How Much My Dividend Portfolio Paid Me in June! ($180,000 Account)

Рет қаралды 30,420

5 күн бұрын

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In this video, we look at my portfolio and find out exactly how much dividend income I made in the month of June!
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Пікірлер: 114

@Dividendology 5 күн бұрын

Access Tickerdata and my Spreadsheets: tickerdata.com/ Get a 20% off Coupon to Seeking Alpha: seekingalpha.me/Dividendology Join my free newsletter! dividendology.substack.com/ Preferred Broker (Interactive Brokers): www.interactivebrokers.com/mkt/?src=dividendologyPY1&url=%2Fen%2Fwhyib%2Foverview.php

@DavroarTV 3 күн бұрын

Okay, move to US, buy SCHD and retire, got it

@tutteturunen6822 2 күн бұрын

Fucking eu laws

@livelovesail5184 3 күн бұрын

INTC is building a base around 30.50 a share. Don't sell it. Is way under valued.

@claudiosousa6871 3 күн бұрын

Great job…not much to add but this …don’t forget to add growth to your portfolio like VTI …this balances your portfolio and keeps it from being stagnant…🤑🤑🤑

@RightFootForward11 3 күн бұрын

I’m 50% voo 50% schd. Little over 115k in my accounts at 26. Chillin

@MrKinglyProductions 3 күн бұрын

With high yields on govt bonds do you think it is smart to put about 10%-20% into 30 year notes and set and forget?

@industrialpalletworx3548 3 күн бұрын

I have a few of what you have in my IRA. It currently sits at $170k. I have O in that account and while I like it at the same time I'm not so sure on it any more. I'm really loving Main Street Capital over it. The yield is higher but the metrics seem to be in a better place as well. I have a majority of my account in S&P 500, Nasdaq, and Russell 2000 ETFs. I don't know about you but for the year I'm up over $21k ytd. I have no additional contributions nor do I have any free cash flow in that account. While I'm all about dividend investing it seems for the long term growth anyway it's going to be hard to beat the index tracking ETFs. My taxable account is only 15 months old and I started from scratch and have built it up to just shy of $7k. That's investing whatever I can manage comfortably. I had my first $100 month in May. My goal is $100 a month on average by the end of the year and I'm at $80 now.

@mandrake925 2 күн бұрын

Main won't do as well when interest rates start to go back down. They will still do fine but they are benefiting from the higher rates currently. O is the opposite the higher rates is hurting O so when they come down O should theoretically go up.

@industrialpalletworx3548 2 күн бұрын

@@mandrake925 appreciate it. I'll take that into consideration

@Jayvazquez15 2 күн бұрын

Great update!!! Motivating to continue to invest!

@joshb8233 3 күн бұрын

Interesting to see. So i don't invest in the American market and only in Australian market. I earned 12k in dividends of a150k portfoli. Now my shares are slow growth stocks as they are credit funds i.e. lend money out. Interest rates are not coming down as they are back to historical normal so i only see them going up (i also work in banking). Out of curiosity why not invest in a diversified portfolio like JPEQ?

@RobsMetals 3 күн бұрын

whats the point of so many other div stockks if half your portfolio is SCHD? has the performance and yield of the other stocks beat SCHD by much?

@Dividendology 3 күн бұрын

Yes. You can see on my growth chart.

@Hmmmm13579 3 күн бұрын

Putting everything into a ETF is stupid. Gotta have individual stocks to balance the portfolio.

@thenotoriousgoob 3 күн бұрын

@@Hmmmm13579 did u watch the video at all? Also ETFs most definitely are not stupid. 1 they give u a broad array of market coverage especially SCHD, because of how evenly distributed it is among financials, industries, tech, etc. 2 the man states many times his plan is a long term investment strategy, typically with that you’re going to want to treat your portfolio as essentially a high yield savings account. 3 individual stocks can look good, have a good business model, and still fail, thus losing you you’re money. So that’s why the majority of his stock is an ETF. It gives a layer of protection from total portfolio collapse.

@blktauna 3 күн бұрын

@@Hmmmm13579 the right etf will do that for you

@kylem1482 3 күн бұрын

If you had 10k to invest what would you do for dividend growth. A set it and forget it will contributing around 500 a month?

@t0bakken1337 2 күн бұрын

SCHD. EFT are more safe than individual stock and SCHD basically is dividend growth. Tho overall S&P 500 would probably net you more if its a set and forget. 500/month for 30 years will be around 1 million with compounding. dividends won't have the same compouding, those stock rarely rise at all. Go look at dividend kings vs S&P avg

@aaronderouen5873 3 күн бұрын

You think you could do a stock breakdown of Lincoln Electric. $LECO

@roaldhansen30 Күн бұрын

I see that your plan is to still contribute to your portfolio after you start to live of dividends? Is that expence already baked in to your current living expenses? Or are you using the money double? If your plan is to stop working after you start to live of dividends, then you should cut those 2500$ to zero. If you do that, will your portfolio stil be able to carry you financilly? And where's the taxplan? Why don't dividends investors ever think or talk about taxes? Up til 37% can be taken by the goverment. So in order to live of dividens you would need to multiply you rnumber with 1,37 just to cover taxes. According to the math, you're 2000$ short each month due to taxes. (5400$ x 1,37 = 7400$) Otherwise a great video. Keep ut the good work

@Jakkaribik1 3 күн бұрын

I just Go with Compounding because in Italy there is a 26% Tax On Dividends so I rather Keep it Compounding (No Dividends) for a couple years and Pay No Tax that is the key when you do not have Free Dividend Income every Year. Maby Later they will turn it down a bit but Germany has 25% Tax but you get around €801 Free Dividends per year before the Tax.. So yeah Italy is way Behind unless you keep Compounding and maby Rules change if not heck free Interest on Interest

@Jakkaribik1 3 күн бұрын

Dividends can work Wonders if you decide each month where to Invest or Spend them Next IRL and not the Stock Market but most Places have a Tax so you get Taxed Double when you get them and later when the Investments give again Dividends. If You are well off Dividends is a great way to Increase it but if you do not have much already it is better with no Dividends and let it sit and Compound.

@ben2364 3 күн бұрын

In Germany you can have 1000€ in tax free income in dividends (801€ was until last year) and yes 25% tax is a lot but therefore you pay 0% tax on crypto profits after 1 year of holding them ✌️

@Jakkaribik1 3 күн бұрын

@@ben2364 A ok yes I did read about the 1000€ also but again Italy is another thing where I can't Really Follow Dividendology as good..

@OldLion64 3 күн бұрын

Just goes to show you how stupid politicians in every country are. Dividends is really just a return of the stock price you paid. Stock price immediately goes down by that amount paid. There should be not taxes at all on dividends until the stock is sold (then you combine them to calc the final sale price). It makes zero sense. I give the company 100 bucks and they give me 4 back and I have to give the govt 1 even though I have no gain whatsoever. Ridiculous!

@t0bakken1337 2 күн бұрын

Cries in Dane. 27% in the first €7000 and 42% on everything beyond that. Selling shares also count towards this amont, so those early many years it's rough earning pretty much anything. Our Crypto tax system is even worse. won't even try to explain it.

@TortoiseInvesting 3 күн бұрын

Awesome looking portfolio man! I see you're wanting to go down to 28 total holdings. Are there any 2 or hand full of holdings on the chopping block that you may move out of?

@lorenzomiglietta9094 3 күн бұрын

Considering future growth what do you think is best altria , British American Tobacco or Philip Morris ?

@boletgros 3 күн бұрын

My question is the following: If you found 100 ever increasing dividend stocks 10 years ago, how many of them would still be increasing today?

@StinkleFresh 2 күн бұрын

The stock market is not that old

@Thijnsj 2 күн бұрын

@@StinkleFreshit is lol

@StinkleFresh 2 күн бұрын

@@Thijnsj ok then what are the companies

@Thijnsj 2 күн бұрын

@@StinkleFresh What does that matter? That's not at all what you are implying. The stock market is way over 10 years old lol

@StinkleFresh 6 сағат бұрын

@@Thijnsj wrong answer, like and subscribe #july4th

@MrGameMeister Күн бұрын

How much capital are you contributing to your account each month? I assume there is some dollar cost averaging - just curious how the numbers may change based on your monthly contributions. And when you contribute a monthly amount, how are you apportioning it to your portfolio? Splitting the amount on a percentage basis to your current portfolio holdings may not be feasible, so i am assuming you have some method to buy in additional shares as your account capital grows?

@dietrichhenne3172 3 күн бұрын

Could even think about increasing the monthly contribution with the inflation rate, should be a valid thought assuming that this comes from a job salary that may also rise at a similar rate

@Dividendology 3 күн бұрын

That’s a fair thought

@thepassiveincomeseeker 3 күн бұрын

Love this! This is the motivation I need!

@miguelclaro7005 3 күн бұрын

Why dont you invest in Main street capital?

@thepocketwatchman 3 күн бұрын

I have a question. Live off dividends takes data from other part of the spreadsheet. What If I suddenly can invest more than initial amount I've put there one time? For example if I can suddenly invest additional 5000$ instead o 500$ one time, how should you properly edit it? My thought Is to add this 5000$ to the initial portfolio value + put the stocks I buy into stocks spread.

@ACPushkin 3 күн бұрын

If you get closer and closer to the point where your dividends cover your monthly expenses, that also means you can drastically increase your monthly contribution from 2500$, so I would assume this accelerates your portfolio growth even further.

@_t9ckaz 3 күн бұрын

I know it’s not a dividend stock but what are your thoughts on fico

@kylen6430 3 күн бұрын

Did your “live off dividend” analysis include taxes?

@fujibosco 3 күн бұрын

Roth IRA sucker

@thenotoriousgoob 3 күн бұрын

More than likely not however a lot of dividends are considered “qualified dividends” and if they are then u don’t pay a tax on them.

@kylen6430 3 күн бұрын

@@thenotoriousgoob no. No qualified dividends are taxed at 37% while qualified dividends are taxed at 0, 15 or 20%, depending on amount and filing status

@kaputasri 3 күн бұрын

If it's inside a tax sheltered account no taxes 🎉

@kylen6430 3 күн бұрын

@@kaputasri sure, but many people want to live off dividends before 59 1/2

@december25guy Күн бұрын

Another great video! Thanks for sharing your journey with us and congrats on the record payout!! 😎🤘 Stock Nerd 🤓

@Dividendology Күн бұрын

Appreciate it!

@joeysocks5718 3 күн бұрын

If SCHD has about 4.24 dividend, would treasuries be safer?

@herminiocarrasquillo1547 15 сағат бұрын

is there blank version with no older data?

@Dividendology 14 сағат бұрын

just delete the old data! It is there as an example

@herminiocarrasquillo1547 10 сағат бұрын

@@Dividendology do you have a video showing how to, I hated to delete any formulas,

@claytonhillier6134 Күн бұрын

What do you think about MAIN and HTGC? I was thinking about selling and reinvesting.

@vimacs9645 21 сағат бұрын

It’s too early to consider dividends with that amount imo. But sure your portfolio looks way more interesting than VOO/QQQ, although may not be as profitable in a bull market.

@TheMoneyCruncher 3 күн бұрын

Amazing job! Love the dividend growth!

@Dividendology 3 күн бұрын

Thanks so much!

@jefferyw4867 3 күн бұрын

Congratulations on the new milestone

@Dividendology 3 күн бұрын

thanks!

@JakeB_97 14 сағат бұрын

How long ago did you start dividend investing?🤔

@Dougsellshouston Сағат бұрын

Yea I’ll stick with ymax and average a 75% yield

@jbaru648 2 күн бұрын

Did you use Tableau to build that dashboard and how did you learn

@Dividendology 2 күн бұрын

It’s all in google sheets!

@Steelersfootball45 3 күн бұрын

Are you gonna sell out of Johnson and Johnson soon ?

@industrialpalletworx3548 3 күн бұрын

No. It's buying time with it hovering around the 52 week low.

@Steelersfootball45 3 күн бұрын

@@industrialpalletworx3548 to many lawsuits and growth is slowing

@december25guy Күн бұрын

I like the upside of pharmaceuticals, if their R&D procures a quality drug then their share price will soar. JNJ had a lot in their pipeline. Enjoy the journey 😎🤘

@gjh997 3 күн бұрын

Congrats buddy. Keep up the great work 👍

@Nivaku988 3 күн бұрын

How much roughly do you personally contribute on a monthly basis?

@AlpHaGamzYT 3 күн бұрын

I'd like to know as well

@captainawasome8985 2 күн бұрын

In the video he mentions 2500 usd per month at time 17.55.

@johnpersechini4951 3 күн бұрын

Such as stock nerd. Love it :).

@Dividendology 3 күн бұрын

I am!

@december25guy Күн бұрын

Hah! Favorite comment so far! 🤓 stock nerd - I feel like there is some SERIOUS branding potential there.

@miklemon2357 12 сағат бұрын

SCHD didnt pay until july 1 tho...

@Dividendology 12 сағат бұрын

explained in video

@t0bakken1337 2 күн бұрын

Is your $2500 monthly contributions calculated in those $4000 cost of living? Also remember after year 15, you will live of those dividends, drip will stop and earnings will decrease rapidly in growth. All those dividend growth shares will eventually reach a peak and become stale. Noone can continue paying out more and more percentages indefinietly. Coca-Cola is a great example, inflation is higher than the share growth/dividends. Another thing, haven't your cost of living been at like 4k for years now?

@sepehrjafari752 3 күн бұрын

Can I know how many Microsoft share do you own?

@FJX716 3 күн бұрын

Is MMM stock still worth holding?

@palazuz 3 күн бұрын

King

@stavrosvranopoulos8240 3 күн бұрын

so your annual contribution is only from dividends or you invest more money too?

@Dividendology 3 күн бұрын

I invest more as well.

@stavrosvranopoulos8240 3 күн бұрын

nice man you did great job!l i will start my dividend growth portfolio next month. Hope i can catch some snap on a little lower!

@lbjmedia2151 3 күн бұрын

MDT update?

@happyfuntimepewpew 3 күн бұрын

you definitely want your dividend payments to average closely on a monthly basis. getting paid $1000 one month and $250 the next is not good.

@Dividendology 3 күн бұрын

Nah, it’s Not a big deal if you know how to budget.

@NxtrdayAdventures 3 күн бұрын

SCHD is paying their dividend on July 1st.. not in June. You moved the date to make June look better?

@Dividendology 3 күн бұрын

I explained in video. It’s a Q2 dividend payment. They are technically paying July 1st, because the last few days of June landed on the weekend. For tracking purposes it makes more sense to list in June.

@dexinvictus6103 3 күн бұрын

Welcome to KZfaq

@matthewtukwilaparks6197 3 күн бұрын

My schd posted in June

@Platinum_Python 2 күн бұрын

Question, do you think nvidia has potential to be a dividend growth stock. They recently grew their dividend by 150% (which only was from 0.01 to 0.02)

@traceyschultz584 Күн бұрын

My understanding is that was the result of the 10 to 1 stock split, not a true dividend growth situation. They’re still distributing the minimum amount of .01 per share, but the stock split increased the value of the 0.01 distribution by 150%.

@emanuelbandrabur5338 3 күн бұрын

I think you should add the $2500 to your monthly cost of living, since you're still contributing. Then see where you break even and where you can live of your dividends. I think it's around year 18 not 14

@Dividendology 3 күн бұрын

No, contributions aren’t a cost of living. I can live without making contributions.