In this exciting video I show you my entire $2.8 million dollar dividend portfolio that I’ve been building up over the last 30 years. You’ll also learn which dividend stock I sold out of as well as which new ones I’ve added. I’ll also share another dividend stock I plan to add in the future.
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0:00 Intro
2:15 My Portfolio in Fidelity
3:57 my Taxable account
9:02 JNJ & Kenvue
13:32 Taxable cont.
14:28 Retirement account 1
15:43 Retirement account 2
16:12 My dividend portfolio in my spreadsheet tool
21:49 Calendar view of my dividends
24:26 Estimates of my dividend growth
27:30 Sub comment
25:10 Various graphs of my portfolio
28:36 How taxes can be awesome for qualified divs
28:51 Some other $ sources for me
29:14 72t
29:38 Withdrawing divs from my IRA
30:22 My Social Media $
30:39 My purpose in life
31:17 Info about me
33:42 Portfolio changes
39:35 Outro
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Investing Books to read (as an Amazon Associate I earn from qualifying purchases):
The Intelligent Investor ➜ https://amzn.to/2WPwgtj
One Up on Wall Street ➜ https://amzn.to/2YTDAXt
Rich Dad, Poor Dad ➜ https://amzn.to/2SUCwOZ
The Richest Man in Babylon ➜ https://amzn.to/2SUHStw
A Random Walk Down Wall Street: The Time-Tested Strategy for Successful Investing ➜ https://amzn.to/2YUgjo4
The Bogleheads' Guide to Investing ➜ https://amzn.to/2STECPp
Attributions/SEO/Useful Links:
Dividend ADRs
International Dividend Stocks
Currency Conversion
Apple – AAPL
Microsoft – MSFT
Realty Income – O
Altria MO
Johnson & Johnson – JNJ
AbbVie – ABBV
Pepsi – PEP
ExxonMobil – XOM
Enterprise Products Partners LP
McDonalds – MCD
Procter & Gamble – PG
Duke – DUK
Coca-Cola – KO
British American Tobacco BTI
Schwab US Dividend Equity ETF - SCHD
Chevron – CVX
Southern Company – SO
Kimberly Clarke – KMB
Philip Morris PM
Goldman Sachs – GS
Colgate Palmolive – CL
Toronto-Dominion Bank – TD
Caterpillar – CAT
Starbucks - SBUX
Home Depot – HD
Travelers Companies – TRV
Pfizer – PFE
Disclaimer: I am not a financial adviser. These videos are for entertainment, inspiration, and educational purposes only. Investing of any kind involves risk. I am only sharing my opinion with no guarantee of gains or losses on investments. Please consult an appropriate adviser and do your own research before making any decisions on anything. I am not responsible or liable for any actions you take. The data shared may be inaccurate.
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