Is Dividend Investing Worth It?

Рет қаралды 49,712

Toby Mathis Esq | Tax Planning & Asset Protection

Жыл бұрын

Dividend stocks are underrated.
Nearly 40% of the averaged gains from S&P 500 companies were through dividend stocks!
In this video, we’ll show you how to take advantage of this and skyrocket your portfolio.
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ABOUT TOBY MATHIS
Toby Mathis, Esq. is the best-selling author of Infinity Investing: How the Rich Get Richer And How You Can Do The Same. Toby is a tax attorney and founded Anderson Business Advisors, one of the most successful law, tax, and estate planning companies in the United States. Learn more at aba.link/tobyaba
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The information provided in this video should not be construed or relied on as legal advice for any specific fact or circumstance. Its content was prepared by Anderson Business Advisors with its main office at 3225 McLeod Drive Suite 100 Las Vegas, Nevada 89121. This video is designed for entertainment and information purposes only. Viewing this video does not create an attorney-client relationship with Anderson Business Advisors or any of its lawyers. You should not act or rely on any of the information contained herein without seeking professional legal advice.

Пікірлер: 64

@TobyMathis Жыл бұрын

Read more on our blog here: andersonadvisors.com/best-investment-accounts/?highlight=dividend.

@luck9837 3 ай бұрын

Bro cornered the camera man 💀

@702prodigy 16 күн бұрын

😂

@MartinD9999 6 ай бұрын

I never buy a stock that doesn’t offer a dividend. The only thing exception was Berkshire Hathaway when it tanked in early 2020. If a company won’t share its profits with an investor, it’s not getting my investment.

@TobyMathis 6 ай бұрын

That's a smart investment strategy! Dividends can be a great way to generate passive income from your stock investments.

@me-myself-i787 2 ай бұрын

Every company will eventually share its profits with its investors. The question is when. Often, you would get better returns if the company reinvested the money rather than paying out a dividend.

@bidmcms3 23 күн бұрын

Then you’ve missed out on the most astronomical gains from companies like Amazon, Nvidia and Tesla

@Silbaugh4liberty 4 ай бұрын

The last part was the best part😊❤

@Scott-cu4ol Жыл бұрын

so true. you can even buy tax free municipal bonds. I recently picked up a highly rated and insured 5.125% tax free Maine state bond. When you’re living in a high income state like Maine, these tax free bonds, a sweet.

@sryavuz Ай бұрын

Where I live, I pay taxes for dividends. If the company manages it and grow more, it is much more profitable. You can see it from the Dividend ETFs vs Growth ETFs comparison as clear as day. Only positive side of dividend is psychological. Less upside and less drawdown. Or getting paid the same on drawdowns.

@prateekbasavaraj3208 2 ай бұрын

damn, since when did james corden start giving out investment advice 😂

@garrettspeakeasy Жыл бұрын

Yes sir! I put REIT's and BDC's in my roth since those dividends would be taxed at normal income rates

@christmas10023 7 ай бұрын

Monthly beats quarterly

@skynet251 7 ай бұрын

Very underrated!

@jrod7017 Жыл бұрын

Yes.

@me-myself-i787 2 ай бұрын

The dividends come out of the stock price. If they had done buybacks rather than paying dividends, they would've grown just as fast. Edit: "Why leave all the money in the company? They should be paying out shareholders!" Well, then, why invest at all if you think your money is better off in your bank account rather than being managed by the company? Might as well put your money into SGOV. They have a 5% dividend yield with no risk.

@sryavuz Ай бұрын

Definitely. And where I live, I pay taxes for dividends. If the company manages it and grow more, it is much more profitable. You can see it from the Dividend ETFs vs Growth ETFs comparison as clear as day. Only positive side of dividend is psychological. Less drawdown or getting paid the same on drawdowns.

@dividendfire855 5 ай бұрын

Uhhh company’s pay dividends out of its FCF and when you receive the dividend ( depending your tax bracket) YOU pay taxes on the dividends also…. Basically double taxation. I rather the company buys back shares and increase my valuation and I pay no taxes. Assuming you invest into a ROTH.

@TobyMathis 5 ай бұрын

Some people like the cash:-)

@aaronhall4361 5 ай бұрын

@@TobyMathis easy enough just to sell some profits from your growth stocks if you need cash.

@shahriazshaon4300 3 ай бұрын

@@aaronhall4361but what if when you are trying to sell, your growth stock price is falling?

@ariefraiser140 2 ай бұрын

There's no such thing as double taxation. You pay taxes once on the dividend you received.

@caniripurjuul8142 6 күн бұрын

@@ariefraiser140 Dividends are paid after net income. Net income is after tax profits. Company distributes dividends to shareholders. Shareholders pay taxes on dividends received. That’s double taxation.

@estimatingonediscoveringthree Жыл бұрын

That’s all I do, after my Portfolio losing 50% 😢😂

@adude7944 4 ай бұрын

Yeah except you forget the part where the dividend yield is negligible. You buy $1000 of stocks, and you get a yearly dividend of 2%? How is it worth paying $1k to receive 20 dollars a year?😂 It would take FIFTY years to actually profit off it... At this point it doesn't even matter whether it's dividend or growth stocks you buy because if you'll make money off it, it's gonna be from selling...

@BBDB1987 2 ай бұрын

You're only investing $1000 ONE TIME. You expect a million dollars in return? Go to a casino and gamble it. Dividend investing is long term investment. Put it in a dividend stock that pays monthly and put $50/month and you'll make a lot more with compounding interest.

@adude7944 2 ай бұрын

@@BBDB1987 see, that's the problem. You put in 50 dollars a year, which means you start at $1000 and in a year you will be on roughly $1620 but $600 of that still comes from you. It's not even an investment it's just a way to store your money because it's gonna lose that much value anyways.

@BBDB1987 2 ай бұрын

@adude7944 Then why are you here? Dividend investing isn't a quick money scheme. It takes TIME. It's for people who've got a little bit of extra cash that's otherwise losing value if not invested in hopes that it'll eventually turn into a passive income to supplement their current income. If you want a quick buck, go back to drug dealing or pyramid schemes.

@TheTaxxor 2 ай бұрын

@@adude7944 You make it sound as if we'd loose the $1000 once we invest them. The value of your shares will also grow each year, together with the divivends. You make profit out of it right after the first year(well, if the stock price didn't go down that is)

@dixidum2380 2 ай бұрын

@@BBDB1987 Every sane people wanna get the best Investment Return. Why choose the worst for the sake of your ignorance ideology?

@bjrn2010 3 ай бұрын

Why leave it in the company? For company growth, makes sense, but depends on the company's growth prospects.

@LasVegasStateOfMind 3 ай бұрын

Agreed fully.

@jyo5764 10 ай бұрын

If I'm maximizing both of my IRA's how do I pay dividend taxes that's reinvested in my taxable account? Just with my income?

@anns8998 5 ай бұрын

yes, or else have a couple of dividend payers that you don't reinvest and use the cash from them.

@josephsaeteurn9158 7 ай бұрын

high yield ETF is getting popular..

@natespnwadventures 10 ай бұрын

This is cool and all but what are some high yeilding QUALIFIED dividends?

@Antandthegrasshopper 8 күн бұрын

some are and some aren't

@samuelharris8830 2 ай бұрын

Any thoughts on SCHD

@khafreahmose8768 2 ай бұрын

My fav

@michaelhuber1107 11 күн бұрын

Can't go wrong with SCHD or JEPQ

@westcoastmediasolutions Күн бұрын

😂😂😂 wow😮 he dropped the f-bomb!!

@jilillsimmons6782 Ай бұрын

I invest in dividend paying stocks. I’m glad I’m taking control of my financial future.

@TobyMathis Ай бұрын

That's a smart move! Investing in dividend stocks is a great way to build long-term wealth.

@jilillsimmons6782 Ай бұрын

@@TobyMathis yes indeed. I can’t wait until I receive my next dividend payment.

@Diogenesoruise 11 ай бұрын

But in order to make a livable passive income you need to invest as low as several hundred thousand dollars to as high as a million depending on the returns.

@MartinD9999 6 ай бұрын

He didn't mention anything about living off dividends.

@user-mv1tq3vj1k 2 ай бұрын

Quit stalking me bro 😂

@ariefraiser140 2 ай бұрын

If you own a stock why so obsessed with dividends? Meaning if you want cash to live on sell a fraction of the stock equivalent to a dividend pay out to live on. You already acknowledged in the video the market essentially reduces the stock price of dividend paying stocks slightly to account for the fact they took out cash assets from the company and distributed it to their shareholders. I like dividends I just don't understand the hyper focus on them instead of just focusing on an overall stock growth portfolio strategy based on owning valuable, reliable, and economically sound companies regardless of their dividend payout policy.

@TobyMathis 2 ай бұрын

You cannot spend the money you do not receive. For many people, they end up liquidating their portfolio to live, which, in my opinion, is not a good plan. So I like dividends and covered calls to create income on which you can pay expenses. Does not mean you ignore other investments, but I would not build a plan around something that is not creating steady cash flow. Just my two cents. Thanks for the comments - though - I really appreciate your interaction.

@ariefraiser140 2 ай бұрын

@@TobyMathis That's a misunderstanding of how how stocks work. There is absolutely nothing magical about dividends. A dividend is is the company liquidating itself for you. Instead of the company reinvesting that profit into itself it gives you a dividend. That act is reflected in a lower stock price vs a company that decides to reinvest the money into the company. The dividend + the stock price is equal to approximately the stock price of a similar company that doesn't give dividends. Generally there's nothing magical or significant about dividends.

@calamfischer7009 5 ай бұрын

It should be rewarding its workers!!!

@CoinGoblin97 5 ай бұрын

It SHOULD be, but the US runs on the almighty dollar and will grind as many people to dust as it takes to get it

@ferdinandp21 2 ай бұрын

You pay tax no matter what on dividends. Even if you reinvest

@TobyMathis 2 ай бұрын

Agreed - although qualified dividends are taxed at long term capital gains rates, which are zero for many taxpayers.

@umbertopappalardi8667 3 ай бұрын

Your stock evaluation is wrong. Choosing a stock only because it pays dividends is the same as picking a wife based only on her hair color.

@garrettstickel1189 Ай бұрын

and this is why companies cant keep good help. they dont reinveest that money into the good workers and then they leave

@Bradbajc 11 ай бұрын

and the stock price goes down by the amount of the dividend.

@MartinD9999 6 ай бұрын

Guess you gotta start picking the right ones instead.

@bdtrap Ай бұрын

Which means you can buy subsequent shares at a discount.

@ericneering6357 6 ай бұрын

Yeah, it’s a way to rip off the employees room for the people that are at the top to make so much money that the employees can’t get fed. Ridiculous. I need to get rid of the stock market. Get your ass up and go to work and spend cash.

@MartinD9999 6 ай бұрын

WTF?! 🥴 Derp! 😂

@FutureDreamZz 2 ай бұрын

Lmao you okay?