I enjoy investing in closed-end funds that offer monthly dividends. The key strategy is to hold these investments long-term while reinvesting the monthly dividends and purchasing additional shares whenever possible. This approach is convenient because closed-end funds are traded on the stock market like regular stocks. Following this strategy could build a portfolio that generates between $50,000 to $70,000 in dividend income.
I agree because there are opportunities in the market doesn’t mean you should go in blindly. To understand the potential factors that contribute to your financial growth, I'll advise you to seek the help of a professional.
You're right! I diversified my $400K portfolio across various markets with the help of my financial advisor, and I've been able to generate over $1.2 million in net profit from high dividend yield stocks, ETFs, and bonds during this downturn.
My CFA ‘Grace Adams Cook’ , a renowned figure in her line of work. I recommend researching her credentials further. She has many years of experience and is a valuable resource for anyone looking to navigate the financial market.
I’m 60 and want to retire in 6 months. I have a $170K annuity, plus a 401k depleted to $200K of money that I’m not sure what I can do with at this point. My retirement plans seem to be out the window. Is it a good idea to get professional help?
With everything going on, consider financial planning, … that is okay. You can get your money to work for you. but I would say delay retirement a little
And what if that is all you have, even with SS you may not have enough to retire with. If you opt to work with a financial adviser, Dyor, make sure they are certified from AARP or FINRA.
It’s a good idea to look for a fiduciary who has a legal obligation to work in your best interest and can’t recommend products or services just because they’ll receive a financial kickback for doing so. I and my spouse work with a retirement planner, Monica Mary Strigle an advisor we met in NY, referred by Danielle Dimartino Booth in an interview. Under her guidance, we split our investments, traditional IRA and the individual brokerage account where she copies her moves on our account from her master. We have been up by 74% precisely in the past year She rebalanced again when the year began, we still hold cash and are cautious with how much we let into the market at this point.
The decision on when to pick an advisor is a very personal one. I take guidance from ‘ Monica Mary Strigle ‘ to meet my growth goals and avoid mistakes, she's well-qualified and her page can be easily found on the net. I am close to retirement with 1.4 M to my name outside of retirement accounts.
I don't even know where the stock market is headed to right now. my portfolio of around 200k is not increasing more than 5% and people are predicting a crash.
The market is not necessarily a rollercoaster if you know your way around the market, there are various opportunities in the present market to accrue good profit, If you are not too savvy with the market, just buy and hold on strong companies with good earnings, or consult with advisors on ETFs and actively managed funds.
@@Markjohnson09 I've been looking to get one, but have been kind of relaxed about it. Could you recommend your advisor? I'll be happy to use some help.
My CFA ’Marisa Michelle Litwinsky’ , a renowned figure in her line of work. I recommend researching her credentials further. She has many years of experience and is a valuable resource for anyone looking to navigate the financial market.
@@Markjohnson09 I've come across a lot of recommendations but this one stands out. Marisa Michelle Litwinsky" resume is pretty sophisticated, and shows she was active during the last bear market, I also emailed her. Thanks for the info!
That’s a tough question not knowing so many factors: age, financial situation, goals etc. FELG, SCHG or SPYG as cheaper alternatives for your growth section of your portfolio. SCHD, SPYD or FDVV for the dividend section of your portfolio. And if you like aggressive dividends and are tolerant to higher risk, I’d say SPYI, JEPQ, QQI and IWMI. But do your research. Personally I put down 1.3m$ on few ETFs, still diversifying. It was this time last year I made a huge break through with 200k. Handed it to a firm here in Texas, I get weekly pay out which I put back on long term ETF's. IWM will probably crush it this quarter
I started my 200k portfolio 2022 with SCHD, VOO, and VUG after watching one of your videos. In terms of share price, VOO is up! and VUG is doing even better. This year, I've tried to add some more assets but unfortunately facing a decline.
imho, you should consider working with a seasoned advisor to help maintain a balanced growth portfolio, it wont cost you more than the mistakes you're making now
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 experience, my portfolio has yielded over 300%, since covid-outbreak to date, summing up nearly $1m.
So what's the most effective strategy during this period of volatility with the rate cut? my portfolio is in (20% Index funds, 20% CD's 30% Bonds/T-bills and other assets) I want to explore different strategies to benefit from a potential bubble.
This is the exact thought process of most persons handling their portfolio themselves. I will advice you engage with expert guidance to help you make smarter portfolio decisions and avoid any fiasco
True, I've been through the 'bonds are beating stocks' periods since the 90s but only listen to my financial advisor. I can easily handle a worst-case 80% stock crash and At 46, my portfolio has yielded far more than I expected for my retirement, almost $3m.
that's huge! mind if I look up your FA please? I've worked in real estate for over 15 years and have neglected a major stock portfolio. This served me well when I was flipping and renting houses, however I need a different plan now
Katherine Nance Dietz is my FA. Just google the name and you’d find necessary deets. To be honest, I almost didn't buy the idea of letting someone handle growing my finance, but so glad I did.
excellent share, curiously inputted Katherine Nance Dietz on the internet, spotted her consulting page ranked top and was able to schedule a call session. Ive seen commentaries about advisors but not one looks this phenomenal
I recently read an article about a man who identified AI stocks before the AI boom, highlighting the importance of information and insight. I believe AI is poised to enter a new phase, and I aim to position my $200k investment portfolio to capitalize on significant gains.
Absolutely crucial in the stock market: information, insight, and predictability. As an early investor in NVDA, AMD, ANSS, and LRCX, my advisor's guidance was invaluable.
@@Bobhenry-c7z People often underestimate financial advisors' importance. Over 50 years of data reveal that those who work with advisors typically earn more than those who go it alone. I've been fortunate to work with one for 13 years, resulting in a $1 million portfolio, largely from early investments in AI and other growth stocks.
@@purplebliss6875 I’m glad I found this conversation. My risk tolerance is high, and I want to take advantage of the upcoming market run. Can you direct me to your advisor?
@@Andreallln Her name is. Sharon Crump Cline. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
Adding up the expense ratio for the 7-fund portfolio will likely knock it down to equal the 3-fund at the end of the day. Stick with the 3 funds for simplicity and less stress.
I appreciate your show, but my question is on all of those allocations that you talked about all those stocks move in the same direction during an up market or a down market so to me that’s not diversification at all Tell me where I’m wrong
I like picking individual stocks but also have a lot of ETFs. From highest to lowest value in portfolio: VUSA, VEUR, SXLK, SCHD, SCHG, DGRW, JEPG, SPYL, QQQ, VOOG
It’s really heartbreaking to see how inflation and recession impact low-income families. The cost of living keeps rising, and many struggle just to meet basic needs, let alone save or invest. It’s a reminder of the importance of finding ways to create financial opportunities. You've helped me a lot sir Brian! Imagine i invested $50,000 and received $190,500 after 14 days
Some persons think inves'tin is all about buying stocks; I think going into the stock market without a good experience is a big risk, that's why I'm lucky to have seen someone like mr Brian C Nelson.
I'm 63, retired, and I've had my money in S&P 500 funds (100% stock) since I started investing. I have made a great deal of money with my FA Kathie and I see no reason to change. The S&P 500 has made an average of 9.8% returns over the past 100 years. International and Bond funds are losers in my opinion because they don't make much money. This is just my amateur opinion which may not work for everyone.
Finding FAs like Kathie Daisy Bosco 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.
Thanks for sharing, I just looked her up on the web because this is equally important to me, and I would say she really has an impressive background in investing. I will write her an e-mail shortly.
I enjoy investing in closed-end funds that offer monthly dividends. The key strategy is to hold these investments long-term while reinvesting the monthly dividends and purchasing additional shares whenever possible. This approach is convenient because closed-end funds are traded on the stock market like regular stocks. Following this strategy could build a portfolio that generates between $50,000 to $70,000 in dividend income.
I agree because there are opportunities in the market doesn’t mean you should go in blindly. To understand the potential factors that contribute to your financial growth, I'll advise you to seek the help of a professional.
You're right! I diversified my $400K portfolio across various markets with the help of my financial advisor, and I've been able to generate over $1.2 million in net profit from high dividend yield stocks, ETFs, and bonds during this downturn.
That's quite impressive! Can you share more information about your financial advisor?
My CFA ‘Grace Adams Cook’ , a renowned figure in her line of work. I recommend researching her credentials further. She has many years of experience and is a valuable resource for anyone looking to navigate the financial market.
I looked her up, and I have sent her an email. I hope she gets back to me soon. Thank you
I’m 60 and want to retire in 6 months. I have a $170K annuity, plus a 401k depleted to $200K of money that I’m not sure what I can do with at this point. My retirement plans seem to be out the window. Is it a good idea to get professional help?
With everything going on, consider financial planning, … that is okay. You can get your money to work for you. but I would say delay retirement a little
I have heard how they can help you make the best decisions and to be honest I don’t want to lose anymore money or I will have to work till I die.
And what if that is all you have, even with SS you may not have enough to retire with. If you opt to work with a financial adviser, Dyor, make sure they are certified from AARP or FINRA.
It’s a good idea to look for a fiduciary who has a legal obligation to work in your best interest and can’t recommend products or services just because they’ll receive a financial kickback for doing so. I and my spouse work with a retirement planner, Monica Mary Strigle an advisor we met in NY, referred by Danielle Dimartino Booth in an interview. Under her guidance, we split our investments, traditional IRA and the individual brokerage account where she copies her moves on our account from her master. We have been up by 74% precisely in the past year She rebalanced again when the year began, we still hold cash and are cautious with how much we let into the market at this point.
The decision on when to pick an advisor is a very personal one. I take guidance from ‘ Monica Mary Strigle ‘ to meet my growth goals and avoid mistakes, she's well-qualified and her page can be easily found on the net. I am close to retirement with 1.4 M to my name outside of retirement accounts.
I don't even know where the stock market is headed to right now. my portfolio of around 200k is not increasing more than 5% and people are predicting a crash.
I'd advise you redistribute assets in your portfolio with the help of a pro so you don't get burnt in the market.
The market is not necessarily a rollercoaster if you know your way around the market, there are various opportunities in the present market to accrue good profit, If you are not too savvy with the market, just buy and hold on strong companies with good earnings, or consult with advisors on ETFs and actively managed funds.
@@Markjohnson09 I've been looking to get one, but have been kind of relaxed about it. Could you recommend your advisor? I'll be happy to use some help.
My CFA ’Marisa Michelle Litwinsky’ , a renowned figure in her line of work. I recommend researching her credentials further. She has many years of experience and is a valuable resource for anyone looking to navigate the financial market.
@@Markjohnson09 I've come across a lot of recommendations but this one stands out. Marisa Michelle Litwinsky" resume is pretty sophisticated, and shows she was active during the last bear market, I also emailed her. Thanks for the info!
Im confused on what etf to fund at the moment, what would be the best 5 etfs to hold
That’s a tough question not knowing so many factors: age, financial situation, goals etc. FELG, SCHG or SPYG as cheaper alternatives for your growth section of your portfolio. SCHD, SPYD or FDVV for the dividend section of your portfolio. And if you like aggressive dividends and are tolerant to higher risk, I’d say SPYI, JEPQ, QQI and IWMI. But do your research.
Personally I put down 1.3m$ on few ETFs, still diversifying. It was this time last year I made a huge break through with 200k. Handed it to a firm here in Texas, I get weekly pay out which I put back on long term ETF's. IWM will probably crush it this quarter
I already added VOO and QQQM, can you share this firm with me
Yeah, Jennifer Kristie Taylor use her name to look her up
SPY, QQQ, IWM, and currently TLT. I only have 4. Jennifer’s firm grows a good portion of my diversification, I live in Connecticut.
I started my 200k portfolio 2022 with SCHD, VOO, and VUG after watching one of your videos. In terms of share price, VOO is up! and VUG is doing even better. This year, I've tried to add some more assets but unfortunately facing a decline.
I personally dabble in stocks, and my first rule is survival before flipping for chunky gains. Be sure to know what the heck you're doing
imho, you should consider working with a seasoned advisor to help maintain a balanced growth portfolio, it wont cost you more than the mistakes you're making now
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 experience, my portfolio has yielded over 300%, since covid-outbreak to date, summing up nearly $1m.
impressive gains! mind sharing details of your advisor please? I am a Data Scientist and my job doesn't permit me the time to analyze stocks myself
Katherine Nance Dietz is the licensed advisor I use. Just search the name. You’d find necessary details to work with to set up an appointment.
So what's the most effective strategy during this period of volatility with the rate cut? my portfolio is in (20% Index funds, 20% CD's 30% Bonds/T-bills and other assets) I want to explore different strategies to benefit from a potential bubble.
This is the exact thought process of most persons handling their portfolio themselves. I will advice you engage with expert guidance to help you make smarter portfolio decisions and avoid any fiasco
True, I've been through the 'bonds are beating stocks' periods since the 90s but only listen to my financial advisor. I can easily handle a worst-case 80% stock crash and At 46, my portfolio has yielded far more than I expected for my retirement, almost $3m.
that's huge! mind if I look up your FA please? I've worked in real estate for over 15 years and have neglected a major stock portfolio. This served me well when I was flipping and renting houses, however I need a different plan now
Katherine Nance Dietz is my FA. Just google the name and you’d find necessary deets. To be honest, I almost didn't buy the idea of letting someone handle growing my finance, but so glad I did.
excellent share, curiously inputted Katherine Nance Dietz on the internet, spotted her consulting page ranked top and was able to schedule a call session. Ive seen commentaries about advisors but not one looks this phenomenal
I recently read an article about a man who identified AI stocks before the AI boom, highlighting the importance of information and insight. I believe AI is poised to enter a new phase, and I aim to position my $200k investment portfolio to capitalize on significant gains.
Absolutely crucial in the stock market: information, insight, and predictability. As an early investor in NVDA, AMD, ANSS, and LRCX, my advisor's guidance was invaluable.
@@Bobhenry-c7z
People often underestimate financial advisors' importance. Over 50 years of data reveal that those who work with advisors typically earn more than those who go it alone. I've been fortunate to work with one for 13 years, resulting in a $1 million portfolio, largely from early investments in AI and other growth stocks.
@@purplebliss6875 I’m glad I found this conversation. My risk tolerance is high, and I want to take advantage of the upcoming market run. Can you direct me to your advisor?
@@Andreallln Her name is. Sharon Crump Cline. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
@@purplebliss6875 I just curiously searched her up, and I have sent her an email. I hope she gets back to me soon. Thank you
Adding up the expense ratio for the 7-fund portfolio will likely knock it down to equal the 3-fund at the end of the day. Stick with the 3 funds for simplicity and less stress.
I appreciate your show, but my question is on all of those allocations that you talked about all those stocks move in the same direction during an up market or a down market so to me that’s not diversification at all
Tell me where I’m wrong
Thanks for your content.
How would the 3-fund portfolio performed if it had 5%-10% bond allocation? I think it would have been closer to target.
I like picking individual stocks but also have a lot of ETFs. From highest to lowest value in portfolio: VUSA, VEUR, SXLK, SCHD, SCHG, DGRW, JEPG, SPYL, QQQ, VOOG
pls do a video of your own portfolio if you don't mind
The right choice of an investment has always been a big problem for me I know picking a wrong investment will leave a big scar in the future.
It’s really heartbreaking to see how inflation and recession impact low-income families. The cost of living keeps rising, and many struggle just to meet basic needs, let alone save or invest. It’s a reminder of the importance of finding ways to create financial opportunities. You've helped me a lot sir Brian! Imagine i invested $50,000 and received $190,500 after 14 days
Absolutely! Profits are possible, especially now, but complex transactions should be handled by experienced market professionals.
Some persons think inves'tin is all about buying stocks; I think going into the stock market without a good experience is a big risk, that's why I'm lucky to have seen someone like mr Brian C Nelson.
Finding yourself a good broker is as same as finding a good wife, which you go less stress, you get just enough with so much little effort at things
Brian demonstrates an excellent understanding of market trends, making well informed decisions that leads to consistent profit
I'm 63, retired, and I've had my money in S&P 500 funds (100% stock) since I started investing. I have made a great deal of money with my FA Kathie and I see no reason to change. The S&P 500 has made an average of 9.8% returns over the past 100 years. International and Bond funds are losers in my opinion because they don't make much money. This is just my amateur opinion which may not work for everyone.
How did you manage to succeed? I want to invest more wisely because I have a lump sum that inflation is slowly depleting.
The thoughts and ideas here are remarkable
Finding FAs like Kathie Daisy Bosco 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.
Thanks for sharing, I just looked her up on the web because this is equally important to me, and I would say she really has an impressive background in investing. I will write her an e-mail shortly.
I’m doing a hybrid of this and the satellite portfolio (I’m a sucker for tech so I have Vgt and smh).
VXUS since inception has been about 4-5 percent, no thanks. I don’t see the 8%
Are you reinvesting dividends?
That's the idea
🙏🏼