- 22
- 134 602
Simply Safe Dividends
United States
Приєднався 19 січ 2018
Dividend stock and fund analysis, investing tips, retirement strategies and more, posted several times per month.
Brian Bollinger hosts the channel and previously worked as an equity analyst at a multibillion-dollar investment firm near Chicago. Brian is also a registered Certified Public Accountant (CPA).
As a straight shooter and seasoned dividend investor, Brian enjoys running the Simply Safe Dividends website (used to track your portfolio's income, dividend safety & more) and cutting through the noise to share objective analysis.
DISCLAIMER
Brian Bollinger and Simply Safe Dividends are not registered investment advisors or broker/dealers. All information provided in our videos is provided for informational purposes only. Nothing in our videos or the Simply Safe Dividends website constitutes a representation by the publisher or a solicitation for the purchase or sale of securities. Please contact an investment professional if you have any questions regarding an investment.
Brian Bollinger hosts the channel and previously worked as an equity analyst at a multibillion-dollar investment firm near Chicago. Brian is also a registered Certified Public Accountant (CPA).
As a straight shooter and seasoned dividend investor, Brian enjoys running the Simply Safe Dividends website (used to track your portfolio's income, dividend safety & more) and cutting through the noise to share objective analysis.
DISCLAIMER
Brian Bollinger and Simply Safe Dividends are not registered investment advisors or broker/dealers. All information provided in our videos is provided for informational purposes only. Nothing in our videos or the Simply Safe Dividends website constitutes a representation by the publisher or a solicitation for the purchase or sale of securities. Please contact an investment professional if you have any questions regarding an investment.
Building a $1 Million Portfolio of Dividend Kings
Dividend kings have raised their payouts for 50+ years. These dividend growth stocks sound appealing for a retirement portfolio, but there's a catch. We built a $1 million portfolio of dividend king stocks to take a closer look at their appeal.
Looking to track your dividend portfolio and keep your income secure and growing?
Try Simply Safe Dividends for free: www.simplysafedividends.com/
Thanks for watching!
- Brian
Looking to track your dividend portfolio and keep your income secure and growing?
Try Simply Safe Dividends for free: www.simplysafedividends.com/
Thanks for watching!
- Brian
Переглядів: 1 199
Відео
7 Best High Dividend Stocks for a Trump Presidency
Переглядів 2,7 тис.14 годин тому
Lower taxes, trade tariffs, deregulation, and energy independence could reshape the economy and tomorrow's best dividend growth stocks. We combed through 900 companies to find 7 quality stocks with yields up to 10% that could benefit from Trump's key policies but seem likely to remain durable businesses over the long run either way. Try Simply Safe Dividends for FREE to track your dividend port...
Is Pfizer’s 6% Yield Safe as Activist Takes Stake?
Переглядів 2,6 тис.28 днів тому
Pfizer's looming patent losses and potential leadership changes create a hazy outlook. We dig into the drugmaker's dividend safety and long-term outlook to gauge if it's worth buying and holding. 00:55 Pfizer's corporate history 01:54 Why Pfizer has underperformed since 2000 02:52 Pfizer's dividend safety analysis 05:56 Pfizer's upcoming patent expirations Looking for more income ideas and the ...
5 High-Yield Stocks to Beat Falling Money Market Rates
Переглядів 3,4 тис.Місяць тому
Fed rate cuts reduce money market payouts. We reviewed five quality dividend stocks with safe 5% yields, rising dividends, reasonable valuations, and time-tested business models. Stocks have very different risk profiles than money market funds and should only be considered as long-term investments. But dividend stocks represent an interesting income alternative for certain investors to consider...
Build a $500K Portfolio: 5% Yield, Equal Monthly Dividends
Переглядів 11 тис.Місяць тому
These 35 high-quality dividend stocks provide a smooth, growing income stream while making a well-diversified portfolio - no sector exceeds 15% of the portfolio's total value, and no single position provides more than 4.5% of the portfolio's annual dividend income. Grab all the holdings: public.3.basecamp.com/p/Q1qmbKnc2uY7NizFYJSRxYPM Need to keep your retirement portfolio safe? Stay on top of...
Buffett’s Best High Dividend Stocks for Rate Cuts
Переглядів 2,7 тис.2 місяці тому
Warren Buffett's Berkshire Hathaway owns 20 dividend stocks. We looked at how each one performed during the last five rate-cutting cycles to see which could do the best if history repeats (or rhymes!). Try Simply Safe Dividends for free: www.simplysafedividends.com/ Buffett's best dividend stocks for a recession: 10:57 Buffett's best dividend stocks for a soft landing: 11:06 1995 rate cut winne...
SCHD’s Uncomfortable Truth for Dividend Investors
Переглядів 44 тис.2 місяці тому
SCHD's recent underperformance isn't too concerning, but there is something else to be aware of with this popular dividend ETF. We did a deep dive on SCHD's holdings and where the fund could be headed next. Looking for dividend research and tools to help you generate safer income and keep your retirement portfolio on track? Try Simply Safe Dividends free: www.simplysafedividends.com/ Thanks for...
When Interest Rates Drop, These Dividend Stocks Pop
Переглядів 11 тис.2 місяці тому
The Fed is about to cut rates, which has historically helped dividend stocks outperform in the years that follow. We look at which types of stocks could do best if rate cuts lead to a recession or a soft landing. Looking for spoilers? Jump to our individual stock screening and analysis starting at 06:04 Want to save stock research time, generate safer income, and gain more confidence in your di...
Why Dividend Stocks Could Be Back in Favor Soon
Переглядів 1,9 тис.3 місяці тому
Many dividend stocks look historically cheap compared to the tech-heavy S&P 500. Following years of underperformance, dividend strategies started outperforming over the past month. With AI hype possibly peaking and increased worries of a recession arriving, this could be just the beginning. Looking for tools that can keep your dividends safer and help you make investment decisions with more con...
5 Beaten Down Dividend Stocks Still Worth Buying
Переглядів 4,4 тис.3 місяці тому
We analyzed five cheap dividend stocks with durable business models, investment-grade credit ratings, and long-term outlooks that appear stable despite the market's noise. Spoilers: 01:24 McDonald’s (MCD) 05:05 Archer-Daniels-Midland (ADM) 07:31 Toronto Dominion Bank (TD) 09:49 Robert Half (RHI) 12:22 Air Products (APD) Looking for more ideas and the best tools to stay on top of your dividend p...
How to Retire Using Dividends for Passive Income
Переглядів 6 тис.3 місяці тому
I've seen countless investors retire using dividends. I share the strategy's main benefits and risks, including a look at a conservative retirement portfolio focused on dividend stocks and funds. A big appeal is generating a passive income stream that is detached from the stock market's ups and downs. Plus the power of inflation-beating income growth, a key benefit of dividend growth stocks com...
Buy the Dip in Nike's Stock: Just Do It or Value Trap?
Переглядів 1,3 тис.3 місяці тому
Shares of Nike are down 60% from their all-time high, and the stock's dividend yield has doubled. We looked at the threat from Hoka and On, the thoughts Warren Buffett has shared on Nike, and ultimately whether the stock looks like a buy-the-dip bargain or potential value trap. Looking for more dividend stock analysis and tools to improve the safety of your income portfolio? Since 2015, Simply ...
Is Realty Income (O) Still the Best Monthly Dividend Stock?
Переглядів 8 тис.4 місяці тому
We analyze Realty's dividend safety, recent underperformance, and whether the REIT stock could be close to bottoming out or becoming a value trap. Want to retire with more peace of mind about your income portfolio? Try Simply Safe Dividends for free: www.simplysafedividends.com/
Top 20 AI Dividend Stocks (Besides Nvidia & Microsoft)
Переглядів 2,3 тис.5 місяців тому
No Nvidia's or Microsoft's - discover 20 less popular dividend stocks that are benefiting from the boom in artificial intelligence (AI) and could have long runways for growth. Looking for research and tools to stay on top of your dividend portfolio and keep your income safer? Try Simply Safe Dividends for free: www.simplysafedividends.com/ SPOILERS: 02:21 Oracle (ORCL) 04:47 Digital Realty (DLR...
Screening for the Best Dividend Growth Stocks (4 Picks)
Переглядів 3,3 тис.5 місяців тому
Looking for safe dividends, high yields, and fast growth? You probably can't get all three in a single stock, but we will show you how to find the best dividend stocks in each category. Try Simply Safe Dividends for free: www.simplysafedividends.com/ High Dividend Screen: 01:18 Fast Dividend Growth Screen: 15:09 Thanks for watching! #dividend #dividendstocks #investing
7 Popular High-Yield Stocks That Should Cut Their Dividends
Переглядів 3,6 тис.6 місяців тому
7 Popular High-Yield Stocks That Should Cut Their Dividends
Building a $1 Million Portfolio of Monthly Dividend Stocks
Переглядів 16 тис.6 місяців тому
Building a $1 Million Portfolio of Monthly Dividend Stocks
Altria’s 9%+ Dividend Could Go Up in Smoke If This Happens
Переглядів 1,3 тис.8 місяців тому
Altria’s 9% Dividend Could Go Up in Smoke If This Happens
Payout Ratio Explained: How to Pick Safe Dividend Stocks
Переглядів 1,5 тис.8 місяців тому
Payout Ratio Explained: How to Pick Safe Dividend Stocks
12 High-Yield Stocks Paying Safe Dividends 100+ Years
Переглядів 5 тис.9 місяців тому
12 High-Yield Stocks Paying Safe Dividends 100 Years
I would love to see a video on each of the 3 portfolios that you feature on the website.
Awesome video again ❤ Could you possibly do a video of a soon to be retiree? I'm guessing it would Kings, and Aristocrat's, Contenders ? And maybe some Fidelity mutual funds etc ❤ thank you in advance Brian
Great video. Will your screener search for the younger growth investor?
Thank you, Brian! Great video!
Another great video brian Thanks for your hard work
Interesting exercise, but kind of pointless. My answer to this would be that I can earn 5.4% yield with a T-Bill account with zero risk. Granted that is for as long as rates remain elevated, but 2.62% isn't even keeping pace with inflation and then taxes on top of that. Your buying power would be declining every year.
I agree with some of your comments. But your dividend income will grow by 4.8% a year. So every year your dividend income grows. Plus your principal investment money should grow too. A person could just invest in a dividend etf like SCHD or a different dividend etf and make more dividend income and grow your principal too. If dividend king stock prices would fall and the dividend yields go up then I could see using this portfolio. I like the combination of etfs mixed with dividend paying stocks and a touch of muni bonds.
@@RichDiaz-h7w The problem with counting capital appreciation as a return is that prices can drop as well as increase, and more importantly, you have to sell the asset in order to realize the gain. And what do you not have if you sell? The asset. So I understand that it's only my method, but I don't count capital appreciation as part of my return until it's been realized.
@@juliancate7089stocks will always outperform bonds, T-bills, etc. in the long term.
Yield on cost goes up as the price paid increases. A bond or money market fund doesn't
Thanks for watching! Please me know if you have any suggestions for future video topics :) - Brian
Brian, I’m 50 years old. What I would like to see is a million dollar portfolio or good dollar amount using some ETFs like Schd, VOO, QQQM, or something similar. Plus sprinkle in some dividend kings, aristocrats, and other good dividend paying stocks or even preferred stocks with maybe a touch of municipal bonds getting a 4 to 5% yield. I’m trying to set up my taxable investment account and bring in passive income and drip it back for 5 years. When I turn 55 I then will use my 401k and use the rule of 55 and deposit the 401k money into the taxable account and grow my passive dividend income. I am a simply safe dividend account user and love it.
Thanks Brian! How about offering a ten stock portfolio that resists downturns the best while offering some passive cashflow via Dividends?
SSD dividend payout metrics and safety scores are very useful….. Principle growth metrics and safety scores would also be useful. The goal being steady dividend payout to meet my expenditures while growing my principal faster than inflation. Thanks
Disagree: 1) need enough dividends to cover all my expenses over a monthly or yearly time period, BUT also require 2) principle to grow greater than the yearly inflation rate and dividends to also grow greater than inflation….SSD has been useful in building this portfolio.
Thanks Brian always good content
Thanks for the insights and your great videos.
I'm looking to get in a 50,000 share position. Hoping For $26.50. As of 11/10/24, very close to that !
You are rich guy. I bought 40 shares yesterday.
Using SSDs screener tools for a few years; with satisfactory results to create and maintain a steady monthly income from USA stocks and MLPs. Only caution is, one needs to pay close attention to share price decreases, and act promptly……An example would be ATT with > 50% drop in share price with an increase in dividends but the principle is gone forever, even though they paid the income…😂😂
Great ideas as always. Timely with the decreases at Schwab and Fidelity, MM Funds. The rating tools at SSD are super. Well worth the money . Living on dividends in CA. 😊
I'll be buying CAPL. KMI looked tempting, but unfortunately, I can't justify investing in any of the others. They are overpriced. Furthermore, I'm receiving 5.4% from my T-Bill fund (VUSXX) at zero risk, so as a dividend investor, it's hard to justify reducing my yield and accepting risk, given the alternative.
Thank GOD.....USA sent a stong message to the leftists. You're all done-
Google is a better dividend stock. Their growth means they will deliver much miore dividends in next 20 years than stagnating companies like GPC.
Politicians always do the opposite than they promise before ellectrions. Trump will be great for renewables as during his last presidency. Investing in oil and midstream is like investing in Nokia at the dawn of smartphones. You will get wiped out sooner or later like coal stocks before. Its EV era and renewables era. Gasoline demand peaked in 2019 and ICE car sales in 2017. Its donwhill from there with major decreases starting since 2030. Get out of all oil stocks before 2030 or expect permanent capital loss like woth coal stocks before.
Thank you for the informative video
I’d love to be a subscriber of simply safe dividends but it’s expensive. Let me know when you have a sale.
I agree 100%.
I had been loading up on REITs like O and NNN thinking lowering interest rates would create a good environment for both growth and consistent dividends. On further analysis the prospect of tariffs on the way might prevent this from happening. I'm long energy and midstream holdings hoping to avoid the dreaded dividend cuts like WBA, MPW and IEP.
Tariffs and deficit spending are inflationary. So is deportation of low wage workers. I expect inflation to rise a little and interest rates to stay elevated.
I got out of oil related stocks completely with Biden and his ilk. Newsome killed my interest in CNG when it looked good for a new plant in California and Hawaii in a laudable move bought CNG powered cargo ships, only to find California planning on slamming the doors on them refueling. I doubt Newsome will let things get better in California under Trump, but he certainly kicked some real sensible environmental plans to the curb.
Interesting stocks and analysis. I'm a bit concerned that the rush to deregulate may produce instances of wild speculation that may not turn out so well. I will keep my copy of "Devil Take the Hindmost" handy for future reference. Heh.
SSD reviews and portfolio suggestions are useful tools to facilitate, living off dividends. Thanks Mr. Bollinger.
Spoilers below! Thanks for watching. Try Simply Safe Dividends for free to track your dividend portfolio, generate safer income, and make better informed investment decisions: www.simplysafedividends.com/ Spoilers: 01:20 Initial Trump Winners 03:50 First of Long Island (FLIC) 05:10 CrossAmerica Partners (CAPL) 06:35 Brookfield Infrastructure Partners (BIP) 08:22 Kinder Morgan (KMI) 09:52 MSC Industrial (MSM) 11:09 Evergy (EVRG) 13:12 Genuine Parts (GPC) Thanks, Brian
Thank you for another great video. I own 3 of the 5 discussed: $EPD, $O, and $VZ. Having purchased them at lower prices I'm not particularly interested in adding to them now unless they dip further. It might have been nice if you had focused more on some of the ones currently undervalued as all of the ones you showed were "reasonably valued". Other than that great video.
Amazing video, A friend of mine referred me to a financial adviser sometime ago and we got talking about investment and money. I started investing with $120k and in the first 2 months , my portfolio was reading $274,800. Crazy right!, I decided to reinvest my profit and gets more interesting. For over a year we have been working together making consistent profit just bought my second home 2 weeks ago and care for my family.
I’ve been forced to find additional sources of income as I got retrenched. I barely have time to continue trading and watch my investments since I had my second daughter. Do you think I should take a break for a while from the market and focus on other things or return whenever I have free time or is it a continuous process? Thanks.
@@FlorentGulliver Quitting may not be the best approach if you ask me. This is where an AI comes into the picture. I barely have time to trade myself as my job swallows up most of my time. *MARGARET MOLLI ALVEY* , a licensed fiduciary whom has made me over 5 figures in profit in less than seven months, handles my investments. I could leave you a lead if you need help.
@@JulianaBondtsG Oh please I’d love that. Thanks!
*MARGARET MOLLI ALVEY*
Lookup with her name on the webpage.
Another stella video brian Thank you
initially did the big ticket buy, 125k into SCHD, 75k TSLA, 25k VYM, 25K VUG. Now I'm dca buying roughly 2k every week of whatever is on sale, and looking to add more tech positions to my portfolio. I'm looking to hold long term 15 - 20 years, so hopefully my lump sum buy in doesn't bite me in the ass long term.
SCHD is more valuable than SCHG as of now, though many people perceive it to be a bubble.
I love SCHD and currently own 2604 shares. I regularly buy more shares, but I also invest in growth stocks/ETFs. Right now, I focus on growth, but I plan to switch to dividend-paying value stocks/ETFs eventually. It’s advisable to engage guidance for a well-diversified portfolio instead of relying solely on speculations. That’s what works for my spouse and I. We've made over 80% capital growth minus dividends.
Hey, I'm trying to find a certified one to boost my investments/portfolio, but it's tough online. Can I get a rec from you, since you know about this stuff?
Jennifer Leigh Hickman is the advisor I use and i'm just putting this out here because you asked. You can Just search the name. You’d find necessary details to work with to set up an appointment.
Thank you for the lead. I searched her up, and I have sent her an email. I hope she gets back to me soon.
I am retired on SS + dividends. I haven't sold any shares in the past year except for one holding I am up 3x. Taking gains. I'm only withdrawing slightly over 2 percent, so reinvesting most of my dividends. Thank you Fed for continuing to pump up the stock market. Heh.
Would you mind leaving your business email here?Collaboration:)
Why would I buy scumbag big pharma company?🤢
Interesting video and experiment. Would have been great to see the impact of toggling ON the Reinvest Dividends option.
Why would anyone choose a stock with a yield under 4% (unless in a retirement fund) because high yield savings accounts are paying above that?
ThanX Brian... I don't hold but have looked at it for the dividend.... IDK - time will tell.... I appreciate your thorough assessment... Be well...
thanks Brian, very useful as always!
I appreciate your insight.
Interesting score of 75/100 I mean, PFE did cut the dividend in half (as you said) and PFE really needs to execute now and PFE is no Dividend King. I mention all this because let´s look at ALTRIA (MO) with score 55/100: MO needs to execute as well, did not cut the dividend - in fact MO is a Dividend King (54 years of growing dividends) and MO sports a superior balance sheet compared to PFE. So, circling back to the PFE´s score 75/100 - I am flabbergasted that you don´t give PFE the below 60 score like MO as well - just to be on the safe side ??!! Anyway: I take the opportunity to congratulate you on your new VALUATION tool. It´s a fantastic visualization and - completely out of character - I actually used it to time the market a bit (shame on me big time !) but XOM is really massively overvalued now. I exchanged the healthy proceeds for EVERGY (thanks for the pitch) and UPS - two UNDERVALUED gems with short-term headwinds which are probably subside soon. I further congratulate me on stumbling across your invaluable service nearly ten years ago. What a nice ride with SIMPLY SAFE DIVIDENDS ! Promise me that you keep on doing SSD for a long time, please! Best wishes and thanks for all your work! discl.: no position in PFE, MO
Great video. Pfizer shareholders should have a support group :)
I am also a long-suffering PFE shareholder. Nice to see I am in good company. Thank you for the excellent analysis.
I was lucky and bought mine in April. Not a huge holding.
I bought Pfizer when PPCIAN purchased it as well. I'm happy with my YOC so hope to be able to hold it for a long time.
There are worse problems to have than a high and (slowly) rising yield on cost. I'm hoping that continues for Pfizer. Thanks for commenting, Steve. - Brian
Glad to see their score at a 75, hopefully they’ll score big with key drugs in their pipeline
I'm hopeful, but predicting the next big drug is anyone's guess. I like to avoid most biotech stocks for that reason but feel a little more comfortable by diversified drug portfolio's and pipelines. Thanks for watching and commenting! - Brian
@@simplysafedividends we have similar perspectives on buy/hold and quality dividend stocks. I really enjoy your channel and content, thanks for all you do
Thanks for your excellent presentation on Pfizer! I have owned PFE for over ten years now, and have a nice but not terrific capital gain. That said, I hold the shares mainly for the dividend income and the yield on cost. But I share the same concerns that you articulated in your presentation.
You're welcome, David! Glad you enjoyed the video. I'd imagine most of Pfizer's investors are in the stock for its generous and reliable dividend. I take some comfort in knowing that Pfizer has made its moves already to replace the upcoming revenue losses, so it's just a matter of executing now (rather than needing to free up more financial firepower for big M&A). I'm impressed by your 10-year holding period! Thanks for watching and commenting, Brian
Thanks for watching! 00:55 Pfizer's corporate history 01:54 Why Pfizer has underperformed since 2000 02:52 Pfizer's dividend safety analysis 05:56 Pfizer's upcoming patent expirations - Brian
Great share on dividends, I've both divids stocks and ETFs.
I live off dividends on ETFs, for sure it can improve your wealth if you reinvest them to buy more shares, creating a snowball effect that allows your investments to compound over time. It's one of the most passive and effective ways to build an income stream. well managed steady growth for me.
Lowery have you considered the possibility of cashing out some of those dividends for paying off your monthly expenses, instead of re-investing them? Bcos I need a lot as rent, inflation alone eat up almost all of what I make.
tbh I keep compounding, adhering to well established patterns from a professional, even as a rookie, can bring tremendous value! I’ve trimmed, added also and now my average growth has increased 88% in the past year while participating behind a top performer. effectively remits over 100k annually and increasing.
@Msmelissa a lot of people let their dividends ride for the long-term given its solid returns effects overtime
Well lowery you're sooo crushing it, I'm really looking forward to growth over time now. I will be reinvesting dividends like you, so my position size will grow. Okay if I ask how you maintained such growth from dividends, also your top performer.
Starting the video by comparing just the share price when SCHD is a dividend ETF is a red flag to me
I would throw in one or two of JEPI/JEPQ/SPYI/GPIX/IWMI
SCHD is for my Roth IRA. i have 20 years until i turn 60. SCHD will grow for me as i make monthly contributions and reinvest my dividendsn
Just curious, what portfolio tracker are you using?