My portfolio doesn’t just cater to dividend stocks. I hold $VFIAX (S&P 500 index fund) in my Roth IRA and $VTI (Total Stock Market ETF) in my taxable brokerage account. Two of my largest holdings. The individual dividend stock positions all complement the index holdings.
Thats when you hire someone to manage your money. You need a (CFP) straight up! personally, I would invest in ETF's and also love investing in individual stocks.
I took charge of my portfolio but faced losses in 2022. Realizing the need for a change, I sought advice from a fiduciary advisor. Through restructuring and diversification with dividend stocks, ETFs, Mutual funds, and REITs, my $1.2M portfolio surged, yielding an annualized gain of 28%.
this is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? i'm in dire need of proper portfolio allocation
Certainly, there are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’Sophia Maurine Lanting” for about five years now, and her performance has been consistently impressive.She’s quite known in her field, look-her up.
I just googled her name 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 call.
I already own shares of NVDA, PALANTIR, TSLA, and APPL as well. Sure, I don't mind having these equities sit around for a while, but I'd also like to appreciate short-term opportunities that could fetch $200,000
Opting for an inves-tment advisr is currently the optimal approach for navigating the market, particularly for those nearing retirement. I've been consulting with a coach for a while, and my portfolio has surged by 85% since 2022
“Sonia Nunes Demelo” 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
I just switched up my Roth IRA to 50% SCHD, 25% SCHX, 25% SCHG, and my Roth 401k is 70% vanguard S&P 500 index, 20% vanguard growth index, and 10% vanguard international index. Seeking best possible ways to grow $350k into $1m+ before retirement in 3 years
Agreed, the issue is most people have the “I will do it myself mentality” but not skilled enough. Ideally, advisors are perfect reps for investing jobs and at first-hand encounter, my portfolio has yielded over 330%, since covid-outbreak to date, summing up nearly $1m.
I’m curious about how dividend income from these players stacks up against the S&P 500. With inflation rising, how can I grow my $350K cash reserve into 7 figures in the next 2 years?
Look for stocks that have paid steady, increasing dividends for years (or decades), and have not cut their dividends even during recessions. which may reduce your dividend gains or income, speaking to a certified market strategist can help with pointers
Agreed. It's always wise to be proactive and consider diversifying our investments to manage risks in uncertain economic times. I delegate my day-to-day investing to an advisor ever since suffering a major steep-down late 2019, amid rona-outbreak, and as of today, I'm semi-retired with barely 25% short of my $1m retirement goal after subsequent investments
Carol Vivian Constable is the licensed advisor I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment
My advice to new investors: Buy good companies stocks and hold them as long as they are good companies. Just do this and ignore the forecasts and market views which are at best entertaining but completely useless.
The key to big returns is not big moving stocks. It's managing risk in relationship to reward. Having the correct size on and turning your edge as many times as necessary to reach your goal. That holds true from long term investing to day trading.
I totally agree; I am 66 years old, recently retired, with approximately $1.2 million in external retirement funds. I am debt free and have very little money in retirement funds compared to the total value of my portfolio over the past three years. To be honest, I didn't do all this alone, but with the help of a financial advisor. Having one is currently the best way to trade in the stock market, especially for people nearing retirement.
Is there any chance you could recommend who you work with? I've wanted to make this switch for a very long time now, but I've been very hesitant about. I'll appreciate any recommendation.
Finding financial advisors like Melissa Terri Swayne who can assist you shape your portfolio would be a very creative option. There will be difficult times ahead, and prudent personal money management will be essential to navigating them.
I will be forever grateful to you, you changed my entire life and I will continue to preach on your behalf for the whole world to hear you saved me from huge financial debt with just a small investment, thank you Brooke Miller.
She is my family's personal broker and also a personal broker in many families I'm United States, she's a licensed broker and a FINRA AGENT in United states
My dividend journey began when I realized that two particular expenses in my budget were always going to go up and never go down. The two expenses were taxes and insurance. I realized that the dramatic rise in both will need some added income. So, I started buying shares paying dividends. I can now see that this will be the path I need to take to make sure those two expenses will not overtake my future income
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
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.
I have all three. I was thinking of selling TSM because I'm a little nervous about Chinese aggression, although I know that ASML has kill switches incorporated in their machine design. I'll hold on to it for now but I probably won't buy more. LRCX is a bit pricy but I do like it. AVGO is my favorite of the three. I bought it a few years ago for around $400. I bought more just before and after the split and it lost a little but it wasn't long before it is back in the black. I'll keep adding AVGO.
AVGO - not unless it has a good pullback... TSM has too many issues with China (I'll wait to see if there is an invasion) and their growth rate is too low for me ... LRCX is very interesting and has been on my radar (I'm just needing a little more drop). Thank you for these...good analysis, Mark!
Take a look at MPLX, division of Marathon Oil. It's got a nice dividend. Zacks had it listed as a strong buy. They just downgraded to hold, don't know why.
Thanks, Mark, for an interesting presentation on these three quality growth stocks. While all are great ideas, none appeal to me as a retired 72 year old dividend investor. Their dividend yields are just too low for me.
@@MarkRoussinCPA yeah you are a young Buck compared to me. But seriously before I invest in a new stock, I look for a minimum of 15% growth in the coming 12 months. That doesn’t mean I would sell after that, it all depends on forward looking
At what point is it real risk? We've seen what happened to Russia and it's stocks. Not every country can risk that (or use the "I'm invading for freedom" speech)
I felt uneasy too but bought 100 about two years ago. I ended selling at 150 % + Seriously. I can’t remember the return exactly but it was great. Hoping the US fucks off and leaves Taiwan alone as they’re busy fucking up everthing else right now. Bought a leap last week.
@JasonBuksh Thanks, I am just putting my ducks in order. My extended family is going to be holding a clan meeting closer to the end of the year to see who all will be moving to Canada. It takes time to divest of our holdings in the US. I will definitely be looking her up when I go north, thank you again. Will I need to divest of my US market assets before moving there?
Join my growing newsletter The Stock Investor’s Edge go.roussinfinancial.com/subscribe
Which of these stocks do you consider a BUY?
My portfolio doesn’t just cater to dividend stocks. I hold $VFIAX (S&P 500 index fund) in my Roth IRA and $VTI (Total Stock Market ETF) in my taxable brokerage account. Two of my largest holdings. The individual dividend stock positions all complement the index holdings.
Thats when you hire someone to manage your money. You need a (CFP) straight up! personally, I would invest in ETF's and also love investing in individual stocks.
I took charge of my portfolio but faced losses in 2022. Realizing the need for a change, I sought advice from a fiduciary advisor. Through restructuring and diversification with dividend stocks, ETFs, Mutual funds, and REITs, my $1.2M portfolio surged, yielding an annualized gain of 28%.
this is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? i'm in dire need of proper portfolio allocation
Certainly, there are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’Sophia Maurine Lanting” for about five years now, and her performance has been consistently impressive.She’s quite known in her field, look-her up.
I just googled her name 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 call.
I already own shares of NVDA, PALANTIR, TSLA, and APPL as well. Sure, I don't mind having these equities sit around for a while, but I'd also like to appreciate short-term opportunities that could fetch $200,000
Opting for an inves-tment advisr is currently the optimal approach for navigating the market, particularly for those nearing retirement. I've been consulting with a coach for a while, and my portfolio has surged by 85% since 2022
Please can you leave the info of your lnvestment advsor here? I’m in dire need for one.
“Sonia Nunes Demelo” 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
Thank you for the lead. I searched her up, and I have sent her an email. I hope she gets back to me soon.
Huh? 😂
I just switched up my Roth IRA to 50% SCHD, 25% SCHX, 25% SCHG, and my Roth 401k is 70% vanguard S&P 500 index, 20% vanguard growth index, and 10% vanguard international index. Seeking best possible ways to grow $350k into $1m+ before retirement in 3 years
those are all dividend stocks not growth... you should have rotated into those after you hit the 1 mill, just seek advisor guidance
Agreed, the issue is most people have the “I will do it myself mentality” but not skilled enough. Ideally, advisors are perfect reps for investing jobs and at first-hand encounter, my portfolio has yielded over 330%, since covid-outbreak to date, summing up nearly $1m.
'Lucia Alicia Cruz' is the licensed advisor I use. Just research the name online. You'd find necessary details to work with and set up an appointment.
unfortunately SCHD is at about the highest share price its ever been at in long time ..i bot it when was around 67.
Do you work for Charles Schwab?
I’m curious about how dividend income from these players stacks up against the S&P 500. With inflation rising, how can I grow my $350K cash reserve into 7 figures in the next 2 years?
Look for stocks that have paid steady, increasing dividends for years (or decades), and have not cut their dividends even during recessions. which may reduce your dividend gains or income, speaking to a certified market strategist can help with pointers
Agreed. It's always wise to be proactive and consider diversifying our investments to manage risks in uncertain economic times. I delegate my day-to-day investing to an advisor ever since suffering a major steep-down late 2019, amid rona-outbreak, and as of today, I'm semi-retired with barely 25% short of my $1m retirement goal after subsequent investments
my partner’s been considering going the same route, could you share more info please on the advisor that guided you to such impressive gains
Carol Vivian Constable is the licensed advisor I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment
Thank you for the recommendation. I'll send her an email, and I hope I'm able to reach her.
My advice to new investors: Buy good companies stocks and hold them as long as they are good companies. Just do this and ignore the forecasts and market views which are at best entertaining but completely useless.
The key to big returns is not big moving stocks. It's managing risk in relationship to reward. Having the correct size on and turning your edge as many times as necessary to reach your goal. That holds true from long term investing to day trading.
I totally agree; I am 66 years old, recently retired, with approximately $1.2 million in external retirement funds. I am debt free and have very little money in retirement funds compared to the total value of my portfolio over the past three years. To be honest, I didn't do all this alone, but with the help of a financial advisor. Having one is currently the best way to trade in the stock market, especially for people nearing retirement.
Is there any chance you could recommend who you work with? I've wanted to make this switch for a very long time now, but I've been very hesitant about. I'll appreciate any recommendation.
Finding financial advisors like Melissa Terri Swayne who can assist you shape your portfolio would be a very creative option. There will be difficult times ahead, and prudent personal money management will be essential to navigating them.
I copied her whole name and pasted it into my browser; her website appeared immediately, and her qualifications are excellent; thank you for sharing.
I will be forever grateful to you, you changed my entire life and I will continue to preach on your behalf for the whole world to hear you saved me from huge financial debt with just a small investment, thank you Brooke Miller.
I'm surprised that you just mentioned and recommended Brooke Miller, I met her at a conference in 2018 and we have been working together ever since.
She is my family's personal broker and also a personal broker in many families I'm United States, she's a licensed broker and a FINRA AGENT in United states
The very first time we tried, we invested $1000 and after a week, we received $5500. That really helped us a lot to pay up our bills.
I'm new at this, please how can I reach her?
She's always active on Whats~App...
My dividend journey began when I realized that two particular expenses in my budget were always going to go up and never go down. The two expenses were taxes and insurance. I realized that the dramatic rise in both will need some added income. So, I started buying shares paying dividends. I can now see that this will be the path I need to take to make sure those two expenses will not overtake my future income
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
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.
Her name is. Jessica Dawn Walters . Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
I just curiously searched her up, and I have sent her an email. I hope she gets back to me soon. Thank you
Mark, why not buy SMH as it will include Nvidia + 3 you mentioned= about 50% in SMH.. your thoughts please?
Good point
Interesting point
The UCITS variant of SMH includes all three stocks, it could be an interesting lower pain / lower gain alternative.
I have all three. I was thinking of selling TSM because I'm a little nervous about Chinese aggression, although I know that ASML has kill switches incorporated in their machine design. I'll hold on to it for now but I probably won't buy more. LRCX is a bit pricy but I do like it. AVGO is my favorite of the three. I bought it a few years ago for around $400. I bought more just before and after the split and it lost a little but it wasn't long before it is back in the black. I'll keep adding AVGO.
Mark, what do you think of the REIT ETF: IRET?
SCHD coming in hot.
AVGO - not unless it has a good pullback... TSM has too many issues with China (I'll wait to see if there is an invasion) and their growth rate is too low for me ... LRCX is very interesting and has been on my radar (I'm just needing a little more drop). Thank you for these...good analysis, Mark!
Why not ENB - Enbridge also Dominion - D…data centers need suppliers of energy..AI boom = more demand for energy
Take a look at MPLX, division of Marathon Oil. It's got a nice dividend. Zacks had it listed as a strong buy. They just downgraded to hold, don't know why.
Very interested in those
Thanks for this video
Most welcome
Thanks, Mark, for an interesting presentation on these three quality growth stocks. While all are great ideas, none appeal to me as a retired 72 year old dividend investor. Their dividend yields are just too low for me.
I own all three for past 4 years
Great job Mark. As always
Thank you Mark.
All great stocks, nice job on this one mark
Own all three of these and would buy again. Excellent companies but not cheap. But then what is?
Thank you
Alright
I am investing in all 3 stocks because of the rising demand of AI 😊
I bought Nvidia @ $133 two months ago.
We are nearly in the same position.mine @131😊
Too late
Thank you 👍👍👍. I'm not interested in any of these. Habe a great weekend.
Nice, stock split? AVGO even intimidated me due to its market price at that time.
What is Long Term? I look at each Stock for the Growth in 12 months
That’s fair, but I look to own stocks for years but always monitoring
@@MarkRoussinCPA yeah you are a young Buck compared to me. But seriously before I invest in a new stock, I look for a minimum of 15% growth in the coming 12 months. That doesn’t mean I would sell after that, it all depends on forward looking
The Feds half point down adjustment is not a buy signal.
ASML?
Great stocks here
I have the first two , how about bito they paid a high monthly dividend
Owned AVGO. Waiting for the opportunity to pounce on LRCX & TSMC
TSMC has significant geopolitical (CHINA) risk, and for that reason, I'm out
Been buying TSM on every dip. Worth the risk
At what point is it real risk? We've seen what happened to Russia and it's stocks. Not every country can risk that (or use the "I'm invading for freedom" speech)
I felt uneasy too but bought 100 about two years ago. I ended selling at 150 % + Seriously. I can’t remember the return exactly but it was great. Hoping the US fucks off and leaves Taiwan alone as they’re busy fucking up everthing else right now. Bought a leap last week.
Morning Mark can I use US trading platforms in Canada?
@JasonBuksh Thank you
@JasonBuksh Thanks, I am just putting my ducks in order. My extended family is going to be holding a clan meeting closer to the end of the year to see who all will be moving to Canada. It takes time to divest of our holdings in the US. I will definitely be looking her up when I go north, thank you again. Will I need to divest of my US market assets before moving there?
Is anyone buying Dollar General??
No
No!!
Never
Horrible stores. Would you shop there? Hard pass
@@Jon-ef2cz garbage
Google and Amazon are payers now and I’m doubling my positions in these…the stocks in this video aren’t great 😢
Man ive been hearing alot of hype around schd on youtube