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Would you ever consider putting together a diversified dividend portfolio video? It might be a long video but maybe like 5 stocks of each sector that you feel best about for the next 20-30 years.
I rather structure my dividend portfolio with the actual pay date rather than ex-dividend date. It’s better to know when you’re getting the dividend. Pay date can vary greatly compared to the ex-dividend date so it’s not going be week on week payments.
@@josephhogueMorningstar (even the non premium version)has Ex, Declaration, Record, and Pay date for individual stocks (Dividend section), and a Distribution date for most ETFs (under Performance /Distributions section) Btw, thanks for yet another great video
@josephhogue what about a video on your take on suggested stocks/etf’s for an income generating portfolio (shooting for minimum 6% yield) but with lowest risk (of course)?
Great video Joseph!!! The one question I have is do you know if the dividends from these ETFs are considered to be qualified verse non-qualified? I really appreciate the time and quality that you put into your videos.
From my research, it can be difficult to determine because we do not always know what the ETF is doing within the fund. Example, the fund owns ABC, a stock that pays qualified dividends. But to actually be qualified, the stock must be owned for the applicable holding period. It also cannot be hedged (no puts, calls, etc., such as with QYLD). Therefore, if the fund tries to scrape dividends by dividend harvesting to boost returns and fails to hold the stock for the required period, the dividends, or a portion, becomes non-qualified.
@@OGJayMoneyI appreciate his path to prosperity. Not that I'm a big Charlie Munger fan, but he made a great point, basically, 'The biggest downfall of gaining more wealth is envy (comparison).' No shade, intended, but if you took the time to make a negative comment, there might be a perspective that is better for you for your own best interest.
@@josephhogue I got in TLTW yesterday and just went crazy buying into NVDL, SVIX, and FNGU just small positions rolling the dice for some "quick" returns
Huh SVOL trades on volatility and not direction. I am learning about these strategies and have heard there are ways to trade options that make money if stock stay in a range or moves out of a range. I would like to trade volatility unfortunately I am still learning how to do options trading.
I know what you are saying, but would like to clarify from a retired military person and MBA point of view. It's a goal first, then a plan and then execution. Remember Pres. Kennedy? He said, "achieving the goal ... of landing a man on the moon and returning him safely to the earth." Then comes the plan, and then the execution. Great job NASA.
BTW Joe hope your enjoying Florida ( anyway ud discuss some of the legit ultra high yields like Zim or yieldmax ? O figured u wouldn't be a fan of the Ladder I just mentioned.
The income ETFs (covered calls) are usually non-qualified. I hold any high yield div stock in retirement accounts. No sense paying those taxes every year
Thank you, Joseph, for sharing such great investing strategy! I am wondering how is dividend taxed in the US? What is the US tax free dividend allowance per year? In the UK the allowance is £2000 and dropping to £1000 next year, so a UK basic rate tax payer pays 8.75% (33.75% for higher tax rate payer) tax on dividends earned over £1,000 from 2024. Not sure if this strategy is tax efficient for working class investor in the UK.
Should I put AMZA in my Roth IRA? I usually keep MLPs in my personal account. You said there is no K-1 form, so are these dividends paid or shared profits? Love your channel. Keep up the good work my friend.
AMLP pays quarterly. Joseph is talking about monthly payers, hence AMZA. perhaps, the compounding effect of the monthly income, if reinvested, might reduce the spread between the two. Then again, you can get the monthly with a boost every quarter to go out for a nice steak dinner.
Cava is a business that is similar to Chipotles business model except that they sell mediterranean style food. They are a fairly new restaurant chain and are still rapidly expanding their business. Though they are not profitable now in their business, I see them being profitable and successful in the future and possibly the next Chipotle stock. I’ve had their food before but the only complaint is that their prices are high compared to competitors.
Cava is a business that is similar to Chipotles business model except that they sell mediterranean style food. They are a fairly new restaurant chain and are still rapidly expanding their business. Though they are not profitable now in their business, I see them being profitable and successful in the future and possibly the next Chipotle stock. I’ve had their food before but the only complaint is that their prices are high compared to competitors.
Hey Joe loved the video but I did have a question. Why not consider the 2 weekly ETFs from Sofi? [WKLY] and [TGIF] pay every single week and the same amount!
U remember me all in the comments a year ago, the first 6 months I'd sell at a loss now Joe, I'll stone face you, but I did get a book for C.F.P.'s u suggested it helped and became a bookpeer.( 2023 ) haven't sold anything expect Nivdia for the capital gain cause c'mon, I'm not smart as u but C'mon ( the devil biggest con is that he dosnet exist and Nvdia c'mon
Terrible strategy.. What if you invest in one of these etfs/stocks just to get dividend and then etf drops by let's say 10% or more now you have your 100K or 200K stuck there possibly for years. Not to mention that some of these names like AMZA are down 86% in 9 years which means you basically made 0 money in 9 years you gained around 80K in dividend but you lost 86K in capital loss.. You would have lost less if you just put your money under the mattress..
@@josephhogue There are no what ifs if you just invest in a S&P 500 etf like VOO and just hold for decades.. much safer way to invest rather than chasing weekly dividend strategy.. You are pretty much guaranteed about 10% return on your money/year on average..If the dividend is too low in VOO for dividend investors they can always choose an etf like SCHD where you get 3.4% dividend plus 7-10% yearly capital appreciation.
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Check out the video description for links to three FREE quick-win guides I made for you! From opening an investing account to creating a plan and analyzing stocks, I'll guide you step-by-step!
You are a natural teacher. Nice enthusiasm and visuals with clear explanations.
Great to hear Shar. Always glad to help
Would you ever consider putting together a diversified dividend portfolio video? It might be a long video but maybe like 5 stocks of each sector that you feel best about for the next 20-30 years.
He has a few videos like this I think it's called the perfect dividend portfolio, that might help you.
Will put something together. Best start would be just going by each sector
Been following the perfect dividend series and I'm up 6%. Plus I got sofi and I'm up 70%. I like this channel.
Just made my day! Great to hear!
Great!
Love all the great information in the video! Thanks for the link too! Great channel!
Always glad to help Roberta. Thank you for being a part of the community
This is pretty much my retirement strategy but a couple different ETFs. I have JEPI and SVOL but also APLY. Will be adding AMZY when it comes out.
Love JEPI and adding to SVOL
I rather structure my dividend portfolio with the actual pay date rather than ex-dividend date. It’s better to know when you’re getting the dividend. Pay date can vary greatly compared to the ex-dividend date so it’s not going be week on week payments.
Good point but no public resource for pay dates so had to use ex-div
@@josephhogueMorningstar (even the non premium version)has Ex, Declaration, Record, and Pay date for individual stocks (Dividend section), and a Distribution date for most ETFs (under Performance /Distributions section)
Btw, thanks for yet another great video
Well company's have 14 days after the ex dare to pay
Seeking alpha has the pay date under dividends section. I have the free version too..
@josephhogue what about a video on your take on suggested stocks/etf’s for an income generating portfolio (shooting for minimum 6% yield) but with lowest risk (of course)?
Great video Joseph!!! The one question I have is do you know if the dividends from these ETFs are considered to be qualified verse non-qualified? I really appreciate the time and quality that you put into your videos.
From my research, it can be difficult to determine because we do not always know what the ETF is doing within the fund. Example, the fund owns ABC, a stock that pays qualified dividends. But to actually be qualified, the stock must be owned for the applicable holding period. It also cannot be hedged (no puts, calls, etc., such as with QYLD). Therefore, if the fund tries to scrape dividends by dividend harvesting to boost returns and fails to hold the stock for the required period, the dividends, or a portion, becomes non-qualified.
9:18 - Exactly what I was thinking. Great minds think alike. 🙂
fantastic content here, really solid approach
Excellent strategy--I will be rebalancing my portfolio with these ideas. 😊 💴
So far I got 3 weeks covered for every month 😊
Not sure other people care 😉
Solid start!
@@OGJayMoneyI appreciate his path to prosperity. Not that I'm a big Charlie Munger fan, but he made a great point, basically, 'The biggest downfall of gaining more wealth is envy (comparison).' No shade, intended, but if you took the time to make a negative comment, there might be a perspective that is better for you for your own best interest.
That's great! You inspire others.
Thanks for these videos! Joined bow tie and Webull with your link.
Always glad to help. Thank you for being a part of the community
Hey Joseph, what do you think of TLTW? Waiting for Powell's announcement later this morning to buy more JEPI, SVOL and maybe buy some TLTW.
Interesting twist on TLT and decent expense ratio
@@josephhogue I got in TLTW yesterday and just went crazy buying into NVDL, SVIX, and FNGU just small positions rolling the dice for some "quick" returns
Huh SVOL trades on volatility and not direction. I am learning about these strategies and have heard there are ways to trade options that make money if stock stay in a range or moves out of a range. I would like to trade volatility unfortunately I am still learning how to do options trading.
Having a plan before committing to an action is so important. You do the research, you learn what to look for, over time you will see results!
I know what you are saying, but would like to clarify from a retired military person and MBA point of view. It's a goal first, then a plan and then execution. Remember Pres. Kennedy? He said, "achieving the goal ... of landing a man on the moon and returning him safely to the earth." Then comes the plan, and then the execution. Great job NASA.
AMZA's yield is great but but a negative 55% on the 5 year chart?
BTW Joe hope your enjoying Florida ( anyway ud discuss some of the legit ultra high yields like Zim or yieldmax ? O figured u wouldn't be a fan of the Ladder I just mentioned.
Love the content .. Question: Do you know if the dividend paid is qualified or nonqualified? If nonqualified is it better to hold in a ROTH? Thanks
The income ETFs (covered calls) are usually non-qualified. I hold any high yield div stock in retirement accounts. No sense paying those taxes every year
Thank you, Joseph, for sharing such great investing strategy!
I am wondering how is dividend taxed in the US? What is the US tax free dividend allowance per year? In the UK the allowance is £2000 and dropping to £1000 next year, so a UK basic rate tax payer pays 8.75% (33.75% for higher tax rate payer) tax on dividends earned over £1,000 from 2024. Not sure if this strategy is tax efficient for working class investor in the UK.
On your “simple four-stock weekly” 9:20 chart it shows PBA. They’ve gone quarterly dividend now… do you think they’ll ever go back to monthly?
Should I put AMZA in my Roth IRA? I usually keep MLPs in my personal account. You said there is no K-1 form, so are these dividends paid or shared profits? Love your channel. Keep up the good work my friend.
AMLP is better than AMZA do your research
@@TravelingNomad100 I’ll check it out, thx
Any higher yield goes into my retirement account except MLPs because much of return is Return of Capital and not taxed
@@josephhogue thx devil dog. 🍻
AMLP pays quarterly. Joseph is talking about monthly payers, hence AMZA. perhaps, the compounding effect of the monthly income, if reinvested, might reduce the spread between the two. Then again, you can get the monthly with a boost every quarter to go out for a nice steak dinner.
Why is BKLN in the ETF list twice for the fourth week? A duplicate error or a typo error?
Crap. How'd I miss that?! Good catch
Good video but I own AMLP over AMZA same class better mang. and lower expense ratio.
Both good and gotta love that lower expense ratio
hi @josephhogue would you review TLTW ETF in any of the coming videos please. Thanks!
What do you think about the ipo CAVA releasing tomorrow
Haven't looked into it. What do you like about it? I usually give IPOs about six months to cool off
Cava is a business that is similar to Chipotles business model except that they sell mediterranean style food. They are a fairly new restaurant chain and are still rapidly expanding their business. Though they are not profitable now in their business, I see them being profitable and successful in the future and possibly the next Chipotle stock. I’ve had their food before but the only complaint is that their prices are high compared to competitors.
Cava is a business that is similar to Chipotles business model except that they sell mediterranean style food. They are a fairly new restaurant chain and are still rapidly expanding their business. Though they are not profitable now in their business, I see them being profitable and successful in the future and possibly the next Chipotle stock. I’ve had their food before but the only complaint is that their prices are high compared to competitors.
do you take dividends, or do you reinvest dividends and sell shares as required?
It’s only worth it if you drip and wait too many years . This takes too long and cost so much money
I'm reinvesting everything right now. Great way to grow a portfolio
How do invest
Hey Joe loved the video but I did have a question. Why not consider the 2 weekly ETFs from Sofi? [WKLY] and [TGIF] pay every single week and the same amount!
Hadn't seen those. I'm on SOFI but do most of my investing on ETrade. Will have to do a vid on those
Found another ETF for week 3: RIET pays monthly and currently yields about 10%.
Cool. Is it REIT stocks? Have been looking at REITs lately
@@josephhogue yes, pure REITS.
SBR cut the recent monthly dividend down to .3259 from 4990 which is the largest cut in recent history so nothing is guaranteed
ERF used to be monthly but now pays 5 1/2 cents quarterly
Can't invest in american etfs in my country.
Which country? 3:26
Have you tried etoro? Might be an option
None of these ETFs like Trading 212 very much
Is anybody living off there investments ?
This guy reminds me of pee wee herman
See you in the movie theater
@@josephhogue Great come back! Pun intended🤣
You’re just jealous that you can’t even come close to his class
@@BK-dy8jk you’re what we call a dick rider in the states…no saddle
@@alforbes7234 stop being a kiss ass like he’s gonna share the secrets of trading with you 😂
Stop looking at the wrong camera.
Can I buy these via etrade ir Fidelity or TDameritrae accounts? I see these brokers always pop up a warning box when I submit the buy order.
Not sure why it would show a warning. Just regular ETFs.
U remember me all in the comments a year ago, the first 6 months I'd sell at a loss now Joe, I'll stone face you, but I did get a book for C.F.P.'s u suggested it helped and became a bookpeer.( 2023 ) haven't sold anything expect Nivdia for the capital gain cause c'mon, I'm not smart as u but C'mon ( the devil biggest con is that he dosnet exist and Nvdia c'mon
Terrible strategy.. What if you invest in one of these etfs/stocks just to get dividend and then etf drops by let's say 10% or more now you have your 100K or 200K stuck there possibly for years. Not to mention that some of these names like AMZA are down 86% in 9 years which means you basically made 0 money in 9 years you gained around 80K in dividend but you lost 86K in capital loss.. You would have lost less if you just put your money under the mattress..
You are right ✅️
Very true you are not including the expense ratio too.
That's a lot of what-ifs. Always risk in any investment
That’s why you always DCA…
@@josephhogue There are no what ifs if you just invest in a S&P 500 etf like VOO and just hold for decades.. much safer way to invest rather than chasing weekly dividend strategy.. You are pretty much guaranteed about 10% return on your money/year on average..If the dividend is too low in VOO for dividend investors they can always choose an etf like SCHD where you get 3.4% dividend plus 7-10% yearly capital appreciation.