3 HUGE DIVIDEND STOCK TRADES (Passive Income Surges)

I'm excited to share three large dividend stock trades, and my top 7 dividend stock holdings in my personal portfolio. My passive income has increased a staggering 7.64% almost overnight, and I'm making big moves in my portfolio.
#dividend #stock #investing

Timestamps:
0:00 INTRODUCTION
0:02 My dividend income is up 7.64%, almost overnight, due to large trades that I'm going to share today!
0:22 I have a new number 6 largest position in my dividend stock portfolio.
0:35 I'm going back to my roots. My number 4 largest position is Altria (MO). My number 6 largest position is British American (BTI).
1:18 SLIDE 1: MY LARGE BRITISH AMERICAN (BTI) PURCHASES
2:35 My dividend income is up 7.64% from the trades shared today.
3:28 SLIDE 2: MY THREE DIVIDEND STOCK TRADES
3:31 I bought BTI twice (75% weight). I bought SCHD once (25% weight).
4:04 Aggregate yield of my paired trade was 7.56%.
4:39 These were difficult trades because I was waiting for my funds to deploy, while I saw BTI stock price increasing each day.
4:55 I'm sharing all of my journey here. Some trades may age well, others may not. We'll see how this one does.
5:51 Over the last few months, I have seen BTI trend up from $31, to $32, to $33, and now all the way up to $34. It has been painful.
6:28 Real world constraint: Waiting for funds to deploy.
7:49 I was going to deploy 100% BTI, but I did 75% BTI and 25% SCHD because BTI had gone up a lot in share price.
8:32 SLIDE 3: MY STRATEGIC DIVIDEND PORTFOLIO GOALS
8:59 Goal 1: Higher aggregate portfolio yield.
9:23 Goal 2: Increase aggregate portfolio CAGR (for long-term yield-on-cost).
10:30 SLIDE 4: MY TOP 7 DIVIDEND STOCK HOLDINGS
11:58 JNJ 8.5% Value, PEP 7.8% Value, SBUX 7.4% Value, MO 7.1% Value, McDonalds 6.3% Value, BTI 5.1% Value, RTX 4.9% Value
12:28 My top 7 positions comprise 47.1% of the portfolio value (and 53.14% of dividends).
14:40 SLIDE 5: SIN STOCKS AS A PERCENTAGE OF MY PORTFOLIO
14:56 31.62% of my dividends come from sin stocks.
15:26 SLIDE 6: MY AGGREGATE DIVIDEND STOCK PORTFOLIO YIELD
16:48 SLIDE 7: MY TOP PRIORITY GOING FORWARD (SCHD)
17:17 SCHD is now 1.5% of my portfolio, a big deal for me. I'm working towards 5-7%.
18:29 SLIDE 8: MY ALTRIA (MO) TRADE FROM LAST DECEMBER
18:41 I'm up 23.9% capital appreciation since December, 2023. And, I locked in dividend yield-on-cost of 9.75%.
19:08 SLIDE 9: BRITISH AMERICAN (BTI) DIVIDEND STOCK ANALYSIS
19:56 Dividend yield of 8.94%.
20:30 I'm not buying this for capital appreciation, but a little appreciation would be nice.
21:51 DISCLOSURE AND DISCLAIMER

DISCLOSURE: I am long SCHD, Altria (MO), British American (BTI), Johnson & Johnson (JNJ), PepsiCo (PEP), Starbucks (SBUX), McDonalds (MCD), and Raytheon Technologies (RTX). I own this ETF and 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:
Thanks for watching! Please don't forget to "like" and “subscribe”. Please let me know in the comments below what you think about my latest stock trades.

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My Backyard Patrons see my stock trades, each accompanied by a blog post write-up. They also have access to 50 historical Patreon-exclusive videos.

In addition to all Backyard Patron perks, my Corner Patrons also have access to my complete dividend stock portfolio (% allocation to each position) AND my complete bond portfolio (% allocation to each position). They additionally enjoy exclusive portfolio update videos, Corner Patreon virtual meet-ups, and more.


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

(Disclosure and Disclaimer: I'm long SCHD, MO, and BTI. Please see video description for all disclosures and disclaimers.)

[warwar]

I have 1500 shares of Nvidia. This past week has been slaughtering me, at this point I'm worn out worrying about the right etf's to buy.

[alexschiller]

Good stuff! With a recent purchase and the run-up, BTI is now my 5th largest position! (Top 7: AVGO PM MSFT ABBV BTI AMZN LMT)

[calusa]

I love my MO stock and SCHD, I will start buying some BTI. Thanks Ian, you are the true divided pimp. ✌🏼

[dannytrader]

Thanks, Ian! I'm heavy in BTI and MO too. They've been on sale for years so I kept buying. Have a great weekend, my friend! God bless!

[ecucloud]

Your insights over the years have been so valuable. Absolute gem of a channel you have been

[feleciawallace]

3M - this stock wins the day, up bigtime

[RobMitchell]

Ian, thanks to your videos/encouragement I now get 17 paychecks every month. THANK YOU!

[mcgritty]

MO and BTI are my number 1 and 2 holdings, respectively. Have been for years. Also, ABBV im up well over 100% since Ian talked about it many years ago and it was out of favor then. Nearly a 7% yield on cost with ABBV. I love your content and transparency, Ian. Thank you. Doing well on many others. To each his or her own. Find what works for you and feel it out. This is a marathon. Being condescending towards others as far as their investments isn't helpful. Those who are harsh and judgmental may likely be bitter about their own investments.

[michaelswami]

Thank you Ian for your thoughtful YouTube videos.

[richardthorne]

Congrats on your purchases. I own all your stocks today except I Don’t own BTI. love your videos 🎉

[rustyshackleford]

Thanks Ian! Appreciate your wisdom. I've also been adding to MO really the last 2 years btw 40-45$ now my 3rd largest position and largest dividend payer. Now I told myself I'd stop reinvesting dividends over 50. Honestly didn't expect it to get here so quickly so I'm torn. What's your 2 cents here? Thanks again

[dividendjourney]

Always love the videos Ian! ❤
I’m also long BTI, recently added as I also believe they have a place in the future in my humble opinion; also great value ATM.
I’ve been buying all my 15 or so individual positions, plus lots of SCHD, and some DGRO in the tax-free. SBUX, HSY, KR, DE, Lamb Weston, all looks very compelling and I’ve been doubling down in those. Also, BMY. That’s a great one with many new acquisitions despite debt, etc. They recently rallied and I’m continuing to load up as they were about half there all time high.
Cheers Ian, God bless you and the family. Take care as always! 👍🙏

[moresugartradercc]

Happy you have increased your income I'm long bti ps I save money for stocks that are on sale but I never have enough when 5hey do

[tomahawk]

Boom - this video will be amazing, as always.

[Bob-ut]

Hit 6.6% of my portfolio with SCHD with a 19.2% gain on it over the last year since starting to buy it.

[brucemckee]

Great content as always Ian , your videos truly motivate and educate everyone.

[twizzlemizzle]

Hope all is well with you and your family. Best wishes. Twiz.

[BirdsR]

Ian im curious if you are investing in growth stocks as well. I remember you saying you wished you had. Havent been on here in a while so i dont know.

[Neo_Finance]

Waited 2 years to see MO where it is today and I couldn't be happier. These companies will follow the youth into vape pens. More children use vape pens than adults smoke cigarettes' now. I may dig a little deeper for more stats, but that is interesting.