Dividend growth portfolio: Review my pie 63

Dividend growth portfolio: Review my pie 63

04:47 - (1) Question from Todd 51 years old
11:01 - (2) Question from ??? years old
15:06 - (3) Question from Dan ??? years old
19:41 - (1) Portfolio from Eric 32 years old
28:23 - (2) Portfolio from J 23 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.
#ReviewMyPie

[supersteve]

My first trade was for $250.00 and it cost $75.00 through a broker. This was in 1990. We have come a long way.

[slammer]

This series is great. Even if my particular situation is slightly off of the one you are examining, by seeing your thought process applied across many applications, it really helps me think about what im doing in my own portfolio. Good job. The key for me is NO DEBT.

[DefenderfDead]

My individual holdings are 5%, 4%, 4%, the rest are 3%. 30% is ETFs. Income and dividend growth.
Plan to increase the ETF exposure and get more quality growth ETFs with future income.

My 401k is 80% total/broad market. 10% bonds 10% REITs

[international_dividend]

For the Eric first portfolio, I wouldn't recommend he sell off to rebalance but rather just rebalance through future contributions.

For the third portofio, I'd keep realty income and keep reinvesting the dividends. He will end up with a money printing machine at a ridiculously low yield on cost.

[international_dividend]

Dan, the third question, wants to be an income investor and not a dividend growth investor. One is not better than the other, just different. I recommend he watch @Armchair Income. Really great channel, like this one.

[kydoko]

The guy who wanted his named blurred had his real name on his portfolio @ 29:20

[courtjeffster]

Hey man, thanks for the answer to my SCHD question (I asked it on YT and X because I wanted to make sure it was seen). I’m 33 in the US and plan on starting with $150/week and scaling up as I can. So, the benefit of adding in DGRO is the added diversification. Thanks again!

[MMT_Rod]

Jake, I enjoy your channel, although I’m not a dividend investor. Occasionally you discuss return of capital (ROC) especially when it comes to income ETFs. In 401k accounts, we are told that deferred taxes is a significant advantage to our wealth. Doesn’t the same logic apply to ROC dividends in a taxable account? If there are no taxes on ROC until I sell my shares, and I hold my shares for at least 12mos, then the taxes are deferred (like a 401k) and realized at long-term capital gains rates rather than as ordinary income (unlike a 401k), addition to benefiting from the tax-free ROC dividend (unlike a 401k). As long as the ROC isn’t destroying the NAV, which is the case in some but not all funds, doesn’t ROC offer a significant benefit in a taxable account?

I think ROC is one of the most misunderstood topics in investing and it certainly deserves a video.

[mikesurel]

You can own 10.stocks and be better diversified than SCHD. The issue is not the number of companies, it is the sector concentration.

[yut]

Hi Jake! New subscriber here, but I have been binging your videos the last couple of days. I’m just a little lost as to which ETFs I should allocate to my Roth IRA vs my taxable brokerage account. I’m looking at VOO, SCHD, SPYG, VGT, DGRO, QQQM, and VXUS. In your opinion, where would you put each of those? I am in my mid 20’s and wouldn’t mind achieving some sort of FIRE by around 45.
Thanks so much!

[mandl]

Hey! Does it make sense to invest in SCHD or similar ETFs in retirement seeing as they pay quarterly and monthly distributions would be preferable to pay bills? Thanks.

[guiltyspark]

Are there any solid etf's that have offset pay schedules? It seems that all of the big players pay out on the same schedule. VIG, SCHD, DGRO, VYM, VTI... I'm trying to set up an ETF ladder and get paid every single month with just the "core" holdings.

[RonaldKragnes]

@11:01 FAQ about why to keep DGRO in your portfolio, and not just invest solely in SCHD.

[Diagnostics-yfwb]

Jake. I am 47. I am planning to get retired at 57-60. Meaning I got 10-12 years.
I got 40K in stock market equally divided in SPLG-SCHD-SCHG-O
I can contribute $3000 per month.
My Roth IRA is handled by my investor which is 7K a year which is extra.
I need $3000 per month extra income in addition to my other income from this stock market journey.
Do you think is it possible with this much contribution?
If yes, what approach I should do.

[harsharao]

Some real good advice in this video folks. Please watch and hit like. Thanks man. Would you know of some good CEF's which have been consistently paying? How about DNP ? THX

[TheHateuguys]

Following the path.
Schd 21.3k
Dgro 21k
Jepi 8.6k
O 7k
Amzn 5.8k
Sbux 5.8k