They are also not research reports and are not intended to serve as the basis for any investment decision.

[rynewilliams]

...and use code "rynewilliams" to save 10% on your subscription!

[dominiquetheeasyminimalist]

That is a solid portfolio that will keep growing and improving, congratulations Ryne! You're so young, you and your Lady are setting yourselves up for a great financial future!

[delbomb]

Before you know it your taxable dividends will be able to max out your roth!

[TortoiseInvesting]

Love when you review others portfolios, but I agree every once in a while its a great idea to kinda step back, and look at your own portfolio as a whole, piece for piece, see where you can improve, change, or continue doing. Great stuff man!

[billcarruth]

If you really want to get in to richly priced companies that only seem to go up like Rollins or Costco then dollar cost averaging is the right way to go about it. This protects you from a possible blunder of buying at the top before a big drop (since you'd only have a small position at first), and if it does do a major drop at any point (due to the market and not it's own fundamentals) you can then accelerate your plan or just go all in.

[analyticsx]

Haha we both took the bullet with SPCE. LLY, FANG, and UNH have been absolute tanks for my div portfolio. OBDC is merging with another business so it will be interesting to see how that affects the price going forward.

[PassiveEarnings]

This is great! People complain about not being able to beat the market and all, but I like the learning of this process as you shown. Specially beginning with so many random investments, and then consolidating them into only few.

[CasualidadesComuns]

I think you should add some big technology stocks and that’s it. The only think you need to change, in my opinion.

[CraigSutton]

I love seeing your portfolio grow as your strategy adapts and improves over the years!

[TheDGICrab]

Looks great Ryne. The only feedback I have would be that I'd hold the real estate, BDCs and EPD in the Roth, so if I were in your shoes, I'd probably cash out of the two reits you want to eventually drop (KRC and WPC), move the cash to the Roth ASAP and use that either build up your VOO and SCHD more, or buy into the other two reits you want to keep long term (O and VICI) with those proceeds. I think the tax benefits will do you best in the long run. No sense paying taxes on DRIPing into your regular brokerage! Use that for qualified dividends!

[dangelusarussianchannel]

Would love to see you when I’m in Vegas bro!

[pbrdoug]

Remember don't diversify just for the sake of diversfying.In 2019 I was going to buy SO stock. Decided to buy an ETF FUTY instead. 5 yrs later SO was up 41% and FUTY was up 5%. Sold out my position in July. Diversifying can cost you money. Rolled that money into NVDA and V. Let's see how they do in 5 yrs.

[Jayvazquez]

Great review!!! I’m happy with my portfolio even with the few mistakes I’ve made but I have been learning from them! I am going to consolidate my portfolio in the upcoming year but I am in no rush and making over $500 a year in dividend income it feels good!!!

[michalhofrichter]

I have a suggestion that you should start doing portfolio reviews as part of friday lifestreams. Because as you said previously you have them piling up and doing only 3 per video isn't that much. So you can choose a bunch to show during the livestream and then highlight only the best/worst in a short video. Anyway, great review today.

[openfor]

Nice portfoilio review. AGREE with reducing REITs from 4 to 2. I have two Reits 'AMT' & 'O', i've added over the years to these positions on market downturns. Last BUY in 'O' was back in March.

[thefrugalmonk]

My man. Keep up the great vibe and knowledge you provide. Love that you do not come across a scripted and keep it real. Wishing you the best in this fun world of investing.

[micas]

my 4 etf portfolio consists of jepi, schd, vxus and splg
my biggest position is in splg in which i have 44 shares that were reinvested from voo, second one is jepi with 33 shares, then vxus with 32.4 shares and then schd with 25
objetive for the future is to get all of them to 100 shares for those sweet dividends

[DomenLonza]

I have a question regarding MAIN, beacuse you said it has a dividend yield of 8.44% if I am correct? But why does it anywhere I look say it has a dividend yield of 5.97%?

[robjones]

Good content! I have the same stocks in my dividend portfolio that I manage as a retired 56 year old dividend investor. As you accumulate 100+ shares for each position I recommend selling covered calls. It’s a great way to supplement the income those stocks generate.

[pilot]

Judging by your stats. Your Roth with just the two etfs are going to soon both be a higher yield and already higher cagr