Our portfolio - thedividendtracker.com/portfolio/share/W-OARO0enx The dividend tracker - thedividendtracker.com/?ref=9BkRr0 If you want to support the channel or fund our coffee addiction feel free use link below www.buymeacoffee.com/wealthandtravelonadime our investing platforms Robinhood - join.robinhood.com/anthonp-93e4b9 M1 Finance - m1.finance/y_j3o7VwV__g Fidelity - fidelity.app.link/e/kZv3gA1ARHb Connecten internet connecteninternet.com?ref=melissa_pippin Visible Wireless $20 off --- www.visible.com/get/?3C8PM8R code 3C8PM8R
Looks good to me, but I would avoid most of those that flatline or have declining NAV. I'm doing the same thing but with fewer holdings. Largest positions, making up more than half of the total, are SCHD, FDVV, JEPI, JEPQ, SPYI. The rest is in higher income stocks and ETFs (BDCs, REITS, MLPs, etc). I recently started a position in MLPA to get more exposure to MLPs without the KI form.
Yeah we're going to be taking a little bit more of an aggressive approach over time but most the ones you mentioned are going to be anchors in our portfolio. The declining nav is definitely something to be wary of I just moved out of a couple positions like USOI that are loss leaders like that. When looking at total value having things like SCHD jepi etc. can use their growth to offset any other holdings trending sideways or very slightly down. I appreciate you taking the time to share what you're doing in your portfolio.
That's true I'm big on diversification. I have a friend that has a large portion of his portfolio in 3m And you just got slapped with a dividend cut. That said portfolio is going to get a real shake up. Going to get more aggressive. 🦇🦇
I own PBR. Yes it is volatile. But it’s not going anywhere. It’s the biggest company and monopoly in Brazil. It’s cheap, worth 2x from here imo, so you will get appreciation. And the govt is your partner, they want dividends, too.
All that is true I have no concerns over the company itself but in Brazil there can be other factors The real concern over this is their buyers. If the buyer say the working practices in Brazil example what people make they can choose not to buy from them citing bad business practices. That said I think everyone's in need so bad that that won't be a problem. And let's be honest they're paying out a lot of special dividends
Good vid. Reasonable rational investing approach. You have a big assortment for the dollar size of your portfolio. Have you considered some consolidation/reduction in holdings? i also own some of your listings but in higher share amounts. Keep up the good work!
Actually it's funny you said that we are currently rebuilding the portfolio. Feel free to go to the link below the video or in the pin comment and you can pull up my tracker and see the changes I made. We will be making a lot more in the near future and consolidating .
Income investing is all about weathering storms. In growth people freak out when they're portfolio drops. In income we grow even in down turns . Whether it's a dividend stock or an income fund it all pays which makes it all compound. And even if by some strange happening a dividend gets cut lower or an income fund is not producing as much as normal due to a downturn it still has money coming in. I do agree the market is bloated but if 2020 taught us anything the market recovers quite quickly here in America. I will stay fully invested through all markets. I don't listen to the naysayers I was buying Exxon as oil went to what is considered zero within 6 months I doubled my money. If things go south I will buy the dip. 😎
Putting your money in your index funds will grow consistently faster over time as a compounds and then you can sell the index funds at the time of your retirement if you want to go with this strategy. Personally I would not start a portfolio like this until I was 5 years out from retirement or less. This is just my personal preference. Don't take advice from some dummy on UA-cam lol
I guess that's dependent because Jepi and jepq do appreciate and have higher yields. But as I mentioned in this video we have index funds that is where growth needs to happen growth does not need to happen in this fund it's strictly income-based. And in theory it can actually depreciate slightly. The example to that is people drive to work everyday to make income but if you add in the gas and the cost of the vehicle there's a depreciation to the amount of money you earn whether you want to count it or not so even if this income fun has a nav loss of 1 to 2% of a year it's still is producing income over the long term.
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Our portfolio - thedividendtracker.com/portfolio/share/W-OARO0enx
The dividend tracker - thedividendtracker.com/?ref=9BkRr0
If you want to support the channel or fund our coffee addiction feel free use link below
www.buymeacoffee.com/wealthandtravelonadime
our investing platforms
Robinhood - join.robinhood.com/anthonp-93e4b9
M1 Finance - m1.finance/y_j3o7VwV__g
Fidelity - fidelity.app.link/e/kZv3gA1ARHb
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Looks good to me, but I would avoid most of those that flatline or have declining NAV. I'm doing the same thing but with fewer holdings. Largest positions, making up more than half of the total, are SCHD, FDVV, JEPI, JEPQ, SPYI. The rest is in higher income stocks and ETFs (BDCs, REITS, MLPs, etc). I recently started a position in MLPA to get more exposure to MLPs without the KI form.
Yeah we're going to be taking a little bit more of an aggressive approach over time but most the ones you mentioned are going to be anchors in our portfolio.
The declining nav is definitely something to be wary of I just moved out of a couple positions like USOI that are loss leaders like that. When looking at total value having things like SCHD jepi etc. can use their growth to offset any other holdings trending sideways or very slightly down. I appreciate you taking the time to share what you're doing in your portfolio.
Income investing, not the same as dividend investing, or growth 📈
That's why the video is called dividend income portfolio. A whole different ball game that most people don't understand....
I like this as an idea.
This portfolio is definitely a little outside the box
The question is, what did you not purchase ? 😂 holy position overload Batman
That's true I'm big on diversification. I have a friend that has a large portion of his portfolio in 3m And you just got slapped with a dividend cut.
That said portfolio is going to get a real shake up. Going to get more aggressive.
🦇🦇
I own PBR. Yes it is volatile. But it’s not going anywhere. It’s the biggest company and monopoly in Brazil. It’s cheap, worth 2x from here imo, so you will get appreciation. And the govt is your partner, they want dividends, too.
All that is true I have no concerns over the company itself but in Brazil there can be other factors The real concern over this is their buyers. If the buyer say the working practices in Brazil example what people make they can choose not to buy from them citing bad business practices. That said I think everyone's in need so bad that that won't be a problem. And let's be honest they're paying out a lot of special dividends
Good vid. Reasonable rational investing approach. You have a big assortment for the dollar size of your portfolio. Have you considered some consolidation/reduction in holdings? i also own some of your listings but in higher share amounts. Keep up the good work!
Actually it's funny you said that we are currently rebuilding the portfolio. Feel free to go to the link below the video or in the pin comment and you can pull up my tracker and see the changes I made. We will be making a lot more in the near future and consolidating .
Are you staying fully invested even though people are calling for storms ahead ?
Income investing is all about weathering storms. In growth people freak out when they're portfolio drops. In income we grow even in down turns . Whether it's a dividend stock or an income fund it all pays which makes it all compound. And even if by some strange happening a dividend gets cut lower or an income fund is not producing as much as normal due to a downturn it still has money coming in. I do agree the market is bloated but if 2020 taught us anything the market recovers quite quickly here in America. I will stay fully invested through all markets. I don't listen to the naysayers I was buying Exxon as oil went to what is considered zero within 6 months I doubled my money. If things go south I will buy the dip. 😎
So if you are in your 30s, you should not build a portfolio like this?
Putting your money in your index funds will grow consistently faster over time as a compounds and then you can sell the index funds at the time of your retirement if you want to go with this strategy. Personally I would not start a portfolio like this until I was 5 years out from retirement or less. This is just my personal preference. Don't take advice from some dummy on UA-cam lol
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ZIVB is similar to SVOL but a little more volatile
It also has a higher expense ratio if I remember correctly. But with its short time it's been out I'm not committed to it yet
subscribed, i like it
Glad to have you subscribed.
Anything that has a yield higher than 7% is not really going to capital appreciate. Its just too high of a number to maintain.
I guess that's dependent because Jepi and jepq do appreciate and have higher yields. But as I mentioned in this video we have index funds that is where growth needs to happen growth does not need to happen in this fund it's strictly income-based. And in theory it can actually depreciate slightly. The example to that is people drive to work everyday to make income but if you add in the gas and the cost of the vehicle there's a depreciation to the amount of money you earn whether you want to count it or not so even if this income fun has a nav loss of 1 to 2% of a year it's still is producing income over the long term.