Major Dividend Stock Portfolio Changes | Portfolio Update #23

Since my last update, the market has continued to decline with the S&P 500 down 9% over the last month. Year to date, it’s down 13.76%. There are countless examples of stocks down 40, 50, 60, 70, and even 90% over the last year. That leaves a lot of potential buying opportunities in today's market. I actually sold one of my larger positions to fund $5,000 in new buys. Additionally, I made an even larger move in my Roth IRA. In this video, I’m going to explain my logic behind these transactions and analyze the performance of my entire long-term dividend stock portfolio.

Timestamps:
Intro: 0:00
Two Major Changes Explained: 2:01
New Buys Explained: 4:40
Dividend Income Update: 9:00
Major Roth IRA Change: 10:39
Outro: 12:41

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Dividend Growth Investing provides the ability to create cash flow, without selling your position in a stock. This type of investing has a strong compounding effect when dividends are being reinvested back into your holdings. Over time, Dividend Investing can be your pathway to financial freedom!

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Disclaimer: This is my opinion and not to be considered financial advice

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[DividendData]

Let's celebrate 100k subscribers!

[MrDarknesstolight]

I like watching your videos because they are clear and concise. And our portfolio's are about the same size. I've learnt over time that dividends aren't everything, a sustainable yield netting around 2-4% is best. I don't agree with your buy of Intel by the way, I own Texas Instruments, because it doesn't have as many competitors and operates in a higher margin area of the semi-conductor industry i.e. Analog and Embedded chips for the automotive and industrial markets. Also, 3m has a potentially massive lawsuit hanging over it, so that is too much risk for me.

[screwcollege]

I love the dividend portfolio updates!!

[arigutman]

Solid video, there is no disputing that all of this volatility is to be embraced as it presents exceptional discount opportunities for long-term investors.. keep up the buying.. I am there with you buying into stocks like AAPL JNJ VTI STAG SBUX…

[jasoncohen]

I wouldn’t touch Disney, just my opinion.

[gp]

I live in the UK and you mentioned Disney, with losing its status in Florida tax breaks etc, Japan, California base of Disney World with numbers falling and streaming service as seen as a luxury option with high prices across the sector with inflation I think Disney is in Trouble and the stock may fall before $80 over the next 12 months. Disney is supposed to Entertain and not preach. With Governments now taking action across the board to protect children. Disney in its present format may have troubled waters a head. Its like any company if you go away from your core business model and forget the entertainment part, as the saying is the party over.

[stevechildress]

Curious as to why you used the Roth Proceeds to by DIS in there? Seems like it was a great opportunity to purchase your REITs in your Roth, sell them in your taxable and use those funds to add to your DIS position. This would allow your DRIP to compound tax free from here on out.

[GBtastic]

INTC is worrisome if youre worried about KMB, kinda strange imo. but to each their own. you do you

[astrothundergaming]

Love the content brotha ! I watch it once it releases and then end up watching it again anytime the markets closed so I can keep my self entertained 😅

[matthewolson]

Congrats on 100k Zach, I agree with the MSFT, Trow, WBA buy honestly Analysts are dead wrong about it. I'm interested in your next video I'm not sure I agree with the strength of streaming though.. I'm sure at one point cable was viewed similarly by investors. The moat is interesting to say the least.

[FinancialShinanigan]

Which will hit 200, 000 first, his portfolio or sub count?

[pascal]

Thank you for quality programming. What you are describing here is accurate - the flight to safety to the US stock market and dollar. This is what is keeping the market going at this time and preventing a crash. This "melt UP" phase will go on for a while, then as the global economy crashes so will US markets only harder due to the "No Win scenario" that has been created by so much obscene debt. Next comes the "Default Phase" with mega-massive bankruptcies and lastly "Asset Seizures" where banks and the Fed government will simply declare an extreme national emergency to justify the crisis and debit your account directly. The fools will think that this could never happen. The actual legislation for this type of action is already in place. My advice to anyone feeling the heat in this inflation, just trade long term more than ever, I have made over 189k from day trading with Anika Hobson in few weeks, this is one of the best medium to backup your assets incase it goes bearish..

[devondauchot]

Hey Zack. Just a quick question. Do you factor in what percentage your dividend yield is to share price? I am looking to move my stocks market share to a high enough dividend yield percentage, where the compounding effect takes place. Or maybe it’s different for each stock. Just wondering if I’m onto something. Cheers!

[JmanIncome]

I agree with KMB but have kept my 100 shares. They seem pricey by PE right now due to earnings drop same as DIS and CLX but once it recovers the PE will go down in a big way. These prices will seem cheap a few years ahead.

[chvellenut]

Your intro is great - I always let it run lol.

[JustGotRespawned]

Can I create however many portfolios I want on your website? Fx have 10 different portfolios that I can track and see data on individually? :)

[dannyrod]

Your version of DCA is 1 share a month?

[chris.shamblin]

Great update! I am still holding my KMB, but I understand your reasoning for selling. I love TROW, and I want to add more during the dip.

[Connor-vjvf]

So much of Disney value is in IP. Genuine question over whether they hold on to it or not now so I'd question the logic, especially considering how horrendously overvalued it is if they don't have that IP or tax-free status in Florida

[andiwand]

Hey there
What are you thinking about dividend companies from abroad, such as German Allianz stock?
Btw very good content. I love to watch your videos. Thank you
Nice greetings from Germany