What is your favorite dividend growth ETF? 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 this is the 2nd or 3rd time we have made a review on the same stock/etf on the same weekend. I think we may be the same person. Excellent review, I like DGRO 5 year dividend growth rate.
Yeah I try to keep them not too long. Some people like them shorter and some like them longer. I try and make sure the content is useful regardless of length.
Definitely a solid ETF with a multitude of safe plays, I personally like to take advantage of the broad market when investing in ETFs and Indexes so therefore, I invest in VTI and VTSAX all within my retirement accounts and individual plays outside of them with just about all of which are dividend investments!
DGRO is highly underrated. Thanks for putting it on the radar. I began investing in it earlier this year. Looking forward to holding it for the next 10-15 years until I hit my retirement age and reassess then. Thanks again Jake!
Nice video, there was a previous video where you said you really liked SCHD and that it outperformed a lot of ETFs. Why does your Roth portfolio only have Vanguard ETFs and not SCHD?
SCHD and DGRO are some of my favorite dividend focused ETFs. When it comes to my Roth IRA, I focus mostly on growth and the total stock market, not focused on just the dividend.
If I wasn't such a dividend nerd and only wanted to invest into a small handful of ETFs, SCHD and DGRO would make up a very very large percentage of my total portfolio :)
hey! nice video! like 2 months ago i invested in your “cash flow” pie chart but you mentioned how that chart is good for your time period. do you know a 40+ year pie chart that will bring me dividends and i can keep investing into
What was the tool that you used to see the cross over between the two ETFs? I think I need to look at that and compare some of what I already have. Thanks
I would like to see a video on VDIGX. I think an analysis of this dividend growth fund that holds 40 stocks would be interesting because it mirrors what a lot of individual accounts look like (30-40 stocks). Looking back on its distributions, it looks like it generally ranges between 3-5% per year, however there are some capital gains to deal with. I know we're all are supposed to hate capital gains, but we're also looking for a higher yielding fund/ETF. If you get a 3% dividend + a 2% capital gain (5%), I'm not sure that's all that different than a 5% dividend - for most taxpayers. Anyway, I think a lot of dividend investors let the tax tail wag the dividend dog and it might be the case by not choosing a fund like VDIGX.
This is a really great topic for a future video! I generally am not a big fan of mutual funds, but this one from Vanguard has a very low expense ratio. Wellington has a really great track record.
@@DividendGrowthInvesting There is VIG, which has 250 stocks and somewhat similar holdings, but it's stated yield is ~1.6%. We all agree this yield is low, so the question is how to get a higher yield from the same type of stocks (quality). There doesn't seem to be an option in the ETF space. yes, you can get to 3% by moving to SCHD, but nothing close to 5% (unless you use JEPI, etc). So then, does holding a fund like VDIGX solve this problem? Or does the distribution of capital gains and a somewhat lumpy income stream keep this from being an option? Anyway, it's an interesting discussion.
@@DividendGrowthInvesting You might also look at a 50/50 holding of VIG/VDIGX. this should dampen the amount of capital gain per year, but maybe increase the income?
in your next dividend portfolio review may you make a portfolio on m1 finance for 40+ years investing im 18 very interested into long term dividend. i was invested in your cash flow portfolio but didn’t know if that would fit me in 40 years when i retire
Thank you Jake. As an elder beginner, much to learn. So if possible, a quick question ... if I am mainly interested in (1) dividend income (dividend growth and payout ratio less important); (2) have no tax issues as living overseas and have to pay 25% on investment income in US; (3) keeping initial investment relatively safe for children; would you suggest REITS and if so, an ETF REIT ... suggestions? Thank you!
Thanks for the informative video! Do you recommend having these kinds of dividend etfs in a tax advantaged account (i.e. Roth IRA) over other forms of dividends like REITs?
I'm glad DGRO doesn't incorporate ESG into investments. As we're starting to see those who dictate ESG scores can change their mind on what the score is made of at the drop of a hat.
What is your favorite dividend growth ETF?
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 this is the 2nd or 3rd time we have made a review on the same stock/etf on the same weekend. I think we may be the same person. Excellent review, I like DGRO 5 year dividend growth rate.
lol omg even similar titles... haha what a small world. Well we must be onto something then if we are thinking in the same direction!
Am I the only one that thinks the videos are too short? Love the amount of detail and the way you break it down, learning a ton, thanks Jake!
Yeah I try to keep them not too long. Some people like them shorter and some like them longer. I try and make sure the content is useful regardless of length.
Definitely a solid ETF with a multitude of safe plays, I personally like to take advantage of the broad market when investing in ETFs and Indexes so therefore, I invest in VTI and VTSAX all within my retirement accounts and individual plays outside of them with just about all of which are dividend investments!
VTI is so great! Best all round ETF out there especially when pursuing FIRE!
Just hit 20 years with my full time job! Been thinking a lot about my time horizon.
20 years is a long time... I don't think many people in the future will be able to say they have done the same job for 20 years.
DGRO is highly underrated. Thanks for putting it on the radar. I began investing in it earlier this year. Looking forward to holding it for the next 10-15 years until I hit my retirement age and reassess then. Thanks again Jake!
I completely agree!! Thanks for watching Eric!!
Great video Jake! Enjoyed watching 👍
Thank you so much!!
My core positions are Voo and Vug but I think dgro would fit nicely in to my portfolio maybe 15%
VOO/VUG are great! With DGRO you get a bit more weighting on dividend stocks.
Nice video, there was a previous video where you said you really liked SCHD and that it outperformed a lot of ETFs. Why does your Roth portfolio only have Vanguard ETFs and not SCHD?
SCHD and DGRO are some of my favorite dividend focused ETFs. When it comes to my Roth IRA, I focus mostly on growth and the total stock market, not focused on just the dividend.
Thanks so much !
This is exactly what I'm searching for my RRSP.
Great information in this video Jake! I learn so much everytime I watch your video. Keep up the good work 👏
THank you so much! So glad you are enjoying the channel!
Thank you for delivering on your promise for this video. You are the best!
Thanks for watching Luke!
Dgro and schd are the 2 best dividend etfs hands down
If I wasn't such a dividend nerd and only wanted to invest into a small handful of ETFs, SCHD and DGRO would make up a very very large percentage of my total portfolio :)
hey! nice video! like 2 months ago i invested in your “cash flow” pie chart but you mentioned how that chart is good for your time period. do you know a 40+ year pie chart that will bring me dividends and i can keep investing into
I just answered your question in my video today :)
What was the tool that you used to see the cross over between the two ETFs? I think I need to look at that and compare some of what I already have. Thanks
www.etfrc.com/funds/overlap.php
Enjoying my $37 cost basis in my Roth
wow! nice!!
When I saw the title of this video, I got excited because I thought it was going to be on BST
I've been hearing a lot about BST this year. I'm not currently invest into BST, but I plan to research it in detail when I get some more time.
@@DividendGrowthInvesting i thought it was BST as well
Thank you Sir. Hope you’re doing well. Keep up the great work. Look forward to your stuff every week.
I would like to see a video on VDIGX. I think an analysis of this dividend growth fund that holds 40 stocks would be interesting because it mirrors what a lot of individual accounts look like (30-40 stocks). Looking back on its distributions, it looks like it generally ranges between 3-5% per year, however there are some capital gains to deal with. I know we're all are supposed to hate capital gains, but we're also looking for a higher yielding fund/ETF. If you get a 3% dividend + a 2% capital gain (5%), I'm not sure that's all that different than a 5% dividend - for most taxpayers. Anyway, I think a lot of dividend investors let the tax tail wag the dividend dog and it might be the case by not choosing a fund like VDIGX.
This is a really great topic for a future video! I generally am not a big fan of mutual funds, but this one from Vanguard has a very low expense ratio. Wellington has a really great track record.
I actual hold this in my 401k. I’d like a video about this
@@DividendGrowthInvesting There is VIG, which has 250 stocks and somewhat similar holdings, but it's stated yield is ~1.6%. We all agree this yield is low, so the question is how to get a higher yield from the same type of stocks (quality). There doesn't seem to be an option in the ETF space. yes, you can get to 3% by moving to SCHD, but nothing close to 5% (unless you use JEPI, etc). So then, does holding a fund like VDIGX solve this problem? Or does the distribution of capital gains and a somewhat lumpy income stream keep this from being an option? Anyway, it's an interesting discussion.
@@DividendGrowthInvesting You might also look at a 50/50 holding of VIG/VDIGX. this should dampen the amount of capital gain per year, but maybe increase the income?
@@Particle_Ghost wowww those are great splits thank I didn’t know that
Hi Jake, thanks for the video,. I'm a bit late to it. How do you feel DGRO compares to an ETF that tracks the dividend aristocrat index like USDV?
I personally like DGRO :)
in your next dividend portfolio review may you make a portfolio on m1 finance for 40+ years investing im 18 very interested into long term dividend. i was invested in your cash flow portfolio but didn’t know if that would fit me in 40 years when i retire
I just answered your question in my video today :)
Hey Jake love your content, quick question. Do you invest into VOO or VTI ? Or any other index fund that tracks those indexes ?
I invest into VTI in my Roth IRA/HSA and VOO in my 401k because I have no other good options in my 401k
@@DividendGrowthInvesting perfect thank you so much for responding Jake, keep it up with your lovely content :)
Thank you Jake. As an elder beginner, much to learn. So if possible, a quick question ... if I am mainly interested in (1) dividend income (dividend growth and payout ratio less important); (2) have no tax issues as living overseas and have to pay 25% on investment income in US; (3) keeping initial investment relatively safe for children; would you suggest REITS and if so, an ETF REIT ... suggestions? Thank you!
Thanks for the informative video!
Do you recommend having these kinds of dividend etfs in a tax advantaged account (i.e. Roth IRA) over other forms of dividends like REITs?
Well it could make sense to have them in either. DGRO is qualified dividend because there are no REITs so it is tax efficient for a taxable account.
@@DividendGrowthInvesting makes sense, thanks for the response!
Great video. I do like dgro
Thanks James! Same here!
I own most of those holding already, why pay Blackrock a check?
Well not everyone wants to manage so many companies in their portfolio. The expense ratio is very low for this ETF.
Is dgro still good?
Everyday all day :)
I’ve been considering this etf for a while now and the expense ratio is so low!!!!
It’s a great one!! :)
Doesn't pay monthly. :-(
yeah its more of a traditional ETF.
Thank you
Thanks for watching David!
No consideration for ESG? GOOD!!!
I just unlocked my phone too
lol that timing tho
I know it's Not a dividend focused etf but I love MTUM
I'm not currently invested into MTUM, but I really like it!
@@DividendGrowthInvesting it's great it's like 55% of my port
can't you just buy blk?
Yeah but BLK is not a dividend growth ETF.
Medtronic is a foreign company!
I would have to double check, but I am pretty sure there is no international tax between the US/Ireland on non REIT companies.
I'm glad DGRO doesn't incorporate ESG into investments. As we're starting to see those who dictate ESG scores can change their mind on what the score is made of at the drop of a hat.