Dividend growth portfolio: Review my pie 59

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Dividend growth portfolio: Review my pie 59

***I had to trim out the funny clip from this video because someone falsely claimed the clip. Instead of having the video be demonetized, I just trimmed it out.***

03:45 - (0) Question from Homer 53 years old
08:46 - (1) Portfolio from Brendan 35 years old
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14:25 - (2) Portfolio from Juan 52 years old
23:05 - (3) Portfolio from Randy 60 years old
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I'm not a financial advisor and the content discussed today is merely my opinion and intended only for your entertainment. The content expressed in this video should not be considered as professional financial advice. Some of the links above are affiliate links and come at no cost to you.
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***I had to trim out the funny clip from this video because someone falsely claimed the clip. Instead of having the video be demonetized, I just trimmed it out.***

Thanks for watching!

DividendGrowthInvesting

I really appreciate your videos and glad I found them. I just sold out of my growth stocks and put my Roth IRA into the 4 ETFs, SCHD, DGRO at 40% each, and 10% each of VIG and DGRW. I did the core/satellite approach for my 401K as well. I want to retire in 10-15 years and I think it's the best plan!

eplugplay

Question.... Im getting ready to retire... if the market crashes while in retirement... like a 50% crash... would a jepi or schd make it thru it? I get my capital would be down.... but can those types of stocks handle that type of crash?

Happ

Juan is currently investing $4.50 per month in each of his 65 companies. Hard to move the needle at those amounts. The 60 year old would be better served going 50/50 stocks and bonds (can get almost the same rate in a 2 year treasury as the HYSA and Money Market).

michaelswami

“Hi, my name is Juan☝️ son of two✌️”😂

ayiedo

Have a great week Jake! Cheers to Juan 🤙🏽🇵🇷..

norttorres

Educational and entertaining!!! LOVE those clips 😂😂😂

cathysheahan

If you’re thinking QQQ, why not QQQM to save the 5 points?

AJGiliberti

I use Yieldmax and Defiant funds to fund my retirement income and also have a gov pension.

robertsmith

I originally started positions in SCHD and VYM a few years back. I wish I would have gone with DGRO rather than VYM, knowing what I know now. I’m highly considering selling out of VYM and starting a position in DGRO but it’s hard to give up the growth that has come with my VYM position over those last few years. Not sure it makes sense to just start my position in DGRO, dollar cost average in to it and let my VYM sit. It doesn’t make sense to have SCHD, VYM and DGRO and equally buy in to all 3 each paycheck. I don’t like having positions that I’m not continuing to buy each week. I’ve been sitting on this issue for too long though. I need to figure out what direction I want to go and just do it. 😩

mikespeiser

I believe your interpretation of NEOS return of capital is not accurate. They are not returning principle which is bad return of capital. I suggest you watch a fellow YouTuber Armchair Income who interviewed NEOS fund manager 7 months ago on this very subject. It may change your opinion. Thanks for your content.

NicolasCharalambous-ty

Yes, there's a 30% withholding tax for non-US people. So if Brendan isn't American, there's a 30% tax. If his jurisdiction also has a passive income tax there's an offset...

But if he's American, he shouldn't have to pay the 30% wt.

international_dividend

For Brendan, I hope you read this comment if you are not American.

Can you fill in the W-8BEN form?
Some countries have agreements with the US to reduce the withholding tax of 30% on dividends.
You have to discover if the country you are living in has this agreement.

Good luck!

evasanz

The 5% HYSA are getting eaten into with inflation and you’re paying income rates in taxes. SCHD is paying “only” 3.5%. But it’s growing and you pay qualified cap gains. I’d say that’s a much better preservation of wealth.

AJGiliberti

Dumb question here but hopefully anyone can guide me: I am new to the channel in fact I am new on investing. I am 32 years old and plan to retire at the age of 60 years old. If you were gonna start from zero mow, what would you suggest to start with: growth / dividend investments and then switch to income based investments (like JEPI / JEPQ) near to retirement? Or is a good idea to start since the beginning with some exposure to high income ETFs?
Thank you

juanlyrodriguez