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Ex-Dividend Date Explained and Dividend Calendar Strategies | Investing 101

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Let's Talk Money! with Joseph Hogue, CFA

Let's Talk Money! with Joseph Hogue, CFA

Күн бұрын

I explain what an Ex-Dividend Date is, what it means for you, and 3 dividend calendar strategies to help you get the most out of your money. Watch another Investing 101 video here: • 5 Investing Strategies...
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#DividendStocks #Stocks #Investing
The ex-dividend date is THE most confusing idea in dividend investing but also the most important in making sure you get that cash payment. Along with the ex-dividend date definition and meaning, I’m revealing three dividend calendar strategies that will boost your returns.
We all love dividend investing and getting paid while you invest in a stock. What happens though when you buy a stock and don’t get the dividend? Did something get missed? How do you go back to collect the dividend?
This is why understanding the ex-dividend date and other dividend dates is one of the most important things you need to know. It’s going to determine whether you get the dividend and clue you in to some dividend investing strategies that can increase your return on the stock.
In this video, I’m detailing everything you need to know about dividend dates. I’ll start with an ex-dividend date definition and show you the calendar of important dates around the dividend payment. We’ll look at the ex-dividend date versus the record date and why they’re different. I’ll then explain why the stock price falls on the dividend date and how you can use that to your advantage.
If you haven’t seen our monthly dividend stocks video yet, I’ll link it below. This is one of the best dividend investing videos you can watch, detailing two of my favorite dividend topics. I’ll share my process for finding the best monthly dividend stocks and one very important risk you need to know. • 3 Best Monthly Dividen...
Dividend calendar dates aren’t difficult to understand but they are confusing. Why is the ex-dividend date before the record date? Why is it so long between when a dividend is declared and when you get paid?
I’ll explain all of this with an easy-to-follow example using Apple dividends. I’ll show you what days you need to own the stock to get the payment and a very important note on paying taxes on dividends. I’ll then reveal three dividend calendar strategies you can use to buy stocks at a discount and increase your dividend yield.
1:18 Important Dividend Dates
2:30 Why the Stock Price Falls on the Dividend Date
3:55 Taxes on Dividend Investing
5:19 The Dividend Capture Strategy
6:50 Apple Dividend Example
9:25 Other Dividend Stock Strategies
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Joseph Hogue, CFA spent nearly a decade as an investment analyst for institutional firms and banks. He now helps people understand their financial lives through debt payoff strategies, investing and ways to save more money. He has appeared on Bloomberg and on sites like CNBC and Morningstar. He holds the Chartered Financial Analyst (CFA) designation and is a veteran of the Marine Corps.

Пікірлер: 284
@josephhogue
@josephhogue 5 жыл бұрын
You asked for it❗ I'm ranking the five highest dividend stocks by total return and how to pick high yield stocks 😲 Must-Watch for dividend investors --> kzfaq.info/get/bejne/q8xlhr2msa_bc2w.html
@americanmade36merica99
@americanmade36merica99 4 жыл бұрын
I have an important question regarding taxes on capital gains. So since I reinvest those dividends every month I have to claim that as income each year? In which I pay lower taxes, for the capital gains tax.
@Dedicated2WendyWilliams
@Dedicated2WendyWilliams 3 жыл бұрын
Stupid intro
@simonphoenix2307
@simonphoenix2307 3 жыл бұрын
If you already own stock prior to them announcing the dividend dates, do you automatically get the dividend payments or is it only for shares purchased within that window of after announcement and ex dividend date?
@craigchambers4183
@craigchambers4183 3 жыл бұрын
@@simonphoenix2307 If you own the stock the day before, no matter how short or long of a time you have owned it, you will get the dividend.
@MGmirkin
@MGmirkin Жыл бұрын
I see you have a few "other ex-dividend strategies" mentioned. But I don't see one that matches my idea for a possible ex-dividend strategy. My ideas combines the idea of a "weekly dividend payment" strategy with the "dividend waterfall" strategy of buying one stock or fund and using the dividends from that ticker to fund buying other stocks [possibly better stocks, so why not just buy those instead, but that's neither here nor there]. Essentially the idea is to buy ~12-24 stocks that pay out [1-2 tickers] each week of the quarter, and then repeat the next quarter an the next and the next on those same weeks of the quarter. Now, my twist on the idea is that rather than simply DRIP-reinvesting dividends back into the original security and then waiting an entire calendar quarter to get money back out of the additional shares, you could instead look for the next ticker that goes ex-dividend roughly 3-4+ business days after the current payment, and put your dividends into additional [whole/fractional] shares of that next stock so that you shares settle before it goes ex-dividend, and the extra shares **somewhat immediately** net additional dividends for that next stock to pay out. [Even better if that ticker happens to also raise its dividend that quarter, so you'd get "bonus" additional dividends from both the extra shares **and** the dividend increase.] The idea here is to perhaps "compound" your dividend gains more quickly than the simpler "DRIP-reinvestment" method, by putting your extra dividends to work more quickly by buying additional shares of the next thing that would be going ex-dividend and paying out, thus netting additional dividends there, and then in the next such ticker, and so on. I haven't run any numbers to see whether that would in fact produce any non-trivial gains over time, or if it would all kind of wash due to either the additional amounts being so small or due to cost increase of the ticker you're trying to buy right before the ex-dividend date as others are also trying to buy in for the dividend, thus driving the price up, and the amount of shares your "extra" dividend money can buy down, thus possibly minimizing gains? Would be interesting to see someone do some kind of historical deep-dive analysis on historical data to see whether such a "round robin" faster-compounding ex-dividend strategy would work or provide any tangible benefits sufficient to justify the fairly active management one would potentially need to do in such a scenario.
@joemama-tn7zl
@joemama-tn7zl 3 жыл бұрын
The most honest guy on youtube
@7Neiman
@7Neiman 2 жыл бұрын
Thanks for the information for the last 3 to 4 months I have figured what’s best for me is to simply buy and sale dividend stocks 4 different ones a month. To my surprise I did not know the strategy I’m buying before the E X date it is really shocking that you can buy before the EX date hold back to the end of the market day and sell and still get the dividend and as you suggested the very next day I’ll pour another $25,000 into an upcoming EX pre-date and do that four times a month honestly I average between seven $40-$930 a month in dividend tax of course taking 20% of that and putting it into my stable dividend REITS and let letting them compound it works for me👌🏾✌🏾
@MrAlistairtavares
@MrAlistairtavares Ай бұрын
Thank you for this. How has the strategy been working? Any 20:20 hind sights you can share? and which 4 stocks you currently look at. Txs in advance.
@ceciliaruns72
@ceciliaruns72 5 жыл бұрын
I'm a long term dividend growth investor. Plan to hold for 15 more years until I start living off the dividends.
@msarros1
@msarros1 5 жыл бұрын
I am a buy and hold forever investor. My portfolio is small but a sleep well one: AAPL, ADM, IRM, MO, Berk Hath B. JNJ, BABA, WTR. Thanks for the Great videos Joseph!!!
@josephhogue
@josephhogue 5 жыл бұрын
Solid portfolio you have going and I love that you have a China name in the mix. Thank you for being part of the community.
@12cn03
@12cn03 5 жыл бұрын
I've been trading for about 25 years now. I trade both, long term (high dividend yield stocks) and short term (speculative investing). Always sitting on a substantial amount of cash to stock up during a correction or bear markets.
@deontaeriley-waites8818
@deontaeriley-waites8818 4 жыл бұрын
Carlo Nuccio I think that's the type of trader I want to become
@robbieb2011
@robbieb2011 3 жыл бұрын
You can do this in an IRA where you are not taxed until withdrawal. The problem is that brokerage settle T+2. So you can't sell and buy another stock same day.
@TuPrimoFutureExpat
@TuPrimoFutureExpat 4 ай бұрын
Exactly, that is my issue, so I plan accordingly with my dividend calendar. 😏
@MiguelRodriguez-bm5eq
@MiguelRodriguez-bm5eq 5 жыл бұрын
I am longterm investor. This video came very handy, seeing how my portfolio is 60% divided stocks. TY!
@josephhogue
@josephhogue 5 жыл бұрын
Always glad to help Miguel. Thank you for being part of the community.
@hamsterjohn
@hamsterjohn 5 жыл бұрын
I'm in it for the long haul, 10+ years. Have a bit of index funds, but mostly dividend growth investing, so that's why I'm here.
@argument1582
@argument1582 4 жыл бұрын
New to investing, I work a full time job and can comfortably put 75 to 100 into my portfolio per week. I'd like to start with short term higher gains to jump start a long hold dividend plan.
@josephhogue
@josephhogue 4 жыл бұрын
Always glad to help with questions. Did you see Monday's video on high-dividend funds? Might be a good place to start kzfaq.info/get/bejne/nqxkZsKaksnTXWg.html Also this video, a 12-month investing plan would help kzfaq.info/get/bejne/i7uZebemtLO5o6c.html
@argument1582
@argument1582 4 жыл бұрын
@@josephhogue thank you, I've really been enjoying your channel the most out of all the ones I've come across on YT. Also THANK YOU for your military service. It is a great thing that you continue to "serve" the populace with your financial experience after you served for our freedoms.
@josephhogue
@josephhogue 4 жыл бұрын
Thank you. Wanted to say thanks in a personal video, here it is kzfaq.info/get/bejne/Z7FhgbiV0L6neok.html
@mikegreb9766
@mikegreb9766 5 жыл бұрын
Ty for another fine, easy to understand video. My strategies have evolved to be completely around dividends. I do use the dividend capture strategy to buy stocks 1 - 4 days prior to the ex-div date and hold them for 1-? days after ex-div date. I have a list of about 48 stocks which historically not only regained there dividend amounts but an extra $1-$5 within days to boot. I have been doing this now for about 6 months and have a return of a little over 11%. That return I reinvest in long term high yield dividend paying stocks (+3.75%) such as ATT , F, MO, IP etc. These will be used as long term investments whereby I just DRIP any returns back into the stock. I have had stocks that I have had to hold for several months because they did not recover within the predicted time frame, but since I primarily invest in high cap stocks, this is not to worrisome. The biggest risk I have encountered so far using this strategy is being Trumpified by some off the wall tweet.
@josephhogue
@josephhogue 5 жыл бұрын
'Trumpified'...LOL. Yep, seems its a new risk we investors have to get used to dealing with (or at least hoping it doesn't blow up our portfolio for a day or two.
@jehmusic3959
@jehmusic3959 4 жыл бұрын
Mike Greb can I buy that list from you? (new to dividend capturing and not sure how to find out which stocks regained historically). Joseph, thanks for the informative video! I didn't think to use this strategy in a Roth account
@nagnarg
@nagnarg 4 жыл бұрын
Short-term 30-80minutes. And no one pays brokerage fees anymore lol
@shadedlightdigital
@shadedlightdigital 4 жыл бұрын
Investor for life ...only one rule...cut or slash dividend I look hard at selling and usually do....to give you an example, I have been in Pepsi since they were 18 a share...
@RobCLynch
@RobCLynch 3 жыл бұрын
Another great video - I'm currently working my way through the oldies lol. Joseph deserves a kick-back from his efforts, so I would recommend that we all allow at least one ad to play until the end - it costs us nothing and Joseph makes a few cents here and there.
@theprovincial
@theprovincial 4 жыл бұрын
As a novice trader, I made the mistake of trading, but not settling before the record date. In this case I unknowingly bought the dip and saved about $350 on the transaction due to a large sell off. The dividend would have only paid me out $150 on those shares. Since I was taking a long term position on this stock, all you can do is shrug it off as a lesson learned.
@charcoaljohnson
@charcoaljohnson 5 жыл бұрын
Half of my portfolio is long term investing, the other half I use for swing trading.
@titusjames4912
@titusjames4912 2 жыл бұрын
I'm at this video to learn how to swing trade. I'm the same way with my account sortof. 1/3 msft 1/3 shipping companies I bought in 2020 roughly 30% growth per share and 25% dividend on investment per share. Edit: I'm trading within a Roth and I want to start swing trading with the odd stocks in that last third. I'm also thinking about making a dividend capture/swing bot that's roth compatible amd letting it loose in my portfolio.
@damemethief
@damemethief 4 жыл бұрын
I'd like to see a video that covers the dividend capture strategy paired with covered call options!
@greggrisner2337
@greggrisner2337 2 жыл бұрын
Short term dividends investor, long term value investor but only in qualified accounts...I move a bulk of cash, chasing a dividend, selling that cash after value of the account has recovered
@holysmokes6709
@holysmokes6709 4 жыл бұрын
I use premium from selling options to pick long term investment most of my cash is held as collateral for short puts right now.
@cptshyboy
@cptshyboy 4 жыл бұрын
I’m a new stock buyer. I’m learning with many KZfaq videos and websites. I feel that I’m a swing trader. Mainly because I’m in the PDT restriction zone. Small account. But with hopes of gaining a good amount to eventually be a long term investor
@cameronwells82
@cameronwells82 5 жыл бұрын
Buy and hold for life unless they cut dividend.
@estatepreservationplanning1719
@estatepreservationplanning1719 4 жыл бұрын
Holy Moly, Corporal! A Jarhead with a CFA - that's something you don't see every day!
@fabs7795
@fabs7795 3 жыл бұрын
finally a video that clears the confusion around the ex dividend date and the record date. thank you
@rb991
@rb991 6 ай бұрын
I've been working in both side of investment espectrum, which are, in this case, long-term and short-term.
@Sukidezu
@Sukidezu 4 жыл бұрын
I keep winners for as long as possible; I see myself as an owner. I only sell in 3 criteria: 1) I get gains of 100% (I've been needing to increase this threshold past 180% lately) or more then sell half my shares 2) If I need cash, I sell stocks in my portfolio who have less potential than the others and have gained. I tend to keep my stocks for at least a year; at the year mark, I can think of selling.
@michellejohn2918
@michellejohn2918 3 жыл бұрын
Thanks for this video. You are very good at explaining things clearly!
@PETERMS75
@PETERMS75 5 жыл бұрын
Short term - > 18months. Great vids btw! Thx Joseph!
@nicolaslamer7103
@nicolaslamer7103 5 жыл бұрын
Peter Santos same here!
@leonardcarlson9207
@leonardcarlson9207 5 жыл бұрын
Both. IRA is buy and hold for life unless they cut dividends. Also, have in individual brokerage for a shorter term, but hopefully at least a year.
@luisito1273
@luisito1273 4 жыл бұрын
So informative 😳 I didn’t know taxes got charged at different rates depending on length of time held, wow. Thank you.
@DeerfieldDiscGolf
@DeerfieldDiscGolf 4 жыл бұрын
0:54 that should be a graph for why not to invest for dividends. Dividends as a whole have not kept up with capital appreciation and based on the graph are way way down. The graph would not show the dividend graphs for 2000. I wonder why? It was definitely less than 14% based off of the basic math and trending statistic curve. At that rate it is probably like 10%or less
@PassiveIncomeTom
@PassiveIncomeTom 5 жыл бұрын
I am a long term investor but switched from mutual funds to stocks last summer. So 10 years +.
@hooktonfonniks
@hooktonfonniks 5 жыл бұрын
Does that mean you need to change your KZfaq username? =P
@SAGEM1A4Me
@SAGEM1A4Me 5 жыл бұрын
I don't have a style of investing. Sure I prefer to buy and hold, but if something ever happens then BOOM I'm a short term holder. The day QCOM stock went up $20....they were sold the next day. Any and all information is relevant to me. If I had to pick a style I'm the style of investor that will go with the best option available.
@josephhogue
@josephhogue 5 жыл бұрын
Always smart to be flexible and take the opportunities as they come. Thank you for being part of the community.
@tyleralley6177
@tyleralley6177 3 жыл бұрын
Buy and hold till fold! Never give up never surrender! 💪 💎
@yahrite1458
@yahrite1458 4 жыл бұрын
I actually am doing all types of investing recently. I have my retirement account(Roth IRA w/ match) which is a long term position in a fund. Then off of that I have a pcra that I am trying a monthly dividened portfolio and some small swing trading if the opportunity presents it self. Then I have a webull account and Robin hood account I have long term dividened stocks as well as swing trading and dividened capture strategies. I have my m1 account that I have made a personal dividened fund that is all long term holding but it is in a taxable account. Lastly I do an employee stock purchase plan through the company i work for at a 15 percent discount which also has a dividened and has seen some decent growth lately.
@darknessfierce4209
@darknessfierce4209 Жыл бұрын
in order to be eligible for payment of stock dividends, you must buy the stock (or already own it) at least two days before the date of record and still own the shares at the close of trading one business day before the ex-date. That's one day before the ex-dividend date
@Josh-by9fv
@Josh-by9fv 2 жыл бұрын
Dividend investing I'm in it for at 5 years or more.
@lamarrgibbons5264
@lamarrgibbons5264 4 жыл бұрын
Long term.. buy, hold, reinvest repeat !!
@shingwong4418
@shingwong4418 5 жыл бұрын
Dividend growth, doing it for my Roth IRA
@diegomonterrosa7415
@diegomonterrosa7415 3 жыл бұрын
Do I still get paid dividends if I do not buy on dividend x day?
@klopG
@klopG 2 жыл бұрын
What if i buy stock during premarket hours on ex-div date? Do i qualify for dividends or not?
@absolutebosscollective8202
@absolutebosscollective8202 Жыл бұрын
Short Term & Long Term!
@thebrogrampodcast
@thebrogrampodcast 4 жыл бұрын
complete newby, Ive saved up 30k and Im planning to buy good dividend stocks and etfs in 5k chunks every month, Im an Aussie so im more into the Australian market. Awesome information though mate, thanks for making videos
@robf5496
@robf5496 2 ай бұрын
Why would you use a growth stock with a small dividend for a dividend capture strategy and not a higher dividend stock ?
@craigmetcalfe1749
@craigmetcalfe1749 2 жыл бұрын
I like both the VIG and the VIGI and have them both in my portfolio. I hold Dividend Stocks long and trade Growth Stocks.
@davidvomlehn1289
@davidvomlehn1289 5 жыл бұрын
I'm definitely going long term on my portfolio. Would love to see more videos revolving around that.
@mtjp82
@mtjp82 3 жыл бұрын
I’m a divided investor, long term.
@clintrussell56
@clintrussell56 Жыл бұрын
Swing Trading and investing both
@simonphoenix2307
@simonphoenix2307 3 жыл бұрын
If you buy a share after the dividend ex date, do you get dividends the next year or do you not ever get them?
@darknessfierce4209
@darknessfierce4209 Жыл бұрын
You would get the next cycle as long as you hold past the next ex div date
@brichardson7791
@brichardson7791 2 жыл бұрын
Can I sell in after hours on the ex-dividend day?
@asianinvestor15
@asianinvestor15 4 жыл бұрын
Long term, right now I'm getting 567 for my psec dividend every month. I'm way long time for my retirement so im.just compounding my money until I reach 4 digits or more monthly dividend so I can live my life comfortably when I get retired
@halwiggam5465
@halwiggam5465 4 жыл бұрын
I buy and hold. I am long term.
@nickv4073
@nickv4073 5 жыл бұрын
Buy and hold forever. Leave my portfolio to my kids.
@josephhogue
@josephhogue 5 жыл бұрын
Will you adopt me? 😂
@CROWNEDseries
@CROWNEDseries 4 жыл бұрын
You’re telling me if I bought a stock the day before the ex dividend date, and then sold it 2 days after- I’m stilling going to be paid the dividend even if I don’t still own the stock through the pay date?
@22alecat
@22alecat 4 жыл бұрын
Correct
@iwian64
@iwian64 3 жыл бұрын
It depends some more that 5 years some lens than 3 years
@Unclebuns72
@Unclebuns72 4 жыл бұрын
Hey brother Do people often sell on ex date? I’m in NAT and in a good position. I was just wondering if it goes up the day before the ex date if I should take my profit, and sell on the ex date if I see it dumping from everyone else.. I want to get back into it, but just curious if a stock becomes a pump and dump right before the ex dividend date
@philipple59988
@philipple59988 4 жыл бұрын
i've started to invest in jan 2017, and ill only sell if the company the changes. so far i've never sold anything, buy, hold and check :)
@64and46
@64and46 3 ай бұрын
But if the exit dividend is on Saturday or Sunday how do you handle it?
@fauzanc
@fauzanc 3 жыл бұрын
I'm a mix of long and short term
@ThomasPrivitor
@ThomasPrivitor 3 жыл бұрын
To answer your question... I'm a new investor but my overall plan is to be a long and short investor. I don't know the exact term, but I started in Bitcoin and all coins and with that. I would buy and sell all coins short term so I can buy more Bitcoin for the long term. I plan on doing the same here if possible, I want to buy and sell small amount short-term so I can invest more in long-term Investments
@sergiomuniz350
@sergiomuniz350 4 жыл бұрын
What kind of account would someone want if they are trying to invest in stocks for additional income, not necessarily retirement because they have a separate retirement account? Great video. Very informative.
@GregK235
@GregK235 5 жыл бұрын
Thanks for introducing different strategies related to dividend investing. I haven’t tried dividend capture in my taxable accounts, but will experiment with it in the IRA. Is the time difference between ex-div & record dates to allow trades to settle? Long-term dividend growth investor. I hold indefinitely until 1) investing thesis breaks, 2) div cut is announced, or 3) significant overvaluation of a position.
@rubzczo
@rubzczo 3 жыл бұрын
50/50 between long term and short term
@mynameisralfbob2276
@mynameisralfbob2276 4 жыл бұрын
I am short term until my returns allow me to buy into long term. For now I’m focusing on short term profitability.
@jonnyrob440
@jonnyrob440 4 жыл бұрын
New to investing your helping a lot I’m going to be a long term investor 10 years plus hopefully
@juanperignon9794
@juanperignon9794 3 жыл бұрын
Can I ask where you got those AAPL numbers from? Those are different to what occurred.
@dyosabojo1633
@dyosabojo1633 2 жыл бұрын
Sir if i buy on Friday and ex div date is Monday are Sat and Sunday included in the processing?
@Nature22
@Nature22 5 жыл бұрын
Let’s say I messed up and bought after the ex dividend day, will those shares I bought still pay me dividends next time??
@Nature22
@Nature22 5 жыл бұрын
Also how long do I wait AFTER the ex-dividend date to buy a stock? Do I wait after investors are paid?
@josephhogue
@josephhogue 5 жыл бұрын
Yep, you'll get any future dividends declared and paid.
@josephhogue
@josephhogue 5 жыл бұрын
I would buy on the ex-dividend day if you can. Price will usually fall at the open since it doesn't include the dividend so you can get the shares cheaper.
@henriques.9644
@henriques.9644 Жыл бұрын
You really looks like JORGE SAMPAOLI . Maybe brothers . Thanks for all the info .
@johnzebond7718
@johnzebond7718 4 жыл бұрын
Generally long-term but also some day trading.
@mr.takethingstooseriously
@mr.takethingstooseriously 3 жыл бұрын
I'm trying to do Algo trading and I'm trying to understand dividends better because I wanna back test.
@josephhogue
@josephhogue 3 жыл бұрын
An algo based on dividend dates would be interesting
@jesseb5447
@jesseb5447 9 ай бұрын
Am I correct to say that if I'd purchased 1000 Apple shares on the 7th and then sold them on the 8th I would yield $200 from that?
@josephhogue
@josephhogue 9 ай бұрын
Depends on prices but Price sold - price bought times number shares
@junkmallscom9283
@junkmallscom9283 4 жыл бұрын
If I do the dividend capture....where is the best place to find "ex day" that happens each day or week through out the year? PS I am writing book and it's all because of you! Thank you for your service jar head! Love dog face LOL
@josephhogue
@josephhogue 4 жыл бұрын
Might check some of the financial websites or platforms. I get mine through ETrade but I know its also available on the Webull app.
@Ty1499
@Ty1499 4 жыл бұрын
Hello I am a new investor for about a month now. So I invested because of the stock market crash has everything on discount I got most my money in in business they are essential to the oil field and about 50 shares in a reit. Now im on ameritrade and I see the income estimator and I got so excited seeing the dividends paid out quarterly or monthly. So I started in March and a payment should come out in May for a dividend but I don't believe I will get it because of the Ex dividend date. Now my question is the ex dividend date once a year which means I will have to wait another year to start getting paid dividends or does it start at a lower rate months later?
@giovannygarcia9975
@giovannygarcia9975 3 жыл бұрын
I was doing short term when I first started, but then I was told I would get charged a huge amount in taxes. Could you explain more about taxes?
@FamisTV
@FamisTV 5 ай бұрын
What happens if I sell the day before ex dividen date does that still count ?
@edmandell3064
@edmandell3064 2 жыл бұрын
When trading options. What date do I need to be wary of? ex dividend date? record date? or dividend pay date? I don't want to be excerised
@josephhogue
@josephhogue 2 жыл бұрын
More important is the strike price, if it's much in the money you'll get the shares called away before the ex-div date
@edmandell3064
@edmandell3064 2 жыл бұрын
@@josephhogue For example: SPY the ex-dividend date is currently 6-18-21. I'm not sure if I should do SPY put credit spreads next week due to the fact the quarterly dividend date is up and coming. Is my interpretation correct?
@aperson1181
@aperson1181 3 жыл бұрын
So when do you sell? Do you have to sell after the payout date? Can you sell after the record date? I thought that you cannot sell before the payout date.
@kevinsnyder2298
@kevinsnyder2298 3 жыл бұрын
Long term. I always buy dividend stocks before the x date.
@adriana-jn8ru
@adriana-jn8ru 2 жыл бұрын
What is a good site that will guide you through the dates of when to buy and sell for capture?
@Boch454
@Boch454 4 жыл бұрын
I am a very short terms holding So If I buy my shares one day before ex dividend date and sell it on EX-Dividend date I get my dividend.
@bobhoskins9595
@bobhoskins9595 4 жыл бұрын
You're not thinking....like most young, inexperienced people. Look at your hallowed charts that you worship every day. See the dip on the ex-div day? Often it dips even a few days before. If it was this easy everyone would do it. Usually the dip is about the same as the dividend payout. If you get 6% yield annually then it will usually be 1.5% quarterly of course which is pretty good if the stock isn't on a downward slide. Some pay monthly but this doesn't work as well generally as it doesn't dip enough. Look at a dividend calendar and also check news and earnings date. Beware the earnings date. That can really mess things up. Recovery period is usually about 2 weeks. 1.5% in 2 weeks with a high probability is rather spectacular. Be careful of chasing high dividends as its usually more risky. If you buy you have to watch the stock like a hawk and be super quick to sell when it slides. Look at the long term history of the stock price to see what will probably happen next.
@joebenyi1090
@joebenyi1090 5 жыл бұрын
I am a long term investor focusing on undervalued dividend growth stocks.
@josephhogue
@josephhogue 5 жыл бұрын
Great strategy Joe. Love the dividend growth space.
@vltod9167
@vltod9167 5 жыл бұрын
You are the best Thanks for sharing your knowledge
@TayMadeItOut
@TayMadeItOut 2 жыл бұрын
How many shares should you have when purchasing the ex dividend
@cliffdariff74
@cliffdariff74 Жыл бұрын
Use the strategy in an Roth IRA account
@justenabraham32
@justenabraham32 4 жыл бұрын
Hi Joseph, what's your take on shorting the stock on the day before the ex-dividend date and covering the short position at the open of the ex-dividend date? This will eliminate the loss a long position will take, as shown on your example.
@ChadCarlisle
@ChadCarlisle 4 жыл бұрын
How do I look up companies that are declaring Dividends on a particular date? Does Yahoo! finance have a feature that does that? Does anyone else?
@kjedwards2602
@kjedwards2602 3 жыл бұрын
I buy my stocks that pay out but, they are for long term
@ldrown
@ldrown 2 жыл бұрын
So if i purchase shares say 15 days out from ex-date, then sell prior to that, say a hold of a week, will i still qualify for the dividend? Oh, and Oooo-rah! Devil!
@dicklongmire6836
@dicklongmire6836 4 жыл бұрын
Question: What is the actual stock date the dividend is assessed at?
@josephhogue
@josephhogue 4 жыл бұрын
Not sure what you're asking here. The company's board of directors determines how much the next dividend will be and the declares it.
@damemethief
@damemethief 4 жыл бұрын
I think he means the actual payout date? If so, that depends on management. I've seen varying lengths of time, some in the span of a week and others in the span of 1.5 months.
@AOLnotas
@AOLnotas 4 жыл бұрын
Great Video thank you
@americanmade36merica99
@americanmade36merica99 4 жыл бұрын
10+ years unless the dividend gets cut or they continue reduce the dividend
@emptycell
@emptycell 4 жыл бұрын
Buy and hold for years.
@asianinvestor15
@asianinvestor15 4 жыл бұрын
Thanks for the great video. Thanks for helping other people including me how to grow money
@sergioe7832
@sergioe7832 Жыл бұрын
10+ years
@Rei-m3g
@Rei-m3g Жыл бұрын
What if i buy and sell the same shares multiple times before the ex dividend will i be entitled to get dividends on all those multiple shares .??
@Clayton.Y
@Clayton.Y 4 жыл бұрын
I’m a little confused about the Roth or IRA strategy. Do you put your dividend earnings into a Roth to avoid tax? For example, I get $200 from Apple dividends and put that into a Roth, it doesn’t get taxed?
@josephhogue
@josephhogue 4 жыл бұрын
You invest in stocks in your Roth or IRA and the dividends stay in that account without taxes.
@HenrydenHengst
@HenrydenHengst 4 жыл бұрын
Buy and hold
@josephhogue
@josephhogue 4 жыл бұрын
Thanks Henry. BTW, did you see today's video on warning signs in the market? kzfaq.info/get/bejne/abtdmMKpytzVY4E.html
@cairomcgriff7038
@cairomcgriff7038 4 жыл бұрын
3:55 > than a year
@ArthurShopenhauer
@ArthurShopenhauer 4 жыл бұрын
Thank you for your time and effort.
@lslurpeek
@lslurpeek 5 жыл бұрын
The stock price will go down the amount of the dividend. Its not like the company made money out of thin air.
@josephhogue
@josephhogue 5 жыл бұрын
That's how it's supposed to work in theory but in reality, the first day drop is usually something different.
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