Love DIVO, along with SCHD they are my largest holdings. I’m retiring in one year and I like the lower volatility of DIVO, their stock selections, and monthly dividends.
It is always good to have a financial plan. I work with a professional planner and fixed-income strategist in NY. The fixed income portion of your portfolio won't simply serve as a buffer to the volatility of the equity portion of your portfolio, but will provide legitimate income.
I've shuffled through a few experts in the past, but settled with LUCY ROSE CARTER. The strategy they use is recession-proof, more specifically profit-oriented , and most likely, you'd find her basic info on the net, she's a renowned advisor.
Very true, people downplay planners role, until burnt by their mistakes. I remember just after my layoff early 2020 amidst covid outbreak, I needed to stay afloat, hence researched for license-fiduciary advisors. Thankfully, I came across someone of practical knowledge, and decades of experience, I liquidated 200k of 325k from my 401k it has yield nearly 1M after subsequent investments so far.
I started out with LUCY ROSE CARTER,great advisor. I got very lucky to have found her especially after my marriage crisis & consider her a good friend now.
LUCY ROSE CARTER is the CFP responsible for my portfolio success, the lady has a private client base you can confirm her yourself on the internet, regulation an all.
What is the best way to profit from the current market, meanwhile I'm still undecided about investing $400k in my stock portfolio to get some dvidends and minimize risk
Remember that investing in the stock market carries risks, and it’s important to do your own research and consult with a financial advisor before making any investment decisions.
With the help of an investment advisor, I was able to diversify my $550K portfolio across multiple markets, and in just a few months, I was able to earn over $950K in net profit from high dividend yielding stocks, ETFs, and bonds
My advisor is NICOLE DESIREE SIMON , a renowned figure in her line of work. I recommend researching her credentials further. She has many years of experience and is a valuable resource for anyone looking to navigate the financial market
DIVO is a good middle ground betweend SCHD and JEPI. It has a higher dividend than SCHD but lower than JEPI. On the other hand DIVO has potential to grow more than JEPI but less than SCHD.
I am pushing Divo, Jepi and Schd equally. So far since March Divo is slightly ahead of Jepi with Schd farther back in 3rd looking at market value. So far I'm happy with this ETF strategy and will continue.
I think the etf a bit shy on generating premium i think the management can do better with that holdings instead of only running tactical calls ,6 yield is achieved imo
Don't know the answer, but foreign investment, I just don't want to know the company, to much work. Vanguard has a dividend fund labeled international with foreign reits.
@@MartinD9999 within reason it does. Take MAIN for example, it seems to go from $41.xx/share to $38.xx fairly often. So I wouldn't recommend someone drop $20k into it when it's at $41 when more than likely in the near future it'll be $38/39. Now if you're just DCA'ing in, sure it probably doesn't matter much, but nothing wrong with buying on dips.
By the time T-Bills pay less than DIVO and similar ETF’s, you missed out on the lower price and will be forced to buy higher. The goal is to buy low, not when everyone else is buying.
Used to own DIVO and just clipped it (and JEPI) for JEPQ/SCHD/DGRO. Also picked up SCHY for Int'l exposure. No real complaints about DIVO just felt like there were better options.
I just went the other way noticing all of the bank stocks in schd. If we get a credit event I'm thinking it'll dump more than DIVO. Like SCHY and IDVO for international ✌️
DIVO looks to be trading basically sideways the last 2 years, and with only a sub 5% dividend. I'd prefer just getting a 1 year CD and get a guaranteed 5.75% with zero risk. If there is a significant market correction DIVO would definitely be a consideration
You are cherry picking a set of time data. 😂 the past three years stock price is up 20% and still paying the 12-14 cent monthly dividend. You weren’t getting 5.75% in 2019 on CDs.
@@tonycrabtree3416 The 2 most recent years (which is 30% of the entire lifespan of the stock) is far from "cherry picking". And Im looking at it from the angle of someone looking to get into it right now. Right now the stock has stalled and is at risk of doing worse. The dividend isnt enough to hedge that risk, so I would rather get guaranteed higher yield for a year and reassess after that year.
@@disco4535 and yet, using the pandemic “recovery” stimulus that created the high inflation that forced the fed to raise interest rates creating 5.75% returns is in fact the ultimate cherry picking! What were CD rates from 2000 to 2022? Or 1990 to 2022? From 2016 to 2023? DIVO has increased 40% since inception in 2016 and paid dividends every month. You are losing this argument until data changes.
@@tonycrabtree3416 Yet you'd be better off (if you insist on inserting risk instead of CD's) putting that money into something like Cornerstone CEF's that DRIP at the NAV and sell/rebuy at their rights offering. 20% yield every year. DIVO doesn't have a high enough redeeming yield for such low price appreciation. If the price falls to $25? I would consider it. I'm up 34% this year, Divo is up 6% this year.
Looking at the allocation it has quite a bit of aapl and msft which I wouldn’t consider to be great dividend stocks. I also wouldn’t consider either one well priced. I’m all in on mo and sell covered calls every week. I’m getting about 36% yoy.
Not necessarily. It specifies. "My borrowed..." indicates that I have it in my possession but I am not the owner. "My own..." indicates that I have it my possession and I am the owner.
The current market buzz certainly offers a fascinating viewpoint. It’s quite startling to witness such bold predictions about the future trajectory of certain cryptos and stocks. The fervor around AI and the robot-taxi concept appears to be inflated. Amidst this, it’s essential to keep one’s feet on the ground and not be swayed by these forward-looking statements. My strategy in the climate has been to trade judiciously, and secure profits, and I can’t praise Janet Santa Sherry enough for her stellar work in analyzing charts, trades, and techniques. Her expertise has been instrumental in expanding my portfolio to a whopping $247k in just few months. I would highly recommend her to anyone looking to grow their investments.
There is no truth to the rumor that "Janet" was a student of Bernie Madoff 😋 Only a very naive person would believe the apparently fake testimonial (and botched conversation) on this thread. Like they say "a fool and their money are soon parted".
@davidcarlisle3203 there is no truth to the rumor that a MTV reporter recently asked "Hey dementia Joe, boxers or briefs?". To which old Joe replied "come on man. Depends" 🤣
Love DIVO, along with SCHD they are my largest holdings. I’m retiring in one year and I like the lower volatility of DIVO, their stock selections, and monthly dividends.
It is always good to have a financial plan. I work with a professional planner and fixed-income strategist in NY. The fixed income portion of your portfolio won't simply serve as a buffer to the volatility of the equity portion of your portfolio, but will provide legitimate income.
I've shuffled through a few experts in the past, but settled with LUCY ROSE CARTER. The strategy they use is recession-proof, more specifically profit-oriented , and most likely, you'd find her basic info on the net, she's a renowned advisor.
Very true, people downplay planners role, until burnt by their mistakes. I remember just after my layoff early 2020 amidst covid outbreak, I needed to stay afloat, hence researched for license-fiduciary advisors. Thankfully, I came across someone of practical knowledge, and decades of experience, I liquidated 200k of 325k from my 401k it has yield nearly 1M after subsequent investments so far.
How can I join in? I will be happy growing my money while giving a few of it away to charity, giving back is as good as receiving.
I started out with LUCY ROSE CARTER,great advisor. I got very lucky to have found her especially after my marriage crisis & consider her a good friend now.
LUCY ROSE CARTER is the CFP responsible for my portfolio success, the lady has a private client base you can confirm her yourself on the internet, regulation an all.
Hard not to love them DIVOdends 😂😭
Clever!
😂
Nice
I like Divo more than Jepi. Whenever the day hits and I'm using my dividends for income, Divo will absolutely be a part of my strategy.
do you suggest mixing DIVO with etf’s like S&p500 or any large growth stock?
@nicktycer8813
Absolutely. SCHD, JEPI, JEPQ and QQQM. Might be better to swap QQQM with QQQI for the tax benefits, however.
DIVO a solid anchor.
Great video, for me I think I am still just all in on VTI and on a dividend front, SCHD.
What is the best way to profit from the current market, meanwhile I'm still undecided about investing $400k in my stock portfolio to get some dvidends and minimize risk
Remember that investing in the stock market carries risks, and it’s important to do your own research and consult with a financial advisor before making any investment decisions.
With the help of an investment advisor, I was able to diversify my $550K portfolio across multiple markets, and in just a few months, I was able to earn over $950K in net profit from high dividend yielding stocks, ETFs, and bonds
Pls who is this coach that guides you? I’m in dire need of one
My advisor is NICOLE DESIREE SIMON , a renowned figure in her line of work. I recommend researching her credentials further. She has many years of experience and is a valuable resource for anyone looking to navigate the financial market
she actually appears to be well-read and educated. I just did a Google search for her name and found her webpage, I appreciate you sharing
DIVO is a good middle ground betweend SCHD and JEPI. It has a higher dividend than SCHD but lower than JEPI. On the other hand DIVO has potential to grow more than JEPI but less than SCHD.
That's how I look at it too. 👍
Exactly. I believe these 3 funds are ideal to hold for Bull and Bear markets and the middle ground, which is what DIVO excels in.
How about $KNG dividend aristocrat with covered calls. Nice strategy.
I am pushing Divo, Jepi and Schd equally. So far since March Divo is slightly ahead of Jepi with Schd farther back in 3rd looking at market value. So far I'm happy with this ETF strategy and will continue.
Why no jepq?
@@barandek no more room for new ETF's at this time.
If you want growth stay in a growth etf?
@Maruman_man
QQQI or QQQM can fill that role.
Probably a good hedge against more aggressive yielding equities, maybe in lieu of MM cash holdings.
Great video !!!
Is there 30% tax on the dividends for non us citizen?
If the expense ratio wasnt over 10% the yeild , id maybe think about adding.
I think the etf a bit shy on generating premium i think the management can do better with that holdings instead of only running tactical calls ,6 yield is achieved imo
Do you consider geographic diversification or all of your stocks are in US?
Don't know the answer, but foreign investment, I just don't want to know the company, to much work. Vanguard has a dividend fund labeled international with foreign reits.
When should I add this to a portfolio of SCHD & DGRO
Let’s see: Waiting time x Guesswork/Cost of Funds - loss of capital x Div % = Uhm, now. Why would anyone wait? Market Timing doesn’t work.
@@MartinD9999 within reason it does. Take MAIN for example, it seems to go from $41.xx/share to $38.xx fairly often. So I wouldn't recommend someone drop $20k into it when it's at $41 when more than likely in the near future it'll be $38/39. Now if you're just DCA'ing in, sure it probably doesn't matter much, but nothing wrong with buying on dips.
Good setup for both those funds. You pretty much get paid biweekly from the way the pay dates are.
@@wewhoareabouttodiesaluteyo9303 I get dividends every 3 months
roc?
You can get over 5% in T-bills currently. I think this will make more sense if rates go back down.
stock price is up 10% since this video was made plus the dividend. You would have got a bigger return putting it in this stock vs t bills
By the time T-Bills pay less than DIVO and similar ETF’s, you missed out on the lower price and will be forced to buy higher.
The goal is to buy low, not when everyone else is buying.
Retired: DIVO is 25% of Stock portfolio.
Used to own DIVO and just clipped it (and JEPI) for JEPQ/SCHD/DGRO. Also picked up SCHY for Int'l exposure. No real complaints about DIVO just felt like there were better options.
I just went the other way noticing all of the bank stocks in schd. If we get a credit event I'm thinking it'll dump more than DIVO. Like SCHY and IDVO for international ✌️
Idvo for international, divo for us equities
Unfortunately the Dividend price is way to low
it used to pay a higher monthly dividend if I recall
im just not feeling this ETF....to each his own
DIVO looks to be trading basically sideways the last 2 years, and with only a sub 5% dividend. I'd prefer just getting a 1 year CD and get a guaranteed 5.75% with zero risk. If there is a significant market correction DIVO would definitely be a consideration
You are cherry picking a set of time data. 😂 the past three years stock price is up 20% and still paying the 12-14 cent monthly dividend. You weren’t getting 5.75% in 2019 on CDs.
@@tonycrabtree3416 The 2 most recent years (which is 30% of the entire lifespan of the stock) is far from "cherry picking". And Im looking at it from the angle of someone looking to get into it right now. Right now the stock has stalled and is at risk of doing worse. The dividend isnt enough to hedge that risk, so I would rather get guaranteed higher yield for a year and reassess after that year.
Using the anomaly of a pandemic crash and recovery to push this stock would be cherry picking.
@@disco4535 and yet, using the pandemic “recovery” stimulus that created the high inflation that forced the fed to raise interest rates creating 5.75% returns is in fact the ultimate cherry picking! What were CD rates from 2000 to 2022? Or 1990 to 2022? From 2016 to 2023? DIVO has increased 40% since inception in 2016 and paid dividends every month. You are losing this argument until data changes.
@@tonycrabtree3416 Yet you'd be better off (if you insist on inserting risk instead of CD's) putting that money into something like Cornerstone CEF's that DRIP at the NAV and sell/rebuy at their rights offering. 20% yield every year. DIVO doesn't have a high enough redeeming yield for such low price appreciation. If the price falls to $25? I would consider it. I'm up 34% this year, Divo is up 6% this year.
DIVO dividend hasnt grown in fact its declined
Looking at the allocation it has quite a bit of aapl and msft which I wouldn’t consider to be great dividend stocks.
I also wouldn’t consider either one well priced.
I’m all in on mo and sell covered calls every week. I’m getting about 36% yoy.
I agree they also have FCX which pays a low dividend and they will cut it if copper drops they are very fast at that they always do.
they buy aapl or msft when undervalued or possible to make a profit. It is also a value etf looking for opportunities
DIVO yield is too low compared to QYLD.
Not available in UK, so I gotta be happy with QYLD
Svol has destroyed QYLD friend
@@shaneomack5018 see.. never even heard of it 🤷♂️ but the yield is enormous lol
@@shaneomack5018 and again, it’s not available in UK
@@MATIvmrdang sorry man
QYLD is garbage
You talk too fast
Slow the video down.
What I dont like about DIVO is that it has no dividend growth.
"My own" is redundant.
Not necessarily.
It specifies. "My borrowed..." indicates that I have it in my possession but I am not the owner. "My own..." indicates that I have it my possession and I am the owner.
The current market buzz certainly offers a fascinating viewpoint. It’s quite startling to witness such bold predictions about the future trajectory of certain cryptos and stocks. The fervor around AI and the robot-taxi concept appears to be inflated. Amidst this, it’s essential to keep one’s feet on the ground and not be swayed by these forward-looking statements. My strategy in the climate has been to trade judiciously, and secure profits, and I can’t praise Janet Santa Sherry enough for her stellar work in analyzing charts, trades, and techniques. Her expertise has been instrumental in expanding my portfolio to a whopping $247k in just few months. I would highly recommend her to anyone looking to grow their investments.
There is no truth to the rumor that "Janet" was a student of Bernie Madoff 😋
Only a very naive person would believe the apparently fake testimonial (and botched conversation) on this thread.
Like they say "a fool and their money are soon parted".
Yield too low.
No Sale...unless and until it reaches 6% yield and then I'll buy. 👋G00D rec now Great rec in next market PULLBACK. No rumors on this one.
The beauty of investing is one is allowed to invest their money the way they want! God bless America!
@davidcarlisle3203 LMFAO!
@davidcarlisle3203 there is no truth to the rumor that a MTV reporter recently asked "Hey dementia Joe, boxers or briefs?". To which old Joe replied "come on man. Depends" 🤣
The same MTV reporter recently asked "Hey Mitch, boxers or briefs?". To which old Mitch responded "..."(just a blank stare).