What dividend aristocrats do you invest in? Try M1 Finance: bit.ly/TryM1Finance How to transfer to M1: bit.ly/TransfertoM1 Seeking Alpha Premium (get 58% off): bit.ly/SeekingAlpha-DGI Instagram: instagram.com/dgi_jake/ Dividend Reinvestment Calculator: docs.google.com/spreadsheets/d/1W8UvXLZdEpVX-UPTKiHIT1oYIkj7Omvf30FgB3FTKWY/edit?usp=sharing
Jake, just wanted to say that you are a genuinely good and kind man - the goodness comes through in your voice, presentation, the content and diligence, your humor and laughs. Blessed to have discovered your content here and thanks for sharing all your learnings and your genuine self with us all! Merry X-Mas and may 2023 be better than 2022....phew!
Found your chanel last week, great content ! Sadly, NOBL/SCHD and DGRO are not available in France But we can invest in SPDR S&P US dividend aristocrats ETF
Appreciate this a ton. I have an 18 month investment schedule and your channel helped me formulate a sort of discipline to investing. Thanks so much for sharing
Great video, dividend kings and aristocrats are always among the first stocks I sift through when looking to invest more money in the market... with solid track records of growth and value, it is a no brainer... If you had to recommend just 5 Aristocrats, what would they be?
1:25 Where did you get this chart of which tickers were growing, shrinking, etc.? Is it interactive? I'd be interested to see similar such charts, especially those that show growth percentages, like BMY, CVX, XOM, MRK, etc. Interesting chart.
im still confused on how to research if a foreign stock is qualified divs. Or if an ETF is qualified when its mixed with foreign stocks. Some prospectus has tax info, but im lost on how to findout for myself if BTI is qualified so i can place into non sheltered account.
Jake, thoughts on investing in strictly 3 ETFs only? (VOO, VTI & VUG?) I had a dividend portfolio and was doing ok but when the market crashed I had more losers than winners and was ultimately down more than VOO was. If these market “experts” can’t beat the S&P then how can I? I love tech stocks but they already mKe up ~25% of VOO anyways.
I can completely understand that. Well it depends on your goals - but generally I like investing into ETFs more than individual stocks. Check out www.etfrc.com/funds/overlap.php to compare the overlap of VOO and VTI. It might even be easier to just go with VTI and VUG for example if you plan on getting VTI anyway.
Look into the SCHD if you want to invest in dividends, and consider adding it to your ETF lineup. Down far less than the overall market YTD and in previous downturns, and pays a higher yield than VOO. Performs nearly as well in bull markets as VOO, its decade track record proves that.
The oracle, Warren Buffet himself owns VOO, check out BRK B holdings. He plans on converting most of his wealth into that for his heirs. He made a bet with some of the top fund managers they couldn’t beat it over a long time, he won that bet. So with that said, I’d say nothing wrong with going straight up 100% VOO.
Hey Jake. Great channel, really like the content you put out. Question: Can you help me understand your comments about investing in Lowe’s with a 20 year time horizon. Yield on Lowe’s is roughly 2% vs Legget & Platt at roughly 4%. I get that Lowe’s dividend growth is really high relative to Legget & Platt but wouldn’t the Lowe’s dividend yield have to exceed LEG’s yield of 4% for a few years before Lowe’s would return you more money? If Lowe’s yield never reaches LEG’s yield wouldn’t you be better off investing in LEG, even with a 50 year time horizon? Would really appreciate clarification on this as I’m currently building out my portfolio with a 25 year time horizon. Cheers. Matt
Hey Matt! Great question. The key thing to understand here is Yield on Cost YOC. Your yield on cost will grow much faster with LOW if you have a long-term time horizon, e.g. 20+ years. The starting dividend on LOW will likely never be as high as LEG - that is why the YOC and growth rate is so important. You can compare LOW and LEG with the dividend calulator: docs.google.com/spreadsheets/d/1W8UvXLZdEpVX-UPTKiHIT1oYIkj7Omvf30FgB3FTKWY/edit?usp=sharing
@@DividendGrowthInvesting Hey Jake, thanks very much for the spreadsheet. I tinkered with it for an hour or so. I used a 20 year time horizon for both LOW and LEG. Of course LOW comes out on top if you assume the 2% dividend grows at 15% for 20 years, vs LEG 4% dividend growing at 3% for 20 years. But I must be missing something here as 2% growing at 15% for 20 years would result in a dividend yield of 28% in year 21 which is clearly unrealistic. If you can point me in the right direction it would be greatly appreciated. Matt
@@Matt-pd2sb Your yield on cost would be 28%. Thats correct. This is why it makes sense to infest in companies with high dividend growth instead of high dividend yield with low growth
@@Matt-pd2sb Also, Lowe's doesnt always grow its dividend by 31% like it did this year. Thats why you could look at the 5 year compound annual growth rate which was 18.02% until this last increase. That doesnt mean the dividend will always grow at this rate.
Just take your calculator and do 2 (the yield) x 1.19 (1 + the div growth rate) 20 times, it starts slow.. but once u reach a good yield, the 19% increase feels seek. That's why we talk about long-time (20y) cuz for 10 15y u feel slower than a 4% yield, but the last 5y it will spike up the dividend
@@DividendGrowthInvesting A financial wizard is never early or late, he arrives PRECISELY when he means to... **Everybody bursts out into awkward forced laughter...** 😅😂🤣😭☠👻😹
What dividend aristocrats do you invest in?
Try M1 Finance: bit.ly/TryM1Finance
How to transfer to M1: bit.ly/TransfertoM1
Seeking Alpha Premium (get 58% off): bit.ly/SeekingAlpha-DGI
Instagram: instagram.com/dgi_jake/
Dividend Reinvestment Calculator:
docs.google.com/spreadsheets/d/1W8UvXLZdEpVX-UPTKiHIT1oYIkj7Omvf30FgB3FTKWY/edit?usp=sharing
I am long Low and AOS as well as TROW among others. Great companies.
Jake, just wanted to say that you are a genuinely good and kind man - the goodness comes through in your voice, presentation, the content and diligence, your humor and laughs. Blessed to have discovered your content here and thanks for sharing all your learnings and your genuine self with us all! Merry X-Mas and may 2023 be better than 2022....phew!
There he is!!!!😁 Happy Sunday! I hope you feel better and enjoy the weekend!!
Hey there!! Happy Sunday! Yeah feeling much better... Having a headache for a week was no fun..
@@DividendGrowthInvesting Awesome video like always!!!
excelent vídeo. such knowledge. thanks.
Thanks for watching!!
Eye opening yet again! 💪🏾
Thanks Darnell!!
That's a huge spreadsheet!
I know right!!!
Great content man really appreciate the information!!!
Thanks Leo!
Found your chanel last week, great content ! Sadly, NOBL/SCHD and DGRO are not available in France
But we can invest in SPDR S&P US dividend aristocrats ETF
I will have to check out that ETF! So glad you found the channel!
Thanks for the detailed explanation. Very good content
Appreciate this a ton. I have an 18 month investment schedule and your channel helped me formulate a sort of discipline to investing. Thanks so much for sharing
Thanks so much for watching Lucas!
Great video Jake! Hope your doing good
Hey Ryan!!! Thanks man I’m doing good. Hope all is well on your end!
Jay question, how much did you portafolio is making montly now. ? and thanks for the videos keep going!!
Great content. Very informative 👍
Thank you!!
Where can I get the D.A. excel file you just showed ?
In the pinned comment
Gold as always. Thanks Jake
Thanks James :)
Great video, dividend kings and aristocrats are always among the first stocks I sift through when looking to invest more money in the market... with solid track records of growth and value, it is a no brainer... If you had to recommend just 5 Aristocrats, what would they be?
O abbvie jnj low hd , just fast 5 that cross my mind, I dca in 20 stocks, those 5 are in
Well depends on your time horizon, but I personally like LOW, TGT, MMM, PG, KO, PEP and many more :)
Best regards man, golden mine your chanel,on Romania dgi investor.
Thanks!! Cheers from Texas!
How do I get the spreadsheet you displayed? I can’t find it.😬
here is the link: www.suredividend.com/dividend-aristocrats-list/
1:25 Where did you get this chart of which tickers were growing, shrinking, etc.? Is it interactive?
I'd be interested to see similar such charts, especially those that show growth percentages, like BMY, CVX, XOM, MRK, etc.
Interesting chart.
im still confused on how to research if a foreign stock is qualified divs. Or if an ETF is qualified when its mixed with foreign stocks. Some prospectus has tax info, but im lost on how to findout for myself if BTI is qualified so i can place into non sheltered account.
Check out this video: This is an older video, but it covers exactly what you're looking for: ruclips.net/video/ivVNMKEA90s/видео.html
@@DividendGrowthInvesting ty - that did it. it answered like 99% of my questions.
Jake, thoughts on investing in strictly 3 ETFs only? (VOO, VTI & VUG?) I had a dividend portfolio and was doing ok but when the market crashed I had more losers than winners and was ultimately down more than VOO was. If these market “experts” can’t beat the S&P then how can I? I love tech stocks but they already mKe up ~25% of VOO anyways.
I can completely understand that. Well it depends on your goals - but generally I like investing into ETFs more than individual stocks. Check out www.etfrc.com/funds/overlap.php to compare the overlap of VOO and VTI. It might even be easier to just go with VTI and VUG for example if you plan on getting VTI anyway.
Look into the SCHD if you want to invest in dividends, and consider adding it to your ETF lineup. Down far less than the overall market YTD and in previous downturns, and pays a higher yield than VOO. Performs nearly as well in bull markets as VOO, its decade track record proves that.
Volatility is just part of any portfolio. Etfs provide serious diversification especially if your etfs are supporting different approaches
The oracle, Warren Buffet himself owns VOO, check out BRK B holdings. He plans on converting most of his wealth into that for his heirs. He made a bet with some of the top fund managers they couldn’t beat it over a long time, he won that bet. So with that said, I’d say nothing wrong with going straight up 100% VOO.
Dividend aristocrats are great candidates for trading the wheel
:) Well said
Hey Jake. Great channel, really like the content you put out. Question: Can you help me understand your comments about investing in Lowe’s with a 20 year time horizon. Yield on Lowe’s is roughly 2% vs Legget & Platt at roughly 4%. I get that Lowe’s dividend growth is really high relative to Legget & Platt but wouldn’t the Lowe’s dividend yield have to exceed LEG’s yield of 4% for a few years before Lowe’s would return you more money? If Lowe’s yield never reaches LEG’s yield wouldn’t you be better off investing in LEG, even with a 50 year time horizon? Would really appreciate clarification on this as I’m currently building out my portfolio with a 25 year time horizon. Cheers. Matt
Hey Matt! Great question. The key thing to understand here is Yield on Cost YOC. Your yield on cost will grow much faster with LOW if you have a long-term time horizon, e.g. 20+ years. The starting dividend on LOW will likely never be as high as LEG - that is why the YOC and growth rate is so important. You can compare LOW and LEG with the dividend calulator:
docs.google.com/spreadsheets/d/1W8UvXLZdEpVX-UPTKiHIT1oYIkj7Omvf30FgB3FTKWY/edit?usp=sharing
@@DividendGrowthInvesting Hey Jake, thanks very much for the spreadsheet. I tinkered with it for an hour or so. I used a 20 year time horizon for both LOW and LEG. Of course LOW comes out on top if you assume the 2% dividend grows at 15% for 20 years, vs LEG 4% dividend growing at 3% for 20 years. But I must be missing something here as 2% growing at 15% for 20 years would result in a dividend yield of 28% in year 21 which is clearly unrealistic. If you can point me in the right direction it would be greatly appreciated. Matt
@@Matt-pd2sb Your yield on cost would be 28%. Thats correct. This is why it makes sense to infest in companies with high dividend growth instead of high dividend yield with low growth
@@Matt-pd2sb Also, Lowe's doesnt always grow its dividend by 31% like it did this year. Thats why you could look at the 5 year compound annual growth rate which was 18.02% until this last increase. That doesnt mean the dividend will always grow at this rate.
Just take your calculator and do 2 (the yield) x 1.19 (1 + the div growth rate) 20 times, it starts slow.. but once u reach a good yield, the 19% increase feels seek. That's why we talk about long-time (20y) cuz for 10 15y u feel slower than a 4% yield, but the last 5y it will spike up the dividend
Is the a $250k insured per account
Your cash is covered up to 250K by SIPC.
@@DividendGrowthInvesting also, it's been a while since i went to the m1 website, but they have additional policies to over-insure.
When will we get a video of the best dividend etf's available in Europe for your european followers :)
I have it on the list. I will talk more about them in the future :)
can you share the excel file?
Probably easier for you to just download it from the site on suredividend
I had individual accounts (small amount) then I switched to ETFs because of 3-5 year behavior and yield and also backtrack
It is hard to beat ETFs in the long run.
Nice content.. please share the excel
SPYD
why aristocrats why not kings ?
or both..
King's have slower rate , doesn't mean u can't take them or both, he just gave aristocrats as exemple
@@josefomarques7212 i see thank you !
You’re late, Gandalf
False... I arrive precisely when I mean to
@@DividendGrowthInvesting A financial wizard is never early or late, he arrives PRECISELY when he means to...
**Everybody bursts out into awkward forced laughter...**
😅😂🤣😭☠👻😹
@@MGmirkin lol