7 Mistakes to AVOID with Dividend Investing

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  • Опубликовано: 4 ноя 2024

Комментарии • 48

  • @BobSharpe
    @BobSharpe  5 месяцев назад +2

    What financial topics do you want to see NEXT on the channel?
    Also, my favorite investment research site is giving a great discount - check out Seeking Alpha and grab your discount today: ► averagetoamazing.com/go/seekingalpha/

    • @benjaminguzmanuribe7680
      @benjaminguzmanuribe7680 5 месяцев назад +1

      Hey Bob, I'd like to know if u invest in different kinds of assets between your Roth and brokerage account. I wonder if I should invest on the same, or there may be a different strategy, considering the time horizon 😊😊

    • @marywest3418
      @marywest3418 5 месяцев назад

      Hi Bob 👋 Would you please compare three top investing apps. I mostly would like to know how they make money off of us. How much does it cost to invest with each one? Which one is your favorite investment app and why? Thank you ❤

  • @glennshoemake4200
    @glennshoemake4200 5 месяцев назад +6

    1 year total return for AVGO was 111%, not sure why no one covers this excellent dividend compounder.

    • @TheGoldnDog
      @TheGoldnDog 5 месяцев назад

      I add to it on every red day

  • @tylerfreeman6731
    @tylerfreeman6731 5 месяцев назад +2

    I’ve had ticker symbol O for a little while. I know that is a popular dividend stock. What are you thoughts on this dividend stock?

  • @alexanderbernard2038
    @alexanderbernard2038 5 месяцев назад

    Great video, very informative. Could you do a video expanding on that last point more. I’m in the early stage of my investing career and I have a hard time trying to find the balance of being aggressive and choosing my own stocks vs choosing a slow growth but steady dividend etf. I look at how much money it would take to make a livable income off of these dividends stocks/etf and sometimes get disappointed because it takes so much money to get to the point where it’s a livable dividend income. Basically a portfolio breakdown of at what age group should we have growth stocks and dividends paying companies and etfs, if you haven’t made this video already.

  • @Ret2Play
    @Ret2Play 5 месяцев назад +1

    Great tips. Actually mistake number 5 may force me to switch from M1 finance. Pies are cool to automate investing but they don't support DRIPs...

  • @marywest3418
    @marywest3418 5 месяцев назад +2

    My favorite dividend stock is Ford. It has a good return and has always paid in the four years I have owned it. 🙂

  • @bigmac4169
    @bigmac4169 5 месяцев назад

    Hey there, I'm new to the channel. Does tip #1 mean that REFI, which has a high dividend percentage rate for a cheap stock, is a safe bet and not a red flag? It's an REIT at 94.5%

  • @007NowOnline
    @007NowOnline 5 месяцев назад +2

    Quick question: Do I have to pay taxes every year on dividends that are reinvested into my SCHD fund within my Fidelity Brokeragelink account? Or do i just pay taxes on the dividends once I withdraw the dividends in retirement at age 59.5?

    • @BobSharpe
      @BobSharpe  5 месяцев назад +2

      Great question! if SCHD is held in a taxable brokerage account, then yes you'd have to pay taxes on any dividends (even if you reinvest them). If it's held in a tax-advantaged account like an IRA, 401k, Roth, then you wouldn't pay taxes.

  • @bluegillmich
    @bluegillmich 5 месяцев назад

    I liked seeing the dividends from HRZN, after 5 years (reinvesting dividends) i had my cost average low, but seem to almost never catch the price. My Portfolio analyzer said to run away ( which i finally did)

  • @CalmerThanYouAre1
    @CalmerThanYouAre1 5 месяцев назад +2

    Risk #1 is underperforming broad market index funds in risk-adjusted total return net of taxes and fees.
    Most dividend and income investors lag the market by a large margin, and often with no less portfolio volatility. They’d have had far more wealth if they’d have just bought the S&P and sold shares as needed to produce the same amount of income.

    • @BobSharpe
      @BobSharpe  5 месяцев назад +1

      Hey this is a great point!!! Thanks for adding it in as a good risk for sure!

  • @MrCptSilva
    @MrCptSilva 5 месяцев назад

    Hey Bob, Nelson here. I am little confused on the dividend mistake #2 when you talk about the net and operating income. I was following you with my SA. Now on video you only showed the arrow to "Operating Income" and not net. But I continued on to find the net income which is just below the "earnings from continuing operations". For me to understand do you look at both or just the one you showed on video here? Its at about 2:40 +/- mark. Thanks bro you doing a great job of making me understand.

  • @TortoiseInvesting
    @TortoiseInvesting 5 месяцев назад +5

    AT&T, Intel, 3M most recently

    • @mjs28s
      @mjs28s 5 месяцев назад

      Sigh..
      They spun off a company which is why that happened with 3M. The dividend was adjusted because 3M is now a smaller company than before.
      Is Solventum was trading at the same PE of MMM they would be a $16B market cap, which would be over 21% of the entire market cap of 3M before the spin-off.
      Depending on how much the revenues and profits came from that division before the spin-off, the dividend may or may not have been cut. It might have just been entirely adjusted just for the spin-off.
      AT&T - dividend cut.....WHEN IT SPUN OFF A COMPANY.
      Intel...not sure why. Might have had something to do with their IPO of Mobileye, but I don't follow INTC.
      Either way, you can't just look at a table of dividends or read a headline about a dividend cut and know anything. You need to know the why. I mean all your examples you clearly know nothing other than dividend cut.

  • @e.m.-lw1dn
    @e.m.-lw1dn 5 месяцев назад +1

    Great video, appreciate the info you give on dividends.

  • @Prasadbang
    @Prasadbang 5 месяцев назад +2

    Bob I want to know on what to invest? ETF means , best etfs by comparing the returns graph.

  • @Just4FC
    @Just4FC 5 месяцев назад

    I put a lot of cash into a company (French Yellow Pages) that paid 11% dividend at the time... did really well for 3 years, then went on a mission (military), came back to the company being down 96%, and no more dividends... losing 96% of your investment really hurts, was more than my yearly salary

    • @noel3700
      @noel3700 5 месяцев назад

      And they say crypto is volatile 😂

  • @4thChairman_Yume
    @4thChairman_Yume 5 месяцев назад

    I have Voo was thinking about adding a small portion of schd. Should I?

    • @waterandafter
      @waterandafter 5 месяцев назад

      I'm an investing newbie and my first ETF was Schd, very happy with it so far.

    • @4thChairman_Yume
      @4thChairman_Yume 5 месяцев назад

      @@waterandafter nice I'm new also just started in March. I'm thinking about just adding it

    • @brianmc6950
      @brianmc6950 5 месяцев назад

      My opinion, that is a good idea in order to diversify your portfolio. I hold both, my primary is schd.

    • @Lonovavir
      @Lonovavir 5 месяцев назад

      SCHD's a solid performer for me.

  • @saifullahkhan1202
    @saifullahkhan1202 5 месяцев назад

    Invest in heigh yield dividends and use those to reinvest in growth dividends and create a positive feedback loop to reap better results. I think you can do this if you're middle class and young. It will be a game changer in the long term.

  • @avs-forum
    @avs-forum 5 месяцев назад +5

    Good tips, as always. A friendly tip for you is not resist the tempation to use AI in your videos. We come for you explaining stuff, not AI. There are tons of those types but they are not personal. I just want you to keep doing what you do-always helpful and entertaining.

    • @BobSharpe
      @BobSharpe  5 месяцев назад +1

      I appreciate your feedback! That guy in the middle just didn’t cut it I assume? 🤣

    • @marywest3418
      @marywest3418 5 месяцев назад +1

      ​@@BobSharpehahaha, it was very informative and broke it down Barney style 😂

    • @avs-forum
      @avs-forum 5 месяцев назад

      @@BobSharpe Correct, not as good as you, a real person. I follow you because you are a human. I could easily follow the other million robot money channels but they lack the human touch. I will assume most people feel the same. I’m not special. But I understand the need to try AI.

  • @patschuster9619
    @patschuster9619 5 месяцев назад +1

    Hi Bob , do ever do live streams?

    • @BobSharpe
      @BobSharpe  5 месяцев назад

      I did a few years ago - but haven’t lately!

  • @TheYaq
    @TheYaq 5 месяцев назад

    in germany tax is 26,375 % hurts

  • @zjkkings2599
    @zjkkings2599 5 месяцев назад

    I truly hope your life is going great, because you help so much with the information you give. I’ll be using all of this to help my child, family, and friends to grow financially in life.

  • @Gogito__
    @Gogito__ 5 месяцев назад +1

    Your Bob Sharpe but where is Bob Blunt?

    • @BobSharpe
      @BobSharpe  5 месяцев назад

      He’s that other person talking later on in the video 😂

  • @ncs2000
    @ncs2000 5 месяцев назад

    IEP, my big mistake

  • @JHernz-dzog
    @JHernz-dzog 5 месяцев назад +1

    Subscribed

  • @Valente_Quintero
    @Valente_Quintero 5 месяцев назад +1

    3M recently cut their dividends

    • @mjs28s
      @mjs28s 5 месяцев назад

      They spun-off Solventum which is why that happened.
      You can't just look at a chart or table of dividends and conclude much from it without looking into why something might have happened.

  • @soulseeker42388
    @soulseeker42388 5 месяцев назад

    I comes before U in the dictionary for a reason. I can't help you unless. I am ok.

  • @phillyboylaboy
    @phillyboylaboy 5 месяцев назад

    Global x ylds. Ark is the worst. Never again.

  • @soulseeker42388
    @soulseeker42388 5 месяцев назад

    You kinda remind me of my 9th grade math teacher.

    • @blessed4l923
      @blessed4l923 5 месяцев назад

      Then that foo making bread😂

  • @francosantoro1986
    @francosantoro1986 5 месяцев назад

    Can you sing us a song😂😂😂dividend investing song