Successful investing is hard work because it means disciplining your mind to do the opposite of human nature. Buying during a panic, selling during euphoria, and holding on when you are bored and just craving a little action. Investing is 5% intellect and 95% temperament.
Government policy has thrown the future under the bus for decades. The day of judgment is near. I predict an 80% drop in the stock market. Investors will abandon stocks in favor of real estate. There will be no money in banks... You must devise a strategy for survival.
Since the outbreak of 2020, which significantly affected the market, I've been consulting an investment coach before making any investment decisions because their entire philosophy is built around employing a high-profit orientated plan while simultaneously trading long and short, as well as decreasing risk exposure as a hedge against inevitable downtrends. When coupled with their access to odd data and analysis, underperformance is virtually impossible.
Annette Christine Conte is the licensed coach I use. Just research the name. You'd find necessary details to work with a correspondence to set up an appointment.
I just googled her and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a caII.
The thing to me is, if you invest and have other income outside of dividends then you will be able to live off dividends without selling. Which means you can pass that on to your kids which will give them a leg up in life. $52k dividends received in 2022.
I agree! That's why it is advisable that you have to invest while you still have a regular job or earning a regular income, and do it constantly. You still need to have something that will keep you going even if you're investing. Good financial planning and money allocation is the key.
The best course of action if you lack market knowledge is to ask a consultant or investing coach for guidance or assistance. Speaking with a consultant helped me stay afloat in the market and grow my portfolio to about 65% since January, even though I know it sounds obvious or generic. I believe that is the most effective way to enter the business at the moment.
'Carol Vivian Constable, a highly respected figure in her field. I suggest delving deeper into her credentials, as she possesses extensive experience and serves as a valuable resource for individuals seeking guidance in navigating the financial market.
O is a reliable income grower, you can count on the 3.5-4% dividend hikes year in and year out. Monthly payer. O is absolutely an amazing REIT and will benefit greatly once rates start getting cut.
The most important thing that should be on everyone mind currently should be to invest in different sources of income that doesn't depend on the government. Especially with the current economic crisis around the word. This is still a good time to invest in various stocks, Gold, silver and digital currencies
The key to big returns is not big moving stocks. It's managing risk in relationship to reward. Having the correct size on and turning your edge as many times as necessary to reach your goal. That holds true from long term investing to day trading.
Even with the right technique and assets some investors would still make more than others, as an investor, you should’ve known that by now, nothing beats experience and that’s final, personally I had to reach out to a market analyst for guidance which is how I was able to grow my account close to a million, withdraw my profit right before the correction and now I’m buying again
I love these prices. My Roth is loaded up on Realty Income and the dividend rate I’m continuing to lock in is amazing. I’m hoping it stays here for longer. I’m not looking to sell so why would I want it running at $80?
Dollar cost averaging is one of the golden rules. Dumping high sums of money on a stock is good only when it's a big occasion like Arbor Realty Trust had with those short attacks. Anyways good video as always Allen, keep up the great work!
Yes, but front loading also works really well over long periods of time. What ends up happening with front loading (specifically studies done on IRA front loads) is that time in market outpaces dollar cost averaging. Understandably this is a different topic in terms of dollar cost averaging vs big sums of money.
I think it's time to make it more appealing for potential buyers. Real estate can be quite the rollercoaster! the stress and uncertainty are getting to me. I think I'll cut rents to attract potential buyers and exit the market, but i'm at crossroads if to allocate the entire $680k liquidity value to my stock portfolio?
"Overall, buyers hold a lot of the cards right now, and sellers are having to give out more concessions to close a deal." All the best, buying on sale is actually one of the best ways to invest in stocks, and advisors are ideally suited for such task
Until the Fed clamps down even further I think we're going to see hysteria due to rampant inflation. If you are in cross roads or need sincere advise on the best moves to take now with financial markets will be best you seek a fin-professional with fiduciary responsibilities who knows about mortgage-backed securities for proper guidance.
Carol Vivian Constable is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
@method341 it's only part of the equation, they pay dividends on a per share basis, so if the price goes down, your dividend income stays the same, and you can buy more shares with less cash, which will pay you more dividends.
Anyone know which stocks might be seeing significant increase this holiday season? A January bounce has been mentioned frequently. I recently sold my Boca Grande, Florida, home, and before the stock market's equities start to recover, I want to invest a big sum. Is it wise to purchase right now or not?
I recommend investing in shares to balance out your real estate assets. Even the toughest recessions can give wonderful purchasing opportunities if you are prudent. Furthermore, volatility can create wonderful short-term buy and sell opportunities. Although this is not financial advise, you should buy right now because money isn't king right now!
You are correct. With the help of an investing coach, I was able to diversify my 450K portfolio across markets, and I was able to create a little over $830K in net profit by using high dividend yield stocks, ETFs, and bonds.
@@danieljackson87 Would you mind sharing some information on the adviser who assisted you? Since the age of 18, I've been saving for a pension through a company program. As I became more taxed, I enhanced my workplace pension with a SIPP (tax advantages). I'm now 50 and would like to aggressively grow my wealth; there are a couple cars I still want to drive and mega-vacations I still want to take.
I feel investors should be focusing on under-the-radar stocks, and considering the current rollercoaster nature of the stock market, Because 35% of my $270k portfolio comprises of plummeting stocks which were once revered and i don't know where to go here out of devastation.
I think the safest strategy is to diversify investments. Like spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown
How can I participate in this? I sincerely aspire to establish a secure financlal future and am eager to participate. Who is the driving force behind your success?
Been through this with O a few years ago. Just hang on to it. The track record should speak for itself. The only thing you can't plan for in any stock is crooked leadership like you had with Enron, GE and WCOM in the past. There is no sign of that here, but it does happen. Regardless, the only thing you can do to avoid this is to diversify by not putting too much into O and wait for interest rates to go down. This REIT, bond funds and many others should melt up nicely once the interest rates start to get cut. We are expecting 3 in 2024.
Only about 3 years experience investing with a focus on dividends and, without question my biggest flaw has been buying into a holding in chunks rather than bits and pieces. I'm up on O but I see too much red in other areas that constantly remind me of past poor decisions. Thanks for the video.
The strategies are quite rigorous for the regular-Joe. As a matter of fact, they are mostly successfully carried out by pros who have had a great deal of skillset/knowledge to pull such trades off.
Strategic investment is critical. My ideal investment is a diverse combination of stocks, bonds, and ETFs. It provides an excellent long-term return and has performed admirably thus far, but I needed to diversify my portfolio at some point, so I approached a coach who devised a system that aligned with my targets; so far, I've made a whopping $580k, and scaling my portfolio to a million by the end of the year does not seem too far-fetched to me.
Very much appreciated. I curiously looked up Linda on the web and fortunately came across her site first, her résumé is incredible and she looks proficient I must say.
Great video, a number of the most eminent market experts have been expressing their views on the severity of the impending economic downturn and the extent to which equities might plummet. This is because the economy is heading towards a recession and inflation is persistently above the Federal Reserve's 2% target. As I'm aiming to create a portfolio worth no less than $850,000 before 1 turn 60, I would appreciate any advice on potential investments.
Best statement I have ever heard about markets. "It's the only place buyers get upset when things go on sale". So true. This company is gold. I started my position at 49.8 in November and since then it has grown to 3500 shares, reinvesting dividends. This position sits in my 401K and I am not planning to sell it ever unless something drastic happens.
I sold all my O and bought more S&P 500 after I saw last year's performance of both, AND I learned that REITS are unable to generate qualified dividends, only ordinary which is a tax nightmare.
Longtime owner of $O. Added a good deal when they crashed during the COVID panic when they hit $40, received more shares when they bought out my VER, and recently added again last year with the Spirit merger sell-off. Good timing for the video as I just started nibbling again this last week when they hit my target of $55. If they continue to go lower I'll continue to add bit by bit. Longterm a great stock for anyone's dividend portfolio IMHO.
Gangster, was at work when the merger news hit. Didn’t buy at 46, but recently at 41.something. Want to add more. My thesis is in the next 3 years there will be lower yields, even if not they will pay me a nice dividend.
I am throwing every dollar I have from pay checks after REITs these months. I have a REIT pie I invest in and it distributes according to my predefined allocation and O get 20% of whatever I throw in the REIT pie. Second largest with 14% is PLD. The pie consist of 10 large REITs. My average price own O is now at 53.95... my next REIT pie investment I in 3 days - and I really want more before Fed lowers the interest rates, so maybe they could hold back on that 3-6 months more 🙂
Well, all is relative. Yield is only the icing on the cake. PLD does pay 2.75%, almost double that of the S&P500, AND looking back since 1997, it has actually beaten S&P500 in total returns (even though it is a bit down right now). But they actually have a 5 year dividend growth of almost 13%! True you can find REITs with higher yield, but can you find better quality and better tool returns over a long period of time? Size matters and they are BIG. @@wewhoareabouttodiesaluteyo9303
Actually also only buy REITS nowadays. The sell off is quite substantial. If you know what to buy you get a really nice deal. My thesis is to collect the record high dividend and sell part of it when yield are lower. REITs are quite safe and currently high income investing. In the next 3 years there will be significant capital gains as well.
@@roydaone He literally talks about why he isn't bothered by it because its a buy and hold dividend play....did you watch the video or just read the title?
I was advised to diversify my portfolio among several assets such as stocks and bonds since this can protect my inherited portfolio of about $2.5m. I’m used to just buying and holding assets which doesn’t seem applicable to the current rollercoaster market plus inflation is catching up with my portfolio. I’m really worried about survival after retirement.
True, I mostly just buy and hold stocks, but my portfolio has been mostly in the red for quite awhile now. Unfortunately to be able to make good gains, you’ll need to be consistent and restructure your portfolio frequently.
Due to my demanding job, I lack the time to thoroughly assess my investments and analyze individual stocks. Consequently, for the past seven years, I have enlisted the services of a fiduciary who actively manages my portfolio to adapt to the current market conditions. This strategy has allowed me to navigate the financial landscape successfully, making informed decisions on when to buy and sell. Perhaps you should consider a similar approach.
this is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? i'm in dire need of proper portfolio allocation
Well, there are a few out there who know what they are doing. I tried a few in the past years, but I’ve been with Melissa Terri Swayne for the last five years or so, and her returns have been pretty much amazing.
Appreciate this recommendation, hopefully I can get some insight to where the market is headed and strategies to beat the downtrend with when I hear back from Melissa.
My cost basis is about $62 on O ....BUT it's nice seeing that number drop as I keep adding shares to my position in addition to the re-invested divs. A red line on my portfolio is only part of the story :)
@@BTBLive why do you buy a falling stock? This stock will go down to $30. Do you realise that it has a higher P/E than META? That is insane. It should be trading at like 10 P/E, not 40.
@@BTBLive p/e reits should be scrutinized even more so than that of growth stocks. Because where else are those dividends going to come from if not from profits?
Look at this way if u lose more money then u make in divendnds it can be bad just keep that in mind everyone is different and has different goals and stomach in investing
It is bad …we go for total return…..$100,000 in o and schd ….from 2012 todate ,,,,,gets you total return of realty income $290,000 and schd $420,000….and this is with schd doing not great lately …plus schd dividends are qualified. Realty income is a disaster…..
The capital has changed, the income from dividends has not. The cost of the income has gone down, it's time to buy more. You can double that income for 18% less now. However, there are other div stocks at far more attractive valuations. SPYI is a great new ETF with monthly divs. SCHD is a proven machine. Diversify or double down based on what fits you investment strategy. Whatever you do, don't sell at a loss! Lol
The stability is fake. You can structure things to grow the dividend slowly every year; even in a REIT. There are obviously limits like solvency; but with share dilution, borrowing and deferring investments a sporadic dividend that ought to grow 25% one year and plummet 15% another will grow smoothly. Total return is a lot more interesting.
I am glad you prepared this video. We need such spirit raising thoughts in reit rcommunity. Dollar cost averaging and long term hold mindset -- these are the paths to take. Cheers
Great video, the best monthly paying dividend stock and safest among them all... All in due time Realty Income, in the right economic conditions will come soaring back...
Great video. You got it right; you haven't lost a dime. Rather, you are collecting income. I buy stocks when the yield and growth prospects justifies the capital investment. After that, the price of the stock is not an issue. I would not sell it because the price is up or down.
You need to stop reading the comments. "Except mine". LOL. I watch every video and appreciate you're work on these. Keep them coming. I hate haters. Wait what?!
I hopped on the O train at $ 47. So i'm still feeling good. Its by far my biggest position so i'm not looking to add right now. I'm actually kinda hoping the stock price will edge closer to $ 50 before the rate cuts so i can add some more
Thank you for this video, i did not know how much O had grown. This was the firs😊t stock i purchased when i opened my account with Fidelity, i own currently 98 shares. And I keep buying more when ever i can. I appreciate all the time you invest in producing these videos, so please keep them coming.
You were young and starting out at a bad market time for O or any reits. I'm impressed with how well your BDCs are doing. Just a steady climb to new highs from months ago. Meanwhile high yield or junk bonds are pretty much stuck in the mud and haven't moved back up much at all.
Im with you O is a great time to buy because its cheaper, once rates lower it will go back up as will most everything else, sustaining losses is all part of the experience.
Really good advise kind sir, I suffered the same with another darling REIT stock in my home country albeit mine wasn't as bad I just wish I had made my purchases in a more staggered manner then I would have an even healthier portfolio... but no regrets these are gems in the long run.
a big error div investors make is sequence buying like this.. IM glad you highlighted it but folks that buy, they buy on emotion. As You explained correctly.. Its imperative IMO that div investors leg into thier div position, and even buy the dips when able.. I too had the same experience with O.. however when it bottomed I knowingly doubled down overweight on O and its now my best position off the Oct Lows. I sold some my profitable REITS to cover some. THis sequencing risk is present in every div event. thanks for sharing..
Vz will not be a winner in the long run. Biiig yield trap, sorry to break your vision. Really bad balance sheet, bad metrics and bad management judging from the past. I don't see it grow revenue must nor growing eps above inflation. Has been a wealth destructor in the long term with the infinitely growing debt and low ROIC.
I still have some VZ bought in 2009/2010, but sold about half a few years back and made back all original investment .. still solidly in the black with what I have left, will keep for now
Thank you for your wonderful videos. I always watch your videos, and I shared your video links with four friends of mine, I love how open minded you are about investing, I read an article of investors that made upto $500,000 within 2months from stocks, so please I'd really love more tips and clues on how to outperform the market and make such profit using stocks.
Do you think it's a good time to consider selling some stocks, or is it better to hold onto them for the long term? I’m considering rebalancing my $2M portfolios, So I'm curious about the best strategies for potential market downturns
Knowledgeable Investors know where and how to put money during a crisis in order to reduce risk and maximize returns. See a market strategist with experience if you are unable to manage these market conditions
I stopped listening and taking financial advise from these UA-camrs, because at the end of the day, I end up with a bunch of confusing stocks without knowing when to take profit, In reality, all I needed was professional advice.
Natalie Ann Brinkman is the licensed coach I use. Just research the name. You'd find necessary details to work with a correspondence to set up an appointment.
I appreciate it. After searching her name online and reviewing her credentials, I'm quite impressed. I've contacted her as I could use all the help I can get. A call has been scheduled.
Sometimes you eat the bear, Sometimes the bear eats you. I got lucky and picked up my only 250 shares of O that I own when they were 50 and under. Now I'm just gonna watch it for the next 30 years.
Its not just the interest rate costing the company money to borrow, but the 4 week t bill paying almost the same as the dividend with no risk adds downward pressure.
This was a great video and follows my investment strategy perfectly. Stick with your portfolio and don't sell unless you have a better reason than "oh, no, the share price fell!". If it's a solid investment, stay the course. It'll bounce back. Just look at the bigger picture.
I sold Realty Income about the same time you bought as it didn't really live up to expectations and their exposure to the downturn in commercial real estate is huge. That said, maybe now is a good time to buy 👹
I bought one when it was down know I buy more Eprt they have around the same valuation but eprt has a lower pay out ration what is the only reason their dividend yield is lower and a faster dividend growth rate and eprt will most likely outperform O. Especially since they are much smaller and can more easily grow.
Thanks for continuing updates I'd rather trade the stock market as it's more profitable. I make an average of $34,500 per week even though I barely trade myself.
I think, issuing shares is not a problem with O, when they take the money and buy properties or other reits at a fair value. Sure there are more shares outstanding, but that is not important. only important things are ernings per share and intrinsic value per share in my opinion. And I think O did well enough there, so no problem for me. I dont buy shares because I want to own a specific percentage of a company, but i want a minimum earning for every buck I invest. If O would 10x their shares tomorrow I would be fine, if the earnings would grow 10x aswell.
Exactly! As long as they are using the money from the sale of shares to increase their profits such as buying income producing property at a good value then that's all that matters.
Main thing with O right now is how slow it grows at this stage. It's basically just just barely keeping up with inflation. As a long term holder, it's fine. But as a new investor or someone looking to grow their holding, it's not worth it anymore compared to the likes of MAIN, ARCC and several others.
If you have large amount of money it is statistically better (in 80-90 % of cases) to invest whole sum in one time. Then you can continue with DCA method with smaller amounts (saving from your regular income). You had very bad luck for timing the stock (basically you hit that 10-20%), thats all.
Thank you for your video. After your purchase, you would have had the opportunity to sell the shares (without taking dividends into account) in the following year without any price losses (after the Death Cross chart signal. In my opinion, holding was the better decision but... As an investor with a focus on dividend stocks, you naturally need to have a plan in case of major price fluctuations. This is an important aspect, as most people buy dividend stocks because they want to take less risk than growth stocks. In my opinion, a high dividend with a high risk makes no sense. That's why I would probably have exited O after the negative chart signal. It turned out well, but you can't know that beforehand.
"My viewers are getting sick of me talking about Realty… so let me make one more video" :) Seriously though, I've had this stock on and off (I switched brokers in between) twice now, and doubted a little bit during the sharp increase in interest by the FED. But I still think it's an amazing company to own stocks of, and I'll definitely hold for as long as they keep doing what they do best.
Don't buy at nosebleed prices is the lesson. I don't touch REITs unless I am getting something good with a 7% yield or better. I don't count on appreciation or dividend raises. Better to buy things well rather than buy good things like Howard Marks says.
Great company. Also an income-focused investor should be agnostic of the share place fluctuations as long as the business is healthy (dividend not at risk). I also sell put options on O which makes it a "double-income" compounding machine.
It's also possible for a share price goes up, so you can't make a blanket statement that dumping a lot of money in at one time is bad thing. It just depends. "Dollar cost averaging" can be BAD as likely as it can be good.
There may be pullbacks in the markets this year, which are normal. But the overall market will go up throughout the year. I think we'll see more market diversification. Already looking to invest about $430k of my savings in stocks this year. 2024 is the year I make millions
It’s a great REIT but valuation and margin of safety if huge for O as growth will be limited - I averaged in near $50 and am holding for the long term 👍
Usually the brokerage has a DRIP plan that will automatically do it for you, my brokerage deposits my dividends into a cash pile then gets reinvested into the whole portfolio.
A bit over a thousand shares for me with a $51.24 cost basis. I think it will be fine for me. I view it as a better alternative to bonds. I expect when rates eventually drop the price will go up and I will have locked in an incredible dividend yield.
Dude! What were you thinking with regards to the Fed??? Inflation was running sooo hot. The market predictors were putting out all kinds of trash at the end of '23 and the beginning of the year that there would be 5 or 6 rates cuts this year. Really. Thats akin to the thinking of that stupid cow Yellen that "inflation is temporary" and we know how that turned out. But you are being paid almost 6% in dividends to wait for the stock to rebound. Nothing wrong with dumping a larger amount into an investment if its a good company and the company/sector has been beaten up (like REITS) and its at historical lows .I bought some at 48 to 50$ as i recall. DCA is the way to go but buying a dip also works until you get to what amount you want to own. I'm glad you pointed all that out in this video. your hard lesson was to not DCA into an interest rate sensitive stock not too far off its high even if you believed interest rates were coming down. CPI may be 3.6 % but mortgages still high at 6 1/2 to over 7 %.
For me Realty Income will be at 70-80 Dollars after we get Interest Rates Cuts . Realty Income just took over another Company for more Revenue etc . We saw a 25 % Rally after Interest Rates Cuts were called for this year . For me Realty Income is a Insane good Stock , high Dividend and this Monthly .
There actually not the only one that pays a monthly dividend. At this point though they are I would say the largest REIT company there is no questions asked and has been around longer than any other REIT company that is at least publicly traded.
Successful investing is hard work because it means disciplining your mind to do the opposite of human nature. Buying during a panic, selling during euphoria, and holding on when you are bored and just craving a little action. Investing is 5% intellect and 95% temperament.
Government policy has thrown the future under the bus for decades. The day of judgment is near. I predict an 80% drop in the stock market. Investors will abandon stocks in favor of real estate. There will be no money in banks... You must devise a strategy for survival.
Since the outbreak of 2020, which significantly affected the market, I've been consulting an investment coach before making any investment decisions because their entire philosophy is built around employing a high-profit orientated plan while simultaneously trading long and short, as well as decreasing risk exposure as a hedge against inevitable downtrends. When coupled with their access to odd data and analysis, underperformance is virtually impossible.
Would you mind suggesting a professional with a range of financial possibilities? This is highly unusual, so please respond as soon as possibl
Annette Christine Conte is the licensed coach I use. Just research the name. You'd find necessary details to work with a correspondence to set up an appointment.
I just googled her and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a caII.
The thing to me is, if you invest and have other income outside of dividends then you will be able to live off dividends without selling. Which means you can pass that on to your kids which will give them a leg up in life. $52k dividends received in 2022.
I agree! That's why it is advisable that you have to invest while you still have a regular job or earning a regular income, and do it constantly. You still need to have something that will keep you going even if you're investing. Good financial planning and money allocation is the key.
The best course of action if you lack market knowledge is to ask a consultant or investing coach for guidance or assistance. Speaking with a consultant helped me stay afloat in the market and grow my portfolio to about 65% since January, even though I know it sounds obvious or generic. I believe that is the most effective way to enter the business at the moment.
please who is the consultant that assist you with your investment and if you don't mind, how do I get in touch with them?
'Carol Vivian Constable, a highly respected figure in her field. I suggest delving deeper into her credentials, as she possesses extensive experience and serves as a valuable resource for individuals seeking guidance in navigating the financial market.
She appears to be well-educated and well-read. I ran an online search on her name and came across her website; thank you for sharing.
O is a reliable income grower, you can count on the 3.5-4% dividend hikes year in and year out. Monthly payer. O is absolutely an amazing REIT and will benefit greatly once rates start getting cut.
The most important thing that should be on everyone mind currently should be to invest in different sources of income that doesn't depend on the government. Especially with the current economic crisis around the word. This is still a good time to invest in various stocks, Gold, silver and digital currencies
The key to big returns is not big moving stocks. It's managing risk in relationship to reward. Having the correct size on and turning your edge as many times as necessary to reach your goal. That holds true from long term investing to day trading.
Even with the right technique and assets some investors would still make more than others, as an investor, you should’ve known that by now, nothing beats experience and that’s final, personally I had to reach out to a market analyst for guidance which is how I was able to grow my account close to a million, withdraw my profit right before the correction and now I’m buying again
Mind if I ask you to recommend this particular coach you using their service?
@@bsetdays6784 Sure. She goes by ‘MARISOL CORDOVA’. Just research the name. All of this happened in less than a year after she told me what to do.
I'm -2% at the moment.
If you liked it at 68, you should love it at 58.
I love these prices. My Roth is loaded up on Realty Income and the dividend rate I’m continuing to lock in is amazing. I’m hoping it stays here for longer. I’m not looking to sell so why would I want it running at $80?
That's not how it works
Yes it is.@@likeicare300
you will like it even more at $48. See where this is going?
@@method341 now I'm down even more😪😪
Dollar cost averaging is one of the golden rules. Dumping high sums of money on a stock is good only when it's a big occasion like Arbor Realty Trust had with those short attacks. Anyways good video as always Allen, keep up the great work!
Yes, but front loading also works really well over long periods of time. What ends up happening with front loading (specifically studies done on IRA front loads) is that time in market outpaces dollar cost averaging. Understandably this is a different topic in terms of dollar cost averaging vs big sums of money.
Dollar cost averaging is a myth. You’d want him to keep buying as the price goes up.
I think it's time to make it more appealing for potential buyers. Real estate can be quite the rollercoaster! the stress and uncertainty are getting to me. I think I'll cut rents to attract potential buyers and exit the market, but i'm at crossroads if to allocate the entire $680k liquidity value to my stock portfolio?
"Overall, buyers hold a lot of the cards right now, and sellers are having to give out more concessions to close a deal." All the best, buying on sale is actually one of the best ways to invest in stocks, and advisors are ideally suited for such task
Until the Fed clamps down even further I think we're going to see hysteria due to rampant inflation. If you are in cross roads or need sincere advise on the best moves to take now with financial markets will be best you seek a fin-professional with fiduciary responsibilities who knows about mortgage-backed securities for proper guidance.
this sounds considerable! think you know any advisors i can get on the phone with? i'm in dire need of proper portfolio allocation
Carol Vivian Constable is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
Thank you for this amazing tip. I just looked the name up, wrote her and scheduled a call.
My average cast is 52.90. My 1100 shares is giving me $282 a month. I’m not selling but buying more if it ever falls below my cost.
1100 in a Yield Max fund would give you $550 easy and that is if it distributed 0.50. Some are paying over that.
@@wewhoareabouttodiesaluteyo9303 Don't forget to subtract your nav erosion.
@@wewhoareabouttodiesaluteyo9303you are correct but talk has been dropping for a while it might RS
@@wewhoareabouttodiesaluteyo9303 what is the expense ratio of these funds?
@@wewhoareabouttodiesaluteyo9303 don’t forget when these funds buy & sell you’ll also pay capital gains
Ignore the paper hands. Price does not change the amount of shares you own.
Exactly.
Sign, Nikola Motors
@@danielgomezmeneses6989 xdd
price is the most important variable. The point is to buy stocks whose prices go up, right? 🤣
@method341 it's only part of the equation, they pay dividends on a per share basis, so if the price goes down, your dividend income stays the same, and you can buy more shares with less cash, which will pay you more dividends.
Anyone know which stocks might be seeing significant increase this holiday season? A January bounce has been mentioned frequently. I recently sold my Boca Grande, Florida, home, and before the stock market's equities start to recover, I want to invest a big sum. Is it wise to purchase right now or not?
I recommend investing in shares to balance out your real estate assets. Even the toughest recessions can give wonderful purchasing opportunities if you are prudent. Furthermore, volatility can create wonderful short-term buy and sell opportunities. Although this is not financial advise, you should buy right now because money isn't king right now!
You are correct. With the help of an investing coach, I was able to diversify my 450K portfolio across markets, and I was able to create a little over $830K in net profit by using high dividend yield stocks, ETFs, and bonds.
@@danieljackson87 Would you mind sharing some information on the adviser who assisted you? Since the age of 18, I've been saving for a pension through a company program. As I became more taxed, I enhanced my workplace pension with a SIPP (tax advantages). I'm now 50 and would like to aggressively grow my wealth; there are a couple cars I still want to drive and mega-vacations I still want to take.
Her name is Stacey Laura Alviani can't divulge much. Most likely, the internet should have her basic info, you can research if you like
I feel investors should be focusing on under-the-radar stocks, and considering the current rollercoaster nature of the stock market, Because 35% of my $270k portfolio comprises of plummeting stocks which were once revered and i don't know where to go here out of devastation.
I think the safest strategy is to diversify investments. Like spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown
How can I participate in this? I sincerely aspire to establish a secure financlal future and am eager to participate. Who is the driving force behind your success?
Google her. And get scammed
That monthly dividend is too addictive
Ha ha that’s why I can’t bring myself to sell either
Been through this with O a few years ago. Just hang on to it. The track record should speak for itself. The only thing you can't plan for in any stock is crooked leadership like you had with Enron, GE and WCOM in the past. There is no sign of that here, but it does happen. Regardless, the only thing you can do to avoid this is to diversify by not putting too much into O and wait for interest rates to go down. This REIT, bond funds and many others should melt up nicely once the interest rates start to get cut. We are expecting 3 in 2024.
Only about 3 years experience investing with a focus on dividends and, without question my biggest flaw has been buying into a holding in chunks rather than bits and pieces. I'm up on O but I see too much red in other areas that constantly remind me of past poor decisions. Thanks for the video.
I’m under pressure to grow my reserve that currently holds about $500k. I’m down by 20% already following the crash and I fear I could lose more.
The strategies are quite rigorous for the regular-Joe. As a matter of fact, they are mostly successfully carried out by pros who have had a great deal of skillset/knowledge to pull such trades off.
Strategic investment is critical. My ideal investment is a diverse combination of stocks, bonds, and ETFs. It provides an excellent long-term return and has performed admirably thus far, but I needed to diversify my portfolio at some point, so I approached a coach who devised a system that aligned with my targets; so far, I've made a whopping $580k, and scaling my portfolio to a million by the end of the year does not seem too far-fetched to me.
My guide is Maria Leticia Monroe; you could look her up.
Very much appreciated. I curiously looked up Linda on the web and fortunately came across her site first, her résumé is incredible and she looks proficient I must say.
Buy when they fear, sell when they’re greedy!!!
Great video, a number of the most eminent market experts have been expressing their views on the severity of the impending economic downturn and the extent to which equities might plummet. This is because the economy is heading towards a recession and inflation is persistently above the Federal Reserve's 2% target. As I'm aiming to create a portfolio worth no less than $850,000 before 1 turn 60, I would appreciate any advice on potential investments.
There are many financial coaches who excel in their profession, but for the time being, I employ Anthony Charles White because I adore his methods.
He’s mostly on Telegrams, using the user name
@Charles white 237
That’s him
Best statement I have ever heard about markets. "It's the only place buyers get upset when things go on sale". So true. This company is gold. I started my position at 49.8 in November and since then it has grown to 3500 shares, reinvesting dividends. This position sits in my 401K and I am not planning to sell it ever unless something drastic happens.
DO you use DRIP?
I sold all my O and bought more S&P 500 after I saw last year's performance of both, AND I learned that REITS are unable to generate qualified dividends, only ordinary which is a tax nightmare.
Roth IRA it is tax free
That's why I keep qualified dividends in my normal brokerage and REITs In retirement account
Longtime owner of $O. Added a good deal when they crashed during the COVID panic when they hit $40, received more shares when they bought out my VER, and recently added again last year with the Spirit merger sell-off. Good timing for the video as I just started nibbling again this last week when they hit my target of $55. If they continue to go lower I'll continue to add bit by bit. Longterm a great stock for anyone's dividend portfolio IMHO.
Gangster, was at work when the merger news hit. Didn’t buy at 46, but recently at 41.something. Want to add more. My thesis is in the next 3 years there will be lower yields, even if not they will pay me a nice dividend.
It will come back
I think its the interest that's killing share prices for most reits
I am throwing every dollar I have from pay checks after REITs these months.
I have a REIT pie I invest in and it distributes according to my predefined allocation and O get 20% of whatever I throw in the REIT pie.
Second largest with 14% is PLD. The pie consist of 10 large REITs.
My average price own O is now at 53.95... my next REIT pie investment I in 3 days - and I really want more before Fed lowers the interest rates, so maybe they could hold back on that 3-6 months more 🙂
PLD pays a low dividend yield.
Well, all is relative. Yield is only the icing on the cake.
PLD does pay 2.75%, almost double that of the S&P500, AND looking back since 1997, it has actually beaten S&P500 in total returns (even though it is a bit down right now). But they actually have a 5 year dividend growth of almost 13%!
True you can find REITs with higher yield, but can you find better quality and better tool returns over a long period of time?
Size matters and they are BIG.
@@wewhoareabouttodiesaluteyo9303
Actually also only buy REITS nowadays. The sell off is quite substantial. If you know what to buy you get a really nice deal. My thesis is to collect the record high dividend and sell part of it when yield are lower. REITs are quite safe and currently high income investing. In the next 3 years there will be significant capital gains as well.
O is my biggest winner. I bought a lot when the prices were down
yes but there’s an opportunity to make bs content to get engagement, this guy says he’s lost money on a buy and hold strategy
@@roydaone He literally talks about why he isn't bothered by it because its a buy and hold dividend play....did you watch the video or just read the title?
I was advised to diversify my portfolio among several assets such as stocks and bonds since this can protect my inherited portfolio of about $2.5m. I’m used to just buying and holding assets which doesn’t seem applicable to the current rollercoaster market plus inflation is catching up with my portfolio. I’m really worried about survival after retirement.
True, I mostly just buy and hold stocks, but my portfolio has been mostly in the red for quite awhile now. Unfortunately to be able to make good gains, you’ll need to be consistent and restructure your portfolio frequently.
Due to my demanding job, I lack the time to thoroughly assess my investments and analyze individual stocks. Consequently, for the past seven years, I have enlisted the services of a fiduciary who actively manages my portfolio to adapt to the current market conditions. This strategy has allowed me to navigate the financial landscape successfully, making informed decisions on when to buy and sell. Perhaps you should consider a similar approach.
this is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? i'm in dire need of proper portfolio allocation
Well, there are a few out there who know what they are doing. I tried a few in the past years, but I’ve been with Melissa Terri Swayne for the last five years or so, and her returns have been pretty much amazing.
Appreciate this recommendation, hopefully I can get some insight to where the market is headed and strategies to beat the downtrend with when I hear back from Melissa.
I'm glad it's moving up slowly, gives me time to accumulate as much as possible before a more stimulating rate environment materializes.
My cost basis is about $62 on O ....BUT it's nice seeing that number drop as I keep adding shares to my position in addition to the re-invested divs. A red line on my portfolio is only part of the story :)
Are you still buying more?
@michellizollar9927 Yes. Nothing crazy and just when at about $55. I have added about 100 shares in the past 6 months or so a couple at a time.
@@BTBLive why do you buy a falling stock? This stock will go down to $30. Do you realise that it has a higher P/E than META? That is insane. It should be trading at like 10 P/E, not 40.
@method341 P/E with reits can be misleading. It's far from cheap but when they have to pay out 90% you can't use normal valuation methods.
@@BTBLive p/e reits should be scrutinized even more so than that of growth stocks. Because where else are those dividends going to come from if not from profits?
But is it bad? You said you are a dividend investor and stocks go up/down, but we focus on the dividend and stability of it.
Look at this way if u lose more money then u make in divendnds it can be bad just keep that in mind everyone is different and has different goals and stomach in investing
It is bad …we go for total return…..$100,000 in o and schd ….from 2012 todate ,,,,,gets you total return of realty income $290,000 and schd $420,000….and this is with schd doing not great lately …plus schd dividends are qualified. Realty income is a disaster…..
@@bluesky5587ever heard of Roth?
The capital has changed, the income from dividends has not. The cost of the income has gone down, it's time to buy more. You can double that income for 18% less now. However, there are other div stocks at far more attractive valuations. SPYI is a great new ETF with monthly divs. SCHD is a proven machine. Diversify or double down based on what fits you investment strategy. Whatever you do, don't sell at a loss! Lol
The stability is fake. You can structure things to grow the dividend slowly every year; even in a REIT. There are obviously limits like solvency; but with share dilution, borrowing and deferring investments a sporadic dividend that ought to grow 25% one year and plummet 15% another will grow smoothly.
Total return is a lot more interesting.
I am glad you prepared this video. We need such spirit raising thoughts in reit rcommunity. Dollar cost averaging and long term hold mindset -- these are the paths to take. Cheers
Great video, the best monthly paying dividend stock and safest among them all... All in due time Realty Income, in the right economic conditions will come soaring back...
Great video. You got it right; you haven't lost a dime. Rather, you are collecting income. I buy stocks when the yield and growth prospects justifies the capital investment. After that, the price of the stock is not an issue. I would not sell it because the price is up or down.
You need to stop reading the comments. "Except mine". LOL. I watch every video and appreciate you're work on these. Keep them coming.
I hate haters. Wait what?!
As usual... all good stable advice. O will recover slowly, which is fine.... buy a little, buy a little..... etc
I hopped on the O train at $ 47. So i'm still feeling good. Its by far my biggest position so i'm not looking to add right now. I'm actually kinda hoping the stock price will edge closer to $ 50 before the rate cuts so i can add some more
I bought O at $49
Thank you for this video, i did not know how much O had grown. This was the firs😊t stock i purchased when i opened my account with Fidelity, i own currently 98 shares. And I keep buying more when ever i can. I appreciate all the time you invest in producing these videos, so please keep them coming.
This channel in a nutshell: “Keep calm and buy dividend stocks.”
You were young and starting out at a bad market time for O or any reits. I'm impressed with how well your BDCs are doing. Just a steady climb to new highs from months ago. Meanwhile high yield or junk bonds are pretty much stuck in the mud and haven't moved back up much at all.
Im with you O is a great time to buy because its cheaper, once rates lower it will go back up as will most everything else, sustaining losses is all part of the experience.
I think O has good management and has solid returns overall. Im not worried because it is has a great moat too i think.
7:44 that sounds like the TSLY naysayers.
Really good advise kind sir, I suffered the same with another darling REIT stock in my home country albeit mine wasn't as bad I just wish I had made my purchases in a more staggered manner then I would have an even healthier portfolio... but no regrets these are gems in the long run.
a big error div investors make is sequence buying like this.. IM glad you highlighted it but folks that buy, they buy on emotion. As You explained correctly.. Its imperative IMO that div investors leg into thier div position, and even buy the dips when able.. I too had the same experience with O.. however when it bottomed I knowingly doubled down overweight on O and its now my best position off the Oct Lows. I sold some my profitable REITS to cover some. THis sequencing risk is present in every div event. thanks for sharing..
I have 200 shares of O I bought a year ago, so I’m down about 17%. I’m not too concerned. However, I’ve been accumulating VZ and it’s been a winner.
Vz will not be a winner in the long run. Biiig yield trap, sorry to break your vision. Really bad balance sheet, bad metrics and bad management judging from the past. I don't see it grow revenue must nor growing eps above inflation. Has been a wealth destructor in the long term with the infinitely growing debt and low ROIC.
VZ is not a winner my dude the share price drops year over year and there dividend doesn’t even keep up with inflation
Hate to break the news but Verizon sucks sold mine a year ago and took a decent loss
@@Hyper1555 I am glad I am not the only one looking at balance sheets.
I still have some VZ bought in 2009/2010, but sold about half a few years back and made back all original investment .. still solidly in the black with what I have left, will keep for now
Thank you for your wonderful videos. I always watch your videos, and I shared your video links with four friends of mine, I love how open minded you are about investing, I read an article of investors that made upto $500,000 within 2months from stocks, so please I'd really love more tips and clues on how to outperform the market and make such profit using stocks.
Do you think it's a good time to consider selling some stocks, or is it better to hold onto them for the long term? I’m considering rebalancing my $2M portfolios, So I'm curious about the best strategies for potential market downturns
Knowledgeable Investors know where and how to put money during a crisis in order to reduce risk and maximize returns. See a market strategist with experience if you are unable to manage these market conditions
I stopped listening and taking financial advise from these UA-camrs, because at the end of the day, I end up with a bunch of confusing stocks without knowing when to take profit, In reality, all I needed was professional advice.
Please how do I find and contact this financial counselor ?
Natalie Ann Brinkman is the licensed coach I use. Just research the name. You'd find necessary details to work with a correspondence to set up an appointment.
I appreciate it. After searching her name online and reviewing her credentials, I'm quite impressed. I've contacted her as I could use all the help I can get. A call has been scheduled.
Sometimes you eat the bear,
Sometimes the bear eats you.
I got lucky and picked up my only 250 shares of O that I own when they were 50 and under. Now I'm just gonna watch it for the next 30 years.
Its not just the interest rate costing the company money to borrow, but the 4 week t bill paying almost the same as the dividend with no risk adds downward pressure.
BTW, 29,877.95 is not your true cost. In vanguard cost basis, your dividends are also calculated as cost. So your loss is not what's shown.
Sry bro. Sold all at 72. Rebought some at 49.
Smart!
Yeah baby, good move!
This was a great video and follows my investment strategy perfectly. Stick with your portfolio and don't sell unless you have a better reason than "oh, no, the share price fell!". If it's a solid investment, stay the course. It'll bounce back. Just look at the bigger picture.
I sold Realty Income about the same time you bought as it didn't really live up to expectations and their exposure to the downturn in commercial real estate is huge. That said, maybe now is a good time to buy 👹
I sure wish I dumped a lot of money into MRK when it was at $86, that's for damn sure.
MRK has a good balance sheet, but pays more than its EPS.
The other lesson is: don't make big bets on one thing or direction. Always remember, you might be wrong.
I bought one when it was down know I buy more Eprt they have around the same valuation but eprt has a lower pay out ration what is the only reason their dividend yield is lower and a faster dividend growth rate and eprt will most likely outperform O. Especially since they are much smaller and can more easily grow.
Thanks for continuing updates I'd rather trade the stock market as it's more profitable. I make an average of $34,500 per week even though I barely trade myself.
I think, issuing shares is not a problem with O, when they take the money and buy properties or other reits at a fair value. Sure there are more shares outstanding, but that is not important. only important things are ernings per share and intrinsic value per share in my opinion. And I think O did well enough there, so no problem for me. I dont buy shares because I want to own a specific percentage of a company, but i want a minimum earning for every buck I invest. If O would 10x their shares tomorrow I would be fine, if the earnings would grow 10x aswell.
Exactly! As long as they are using the money from the sale of shares to increase their profits such as buying income producing property at a good value then that's all that matters.
So many bots 🤖 on here it’s crazy
Drip is buying on the dip. No worry beef curry.
The first rule of investing is to buy cheap and sell expensive. If the price falls and you buy, you should be happy)))
Main thing with O right now is how slow it grows at this stage. It's basically just just barely keeping up with inflation. As a long term holder, it's fine. But as a new investor or someone looking to grow their holding, it's not worth it anymore compared to the likes of MAIN, ARCC and several others.
Got a subscriber! What an amazing analysis!
If you have large amount of money it is statistically better (in 80-90 % of cases) to invest whole sum in one time. Then you can continue with DCA method with smaller amounts (saving from your regular income). You had very bad luck for timing the stock (basically you hit that 10-20%), thats all.
It’s not your fault. They were the gold standard of reits. Covid, the fed, and inflation were just the perfect storm.
You are so good. Thank you .
I agree, I can't be mad at a little buying opportunity
The price of O is down, but counting the interest I'm still ahead
It's crazy that so many people want to buy high and sell low.
Thank you for your video. After your purchase, you would have had the opportunity to sell the shares (without taking dividends into account) in the following year without any price losses (after the Death Cross chart signal. In my opinion, holding was the better decision but... As an investor with a focus on dividend stocks, you naturally need to have a plan in case of major price fluctuations. This is an important aspect, as most people buy dividend stocks because they want to take less risk than growth stocks. In my opinion, a high dividend with a high risk makes no sense. That's why I would probably have exited O after the negative chart signal. It turned out well, but you can't know that beforehand.
Did you add in the Orion stock you got. I know it’s not doing good but it was free
I wish I had sold the Orion crap on day one. I am still holding it at a great loss
...i Strongly Agree and Saw it Coming ...!!!...???..."" O '' is Now ZERO ...
I don't like real estate investments because they often rely on refinancing every 5 years.
They can be overleverager
You haven't lost anything unless you sell. It's been devalued. If the management team is good, it will recover, it's only a matter of time.
"My viewers are getting sick of me talking about Realty… so let me make one more video" :)
Seriously though, I've had this stock on and off (I switched brokers in between) twice now, and doubted a little bit during the sharp increase in interest by the FED. But I still think it's an amazing company to own stocks of, and I'll definitely hold for as long as they keep doing what they do best.
Already envisioning the benefits of Xeventy's streamlined investment journey. Great new project.
After 10 years investing, I learned that I should never put a penny on reits
Don't buy at nosebleed prices is the lesson. I don't touch REITs unless I am getting something good with a 7% yield or better. I don't count on appreciation or dividend raises. Better to buy things well rather than buy good things like Howard Marks says.
Great company. Also an income-focused investor should be agnostic of the share place fluctuations as long as the business is healthy (dividend not at risk). I also sell put options on O which makes it a "double-income" compounding machine.
It's also possible for a share price goes up, so you can't make a blanket statement that dumping a lot of money in at one time is bad thing. It just depends. "Dollar cost averaging" can be BAD as likely as it can be good.
*Think financial independence look up Donald Nathan Scott.*
There may be pullbacks in the markets this year, which are normal. But the overall market will go up throughout the year. I think we'll see more market diversification. Already looking to invest about $430k of my savings in stocks this year. 2024 is the year I make millions
It’s a great REIT but valuation and margin of safety if huge for O as growth will be limited - I averaged in near $50 and am holding for the long term 👍
Might as well turn comments off with all the bots.
"With that being said" is the trademark of a dividend bull video. 🤣
What about MPW? Is that position doing better on a percentage basis?
"People are sick of me talking about Realty Income, let's talk about Realty Income instead"
Is the dividend reinvested automatically? How
Usually the brokerage has a DRIP plan that will automatically do it for you, my brokerage deposits my dividends into a cash pile then gets reinvested into the whole portfolio.
That's why I try to buy at 52 week lows, there's always something else at 52 week lows.🎉 Great video
A bit over a thousand shares for me with a $51.24 cost basis. I think it will be fine for me. I view it as a better alternative to bonds. I expect when rates eventually drop the price will go up and I will have locked in an incredible dividend yield.
Here is the thing: Offering more shares at market value should not affect share price.
change my mind
What about all the dividends you received during this time ?
i regret not buying more when it dropped to 49. i was buying as much as i could afford during the last year but man what a deal
Dude! What were you thinking with regards to the Fed??? Inflation was running sooo hot. The market predictors were putting out all kinds of trash at the end of '23 and the beginning of the year that there would be 5 or 6 rates cuts this year. Really. Thats akin to the thinking of that stupid cow Yellen that "inflation is temporary" and we know how that turned out. But you are being paid almost 6% in dividends to wait for the stock to rebound. Nothing wrong with dumping a larger amount into an investment if its a good company and the company/sector has been beaten up (like REITS) and its at historical lows .I bought some at 48 to 50$ as i recall. DCA is the way to go but buying a dip also works until you get to what amount you want to own. I'm glad you pointed all that out in this video. your hard lesson was to not DCA into an interest rate sensitive stock not too far off its high even if you believed interest rates were coming down. CPI may be 3.6 % but mortgages still high at 6 1/2 to over 7 %.
For me Realty Income will be at 70-80 Dollars after we get Interest Rates Cuts . Realty Income just took over another Company for more Revenue etc . We saw a 25 % Rally after Interest Rates Cuts were called for this year . For me Realty Income is a Insane good Stock , high Dividend and this Monthly .
Just bought some O today. No regrets 👍👍
What are the additional 2 REIT aristocrats?
I started buying recently once they hit around 52-53 and im gonna continue to buy more some more over time
does the company write off good numbers? doe they make profit ?
Do you own any UK stocks such as LGEN?
Sold all my shares on O about a year ago...there's much better dividend payers out there...ARCC for one of many...
ARCC pays about its EPS.
There actually not the only one that pays a monthly dividend. At this point though they are I would say the largest REIT company there is no questions asked and has been around longer than any other REIT company that is at least publicly traded.
I sold all of my shares months ago for a much better investment. I also sold because I don’t like where they are headed.
What is your "... much better investment ..." ? And where is "O" headed?
@@MrSummitville O has a low dividend yield.