My Dividend Portfolio Milestone $3 Million - $128,000/Year!

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.

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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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Investing Books to read (Amazon affiliate links):
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

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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.

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