I started investing in dividends with my taxable account. I used the buy and hold strategy in my Roth, adding some Berkshire B stock, SCHD, and an S&P 500 and total market exchange-traded fund.
An effective strategy serves as a cornerstone in an investor's portfolio. As the level of risk increases, so does the potential for reward, making it essential to seek advice from experienced professionals for making sound decisions.
Despite skepticism towards financial advisors, I've had one for a decade who consistently restructured and diversified my portfolio, resulting in over a million in gains. Financial security is my priority, and I'm content with my achievements.
Jennifer Alaine is the licensed advisor I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
Bought 400 shares of VYM a while back at $67 and since I'm a buy and hold investor, I am happy with it's total performance especially since I'm retired. There is a bit less volatility in VYM vs. SCHD which I like.
I already own shares of NVDA, PALANTIR, TSLA, and APPL as well. Sure, I don't mind having these equities sit around for a while, but I'd also like to appreciate short-term opportunities that could fetch $200,000 or less..
A lot of folks downplay the role of advlsors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850K.
Lauren Marie Ehlers is the licensed advisor I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
I really appreciate your useful advice. I was able to set up a call with her and confirm her identity. She seems incredibly knowledgeable, and I appreciate your advice so much.
Amazing video, A friend of mine referred me to a financial adviser sometime ago and we got to talking about investment and money. I started investing with $150k and in the first 2 months, my portfolio was reading $274,800. Crazy right!, I decided to reinvest my profit and get more interesting. For over a year we have been working together making consistent profit just bought my second home 2 weeks ago and care for my family.
Hi. I’ve been forced to find additional sources of income as I got retrenched. I barely have time to continue trading and watch my investments since I had my second child. Do you think I should take a break for a while from the market and focus on other things or return whenever I have free time or is it a continuous process? Thanks
@@GeorgestraitStriat However, if you do not have access to a professional like Clementina Abate Russo, quitting your job to focus on trading may not be the best approach. It is important to consider all options and seek guidance from reliable sources before making any major decisions. Consulting with an AI or using automated trading systems can also be helpful in managing investments while balancing other commitments.
I think investors should always put their cash to work, especially In 2024, we'll start to see more market diversification. I'm hoping to invest about $350k of my savings in stocks against next year. Hope to make millions in 2024
Yes true, I have been in touch with a brokerage Advisor. With an initial starting reserve of $80k, my advisor chooses the entry and exit commands for my portfolio, which has grown to approximately $550k.
My CFA ’ANGELA LYNN SCHILLING’ , 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.
SCHD’s dividend growth is coming back. Remember SCHD’s dividend growth comes not only from the growth rates of its holdings but also from the annual reconstitution. When it removed lower yields and adds higher yielding stocks this can significantly affect the year over year dividend growth rate. I’m expecting a very juicy dividend increase this quarter.
Thank you for the comparison, I was thinking of purchasing SCHD, I have a small amount of shares of VYM, I have not looked at VIG. More to think about.
Start early with diversified investments in stocks, bonds, and real estate. Maximize contributions to tax-advantaged accounts like 401(k)s and IRAs. Regularly review and adjust your strategy to ensure security.....
People dont understand that the prices of things are never going back down. This inflation is deeper than we think. Those buying groceries are well aware that the real inflation is much over 10%. The increments dont match our income, yet certain investors still earn over $365,000 in stocks and assets. Wish I could accomplish that.
Very possible! especially at this moment. Profits can be made in many different ways, but such intricate transactions should only be handled by seasoned 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.
I dont 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 .
A lot of folks downplay the role of advisors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850k.
My CFA *Julianne Iwersen-Niemann* 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..
Thank you for saving me hours of back and forth investigation into the markets... I simply copied and pasted her full name into my browser, and her website came up first in search results. She looks flawless.
It’s precisely at times like these that investors need to be on guard against the next certainty. You don’t have to act on every forecast. I will also suggest investors to get yourselves a financial-advisor that can provide you with entry and exit points on the shares/ETF you focus on.
VENTURING into the trading world without the help of a profesionals, trading and expecting profit is like turning water into wine you would need a miracle...
The crypto market has been unfavorable for months and I keep losing my money selling-off during dips, I'm very scared of holding right now,how do you guys still make so much….?
Only God knows how much grateful i am. After so much struggles I now own a new house and my family is happy once again everything is finally falling into place!!Juliana heidi
No doubt!! I never knew juliana heidi had gone viral. I decided to back up my assets and property with her when we met at a conference in Boston, Massachusetts🇺🇸 for the first time..
Good video Mark! I can’t reconcile VIG in my mind. If you compare it to VOO… you get just about the same dividend with 11-12% price appreciation yearly. I think DGRO or DGRW may be better than VIG. That said, I’m all in on SCHD 1039 shares and counting!
I'm okay with slower-growing companies such as Bristol-Myers Squibb. If a slower dividend growth rate means better risk management and dividend sustainability, kudos.
Thanks for the great video! I always struggle when reading the 5- or 10- year of a dividend ETF not knowing whether that performance includes the dividend yield or not? How should I know and what would be a good public resource to find that kind of information without confusion?
Each week I always invest $20 into SCHD, DVY, and VYM. So 2 out of three are on your list. Though I do own VIG. With that being said I'd rank them 1. SCHD 2. VYM 3. VIG
I hold both SCHD and VIG in different IRA accounts and am actively buying into both weekly... VYM is on my radar and I'm still researching, but not looking to buy in in the short term. It could be a fit on my wife's ROTH account in the next 3 months as I'm nearing my target amount for another fund in that account.
I am for buying a small number of shares on the DIP for each of them until you reach a threshold. Could be 100 shares of each, then keep on going to the next level while keeping them more or less within the same number. The idea is that by the end of the year 202x you can compare them in your own portfolio.
Focus on total return. Dividend paying stocks are often considered “value stocks” in mature companies. A portfolio that is focused only on these will miss the stellar performance of VUG SPYG or SCHG. These growth ETFs have had exceptional performance since 2009
I believe people investing should really focus on under-the-radar stocks, especially knowing the present Nature of the Market, as at two years ago,40%of my 310k of my portfolio consists of collapsing stocks that were previously respected, and I don't know where to go from here.But am happy that am really back fully on my fit.
I have a decent amount of VIG. I’m dumping schd and putting it into growth stocks the next time the market dips. VYM has severely underperformed the market.If you are young, go for total annual return, not dividends. Even a couple % difference every year over a long period of time makes a huge difference
I am an owner of 610 of SCHD stocks . Today is the 28th June, but I haven´t received the second payment of dividends yet? When I should receive it? I want to invest the dividends again?
I always thought VIG and VYM would be a cool 1-2 punch for a portfolio. What do you pair with SCHD like those two together? VIG, DGRO, DIVB? What do you think?
Nobody knows anything; You need to create your own process, manage risk, and stick to the plan, through thick or thin, While also continuously learning from mistakes and improving.
Nobody knows anything; You need to create your own process, manage risk, and stick to the plan, through thick or thin, While also continuously learning from mistakes and improving.
I lost over $80k when everything started to tank. Not because I was in an exchange that went belly up. I was just stupid to hold and because that's what everyone said. I'm still responsible. It just taught me to be a better investor now that I understand more of what could go wrong. It took me over two years of being in the market, I'm really grateful I found one source to recover my money, at least $10k profits weekly. Thanks Charlotte Miller.
She is my family's personal broker and also a personal broker in many families I'm United States, she's a licensed broker and a FINRA AGENT in United states
I'm surprised that you just mentioned and recommended Charlotte Miller, I met her at a conference in 2018 and we have been working together ever since.
I have 2 out of the 3. I choose to keep VYM out as it seemed a bit more overlap with my other positions. SCHD is heavy on Pfizer and I'm think that Div will be cut.
I started investing in dividends with my taxable account. I used the buy and hold strategy in my Roth, adding some Berkshire B stock, SCHD, and an S&P 500 and total market exchange-traded fund.
An effective strategy serves as a cornerstone in an investor's portfolio. As the level of risk increases, so does the potential for reward, making it essential to seek advice from experienced professionals for making sound decisions.
Despite skepticism towards financial advisors, I've had one for a decade who consistently restructured and diversified my portfolio, resulting in over a million in gains. Financial security is my priority, and I'm content with my achievements.
Would you be willing to share a referral to your financial advisor? I'm interested in exploring their services!
Jennifer Alaine is the licensed advisor I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
I really appreciate your useful advice. I was able to set up a call with her .her credentials are impressive. She seems incredibly knowledgeable
Bought 400 shares of VYM a while back at $67 and since I'm a buy and hold investor, I am happy with it's total performance especially since I'm retired. There is a bit less volatility in VYM vs. SCHD which I like.
I hope vym will get back to the price so I can buy more hahs
Nice job!
I love DGRO & DGRW a lot. DGRO has a decent yield and great growth! Always love hearing others' breakdowns and thoughts on these though
I already own shares of NVDA, PALANTIR, TSLA, and APPL as well. Sure, I don't mind having these equities sit around for a while, but I'd also like to appreciate short-term opportunities that could fetch $200,000 or less..
If you need advice on short-term investments, consider speaking with a financial advisor. They have a lot more knowledge and expertise in this area.
A lot of folks downplay the role of advlsors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850K.
This is definitely considerable! think you could suggest any CFP I can get on the phone with? I'm in dire need of proper portfolio allocation.
Lauren Marie Ehlers is the licensed advisor I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
I really appreciate your useful advice. I was able to set up a call with her and confirm her identity. She seems incredibly knowledgeable, and I appreciate your advice so much.
Amazing video, A friend of mine referred me to a financial adviser sometime ago and we got to talking about investment and money. I started investing with $150k and in the first 2 months, my portfolio was reading $274,800. Crazy right!, I decided to reinvest my profit and get more interesting. For over a year we have been working together making consistent profit just bought my second home 2 weeks ago and care for my family.
Hi. I’ve been forced to find additional sources of income as I got retrenched. I barely have time to continue trading and watch my investments since I had my second child. Do you think I should take a break for a while from the market and focus on other things or return whenever I have free time or is it a continuous process? Thanks
@@GeorgestraitStriat However, if you do not have access to a professional like Clementina Abate Russo, quitting your job to focus on trading may not be the best approach. It is important to consider all options and seek guidance from reliable sources before making any major decisions. Consulting with an AI or using automated trading systems can also be helpful in managing investments while balancing other commitments.
@@lennoxmutterick6434 Oh please I’d love that. Thanks!.
@@GeorgestraitStriat Clementina Abate Russo is her name.
Lookup with her name on the webpage.
I have VYM in my IRA and SCHD in my ROTH, also DGRO
Thanks, Mark, for an informative presentation on these three dividend-paying ETFs. Good stuff! I own SCHD.
As a retired guy, SCHD and chill.
1000% NOT retired though im 27 still have a good while to go . I am going to accumulate SCHD for a long long time . Best Dividend ETF on the market .
@@muradshawar take a look at SCHG too
@@Dividendflywheel QQQ smashes that etf
@@muradshawar yeah, how much per share for QQQ compared to SCHG?
@@muradshawar for now - but it's not very diversified if tech bursts or declines.
I have all 3
I think investors should always put their cash to work, especially In 2024, we'll start to see more market diversification. I'm hoping to invest about $350k of my savings in stocks against next year. Hope to make millions in 2024
Yes true, I have been in touch with a brokerage Advisor. With an initial starting reserve of $80k, my advisor chooses the entry and exit commands for my portfolio, which has grown to approximately $550k.
My CFA ’ANGELA LYNN SCHILLING’ , 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.
JOINED ON THE FIRST VIDEO I SEEN. I am pumped to see it all.🤩
SCHD’s dividend growth is coming back. Remember SCHD’s dividend growth comes not only from the growth rates of its holdings but also from the annual reconstitution. When it removed lower yields and adds higher yielding stocks this can significantly affect the year over year dividend growth rate. I’m expecting a very juicy dividend increase this quarter.
Thank you for the comparison, I was thinking of purchasing SCHD, I have a small amount of shares of VYM, I have not looked at VIG. More to think about.
Start early with diversified investments in stocks, bonds, and real estate. Maximize contributions to tax-advantaged accounts like 401(k)s and IRAs. Regularly review and adjust your strategy to ensure security.....
People dont understand that the prices of things are never going back down. This inflation is deeper than we think. Those buying groceries are well aware that the real inflation is much over 10%. The increments dont match our income, yet certain investors still earn over $365,000 in stocks and assets. Wish I could accomplish that.
Very possible! especially at this moment. Profits can be made in many different ways, but such intricate transactions should only be handled by seasoned 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 dont 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 .
A lot of folks downplay the role of advisors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850k.
How can I reach this advisers of yours? because I'm seeking for a more effective investment approach on my savings?
My CFA *Julianne Iwersen-Niemann* 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..
Thank you for saving me hours of back and forth investigation into the markets... I simply copied and pasted her full name into my browser, and her website came up first in search results. She looks flawless.
@@BrigetGstarhow long from 275 k to 850k
VIG
VYM
SCHD
Good video. Thanks!
I'm going with SCHD, SPLG, VTEC
SCHD
It’s precisely at times like these that investors need to be on guard against the next certainty. You don’t have to act on every forecast. I will also suggest investors to get yourselves a financial-advisor that can provide you with entry and exit points on the shares/ETF you focus on.
VENTURING into the trading world without the help of a profesionals, trading and expecting profit is like turning water into wine you would need a miracle...
The crypto market has been unfavorable for months and I keep losing my money selling-off during dips, I'm very scared of holding right now,how do you guys still make so much….?
Only God knows how much grateful i am. After so much struggles I now own a new house and my family is happy once again everything is finally falling into place!!Juliana heidi
Great to see you guys talking of juliana , Trading on your own can be very dangerous i can testify to that. This woman changed the game for me
No doubt!! I never knew juliana heidi had gone viral. I decided to back up my assets and property with her when we met at a conference in Boston, Massachusetts🇺🇸 for the first time..
Good video Mark! I can’t reconcile VIG in my mind. If you compare it to VOO… you get just about the same dividend with 11-12% price appreciation yearly. I think DGRO or DGRW may be better than VIG. That said, I’m all in on SCHD 1039 shares and counting!
SCHD , VIG for me
2 great ones I both own
How you feel about vig... I been looking for my roth.... I got at least 22 yrs
I'm okay with slower-growing companies such as Bristol-Myers Squibb. If a slower dividend growth rate means better risk management and dividend sustainability, kudos.
Add DGRO into the comparison.
DGRO is a great ETF. I have this in my ROTH, I think it's better than SCHD or VYM.
agree, IMO SCHD combined with DGRO or VTI is a great combination
DGRO very solid as well
DGRW gets overlooked (they probably have the smallest marketing budget)😊😊
@@ljrockstar69but fee is more expensive and will cost ur returns
Total return is the most important.
The higher the stock price, the lower the yield %
Looking forward to your video on SCHDs most recent RECORD dividend of $0.8241 per share!
Interesting to see the comparison. I have about $20k in each of these ETFs.
1-SCHD, 2-VIG, 3-VYM
Thanks for the great video! I always struggle when reading the 5- or 10- year of a dividend ETF not knowing whether that performance includes the dividend yield or not? How should I know and what would be a good public resource to find that kind of information without confusion?
yCharts is good, just ensure you select TOTAL RETURN
SCHD to the Moon! 🌝🚀
If you want the least risky one, would it be VYM?
SCHD has a lower Beta followed by VIG and then VYM.
VYM (That’s where I’m chilling)😃.
SCHD
VIG
How do you see VIG compare to SCHG?
Each week I always invest $20 into SCHD, DVY, and VYM. So 2 out of three are on your list. Though I do own VIG. With that being said I'd rank them
1. SCHD
2. VYM
3. VIG
If you wait a few years eventually that is a good used car in cash or vacation money once you get older from the dividends.
I hold both SCHD and VIG in different IRA accounts and am actively buying into both weekly... VYM is on my radar and I'm still researching, but not looking to buy in in the short term. It could be a fit on my wife's ROTH account in the next 3 months as I'm nearing my target amount for another fund in that account.
Kudos. I find it interesting to hear when individuals hold both.
How much are the fees?
Is it better to owned them all instead (3 of them) ? Ty in Advance
Everyone's situation is different. You'll need to consider what YOU need or are looking for, and then decide from there.
I am for buying a small number of shares on the DIP for each of them until you reach a threshold. Could be 100 shares of each, then keep on going to the next level while keeping them more or less within the same number.
The idea is that by the end of the year 202x you can compare them in your own portfolio.
Focus on total return. Dividend paying stocks are often considered “value stocks” in mature companies. A portfolio that is focused only on these will miss the stellar performance of VUG SPYG or SCHG. These growth ETFs have had exceptional performance since 2009
How about DIVO ?
Vig/schd/vgt
Thank you!
While working I contributed to my employer’s 457b. Now I’m retired (67) and I’m wondering if I can move it to an IRA and invest in ETF’s. Thanks
I believe people investing should really focus on under-the-radar stocks, especially knowing the present Nature of the Market, as at two years ago,40%of my 310k of my portfolio consists of collapsing stocks that were previously respected, and I don't know where to go from here.But am happy that am really back fully on my fit.
I have a decent amount of VIG. I’m dumping schd and putting it into growth stocks the next time the market dips. VYM has severely underperformed the market.If you are young, go for total annual return, not dividends. Even a couple % difference every year over a long period of time makes a huge difference
Look at the 10 year total return of an equal weight blend of VOO, VIG, SCHD, SCHG, VYM (yes it’s skewed towards growth).
I can't get thrse in the UK. I have DGRW tho in my ETF pot. Would love SCHD or VYM but not available. I did look into VHYL tho
I think you can supplement SCHD's growth deficiencies in other ways than trying to have everything be an all-in-one solution.
Yes. Adding TDV + SCHG could increase total return
What do you think about dividend ETFs such as VIG, or does VTI provide sufficient dividends?
I am an owner of 610 of SCHD stocks . Today is the 28th June, but I haven´t received the second payment of dividends yet? When I should receive it? I want to invest the dividends again?
A 3 second Google search shows the pay date is July 1.
@@unashamedly1776
Thank You
Most brokerage firms give the option to select automatic reinvestment of dividends.
I always thought VIG and VYM would be a cool 1-2 punch for a portfolio. What do you pair with SCHD like those two together? VIG, DGRO, DIVB? What do you think?
Do you want income or total return?
For income Equal weight SPYI AMLP VIG SCHD VYM NOBL
@@Dividendflywheel too much overlap with all that together, 2 or 3 of them have too high of expense ratios for me.
Typo at 45 seconds. VIG listed twice.
I was expecting Mark to read twice VIG - Nope he ace through it and if you mostly listening you don't notice it.
U a herb
Anyone know why SCHD June/July dividend has not been announced?
VYM AND SCHD Positions
Would I be safe putting $1 million into schd
I am thinking about it. Might split into 3 plus a HYSA for back up.
Look at your intro again. You used ticker VIG for both Vanguard ETFs... lol
SCHD June 2024 dividend payout is .82 a share!!!!!
Breathe.
Nobody knows anything; You need to create your own process, manage risk, and stick to the plan, through thick or thin, While also continuously learning from mistakes and improving.
Nobody knows anything; You need to create your own process, manage risk, and stick to the plan, through thick or thin, While also continuously learning from mistakes and improving.
Could you possibly recommend a CFA you've consulted with?
59 % overlap in VYM and VIG
My brokerage ETFs:
Qqqm
Schg
Vig
Schd
Splitting $100K, $50K VIG + $50K SCHD
Check for overlap. Warren Buffet said, Pick your best one, and put it all into that. Why put into your 1st and 2nd best?
Davis Eric Martinez Richard White Joseph
Except SCHD just went up to a 3.91% yield
I lost over $80k when everything started to tank. Not because I was in an exchange that went belly up. I was just stupid to hold and because that's what everyone said. I'm still responsible. It just taught me to be a better investor now that I understand more of what could go wrong. It took me over two years of being in the market, I'm really grateful I found one source to recover my money, at least $10k profits weekly. Thanks Charlotte Miller.
She is my family's personal broker and also a personal broker in many families I'm United States, she's a licensed broker and a FINRA AGENT in United states
I'm surprised that you just mentioned and recommended Charlotte Miller, I met her at a conference in 2018 and we have been working together ever since.
she's mostly on Instagrams, using the user name
FXMILLER15 💯.. that's it
Her good reputation already speaks for her $ 110k last month
FDVV
Yes.
Yo all ur comments are bots...
I have 2 out of the 3. I choose to keep VYM out as it seemed a bit more overlap with my other positions. SCHD is heavy on Pfizer and I'm think that Div will be cut.
0
I just unsubscribed 3 Kamala ads. If you voted for Biden I definitely don't trust your judgement!
And that makes you an idiot. Lol.
I'm pretty sure that the individual RUclipsrs have no control over what the advertising algorithms show you.
LOL. You think content creators get to choose what ads RUclips run? Hilarious
Yeah YT pushes this crap; and censors.
Stop it with the politics. This is a financial forum.
Put all you money in TSLA, NVDA and hold on. ETFs wont make you rich unless you want to wait 20 years!
FDVV