MY TOP 5 DIVIDEND STOCKS OF ALL TIME

My top 5 dividend stocks comprise 34.1% of my dividend stock portfolio. Today's video covers these top 5 in detail. Also, I'm excited to share a separate list of my top 5 dividend stocks by cash flow contribution. Those 5 comprise 31.2% of my dividend income.
#dividend #stock #portfolio

Timestamps:
0:00 Introduction: I'm excited to cover my top 5 dividend stocks in today's video. I think some of the stocks will surprise you!
2:04 CORNER PATREON: I will have my complete dividend stock portfolio (percentage allocation to each position) live later this week.
2:43 SEGMENT 1: INSIGHTS FROM MY DIVIDEND PORTFOLIO AUDIT
2:58 My overall current dividend yield is in the 3.2%-3.3% range. This tells me 1) the market is at reasonable level of value and 2) I'm optimizing my portfolio well.
4:05 My top 5 positions by value comprise 34.1% of my portfolio. I want these to comprise 40%. I'm only adding to core positions right now.
4:58 Comparison To My Last Portfolio Update
5:55 I'm increasing my cash flow by about 3.4% every six months. My goal is about 7%-8% per year.
6:10 SEGMENT 2: MY TOP 5 DIVIDEND STOCK POSITIONS BY VALUE %
6:19 STOCK 1: Johnson & Johnson (JNJ) 8.8% of my portfolio
6:52 I love that it's trading at a bargain PE ratio in the 16 range.
7:50 STOCK 2: Starbucks (SBUX) 8.7% of my portfolio
8:40 SBUX is down 27.7% from its 52-week high. This always catches my attention.
8:54 I love the 5-year dividend growth rate of 12.1% on average per year.
10:24 STOCK 3: PepsiCo (PEP) 6.7% of my portfolio
10:52 This blue chip stock has such strength during bad times! It's only down 1.5% from its 52-week high.
11:14 I love seeing the payout ratio below 70% (it's at 67.9%). The is lower than I'm used to seeing it.
12:03 PEP is a bit expensive here because of its quality.
12:48 STOCK 4: McDonalds (MCD) 5.5% of my portfolio
12:56 5-year dividend growth rate is 8.5% on average.
14:13 I think there is risk with McDonalds.
14:52 All the the stocks I own carry risk!
15:30 STOCK 5: Apple (AAPL) 4.5% of my portfolio
15:41 This is the most surprising position in my top 5!
15:48 The low payout ratio of 15.1% gives AAPL room to continue to increase the dividend over time.
16:40 The starting dividend yield is very low at 0.60%. Not very meaningful to dividend cash flow until decades of dividend increases.
17:39 SEGMENT 3: MY TOP 5 DIVIDEND STOCKS BY DIVIDEND CASH FLOW CONTRIBUTION
18:07 STOCK 1: Johnson & Johnson (JNJ) 7.2% of my dividend income
18:33 STOCK 2: Starbucks (SBUX) 6.7% of my dividend income
19:11 STOCK 3: 3M (MMM) 6.5% of my dividend income
19:26 MMM is down 36.4% from its 52-week high.
19:54 Forward PE in the 11s, starting dividend yield of 5.03%.
20:42 STOCK 4: Altria (MO) 5.5% of my dividend income
20:53 I like the metrics with MO right now: -19.8% from 52-week high, PE in the 9s, dividend yield at 8.22%, dividend CAGR at 7.3%.
22:39 STOCK 5: PepsiCo (PEP) 5.3% of my dividend income
23:27 DISCLOSURE AND DISCLAIMER

DISCLOSURE: I am long Johnson & Johnson (JNJ), Starbucks (SBUX), PepsiCo (PEP), McDonalds (MCD), Apple (AAPL), 3M (MMM), and Altria (MO). I own these stocks in my personal dividend stock portfolio.

DISCLAIMER: All information and data on my YouTube Channel, blog, email newsletters, white papers, Excel files, and other materials is solely for informational purposes. I make no representations as to the accuracy, completeness, suitability or validity of any information. I will not be liable for any errors, omissions, losses, injuries or damages arising from its display or use. All information is provided AS IS with no warranties, and confers no rights. I will not be responsible for the accuracy of material that is linked on this site.

Because the information herein is based on my personal opinion and experience, it should not be considered professional financial investment advice or tax advice. The ideas and strategies that I provide should never be used without first assessing your own personal/financial situation, or without consulting a financial and/or tax professional. My thoughts and opinions may also change from time to time as I acquire more knowledge. These are, as discussed above, solely my thoughts and opinions. I reserve the right to delete any comments for any reason (abusive in nature, contain profanity, etc.). Your continued reading/use of my YouTube Channel, blog, email newsletters, whitepapers, Excel files, and other materials constitutes your agreement with and acceptance of this disclaimer.

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[ppcian]

IMPORTANT ANNOUNCEMENTS:
Hello, everyone! What do you think about my top 5 dividend stocks? Please share your top 5 in the comments below!

Make sure to SUBSCRIBE to my YouTube channel, as I have many more dividend investing videos on the way.

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Thanks so much, everyone, for your support. I hope you enjoy the video today!

(Disclosure and Disclaimer: Please see video description for disclosures and disclaimers.)

[loubop]

Now that i’m retired and living off my dividends, for peace of mind sake, I follow 5 rules. 1) No position can be greater than 5% of the portfolio. 2) No dividend income stream can be greater than 5% of my yearly income stream. 3) The values of the assets must respect a pre determined sector allocation. 4) At least 35% of the dividend stream must be classified as “Very Safe” by the “Simply Safe” dividend rating service. This represents the “bond proxy” part of the portfolio 5) A predetermined cash reserve must be set aside. This reserve is to address possible dividend cuts going forward. These rules stifle the growth of the portfolio in favour of a retiree’s peace of mind.

[rla]

hi... wrote your name in one of the people I admire the most... really thanks for keep me motivated in my dividend invesments...

[samsargent]

My top by value: MSFT, HD, PEP, JNJ, MCD. They make up 28% of the portfolio of 42 stocks. Enjoyed seeing and hearing about your strategy and I have enjoyed the outperformance of my dividend portfolio vs the S&P this year!

[gerardmiller]

The spring compressing is such a brilliant, inspiring analogy. Long live the 🐻

[IanMcD]

Personal favorites- (1) Southern Company, (2) Realty Income, (3) Blackstone Group, (4) Pfizer, (5) Stag Industrial. One that may hit the list soon is Air Lease since it relies on the NNN lease model but unlike a REIT has qualified dividends, still needs to build more of a track record and keep growing the payout. Love your channel, if you happen to write a book on income investing I'll probably buy a few copies and keep one for myself and give the others away as gifts.

[stevenflores]

The real Mr. 25/8. Always grinding out here to give us these dividend stock videos.

[Coda]

My top 5 are currently 31.7%. 25 total positions.

[Harihar_Patel]

I remember watching your videos 4-5 years ago, you must be a millionaire by now. I used to write deep posts in the comments because of my love for investing. I managed to condense my portfolio into two stocks now, Microsoft and google.

[uscrene]

GOOG, APPL, PEP, ABBV, JNJ
I’m a 42 y/o father of 3 and these positions are 45% of portfolio

[andrewsklyar]

Ian, what is your opinion on VZ (Verizon)?

[chimanchiang]

PPC ion!! Wow Apple number 5. I am your channel’s follower. Apple would be a surprise. I thought abbvie

[WheresWaldo]

Have you thought about adding a really safe quality etf for this portfolio? SCHD is amazing. And i love the idea of having it make up 10% of my dividend portfolio at any given time. A. It more diversification. More safe. And at times when all the stocks in the portfolio are in the green, investing into an etf is a good option while we wait for a market downturn to be able to dollar cost average down. I dont like buying stocks higher than my intitial traunch buy. I never have yet. Might take 5 years to be able to build something higher but its worth the wait. Everything drops. Eventually.

[flypimpinogflypimp]

every time you make a video and I see it on my home screen I always click on it first. I don't really like rap music, but you makes good content your content makes sense I like when you go into the numbers with your with your portfolio and the company's yields, plus I can relate to a fellow dividend investing brother, my portfolio is an income portfolio, my average yield over my portfolio is 6.1% but I bought a lot of MLPs during the flash crash of 2020 and I bought altria and Philip Morris when they were cheaper, and then Coca-Cola and Pepsi, I pretty much just divulged my whole portfolio and oil I got x on mobile at $34 a share when it crashed in 2020 it was paying over 10%. so I got nothing to complain about God has blessed me I'm good to hear and you're doing well

[jonathanrogan]

Love your content!! Probably my favorite dividend investor. Question- do you have any realtor income or SCHD???

[scottscriticalmass]

Thanks for sharing Ian... 💪 My top 5 at the moment are, in order, AAPL, LOW, TSCO, SCHW & AMAT or JNJ which are literally penning apart so I'll make the list 6... Not necessarily high current yields, but my yield on costs are 6.1%, 31.8%, 7.5%, 7.2%, 11.1% & 12.3 which I'll happily take. Cheers my friend! BTW... SBUX is a larger holding for me as well, but currently between 10-15 size wise.

[brucemckee]

Hi Ian it's interesting that your dividend income is a bigger percentage than your portfolio losses. A great lesson not to neglect our core positions.

[zuffykiller]

Yay! MO and Apple, Xom, PG and Intc dividend contributions for me

[aminhamouda]

Hey Ian, do you have any playlist for the newcomers to learn about the different metrics and how to find good stocks?

[JohnSmith-igsb]

I will never get tired of Starbucks as long as they keep upping those dividend checks!