What changes would you make to the portfolio for someone focused on dividends?

@MediaHoax

4 ай бұрын

I would ditch all S&P500 related companies and popular ETF's and buy for 100.000 dollar physical gold, then 100.000 dollar of pfysical silver. Then 100.000 dollar in uranium miners, 100.000 dollars in big oil companies. A 100.000 dollars into oil tankers with high yield dividends. Then 100.000 dollars into dry bulk shipping companies. 100.000 dollars into oil service companies. 100.000 dollars into the biggest gold mining companies and 100.000 dollar into homebuilders. And the last 100.000 dollars i would invest in coal companies with big dividends.

@user-ez6gx3no7y

4 ай бұрын

Aren't VZ, KO & ABBV already in the top 10 holding in the SCHD. I might replace the individual holdings with the VYMI to get some non-US exposure.

@rrroae

4 ай бұрын

Get rid of the individual stocks. SCHD in 1st position because of divi growth. In descending order - VYM, FDVV, VYMI, DGRO, SPYD, IDV. Add small 2% positions in cef's such as UTG and UTF to goose dividend and add some corporate preferred etfs in 2% positions - PFF, PFXD, SPYH. If you don't want corporate etf's WFCPRL and BACPRL are top of list. Safer exchanging corporate etfs for 1-3 year treasuries but you're giving up some yield.

@zumapuma38

2 ай бұрын

@@MediaHoax nothing diversified about that!

@sheralync5854

Ай бұрын

would vgiax work? it has a $50,000 minimum. seems a nice blend of growth and dividends.

I believe the retirement crisis will get even worse. Many struggle to save due to low wages, rising prices, and exorbitant rents. With homeownership becoming unattainable for middle-class Americans, they may not have a home to rely on for retirement either.

@LukeSamuel89

Күн бұрын

Got it! Buying stocks during a recession when prices are down could be a good move. You might get them at a lower price and sell later when they go up. Just do your homework and be aware of the risks before diving in!

@FlorentGulliver

Күн бұрын

@@LukeSamuel89 That's awesome! Investing in stocks with a reliable trading system can lead to great outcomes. It's fantastic that you've been working with a financial advisor for a year now. Starting with less than $200K and being just $19,000 away from making half a million in profit is impressive! Keep up the good work!

@LukeSamuel89

Күн бұрын

@@FlorentGulliver Mind if I ask you to recommend this particular coach you using their service?

@FlorentGulliver

Күн бұрын

@@LukeSamuel89 VICTORIA CARMEN SANTAELLA Constable is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment..

@Margerat-x

Күн бұрын

@@FlorentGulliver She appears to be well-educated and well-read. I ran a Google search for her name and came across her website; thank you for sharing.

I have an Investment portfolio that's worth $1million, I don't think that'll be enough for retirement. I need an average risk investment strategy in stocks that'll give me more yield.

@derrickholfman2

6 күн бұрын

As they say, time IN the market is better than trying to time the market. I think you should seek advice from a licensed financial advisor. They’ll give you guide on high risk and low risk investment strategies for your portfolio.

@Dantursi1

6 күн бұрын

Accurate asset allocation is crucial with an Experts guidance. I have 850k in equity, 275 cash earning 5.25 interest, 685k in 401k, 120k cash account, 80k in car assets ( paid off cars) Gold and silver bars. age is 48. My advisor helped me realign my portfolio to my risk tolerance and it boomed.

@CindyValenti

5 күн бұрын

That's really great. I've tried doing some research myself to hire a financial advisor, but it's really overwhelming. Could you recommend who you work with, please?

@Dantursi1

5 күн бұрын

My CFA ’Annette Christine Conte’ , a renowned figure in her line of work. I recommend researching her credentials further. She has many years of experience and is a valuable resource for anyone looking to navigate the financial market.

@CindyValenti

5 күн бұрын

Just ran an online search on her name and came across her websiite; pretty well educated. thank you for sharing.

I was raised that the stock market was a rich man’s game (yep, grandparents lost it all back in the day and preached that forever) but I’ve been around long enough to truly taste just how profitable it can be, with inflation at 9.2% surely these are desperate times, but in my opinion there’s no market condition a proper financial advisor can’t scale through, especially ones that’s been around since the crisis of ’08 and before.

@AugustoRosario22

2 ай бұрын

So long all risks are calculated and systems are put in the place, you'd surely rake it in.

@BlaiseOnowhosa

2 ай бұрын

It's okay if they don't agree with this type of investing, many of us do agree. I have 20 positions in high growth stocks. I'm getting 15 dividend pay checks, however I'm up 125 % this year. About $720k this yr, good dividend paying portfolio, although I use an F.A so buy as much as you can and wait for the rebound. Only the brave gets rewarded in these times!

@Steph_Thomas

2 ай бұрын

I could really use some guidance, haven't been doing so great as of late, who is this person that guides you.

@BlaiseOnowhosa

2 ай бұрын

The advisor that guides me is Lisa Ann Moberly, you can read up on her, she's quite known and her works speaks for itself.

@Steph_Thomas

2 ай бұрын

I usually don't do well with online recommendations, but this Lisa advisor seem to know her stuff, just went through her website and I booked an appointment.

Like a forest fire that wipes out the old trees to make room for new growth, bearish periods ultimately establish a new crop of stocks to buy and watch while setting the stage for a robust new uptrend.I have been reading articles of people that grossed profits up to $250k during this crash, what are the best stocks to buy now or put on a watchlist?

@JanineJ.Cromwell

3 ай бұрын

For the average person, the strategies are fairly demanding. In actuality, most professionals who have the necessary expertise to pull off such trades effectively carry them out.

@BeverleeR.Ziegler

3 ай бұрын

Yes, I've been in constant touch with a Financial Analyst for approximately 8 months. You know, these days it's really easy to buy into trending stocks, but the task is determining when to sell or keep. That's where my manager comes in, to help me with entry and exit points in the industries I'm engaged in. Can’t say I regret it, I’m 40% up in profits just in 5months with my initial capital of $160k.

@JimmyA.Alvarez

3 ай бұрын

Smart, If i wanted to do the same with my retirement funds too, how do i get started trading?

@BeverleeR.Ziegler

3 ай бұрын

@@JimmyA.Alvarez One of the fiduciaries I deal with is Jennifer Lea Jenson. Just check the name. There would be a letter with the necessary information to set up an appointment

@Erickruiz562

3 ай бұрын

thank you for sharing; I just looked up the broker you recommended on Google and was really impressed with her qualifications. I will immediately send her an email.

*I didn't become financially independent until I was in my late 40's, and I'm still in my 40's. In addition to having purchased my second home and earning money on a monthly basis through passive income, I've also achieved three out of five goals. I just hope this inspires someone to realize that it doesn't matter if you don't have any of these things yet, you can start today no matter your age. Change your future by investing! I made a rather big decision by investing in the financial market.*

@KevinRichardhamsik

2 ай бұрын

Investing in many sources of income that are independent on government paychecks is the prudent thing that everyone should be thinking about right now, especially given the global economic crisis. Stocks, forex, and digital currencies are still good investments at this time.

@HendersonMiles-kp8gw

2 ай бұрын

Sure, investing is essential for maintaining your financial stability, but making any kind of legitimate investment without the correct advice of a professional can result in a significant loss as well.

@markanderson2335

2 ай бұрын

It's really not easy investing or trading the financial market. I read a lot of books, tried to study, watch some tutorial videos, did a little demo before funding my account and I still lost a lot. The financial market could be very tricky

@perschstones9898

2 ай бұрын

Yeah I have same issue also, sometimes I feel like the market is being manupulated

@stephaniebrown7672

2 ай бұрын

Trading under the guidance of an expert is the best strategy for beginners.

Thanks for the advice! I’m a fan of getting the money in the market, and continuing to do so with dollar cost averaging a set amount of money into the market each week.

@sPacEBallOOn

4 ай бұрын

New to this stock thing. Is this worth doing ?

@So.ladylike

4 ай бұрын

I’m 45 and just starting this journey. I feel so behind!

@OhhHellNoYouWont

4 ай бұрын

Growth stocks may be a better option when you’re young. Dividends is more for older investors who want to protect as well as generate income.

@Otis-the-III

4 ай бұрын

I think there is a lot of opportunity to pivot the solutions offered to actually help investors. Based on personal experience working with a pro advisor, I started with less than $275K in 2022, I currently have over 7 figures in a nicely balanced portfolio, without having to sell my positions to cover bills. Everyone is different, and I don’t blame most people for going all in on stable portfolio value with quality dividend and interest producing assets in retirement.

@LiquidityOcelot

4 ай бұрын

Care to elaborate? I put in a small amount over a year ago but I’m barely breaking even.

As a CPA you should do a video about taxes on dividends and so forth

@nerios.v

Ай бұрын

living in CT my dividend income gets taxed at 44% when accounting for federal and state

Buy a good cross section of an economy, build a diverse portfolio that keeps you motivated, speed up the process where possible: I'm all for dividends and I DRIP into Efts (ARKW, VOO, VXUS, IVV) and company stocks. After my first million I realized that when a stock starts booming chances of you finding out means you are quite late to the party, for this I make sure my CFA handles that, ever grateful to Anna Rounds Fay. It's like turning your notifications to earn more millions.

@jerryscotfield6913

4 ай бұрын

out of curiosity I did read about Anna Rounds Fay on the web, she has a great resume

@Tipberends

4 ай бұрын

Truly It’s all about accumulating wealth through compound interest investments.

@victoriaaldrin

4 ай бұрын

found her webpage by looking up her name online.... Her resume is quite outstanding, I'll be writing a mail to her shortly

@polreast

4 ай бұрын

i made my focus on looking at investing from a long term perspective and watching it compound

With dividend yields like that combined with social security, I could live quite comfortably with a million dollar portfolio without ever touching the principal.

I want a balanced portfolio with growth investments, safe investments, and also focus on dividends to gain up to $20K monthly, my concern is picking the right stocks that can survive a recession. How do i go about this?

@sommersalt88

4 ай бұрын

Agreed, my portfolio is well-matched for every market season yielding 85% from early last year to date. I and my advisr are working on a 7 figure ballpark goal, tho this could take another year. IMO, financial advisors are the most sought-after professionals after doctors.

@84gaynor

4 ай бұрын

great gains there! mind sharing details of your advisor pleas? i've started gaining more cash flow with my employment and looking at putting money into stocks and alternative assets that can help build wealth over time

@sommersalt88

4 ай бұрын

She goes by ‘Paula Eloise Davis’ I suggest you look her up. To be honest, I almost didn't buy the idea of letting someone handle growing my finance, but so glad I did.

@Curbalnk

4 ай бұрын

Cheers buddy. Smart and great looking lady. Hopefully will my time. I left messages, was told to expect feedback. Thank you.

Great video. Have you ever looked at LEAD? Lower yield but growth and price appreciation have been strong.

Glad to see some of my holdings is also in your list

I have 2 core holdings (SCHD, Broad US market), and 10 satellite ETF holdings - all dividend or dividend growth ETFs... The usual suspects: DGRW, DGRO, DIVO, SCHY, VIG, VIGI, VYM, etc. I allow myself to increase or decrease contributions to my satellite holdings while being consistent in my core holdings. I only hold one stock: BRK.B. I just don't have the confidence buying and holding single stocks. Hopefully my strategy is enough to secure my retirement 🤞🏼🤞🏼

How about just invest 100% SCHD? I’m in retirement and I like the downside protection compared with VOO, QQQ. Also like the high rate of return on dividends

I have been a dividend focused investor for a long time. This does not mean I don't own growth stocks, I do. A well rounded portfolio should be a mixture of both categories. One way to minimize the anxiety out of stock market investing, is to make sure you keep a large cash cushion. I invest in the market, but never put all my money in market.

@foden700

2 ай бұрын

Dividends are dope. Personally, I sometimes use my dividends to buy other dividend and growth stocks for diversification instead of reinvesting in the same stock. To each their own methods though. The good thing is that you’re investing in the first place and that’s what’s important. Salute for the content!

@NicholasHarmon-ow3jl

2 ай бұрын

Yes, I've been in constant touch with a Financial Analyst for approximately 8 months. You know, these days it's really easy to buy into trending stocks, but the task is determining when to sell or keep. That's where my manager comes in, to help me with entry and exit points in the industries I'm engaged in. Can’t say I regret it, I’m 40% up in profits just in 5months with my initial capital of $160k

@PatrickFitzgerald-cx6io

2 ай бұрын

How can one find a verifiable financial planner? I would not mind looking up the professional that helped you. I will be retiring in two years and I might need some management on my much larger portfolio. Don't want to take any chances.

@NicholasHarmon-ow3jl

2 ай бұрын

Colleen Rose Mccaffery’’ is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment..

@PatrickFitzgerald-cx6io

2 ай бұрын

I just googled her and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a caII.

Thanks, Mark, for an interesting video presentation. I am long ABBV, O, SCHD and VICI, too. Of the ETFs you discussed, DGRO does not make any sense to me given the fact that its dividend growth rate is inferior to SCHD. So, I will stick with SCHD as a good foundational ETF with a decent dividend yield and an excellent long-term dividend growth rate.

@MarkRoussinCPA

4 ай бұрын

I agree on your comments on DGRO vs SCHD, which is why SCHD is perfect for me. However, what DGRO is going to give you that SCHD is lacking is that Technology exposure.

@davidwysocki1004

4 ай бұрын

@@MarkRoussinCPA--Okay, got it, Mark! Thanks for the clarification. Still, I will stick with SCHD and take a pass on DGRO.

Great video.

Main street capitol is a solid dividend stock with good capital appreciation. Dividend is 5.79% and a 5 year return of 84.48%. It beat the S&P 500 at ytd, 1y,3y, and 5y intervals

Hi 👋 Thanks for this video

I have positions in SCHD, VICI, VZ, BAC and XOM among others.

Great video Mark. A lot of work went into the research on this one, that effort did not go unnoticed and is appreciated. I don't hold any ETF's in my portfolio. When I started my investment journey back in the 90's ETF's were not a thing, I held individual stocks and I continue to do so today. As far as your individual stocks I own all of them with the exception of Starbucks. ABBV (#2), VICI (#12), O (#1), VZ (#39 - second smallest position) and KO (#3). Almost 25% of my portfolio is made up of the individual stock you highlighted. Although I don't own SBUX, you could make an argument for MCD (#8) and/or PEP (#6) instead of KO. The compounded segment was spot on and supports Albert Einstein's quote; "Compound interest is the eighth wonder of the world. He who understands it, earns it; he who doesn't, pays it." Have a great week - Jim

@MarkRoussinCPA

4 ай бұрын

Thanks Jim, great stuff!

Good one!! Thank you! 👍

@MarkRoussinCPA

4 ай бұрын

Thank you!

Very well put, love the 1 million portfolio

Very direct 🎉❤❤

Would it be best to have this in a retirement account or taxable investment account? Thanks.

Great video and good spreadsheet! I do similar investing, but juice it with options for higher returns and more fun!

@TerryCollinsP31Lifestyle

4 ай бұрын

ABBV is a great choice for individual stock

@TerryCollinsP31Lifestyle

4 ай бұрын

Nice portfolio. I like how you show what is made a year. It gives people a realistic focus.

@TerryCollinsP31Lifestyle

4 ай бұрын

Compounding is such a beautiful thing ❤

@MarkRoussinCPA

4 ай бұрын

Options are a great way to juice it up. I take a similar approach.

What are your thoughts on Spci coverage for the 1 million dollar portfolio? Since the coverage protects 500,000, should you have it in 2 separate brokerage accounts?

Curious why you did not include EPD and/or ET? Or even BEP?

what's your answer to someone who says because of the inverted yield curve from the last few years saying that you can get 5% on short T-bills and CDs vs your slightly less than 4% interest in year one? I always get this questions and I don't know what to say.

Does this exercise assume that the dividends are reinvested or withdrawn for living expenses?

Really appreciate the video. Can you share the Excel file you used? Why only 6 individual stocks? Isn't that a bit concentrated?

@stephengandy4685

4 ай бұрын

The ETFs take care of the diversification.

@MarkRoussinCPA

4 ай бұрын

ETFs are the core of this portfolio example

Great video content as always Mark

Equal parts JEPI, JEPQ, VOO, QQQM is what I do. No selling of shares unless I need to rebalance.

@matthewwallace9280

3 ай бұрын

You've got a high degree of overlap between JEPQ and QQQM. If tech goes south you're vulnerable to a sizable hit.

So with a million dollars, what about putting 25% of it into div investments, 25% into set it and forget it ETF/MF funds, 25% into strong reputable growth and consumer stocks and 25% into riskier potentially higher growth stocks. This divides it up into 4 portfolios with different goals/risks/earnings and and you will still earn dividends on the ETFs/MFs and other stocks outside the Div portion but that wouldnt be the main focus for those portions of 1 million dollar portfolio. Curious what you or others here think about this way of dividing it up? Thanks!

@MarkRoussinCPA

4 ай бұрын

Longer time horizon, you absolutely want to add a little more growth. Love your diversification here. Thanks for watching.

During a bear market, the headlines will focus on negative news, whether it's declining economic growth, geopolitical upheaval, cultural and legal turmoil, or some combination of all three. I listened to a podcast of someone that grew his reserve from $120k to almost $460k during this Red season, can you share tips on how to make such aggressive proceeds in short periods?

@RomeoSfait

4 ай бұрын

You’re right! The current market might give opportunities to maximize profit within a short term, but in order to execute such strategy , you must be a skilled practitioner.

@catherinerea3569

4 ай бұрын

A lot of folks downplay the role of advlsors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850k.

@ShukriVikas

4 ай бұрын

How can one find a verifiable financial planner? I would not mind looking up the professional that helped you. I will be retiring in two years and I might need some management on my much larger portfolio. Don't want to take any chances.

@catherinerea3569

4 ай бұрын

MEGHAN MAUREEN KRISTENSEN is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment..

@Clorisluta

4 ай бұрын

Thank you so much for your helpful tip! I was able to verify the person and book a call session with her. She seems very proficient and I'm really grateful for your guidance

using the compound calculator, how much would that exact portfolio look like in 30 years of reinvesting the dividends. What would the monthly dividends be at the end of 30 years?

What is the best way to get into stocks trading with no experience and being a beginner

All of the individual stocks should have monthly 10 delta covered calls written against them to increase yield to upper 4 percent range

Now if you had 2M would you sinply double up everything you bought or would you spread out to more stocks (im simply wondering as $ values increase if more stocks are added or if its simply more investments into each

@MarkRoussinCPA

4 ай бұрын

$2M would be a nice chunk of change. The answer to your question is going to be dependent on how hands on or hands off you want to be. More individual positions, which I have about 50 total positions, can be very hands on. More ETFs would create a well diversified hands off portfolio. Thanks for watching!

@charlielipthratt7291

4 ай бұрын

@Wellwellwell32 - if the first million did not pay all your bills with dividends, add an additional 100k or 200k until it does. Then, invest the remaining amount in more growth focused ETFs like VOO, QQQM, VGT, SCHG, etc. These all pay small dividends, too, but they will boost your overall portfolio over the long term. You would always sell from the growth group when you need a new car, roof, appliance, etc, and never touch the dividend side.

is there a link to your spreadsheet?

Would you consider a core S&P 500 etf portfolio & the 4% rule as an alternative to dividend investing?

@MarkRoussinCPA

4 ай бұрын

A Core S&P 500 is ALWAYS a great idea, but for someone looking strictly for dividends, which was this example, I felt we got a lot of MSFT, AAPL and other top S&P 500 companies from some of these ETFs. However, my personal portfolio has and always will have an S&P 500 as the TOP position.

@wilinium

4 ай бұрын

In down years you will be selling more shares to maintain income. With dividend investing you'll likely see a more stable income stream without the need to touch the stocks. A market crash of 30% or more is not unheard of. Ideally you need around 2 years worth of living expenses set aside if you're going to do the index strategy so you can weather a crash and not sell at the bottom. However over the long term you'll see greater share price appreciation with the index strategy. There's no right way, it's just a matter what suites you best.

Interesting video but I am doing about $12k a month with MREITs, BDC and crowdfunding with self storage and industrial projects

This is really inspiring. Now I just need to earn the money first, so I can get back to investing towards a goal like this.

@MarkRoussinCPA

4 ай бұрын

It is a process that takes patience. You will get there!

Like always, great video. The portfolio seems solid, my only exception would be Verizon. I don't like how the company is managed, and I think 8.5% is too large of an investment in a company I see as risky in the long term.

@MarkRoussinCPA

4 ай бұрын

100% fair concerns, plus the debt levels are high. Therefore, if you have a longer time horizon, something with a lower yield and faster dividend growth would work better, but for the purposes of this video to increase income, as most who reach a $1M portfolio, are usually closer to retirement.

@JC-nh6ud

4 ай бұрын

Agreed, if you are looking for dividend income, yes.

if you put the entire $1m into the SCHD, you'd only lose $6.6k per year total income, and have a much safer portfolio. This portfolio has $455k at risk in individual company holdings for a total extra return of $6.6k. is it worth it?

I just started retirement. I don’t need dividends until 10 years. Why not just buy SCHD to keep it simple and in 10 years I’ll be great with dividends reinvested for 10 years? Thank you

@demri123

4 ай бұрын

U could do that. SCHD or SPHD

@rotheycahall7382

4 ай бұрын

Yeah that'll work pretty great still

Why not put it all in SCHD?

So are these pay every three months?

Add some JEPI?

thanks for the math demonstration. I think the growth assumptions are very optimistic. I doubt that income will almost triple in 10 years with these investment choices.

@MarkRoussinCPA

4 ай бұрын

That is what is fun about the calculator, you can make it more aggressive or extremely conservative to get an idea on where you may fall out in term sof dividend income, but again all estimates and subject to change.

@bdunni88

2 ай бұрын

Exactly, there's no reason to assume this dividend heavy low-growth portfolio would grow like the S&P 500. But showing people that they wouldn't actually make very much doesn't make it an exciting video does it?

I have 6 of the ones you listed. Nowhere near $1,000,000 though ..... yet.

I suppose it depends on your longer term goals but Im not sure about investing a million for only 40k annual dividends. If you have 10 years or were looking for a portfolio that continues to gain value over time vs. income I get it. But what if you had a windfall from the sale of a business and wanted to generate annual income to live off of long term? 40k won't cut it. I get 40k from just 4 rental properties with only 210k cash out of pocket and I get depreciation on taxes and appreciation on value + rent growth. I know people getting 5% on CDs. Not suggesting CDs would be a great strategy.....just that it depends on goals. I would think 1 million should generate 100k annually conservatively with a mix of independent real estate, syndicate investing and ETFs....all with expected growth, return of capital opportunities and tax advantages. What would you do if you had a million and wanted to generate replacement income? That would be a topic I would be interested in exploring

looked at vici because you stated dgr was 10% went back to 2020 and could not find any year that was 10% 2021 was 9.5% and each year was lower estimated 2024 at 7.4% ??

Shouldn't there be some discussion on whether this 1 million dollar portfolio is in a taxable or tax advantaged account?

If you want high yield, its pretty easy to get 10% with non-ESG stocks like mining, tobacco, oil......very easy actually. AND more globally and sector diversified. CALM MO BTI IIPR RIO BHP PBR BTG SQM ENB TRP VALE ET EPD best part is these usually go up when tech is crashing too

The compounding calculator chart is wrong ...... if you re-invest your dividends, the amount invested each year obviously doesn't stay at $1,000,000.

Bought 100 shares of $SBUX at $92/share last week using a cash secured Put. Made $37 this week on the covered call. Loving me some Starbucks. Thanks for the past recommendations on SBUX. (I don't drink the coffee though. As a New Englander by birth, I invest in Starbucks but drink Dunkin.)

@MarkRoussinCPA

4 ай бұрын

I stopped by and helped out your stock today, haha. Thanks for watching!

Take out VZ, add JEPQ and JEPI

Northrop Grumman / Lockheed Martin / General Dynamics / Mondolez Intl / PepsiCo / Proctor and Gamble…. Equally weighted - approximately $166,000 EA $$ 🤣👍

VZ seems like a yield trap to me.

I’d get some msft unh visa

O: -27% over 5yrs VZ: -27% over 5yrs SBUX: +3.7% over 5yrs Assume they will be +8% every year from now on though like the S&P 500.

What about taxes

Is your $1M spreadsheet available to download?

@MarkRoussinCPA

4 ай бұрын

It is for students within my 6-week Investing Course only.

Sound simple but who's going to pay the taxes on those reinvested dividends?

In 10 years you'll still have 1 million, investing in properties you'll get the same income but in 10 years the property will be valued at 1.5 million

That's a very low return and I'm not a huge fan of those companies, certainly not putting my money into anything Schwab related. Last year I got 34k in dividends from 480k invested, and these are great stocks too in all regards. Outside of that portfolio I have one holding that started as a measly 6k investment and is now at 72k 7 years later. I'd advice to really dig into various companies rather than barely beat inflation.

$4400 is what it gets me…..per month….on average, but it fluctuates.

$VZ this stock got demolished recently. This is not a good company to hold for capital appreciation.

Verizon is too risky right now, otherwise great stocks.

@alcw625

4 ай бұрын

There's only 3 wireless carriers in the US. It's the largest of the 3, how is it risky? It's no longer a landline phone company.

Et tu? It looks like everyone is doing a video on how to get $50K from a million dollar portfolio, or, how much they are making in dividends from their million dollar portfolio!!

thought i would be okay with 1milion dollars after watching you video i realize i need 2 million dollars

I’d like to see a portfolio from a start of $0 and add 10,000 each year What allocation with a start of $10,000 would get to 1 million ? That’s what people would really want to know No one but the silver spoon kids have 1 million to start out with

Not a financial advisor yet offer a course?

@MarkRoussinCPA

4 ай бұрын

Are financial advisors the only people that know how to invest?

my goal is 1mil in schd haha

Your 8% assumption for average annual share growth is terribly misleading. Why would you assume your low growth, high dividend portfolio will grow just like the S&P 500? Your can look up the growth rate of every stock and index your using and weight them. Verizon for instance has a gone down 27% over the last 5 years and has the same share price that it had in 1997. Are you dumb for not knowing this or are intentionally misleading us?

So sad. So i basically need a million dollars invested to have enough dividend income to kind of live off of 😆

Skip to 2:40. Too much introduction

Everyone who posts about some individual advisor that is making them a fortune is a scammer. Beware. Wish more KZreadrs would remove those comments from their podcasts.

everyone on youtube is all of a sudden and expert and sells a course. Go figure

O has lost 20%

I honestly don't understand why you're discussing these dubious schemes. There are plenty of options like Eledator and similar ones that are fast and profitable.

Good thing your not a financial advisor because you really know how to waste a million dollars.

😂😂😂 bulshido list