In this video I share a new all time high of $3 million US dollars that my dividend portfolio just hit. I’ll also show you a potential bug (CORRECTION: no bug -- the price delta was due to ABBV's ex-date and its dividend being paid out) in Fidelity I just found and I’ll explain why I’ve constructed my portfolio in a way that I expect will underperform the market over the long run, which another financial influencer said was stupid to do.
Timestamps: 0:00 Intro 1:00 My portfolio in Fidelity 2:47 A possible bug I found in Fidelity 4:09 IRA account in Fidelity 7:39 Taxable account 8:18 Rollover retirement account 8:49 Fidelity accounts activity over the last month 10:18 My portfolio in my dividend spreadsheet tool 11:59 Some thoughts on beta 13:49 My thoughts on why my portfolio is like it is 15:37 More data on my portfolio 21:26 FASTgraphs affiliate link & coupon code (in video description) 21:36 Seeking Alpha affiliate link 21:40 Other pitches 22:02 Outro
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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.