What do you guys think of this portfolio? Would you like to see a stock only portfolio like this? Reply to this comment and let me know what you think.

I first invested in dividends with my taxable account. I used the buy and hold strategy in my Roth, adding some Berkshire B stock, SCHD, and an S&P 500 and total market exchange-traded fund.

Thank you so much for sharing this useful data! Greatly appreciated.

nice. thanks again. since this vid is from 2018 it'll be fun to take a look at the record since then.

Please make an Update for 2020 📊

Jimmy, you are an awesome teacher. I'm 65, find myself looking for what to do with the money I have to support me the rest of my life. You targeted my circumstances and my goals. I'm just learning how to invest, and your clear and concise explainations, played out in a logical progression have given me the knowledge and confidence to make better informed decisions. This video will be great to analyze for myself. Thank you and Well done

These types of videos are very useful. Thanks for sharing your view!

Interesting ideas. Well thought out .

DUDE I LOVE YOUR CONTENT !!!!!!!!

Great video! Gotta love dividends!

Good explanation. Thank you

I would love to see you put together a dividend portfolio for long term holds of about 15-30 stocks. But nice job on this!

I like this approach and i just subscribed. Would like to see more videos like this. Thank you!

This was really really well put together, great job man

👍🏾👍🏾. Excellent, Learned a lot. Keep up the great work.

Damn! This channel deserves more subs and likes.

Thank you for this video!!!

Learn to Invest Just came across your channel and I LOVE IT!!! I love analysis and the overall breakdown of how you do things. I'm an aspiring long term dividend investor with hopes of retiring by 50. Anyways, keep up the great work and you've just got yourself a new sub!!!

ETF's Masterpiece

Good explanation . Thank you very much.

Well done!!!

Thank you for this video. Very informative.

Interesting, I always like to see how other people diversify across the Asset Classes. I've been playing around with dividend income for about 15 years at the moment this is what I have [I'm always thinking about change]: 10% Emerging Markets [NEWFX], 30% Large Caps [ACAAX, AGTHX, AIVSX, JBGCX], 4% Small Caps [FRVFX], 12% Foreign [CAIBX, ANWPX, AEPGX], 8% Mixed Target [FCISX, BALCX], 7% REITs [IRM, VTR, WPC, VNQ], and 7% Bond Funds [PONAX, FHIIX, + 2 old bonds when int rates were at 7%]; then 11% pharma stocks [ABBV, JNJ] + 4% energy stocks [COP] + 3% a money stock [GIM].

I recommend SPYD - SPDR Portfolio S&P 500 High Dividend ETF. 4.25% dividend and a .07 expense ratio.

Thanks Jimmy - seems like a winning & safe cash flow here. With all the stock buybacks it feels good to reward funds and the companies providing regular large dividends with our investments. And certainly stock appreciation should follow as a result. I hope more people follow this trend so companies that favor buybacks over dividends get the message. Unless you can time a sale after a buyback - the stock appreciation is often short-lived - and usually it's the insiders selling not the ETF's. The buy and hold investors are getting screwed by stock-buybacks for the most part. Go dividend stock buyers!

You really produce high quality contents, so I just want to say thank you (from Italy)!! :)

This video was awesome thank you

Great Video

Very enjoyable video. I disagree with a few of your picks. Vnq and amlp are the only ones I like in that portfolio if the goal is reliable dividend chasing. However there's not a lot of 5% or higher dividend etf's. Maybe vnqi. Eitherway you got a thumbs up from me, even if I disagree.

Love your work. Im learning a lot from you as a novice investor. Continue the great work young man. Looking forward to further content. Mich

One of the best investing videos to date 👌👏👏👏

My favorite dividend etf would be sphd, it has a nice dividend amd a decent annual compound rate

great video

Great video

Can you make another video like this for 2019?

There's a lot of research out there to show that investors tend to be more highly rewarded by pursuing a total return approach to investing rather than being a yield or dividend hunter. Consider that the rate of dividend paying companies over the past few decades has halved and more companies are electing to return value to shareholders through stock buy-backs. By neglecting this portion of the market (estimated to be roughly 65-70% of equities in the market) means you are effectively going to miss out on investments with statistically significant characteristics that lead to higher expected returns (factors such as companies with robust earnings, conservative investment policies and have value investment characteristics). Yield hunting also means you run the risk of "catching the knife" so to speak. A company recently rocked by a sell-off will be trading at a higher yield, but that sell-off may have been due to concerns around growth which means that juicy dividend is on the chopping block.

Love you videos! Would you mind making a video to evaluate the risk to return of this portfolio? Would you compare to the efficient frontier, or is there a better method? Sounds like you've most of the work already, having calculated the expected returns and correlations. Thank you so much for your videos! I'm subscribing today!

An update to this portfolio for late 2019 would be awesome. Especially if for new investors you explained sitting on a 5,10 or 15% cash position waiting for a dip. December last year I deployed over 27k during the 10 days of market murder lol, and it helped me make a little extra despite the turmoil of tariffs this year.

Your should be our minister of finance!!!!!

I love the video

Great insight man! I have subscribed to your channel. I am consider trying dividend investing inside my roth. Do you think that a smart move?

Hi Jimmy, your work is informative and educational, thanks for your effory

Really good video and content dude. Subscribed!

Great video, well explained, I would add VPU Vanguard utilities ETF, 3% yield and VDC, vanguard consumer staples etf, 2.58%. Beta of 0.34 and 0.59- good picks for the risk averse.

Can you make this kind of video but, now taking the 2020 downturn and covid into account. What should we be looking at now that we are down? Invest now, wait longer, which sectors will bounce back first typically and so on. thanks Jimmy, great videos!💪💪

Great video, can you do an updated one for 2021

what's the ETF screener you recommend , for discovering etfs , preferably one with many filters. i want to filter by dividend,, spread, expense ratio and portfolio turnover

I love this portfolio. I like each one of your selections and i like how you put them together. I would like a portfolio with a bit more yield, and I dont mind volatility. so maybe I stick with your higher ones, VNQ, AMLP and BDCS. Are there others you would consider throwing in there? with those i can get it above 7%.

The problem with the MLP ETF is that the portfolio owner will have K1 forms to fill out every year and it's more complicated for an ETF containing a bunch of MLP's as opposed to a single MLP. They also can't be held in retirement accounts to shelter them from taxes. You selected DOO which specifically excludes exposure to financial institutions, but then you picked an ETN which depends on a single financial institution on paying the dividend AND that product supplies a large part of the yield. That's a huge concentrated risk. If you want income with some growth, you are better off with CEF which provide diversification but pay a higher yield. Just make sure you purchase them at a discount to NAV. If you purchase them anywhere from 10 to 25% of discount to NAV, this will easily cover several years worth of fees. They can give you exposure to other countries, to REITS, to Treasury and corporate bonds and because you have a manager behind the fund, you avoid the worse bonds, REITS. RQI for example has beaten VNQ for several years and usually pays 6.5 to 8%. SPXX / QQQX uses stocks respectively from the S&P 500 / Nasdaq 100 so you will get growth and uses call options for income. There is BIF for example which has at its core Berkshire and Hathaway, Warren Buffett and Charlie Munger's company along some of the stocks that BRK invests and it pays usually more than 6%. An advantage of the CEF closed end structure, is the performance of the fund won't be affected by investors pulling out of the fund. If they need the money, they sell their shares to another investor on the stock market and the share aren't destroyed. Some CEF are leveraged to make the yield higher but are limited by law to about 30%. There are Canadian Banks such as RY and CM which pay about 4-5% of yield and they aren't allowed to gamble like U.S Banks because they kept their regulations based on the "Glass Steagall" from the 1930's intact. Canada was less affected by the 2008 recession as a result.

I like to listen your program . Please make more about high yield efts videos.

Discovered you today and just subscribed. You are amazing. I love all your analytics and the way you describe everything. Your delivery is great too. Thanks for sharing your knowledge. You’ve made my morning

Great video but I think those are too many ETFs that do pretty much the same thing. The way I would do is to just buy one or two and call it a day. My choices are VYM (Vanguard High Dividend Yield, U.S) and VYMI (Vanguard High Dividend Yield, International)

Instead of adding bonds to balance out the volatility, you could look at some long-volatility funds/etfs. There are some convertible- and volatility arbitrage vehicles which allow investors to benefit from 'fear' or directional option strategies. They are a bit more obscure, but smooth the portfolio in times when the entire stock market faces a downturn.

Jimmy - AWESOME VIDEO. I'm 55 and a little behind on saving for retirement and I think I represent a big chunk of the population that needs to start investing more to be ready for retirement. I want to start pumping money into an ETF portfolio like you outlined here that yields around 5% and will pay a good income when I retire. However, could you rebuild this portfolio with all ETFs that grow their dividend payout over time? For example, AMLP has actually cut their dividend in the last couple years. I want some dividend growth for the snowball effect. Additionally could you add 1-2 ETFs like VYMI for foreign dividend exposure?

I love the portfolio personally! How well (or not) did it end up performing over the last 15 months?

This is the way

Yes I would add a covered call stock like Jepi or JepQ

I love VOO and SCHD. They are my top 2 holdings. 😀😁

This would be a nice portfolio to try in m1finance platform since you can start with fractional shares.

I would consider KBWY, SPHD and SCHD as well.

Create a playlist of all the dividend etfs in one place

I have been following your channel for a long time and have learned very much from each video. But i still want to ask you if you could do this same video but with UCITS ETF's for your fanbase in Europe?

Well done on the video and explanation of the logic. That will certainly get the person the desired 5% return using a passive/low maintenance approach. If someone wishes to put a bit more effort into it you could probably get between 10% and 15% by writing covered call options on a mix of blue chip dividend paying stocks. Might be worth considering that approach for a future video.

Hey Jimmy, I'd like to know how VYM is performing compared to DVY. Thanks Jimmy

Both NOBL and DON underperformed the S&P500 for the last 5 years. You can get a index fund with higher dividends that has very low expense ratio and does better. Will pass on these.

I love this video. I would love to see one of these with ETF's and Stocks. Could you build a solid 8% or 9% portfolio?

This is my first time viewing one of your videos. It was a pretty good video just had one question. I’m about to turn 20 and have about 18 different dividend growth stocks and since I found out about compounding I’m not planning on selling any time soon(I have about 7.5k and add more money every 2 weeks) . Can you please do a video if you were in my shoes on how you would have your portfolio look. A dividend portfolio for people in our 20s I’m sure a lot of other people would appreciate it. Thanks !!

subscribed and hit the like button :)

PFFA and QYLD both are higher yielding (8.67% & 10.76%) than any you've mentioned. I especially like PFFA because it has had a very good total return so far this year (2019).

You should probably subtract expense from the yield. It will get you under 5%. In addition to that, there are also tax implications when investing in REITs, because you can't pay capital gains (although if your guy is retired, that in this case it probably doesn't matter)

Jimmy thanks for sharing your knowledge it has help me a lot . Will like to see a video on building a startup portfolio for new investor on a modest salary that can grow faster!

FYI, there are plenty of correlation calculators on the web to test the composition of your portfolio.

Great job how a bout a video on dividend growth stocks

SDEM looking good

I'm older and retired so this was of great interest to me. My tolerance for risk is 7/10 so looking for high income and tax efficient with immediate DRIP. With so many new zero cost funds and etfs since this was first assembled I hope that you could make an updated version. One thing though: I'd like to see versions with a single brokerage such as Vanguard or Fidelity etc. I think in the long run you can expect best service if you have a large account under one roof rather than spread out. Please let me know your ideas. Thanks for reading.

Great video. Do you think I can create a Portfolio like this one just using Vanguard ETFS?

I personally would like actively managed ETFs in my portfolio as well.

Throw in some covered call etf

Thanks for the video, Can you make something for Canadian ETF ?

What other alternatives would you use for the BDC etf. I am not a big fan after seeing several of them fall. Also would you make a video of what stocks or etfs/etn/ open or closed funds you would pick? What are your opinions on closed end funds specially diax and spxx?

IF you want a 5% in cash per year do the following. Forget dividend stocks. You get the cash from selling 5% of the worth of your portfolio having the following allocation. 20% Small cap value Etf , 20% Total stock Market etf, 20 short term Government Bonds, 20% Long Term Government Bonds, 20% Gold(or 10% Gold, 10% diversified Commodities).

MGV Is also good. It's the vanguard Mega Value VYM Is the s&p 500 minus any company that is not paying a good dividend. Remember the s&p 500 has about 70 companies that don't pay a dividend.

I’ll stick with individual stocks, index funds in my 457b, and a few Ark etf’s..

Im looking to add DGRO to my portfolio of VYM, VNQ, and HDV. Would this add that dividend growth aspect to my portfolio and further diversify me? Great video, thumbs up! 👍

Please redo this if there are better high dividend EFT's in the market.. Thank you

Surprised you didn't mention SCHD. Severely undervalued compared to the S&P 500, has double digit dividend growth rate and is only 13.5x free cash flow today. That will help support that dividend and gives it plenty of room for growth.

hey how did this one track for the year?

Very informative and very interesting. I would like to know your thoughts on some things that I currently have . BAC, ARES, and FXAIX. Thanks for your thoughts on these.

I like the the portfolio... except Amlp etf ... it great portfolio

One for 2020 please

great video, which platform do you use to buy these etfs?

Your videos are AMAZING!!! Can you make a video about how to deploy a lump sum of money into the market? Say, $100,000. With the bull market being so old, it is really hard to know how to get a large sum like this invested. Should I average it in little by little and keep the rest in a high yield saving account...or what?

Can you do a video based on the books "the case for dividends" and "Get rich with dividends", especially buying stocks that yield 4.7 to 7% with a growth rate of 8 to 10%. Its called the 10, 11, 12 rule. In the 10th year you shoukld be making 10%, in the 11th year you should be making 12% and by year 20, 30??? 20 to 60% ROI.

what do you think about the iShares MSCI USA Quality Dividend UCITS ETF USD ? I'm trying to build a defensive portfolio

In theory, would yield on cost with ETFs improve over time, similar to buying individual stocks given equal performance?

Hey man great videos, how about changing DON for VYM ? What do you think about this ?

Great video and thanks for sharing valuable info. Interesting portfolio indeed. I am not an expert in personal finance like you are, however expense ratio of 0.85% is a bit high for me. Question, what do you think about “all weather” and “golden butterfly” portfolios. Thanks again. Like your channel!

EPD and OKE Earnings and Cash to pay the dividends around eight percent dividend

What will the dividend growth in your prediction?

Is that ~%5 nominal or the real yield(inflation adjusted) ?