How Much My Dividend Portfolio Paid Me in June! ($180,000 Account)

In this video, we look at my portfolio and find out exactly how much dividend income I made in the month of June!

Social Media (and other fun stuff):

I am not a Financial advisor or licensed professional. Nothing I say or produce on YouTube, or anywhere else, should be considered as advice. All content is for educational purposes only. I am not responsible for any financial losses or gains. Invest and trade at your own risk. Some of the links in the description may be affiliate links. The inclusion of Interactive Brokers’  (IBKR) name, logo or weblinks is present pursuant to an advertising arrangement  only. IBKR is not a contributor, reviewer, provider or sponsor of content published  on this site, and is not responsible for the accuracy of any products or services discussed.

[methos-eynf]

My style of investing is not dividend growth investing, so I'm fascinated with your portfolio. The most striking thing to me is how many holdings you have, yet nearly half is dominated by one holding. I'm aiming to have a relatively equal weighted portfolio with preferably no more than 15 holdings - 20 max. The less to keep track of the better.

[DMS]

But why would I want to invest in SCHD at record stock market highs to earn dividends around 4% when I can simply sit in a risk-free money market fund and earn 5.2%??

[ToTheNines]

I’m often after dividend bull when he misrepresents dividend growth. But I feel like living off higher yield is being misrepresented a bit here as well. You could in theory live off a certain amount of your dividends and reinvest a small amount to keep up with inflation. With high yields it shouldn’t be an issue. No one says you have to live off all your dividends, just like you don’t have spend your entire paycheck.

[Jakkaribik]

I just Go with Compounding because in Italy there is a 26% Tax On Dividends so I rather Keep it Compounding (No Dividends) for a couple years and Pay No Tax that is the key when you do not have Free Dividend Income every Year. Maby Later they will turn it down a bit but Germany has 25% Tax but you get around €801 Free Dividends per year before the Tax.. So yeah Italy is way Behind unless you keep Compounding and maby Rules change if not heck free Interest on Interest

[DavroarTV]

Okay, move to US, buy SCHD and retire, got it

[roaldhansen]

I see that your plan is to still contribute to your portfolio after you start to live of dividends? Is that expence already baked in to your current living expenses? Or are you using the money double?
If your plan is to stop working after you start to live of dividends, then you should cut those 2500$ to zero.
If you do that, will your portfolio stil be able to carry you financilly? And where's the taxplan? Why don't dividends investors ever think or talk about taxes? Up til 37% can be taken by the goverment. So in order to live of dividens you would need to multiply you rnumber with 1, 37 just to cover taxes. According to the math, you're 2000$ short each month due to taxes. (5400$ x 1, 37 = 7400$)
Otherwise a great video. Keep ut the good work

[RobsMetals]

whats the point of so many other div stockks if half your portfolio is SCHD? has the performance and yield of the other stocks beat SCHD by much?

[kylen]

Did your “live off dividend” analysis include taxes?

[jb]

Is this a taxable account? Or tax advantaged?

[claytonh]

What do you think about MAIN and HTGC? I was thinking about selling and reinvesting.

[lorenzomiglietta]

Considering future growth what do you think is best altria, British American Tobacco or Philip Morris ?

[boletgros]

My question is the following: If you found 100 ever increasing dividend stocks 10 years ago, how many of them would still be increasing today?

[ghostlight]

Quick question, I just started investing around march and am contributing around $50 a month, and when I look at SCHD it doesn't show a dividend yield, so how do they calculate what they are going to pay out?

[mareksacha]

great spreadsheet / by details, havent downloaded it

[kylem]

If you had 10k to invest what would you do for dividend growth. A set it and forget it will contributing around 500 a month?

[TortoiseInvesting]

Awesome looking portfolio man! I see you're wanting to go down to 28 total holdings. Are there any 2 or hand full of holdings on the chopping block that you may move out of?

[miguelclaro]

Why dont you invest in Main street capital?

[industrialpalletworx]

I have a few of what you have in my IRA. It currently sits at $170k. I have O in that account and while I like it at the same time I'm not so sure on it any more. I'm really loving Main Street Capital over it. The yield is higher but the metrics seem to be in a better place as well. I have a majority of my account in S&P 500, Nasdaq, and Russell 2000 ETFs. I don't know about you but for the year I'm up over $21k ytd. I have no additional contributions nor do I have any free cash flow in that account. While I'm all about dividend investing it seems for the long term growth anyway it's going to be hard to beat the index tracking ETFs. My taxable account is only 15 months old and I started from scratch and have built it up to just shy of $7k. That's investing whatever I can manage comfortably. I had my first $100 month in May. My goal is $100 a month on average by the end of the year and I'm at $80 now.

[MrGameMeister]

How much capital are you contributing to your account each month? I assume there is some dollar cost averaging - just curious how the numbers may change based on your monthly contributions. And when you contribute a monthly amount, how are you apportioning it to your portfolio? Splitting the amount on a percentage basis to your current portfolio holdings may not be feasible, so i am assuming you have some method to buy in additional shares as your account capital grows?

[MrKinglyProductions]

With high yields on govt bonds do you think it is smart to put about 10%-20% into 30 year notes and set and forget?