Dividend growth portfolio: Review my pie 18
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- Опубліковано 1 жов 2024
- In this video, I review the M1 Finance dividend growth portfolio of four subscribers.
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My dividend growth portfolio: bit.ly/M1portf...
If you would like me to review your portfolio in a future video, please send me an email to: divgrowthinvesting@gmail.com.
Dividend Reinvestment Calculator:
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(1) Portfolio from Kristen 25 years old 3:30
m1finance.8bxp...
(2) Portfolio from Richard 59 years old 16:10
m1finance.8bxp...
(3) Portfolio from Ben 26 years old 29:49
Dividend Growth: www.trading212...
Long-term ETF: www.trading212...
(4) Portfolio from Sandra 31 years old 33:51
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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
Na... those foundations are gone.
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How to transfer to M1: bit.ly/TransfertoM1
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Instagram: instagram.com/dgi_jake/
Book 1:1 time with me to talk about DGI: dividendgrowthinvesting.square.site/
best series on youtube. Learn something new every time!!!
lol thanks Revlis! You the man!
Thanks for this! I started building our dividend portfolio. You inspired me to start posting our journey on my channel too! We have about $14k in ours..but we're starting somewhere!
That is so exciting that you started dividend investing! It is a slow process, but so rewarding over the long-term!
Love how the portfolio is looking, awesome video!
Thank you :D
I’m trying to get my dad signed up for M1 Finance but he still isn’t sure if he wants to
I've had the same conversation with my dad. It's hard to teach an old dog new tricks. :)
Congrats on your son on the way. Very exciting. : )
Thank you!!! Lol excited and nervous at the same time.
Tip for everyone that want to retire in Portugal:
I live in Lisbon, €20k/year is fine.
If you live outside Lisbon, €10-15k/year is more then enough depending on the region.
It’s really enticing to move there
I would like to see actual $$ amounts instead of percentages .. of course it would depend on the person submitting their portfolio..
Yeah most people don't want to share that information.
I like keeping it simple, so I can invest more into a few stocks. April, my best month so far. $260 pending dividends. Are you going to do a name reveal of the little guy?
$260 in April is really good! What are your top holdings that pay in April? Lol yeah i'm thinking about doing a little baby reveal. We might even share some pictures.. not sure yet :D
@@DividendGrowthInvesting My strategy isn't for everyone. These stocks I bought as a recovery stock, that pay a dividend. PSEC $50 AGNC $50 MAIN $50 STWD $50 and long on MO $50 KO WPC Drip turned off to reinvest to my core holdings.
@@DividendGrowthInvesting Maybe a intro lol btw I'm up 11k 120% on my investments
@@hallpaintandbody7717 MO, WPC, and KO are really great!
@@hallpaintandbody7717 lol damn!!
I really like the channel and have learned a lot, I just can't wrap my head around some of these 50+ portfolios. In my opinion, you should always be comparing performance to benchmarks like the SP500, a total market index, or a good dividend etf. If you have 50+ holdings and you are underperforming the benchmark, then you should reevaluate as you are overcomplicating your portfolio for worse returns. In general, I think it is easier to gain alpha with fewer but higher conviction holdings.
I agree! It ultimately comes down to the person, but I really like benchmarking it to the SP500.
Thank you Jake, I appreciate your content!
Thank you so much for watching!
Rip computer lol. that sucks!
Lol yeah... excited to get a new one but I’ve spent the last year cutting expenses it hurts to think about spending money on a new computer.
@@DividendGrowthInvesting Ahh yea I feel ya!! Maybe you can find a good hack, that you can then share with us! 💰
Congratulations on your upcoming baby boy!
Thank you Jeff!!
I'm late :( a little busy
lol no worries!
The only late is not investing at all!!
@@leesprout5820 that is very true
Will you able to review my pie as well?
Hey Johnny! Of course!
Question with Kristen's portfolio is it a somewhat set it and forget it? Or will shes have to make changes to her portfolio often?
Hey Charles! I think her portfolio is a set it and forget it because the companies she has in her portfolio are so established. She has mostly large caps. If her portfolio was full of small cap or speculative companies, I would say she may need to keep an eye on it.
@@DividendGrowthInvesting another question with that particular portfolio that focus on dividends would it be best if she had it in a ROTH IRA?
@@charlesmcclay1646 Depends on when you plan to use the money from the account - but yes, holding dividend ETFs/companies in a Roth IRA is a great choice.
Great video as usual Jake.
Thanks Ryan!
Thank you Jake, great content. What I don’t understand: why don’t you just hold ETFs? Doesn’t holding so many individual stocks make this very complicated? 🤔 I can see so many overlaps eg FTSE All World ETF and then Microsoft, Apple etc... as individual stocks. Then Vanguard high dividend yield ETF and then Coca Cola, Johnson and Johnson as individual stocks again...
Having etf and individual is a way to beat the market but conservative at the same time also overlapping that would just mean you like this etf and really love these stocks in the etf. Not sure of his specific reason but this is a general reason for most.
Hi Bernhard! I would recommend checking out this video where I go into detail on this topic: ua-cam.com/video/0Ll-Dp_p4RE/v-deo.html
@@DividendGrowthInvesting many thanks 🙏🙌
would love to have an episode with the best portfolio in this series for every timehorizont like 10 20 30 40 years
Time Horizons finest :D
This is a really good idea!
What do people see in Welltower that I don’t see? They hadn’t raised the dividend in years and then the pandemic forced them to lower the dividend. Who is buying this stock? Back in the 30s and 40s sure. But in the 70s when ATH is $90?!?
healthcare REITs are expected to perform very well once the baby boomers enter retirement. WELL and OHI (among others) were trading at huge premiums before the pandemic. I personally own WELL, OHI, VTR, and LTC.
@@DividendGrowthInvesting Thanks for the response. I’m from Austin as well. Try Patrizis if you never have! Amazing food and not enough people know about it.
@@enterGOODSTART Oh very cool! I've never heard of them. I will check them out! We live down in south Austin. Breakfast tacos and bbq are probably our favorite. We also really like P Terry's.
The first portfolio is basically a ETF
It feels like it for sure but there are not a lot of ETFs that are diversified with this balance of Growth and Value.
Coconut 🥥
peach pie
Why is growth for a young investor more important than dividends? I thought you make more money from dividends than growth stocks.
It comes down to your time horizon and the power of 72 (How long it takes an investment to double). The longer you have, the more you want to focus on the growth of your investments because depending on your time horizon, the growth will often outpace high dividend (slower growth) in the long run.
Great content as always (:
Thank you Victor!!
Awesome!
Thank you :)
Thanks again Jake for the insightful information. I'm learning a lot from your videos. :-)
I'm so glad you are getting value from the channel!! Thanks for watching Troy!
My favorite portfolios evaluation and insights. Great work Jake and God's protection and safety on the delivery of your precious child 🙏
Thank you so much!!! I really appreciate you saying this!
Thanks for keeping up with these videos despite the curveballs life throws you. Happy Easter!
Thank you and I hope you also had a Happy Easter!
I'm 50% ARKK 50% BLV....
that is a high percentage to be in bonds in my opinion, but the hyper growth from ARKK may offset it.
@@DividendGrowthInvesting Wooo I got noticed🙏😂... If I would of invested 5 years at the peak I'd be up 417% with a dividend yield of about 3.95%. So about 80-83% annually with an almost 4% Dividend yield...I think I might of found the perfect combo 😂. Especially with Cathies outlook to 2026 currently
What account do you hold you dividend portfolio in, like a taxable account to IRA? I’m starting my own and unsure of what account I should put it im
My M1 portfolio is in a taxable account, but I also invest into my Roth IRA, HSA etc. I'd recommend checking out this video: ua-cam.com/video/nQBVpz2OGbs/v-deo.html
@@DividendGrowthInvesting thank you so much!
Also if anyone is looking into SPGI it Is a very solid stock but I might even prefer MSCI
MSCI has a great 5 year dividend CAGR!
@@DividendGrowthInvesting honestly the only reason I found it was because I was looking at a momentum etf lol
wasbii22 lol
You have also from Spain, keep it up bro ✊
Spain!! Hey there! I've visited Barcelona a few times while I was living in Germany! You have some of the best beaches in the world!
@@DividendGrowthInvesting Thanks for the feedback bro, we really have good beaches ;)
🥧
pumpkin latte
Why does FRT not get any love in the REITS?
That is really true. A lot of people are not invested into FRT. I own FRT in my REIT portfolio and love the current 4% yield! It does have a slow dividend growth rate... but it is a dividend king!
Taxes :(
Thank you sir!
Thanks for watching!!
Congratulations and good luck on your first child!
Thank you! After hearing all the good and bad things that come with having a child, I’m excited and nervous.
@@DividendGrowthInvesting I just had my 3rd a few months ago; there are challenges for sure, but it's absolutely worth it. Work to get your baby on a sleep schedule as soon as possible and it'll pay dividends 😉
@@unashamedly1776 lol you had me with dividends!
Congrats Jake!!!
:D Thank you!!!
Good stuff man
Thank you!!
Hey Jake, thank you so much for your review of my portfolio. I love having a second opinion. Just to clarify that the 1 Year Rate of Return was based off of the date mentioned but also take into consideration when the email was sent. Anyway, my portfolio's investments allocation is still in the works as I have to do it manually as Fidelity bases it's allocation percentage off of the amount one contributes to that investment (ETF, Stock...ETC). This is where I wish Fidelity had the allocation setup like M1 Finance so I can place the allocation percentage amount myself. DGRO would be my highest allocation percentage if I had the setup like M1 Finance. I currently have NOBL as my top holding which is fine, so now it's trying to get DGRO to surpass NOBL. FDEWX is going to remain my lowest holding, like barely anything. Last but not least... I recently added 1 final holding to my portfolio, that being: SCHD. Now it's just a matter of getting my allocations where I want it to be. Loved the video and I love seeing how other people invest and what their strategy is. Much love to you Jake. Congrats on the baby boy! Super exciting.
Thank you so much! It sounds like you have a good plan in place. I really like SCHD (one of my largest holdings). Now that you have the plan, it comes down to growing the portfolio one paycheck at a time.
@@DividendGrowthInvesting: Absolutely! Now it's just growing the portfolio.