Inside My $86,300 Dividend Stock Portfolio | JANUARY UPDATE 📊

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  • Опубликовано: 6 янв 2025

Комментарии • 108

  • @rynewilliams
    @rynewilliams  6 дней назад +2

    📊 Track Your Portfolio With Snowball Analytics and SAVE 30% On Your Subscription (Until January 5th) ► snowball-analytics.com/register/rynewilliams

  • @dangelusarussianchannel
    @dangelusarussianchannel 3 дня назад +7

    Happy new year my man! Wish you snowball your dividends to the highest possible

    • @rynewilliams
      @rynewilliams  3 дня назад +1

      Happy New Year my friend! Wishing the same to you

  • @sharesuccess7849
    @sharesuccess7849 2 дня назад +1

    Yield On Cost is the "Secret Sauce" that Creates the Snowball Affect!

  • @ghoulishpugold2348
    @ghoulishpugold2348 3 дня назад +2

    Im going full with JEQP. Im going to build wealth with the drip. current shared is 137

  • @DavidDietrich-d2b
    @DavidDietrich-d2b 3 дня назад +1

    Awesome year! loaded up bdc's been buying vici and O.... waiting for the rate cuts, sprinkling some $ on tech, love the vids!!!

  • @WealthyChronicle
    @WealthyChronicle День назад +1

    Wow, $86,300 in dividends is insane! 💸 I'm over here trying to make my first $100 in dividends. Any tips for a beginner?

    • @rynewilliams
      @rynewilliams  11 часов назад

      I wish I made that much in dividends! That’s my portfolio value. And my only advice would be to keep at it - you’re on the right path! That first $100, and then $100/month, will come in no time

  • @mikaelsmith3605
    @mikaelsmith3605 День назад +1

    Up 4,36% for December ☺️ mostly due Broadcom, MAIN and my EU stocks. My US stocks on the other hand (except Broadcom and MAIN) were behaving a bit like a rolercoaster. I used my chance to buy the dip on Constellation Energy, Cincinnati Financial, American Financial Group and AFLAC. I absolutely adore those companies, so this seemed like a good chance. Also finally bought into Ares Management.
    I missed out on Voya Financial though…they are on my list for the end of January now. ☺️
    I’ll spend the rest of the year with hedging against a potential drop in all those financial stocks 😂

    • @rynewilliams
      @rynewilliams  10 часов назад

      Sounds like you went on a nice little shopping spree

  • @delbomb3131
    @delbomb3131 3 дня назад +7

    100k is gonna come so fast for you. Keep it up

    • @rynewilliams
      @rynewilliams  3 дня назад +1

      Thank you my friend. Happy New Year to you!

  • @insaneminddesign
    @insaneminddesign 3 дня назад +1

    $87777! 🎉 barely but I did it. 🤣 took a lot but I did it. Thanks for the motivation man! Next goal is $100k let’s go!

  • @DividendDude
    @DividendDude 3 дня назад +2

    Great portfolio update Ryne!!!! Keep compounding friend.

    • @rynewilliams
      @rynewilliams  10 часов назад

      Thanks dude! Appreciate you tuning in 👏

  • @PIIforever
    @PIIforever 3 дня назад +1

    Great video! I finally started my position in Realty Income when the yield hit 6%, I’m up to 10 shares. I bought more SCHD, up to 85 now. I’m still chasing your total. 👍🏻

    • @rynewilliams
      @rynewilliams  10 часов назад

      Very nice! Almost 100 shares of SCHD 👏

    • @PIIforever
      @PIIforever 10 часов назад

      @ I bought 5 more today!

  • @willthekiller1
    @willthekiller1 3 дня назад +2

    Happy New years!! 100k will be this year!! Watched you when you had like 20k-30~

    • @rynewilliams
      @rynewilliams  10 часов назад +1

      Thank you for all the support my friend. We’ve come along way, and we’ve still got a long way to go 📈

  • @InvestingWithAdamK
    @InvestingWithAdamK 3 дня назад +1

    I hit a very big milestone so was super excited about that.
    Hope all is good Ryne.

  • @GoodEvening62
    @GoodEvening62 3 дня назад +1

    Happy new year Ryne. Maybe consider DGRW to compliment SCHD in the future.

    • @rynewilliams
      @rynewilliams  10 часов назад +1

      Happy new year my friend! Thank you for the idea

  • @defense-dad
    @defense-dad 3 дня назад +2

    Happy 2025 Ryne! 🎉 Heavy SCHD/SCHG and BRKB in my account, so it’s looking red right now. Buying though!!!

    • @rynewilliams
      @rynewilliams  3 дня назад +1

      Love it! Just remember the ABC's of investing - Always Be Collecting

  • @kylaxi
    @kylaxi 3 дня назад +1

    Last month was down. Just before january 1st that is not so bad. It means less tax. Now in january i just reached the 2% already. Its pretty insane start of the year

  • @svenruffer8202
    @svenruffer8202 2 дня назад +1

    Happy new year to everybody.
    What do you think about Zoetis ?

  • @filiper.8826
    @filiper.8826 3 дня назад +1

    My 55k portfolio has gone up 1600 dollars in the last two days my biggest position is Main Street Capital, invested 17k, 1 year ago, it's gone up 6k since. I knew I can tell my banker I'm getting $250 a month in dividends and I can borrow more, which would be great for my future investments😃greetings from europe

    • @rynewilliams
      @rynewilliams  10 часов назад

      Very nice! MAIN crushed it 👏

  • @jonton12swee
    @jonton12swee 12 часов назад +1

    Where should I hold my etfs? Software wise. I use RH. I notice not everone likes it

    • @rynewilliams
      @rynewilliams  11 часов назад +1

      RH is fine. Do you like the platform?

    • @jonton12swee
      @jonton12swee 6 часов назад

      @rynewilliams yea it's so easy, even a monkey can use it. Idk how much I trust customer support. It's in Philippines n don't get me wrong, I'm Filipino but I'd rather have customer support based in America, might be an after hours thing. Having the snowball analytics might be useful eventually.

    • @jonton12swee
      @jonton12swee 6 часов назад

      ​@rynewilliams yup. I just hope it's secure.

  • @hicklinc
    @hicklinc 2 дня назад +1

    still attempting to break 100k will happen this year technically im down but ive been adding alot so once it goes back up i will be over 100k im hovering around 95k with an all time high of 95.1k

    • @rynewilliams
      @rynewilliams  10 часов назад

      Oh you are so close! You’ll hit it this year

  • @strangergranger10
    @strangergranger10 3 дня назад +3

    Portfolio performance 2024
    Beginning value $65,070.36
    Ending value $96,464.16
    Investment gains/loss $24,003.04
    Dividend + interest Income $979.69
    Net contribution -$1,000
    YTD return $24,982.73
    ROR 31.32%
    S&P500 25.55% (Beat)
    NASDAQ 29.81% (Beat)
    This year, I bought a new laptop and an electric car + a lot of Christmas presents 🎁 🎄🚀. I’m grateful this year despite of the ups and downs on investments and life. More profit and blessings to celebrate next year! Let’s keep making money💰🤑

  • @shaneomac6902
    @shaneomac6902 2 дня назад

    What are your thoughts on the yieldmax etfs? Should i buy or stay away?

    • @rynewilliams
      @rynewilliams  2 дня назад

      Personally speaking, I will be avoiding those at all costs

    • @shaneomac6902
      @shaneomac6902 2 дня назад +1

      @rynewilliams thanks I had heard someone else saying the same. But I found your videos a couple days ago and have learned alot already. I'm just starting and only have a 5k portfolio so far. Thanks again

    • @rynewilliams
      @rynewilliams  2 дня назад +1

      @ thank you my friend. I’m really glad to hear that you’re getting something out of these videos. Also, great job getting started with investing - keep it up! 👏

  • @Repvez1
    @Repvez1 3 дня назад +1

    hi, can you tell me that the SCHW is equivalent to the SCHD? or follow that index in connection for the same company? beacause I use different broker app and I don't have this stock in it.

    • @rynewilliams
      @rynewilliams  10 часов назад

      SCHW is the Charles Schwab corporation - which is the company that makes SCHD

  • @georgedayoub2893
    @georgedayoub2893 3 дня назад +1

    My portfolio was up 22.22% Have to look at that angel number lol
    Was down 0.60% only last month thanks to my big pile of cash allocation.

  • @JeffTeeples
    @JeffTeeples 3 дня назад +1

    Love the update and the goals. Also, you totally stole that hoodie from your brother! I’m telling.

    • @rynewilliams
      @rynewilliams  3 дня назад +1

      Thank you my friend! And he's going to have to fight me for it now 😂

  • @doddergo
    @doddergo 2 дня назад +1

    Youll see rolllins in your price

  • @siakelley2345
    @siakelley2345 3 дня назад +2

    Added microsoft visa and abbvie to schg scgd schb

  • @Terrainahead1
    @Terrainahead1 3 дня назад +2

    Hi Ryne, would you say you are a DCA, lump sum, or buy the dip investor?

    • @codingwithkenny6492
      @codingwithkenny6492 3 дня назад +1

      I would say Ryne is a mix of DCA and buy the dip investor. He emphasizes his excitement to see stock prices drop because that means he can buy more shares at a lower price and he also DCA into his ROTH IRA into VOO SCHD and other investment accounts.

    • @Terrainahead1
      @Terrainahead1 3 дня назад +1

      @ Thank you! That makes sense. I would probably DCA with ETFS/funds and buy the dip with individual stocks.

    • @codingwithkenny6492
      @codingwithkenny6492 3 дня назад +1

      @@Terrainahead1 You're welcome! That's a smart strategy!

    • @rynewilliams
      @rynewilliams  10 часов назад +1

      Kenny hit the nail right on the head!

    • @codingwithkenny6492
      @codingwithkenny6492 9 часов назад

      @@rynewilliams Thank you Ryne! I'm 18 now so I'm prioritizing growth stocks (like Nvidia, Google, Tesla, etc) over dividend stocks, but your videos will definitely serve me well in the long term when I finally decide to transition to dividend investing because cash flow is king! Wishing you a speedy $100k milestone in 2025! I'm calling it in April by the latest haha assuming no major market downturns occur.

  • @xaldath4265
    @xaldath4265 3 дня назад +1

    Portfolio is down, for sure. Bought ~138 shares of O in Dec. Portfolio grew by $100k this year for the first time, ever. Collected about $5150 in dividends in 2024. Have a goal of $7k for 2025! It's been good. Time to keep going!

    • @rynewilliams
      @rynewilliams  10 часов назад

      Man you kicked butt in 2024! I think you could easily hit 7K in dividends this year 👏

  • @PIIforever
    @PIIforever 3 дня назад +1

    How much is Snowball?

    • @rynewilliams
      @rynewilliams  10 часов назад +1

      After the free tier, it starts as low as like $6.70/month

  • @eliyeck3494
    @eliyeck3494 2 дня назад +1

    Hey Ryne new to your channel just opened up a brokerage account currently i m investing daily into SCHD what would be your reccomeded safe dividend ETFS other then SCHD to grow my porfolio with ? Dont really have a ton of free time between work and family so just looking for good safe ETFS to hit that daily investing button and leave it alone appreceiate the channel glad to find a channel completely dedicated to dividends

    • @rynewilliams
      @rynewilliams  10 часов назад +1

      Thanks for checking out the channel! Maybe something like VIG would be a good addition. But I also think something like VOO, or some other S&P 500 ETF would be a great addition as well.

  • @RRedmondiy43
    @RRedmondiy43 3 дня назад

    If there was no tax implications, or a tax free limit of $20,000 a year, what would you change if anything?

    • @rynewilliams
      @rynewilliams  3 дня назад

      @@RRedmondiy43 I don’t think I’d change anything

  • @sharesuccess7849
    @sharesuccess7849 2 дня назад +1

    Happy New Year To all Fellow Stock Market Enthusiasts & may 2025 Increase Your Wealth Beyond all your hopes & dreams!!

  • @K-G121-m7s
    @K-G121-m7s 3 дня назад

    I’m confused , do you just buy index fund or dividend stock for your Roth IRA instead of brokerage 🧐

    • @rynewilliams
      @rynewilliams  3 дня назад

      My Roth IRA is just VOO + SCHD

    • @K-G121-m7s
      @K-G121-m7s 3 дня назад

      Such as SCHD for roth and VICI for brokeage

    • @ryanperkins5666
      @ryanperkins5666 3 дня назад

      Have you thought about putting REITs into Roth IRA to take advantage of the tax break? 0 taxes vs ordinary income tax for each dividend payment

  • @suzukiman8964
    @suzukiman8964 3 дня назад +1

    I see 👀 you still got wso and pkg on your watch list

  • @mikerisk446
    @mikerisk446 3 дня назад

    Are you doing the live stream tonight. At regular time?

    • @rynewilliams
      @rynewilliams  3 дня назад +1

      I am! It'll be starting at 4:00 PM PST tonight

  • @siakelley2345
    @siakelley2345 3 дня назад +1

    I'm down 1700

  • @jamesrichard7251
    @jamesrichard7251 3 дня назад +1

    I got about 75k in stocks, I’m 27, and I feel so far behind. I got 48k in savings but I don’t wanna invest more until the stock market pulls back more

    • @hicklinc
      @hicklinc 2 дня назад

      I'm 39 with 95k you'll be fine I was at 27k at the beginning of the year

    • @jamesrichard7251
      @jamesrichard7251 2 дня назад

      @ thank you , it’s just scary because how expensive houses are

    • @rynewilliams
      @rynewilliams  10 часов назад

      You are crushing it, my friend!

    • @hicklinc
      @hicklinc 8 часов назад

      @rynewilliams Hit 97k today and it pulledback to high 96k hoping amd goes up during CES to push me above 100k​@rynewilliams

  • @dareeltoro6681
    @dareeltoro6681 3 дня назад +9

    You keep comparing your portfolio to SPY, unless that’s your goal which I will assume is not, don’t compare. Hard to beat with non growth dividend based stocks, REITS and a dividend ETF.

    • @rynewilliams
      @rynewilliams  3 дня назад +22

      No matter my goals, it's still interesting to compare my portfolio's performance to what is widely accepted as the gold standard benchmark. It's interesting information, and it doesn't hurt to show it.

    • @MassManicMedia
      @MassManicMedia 3 дня назад +2

      Comparing to SPY is the standard to see how your portfolio is doing

    • @dareeltoro6681
      @dareeltoro6681 3 дня назад +2

      @ No in a dividend long term portfolio is not. Non growth stocks, dividend ETFs and REITS are not to beat the market, are for dividend income, long term.
      To beat the market you use growth over yield. These companies focus on shares buy backs and investments instead of paying out dividends.
      Yes of course you are welcome to compare, it’s just not the intended purpose of such portfolio

    • @Baby_gap
      @Baby_gap 3 дня назад +1

      @@dareeltoro6681 that's a bit silly. if you have no metric to compare to you have no way to measure your success.

    • @carlosdiluca1938
      @carlosdiluca1938 2 дня назад +1

      I think we are more an income investor more than a growth investor, I think if we are a value investor or growth investor we should compare with SP500 but not for a income investor

  • @missingnoglitch520
    @missingnoglitch520 3 дня назад +2

    1st