Why You SHOULDN'T Reinvest All Your Dividends

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  • Опубликовано: 14 дек 2024

Комментарии • 273

  • @juliasalley
    @juliasalley 23 дня назад +720

    When we hit $1 Million last 2 years it felt good but was kind of anti climatic. You still keep working, saving and making good choices in an unstable economic environment. However, despite market gains, our portfolio has seeing great decline. Seeking to improve it and maximize returns.

    • @CharlesT.Foster
      @CharlesT.Foster 23 дня назад

      I think the next big thing will be A.I. For enduring growth akin to META, it's vital to avoid impulsive decisions driven by short-term fluctuations. Prioritize patience and a long-term perspective most importantly consider financial advisory for informed buying and selling decisions.

    • @KarenJ.Mancia
      @KarenJ.Mancia 23 дня назад

      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

    • @Andreavince-v
      @Andreavince-v 23 дня назад

      impressive gains! how can I get your advlsor please, if you dont mind me asking? I could really use a help as of now

    • @KarenJ.Mancia
      @KarenJ.Mancia 23 дня назад

      Stacy Lynn Staples is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment..

    • @heatherj-o5j
      @heatherj-o5j 23 дня назад

      She appears to be well-educated and well-read. I ran an online search on her name and came across her website; thank you for sharing.

  • @jerrycampbell-ut9yf
    @jerrycampbell-ut9yf Месяц назад +386

    Some recommended equities that I recently purchased are now penny stocks. The first half of this year and the last third of 2023 appear to have seen more negative portfolios due to banks going out of business, skyrocketing inflation, and collapsing markets. How might the quick increase in interest rates benefit a value investor, or is it preferable to stay away from equities for the time being?

    • @larrypaul-cw9nk
      @larrypaul-cw9nk Месяц назад +3

      Man, just "buy the dip." It will pay off in the long run. Although investors should be wary of the bull run, high interest rates typically result in lower stock prices. To reach your growth objectives and prevent mistakes, it is best to consult with a skilled adviser.

    • @bobwright-90
      @bobwright-90 Месяц назад +2

      Until their own emotions burn them out, many people minimise the function of counsel. A few summers ago, following a protracted divorce, I needed a boost to keep my firm viable. I looked for licensed advisors and found someone with the highest qualifications. Despite inflation, she has helped me increase my reserve from $275k to $850k.

    • @sabastinenoah
      @sabastinenoah Месяц назад +1

      Do you mind sharing your financial planner ?

    • @bobwright-90
      @bobwright-90 Месяц назад +1

      Her name is Annette Christine Conte can't divulge much. Most likely, the internet should have her basic info, you can research if you like

    • @sabastinenoah
      @sabastinenoah Месяц назад +1

      Thank you for this Pointer. It was easy to find your handler, She seems very proficient and flexible. I booked a call session with her.

  • @kendavies8351
    @kendavies8351 Месяц назад +252

    I would think that a major benefit of dividend investing is that calculating portfolio size needed is not relevant. We don't care about the value of the portfolio. We care about the sustainable income it pays. As you invest you can gradually see the income rise as you invest more and pull the retirement trigger when it's high enough regardless of the market sentiment.

    • @karenwilliams9653
      @karenwilliams9653 Месяц назад +2

      Calculating the portfolio size needed is very relevant. - How else do you know how much to contribute?

    • @Donalddavies-gc9rb
      @Donalddavies-gc9rb Месяц назад +4

      By calculating how much additional income the contributions produce and estimating how that income rises. the capital value will fluctuate up and down over time so the amount of income new additions give you varies. so capital value being high with a market yielding 2% is no worse for retirement than the same portfolio at a different timepoints where the capital value is half and so the yield is 4%. so long as the yield is sustainable in real terms the capital value being half does not matter. its the same income stream at a different moment of low market sentiment vs high market sentiment.

    • @SamanthaSanchez-sj5el
      @SamanthaSanchez-sj5el Месяц назад +3

      When it comes to investment, diversification is key. That is why I have my interests set on key sectors based on performance and projected growth. They range from the EV sector, renewable energy, Tech and Health (AMD) alongside coins, and gold.

    • @SamanthaSanchez-sj5el
      @SamanthaSanchez-sj5el Месяц назад +2

      I'm also working on an investment plan that includes AI looking into Nvidia, MSFT, Alphabet stocks among others with my CFA, . It's been a year and half of steady growth.

    • @AnnaWoods-rm7cf
      @AnnaWoods-rm7cf Месяц назад +1

      I appreciate the implementation of ideas and strategies that result to unmeasurable progress. Being heavily liquid, I'd rather not reinvent the wheel, thus the search for a reputable advisr, mind sharing info of this person guiding you please?

  • @DonaldMark-ne7se
    @DonaldMark-ne7se 2 месяца назад +192

    The thing to me is, if you invest and have other income outside of dividends then you will be able to live off dividends without selling. Which means you can pass that on to your kids which will give them a leg up in life. $52k dividends received in 2022.

    • @JacquelinePerrira
      @JacquelinePerrira 2 месяца назад +4

      I agree! That's why it is advisable that you have to invest while you still have a regular job or earning a regular income, and do it constantly. You still need to have something that will keep you going even if you're investing. Good financial planning and money allocation is the key.

    • @Jamessmith-12
      @Jamessmith-12 2 месяца назад +3

      The best course of action if you lack market knowledge is to ask a consultant or investing coach for guidance or assistance. Speaking with a consultant helped me stay afloat in the market and grow my portfolio to about 65% since January, even though I know it sounds obvious or generic. I believe that is the most effective way to enter the business at the moment.

    • @kevinmarten
      @kevinmarten 2 месяца назад +3

      please who is the consultant that assist you with your investment and if you don't mind, how do I get in touch with them?

    • @Jamessmith-12
      @Jamessmith-12 2 месяца назад +1

      When ‘Carol Vivian Constable’ is trading, there's no nonsense and no excuses. She wins the trade and you win. Take the loss, I promise she'll take one with you.

    • @Jamessmith-12
      @Jamessmith-12 2 месяца назад +2

      There are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’ Carol Vivian Constable” for about five years now, and her performance has been consistently impressive. She’s quite known in her field, look-her up.

  • @oneillbilder
    @oneillbilder 2 месяца назад +627

    Diversification is the secret to optimal performance. This is why I have my interests set on market sectors based on performance and projected growth, such as the EV sector, renewable energy, Tech, and Health. Keep investing regularly and you'll be blown away how much it can change in a few short years. Here's to $1 million and to FIRE

    • @SladeCirrincione
      @SladeCirrincione 2 месяца назад +1

      Personally, I would say have a mentor. Not sure where you will get an experienced one, but if your knowledge of the market is limited, it seems like a good bet.

    • @DallisonScramosin
      @DallisonScramosin 2 месяца назад +1

      Some individuals minimize the importance of counsel until they make regrettable mistakes. A few summers ago, following a protracted divorce, I needed a significant push to keep my firm afloat. I looked for licensed advisors and found someone with the highest qualifications. She has contributed to my reserve increasing from $275k to $850k despite inflation.

    • @Pamela.George
      @Pamela.George 2 месяца назад +1

      I'm intrigued by this. I've searched for financial advisers online but it's kind of hard to get in touch with one. Okay if I ask you for a recommendation?

    • @DallisonScramosin
      @DallisonScramosin 2 месяца назад +1

      I've shuffled through investment coaches and yes, they can be positively impactful to an individual's portfolio, but do your due diligence to find a coach with grit, one that withstood the 08' crash. For me, Vivian Jean Wilhelm turned out to be better and smarter than all the advisors I ever worked with till date, I’ve never met anyone with as much conviction.

    • @Pamela.George
      @Pamela.George 2 месяца назад +1

      Thanks a lot for this suggestion. I needed this myself, I looked her up, and I have sent her an email. I hope she gets back to me soon.

  • @ericbergman7546
    @ericbergman7546 2 месяца назад +347

    I’ve always just left my dividends on autopilot to reinvest, but I’ve heard there’s a case for taking a more deliberate approach. It might depend on your financial goals

    • @georgeearling905
      @georgeearling905 2 месяца назад +1

      I was in the same boat recently and started to wonder if reinvesting dividends blindly is the best approach. Like you said, it’s the default option on most brokerage platforms, but not necessarily the only option

    • @AliciaCrone
      @AliciaCrone 2 месяца назад

      There are times when it might be better to take dividends as cash instead and place them in something like a money market fund. You could keep the cash liquid and use it strategically when other opportunities arise.

    • @rodgertim2881
      @rodgertim2881 2 месяца назад

      If you automatically reinvest dividends, you’re compounding your investment over time, which is great for long-term growth. You don’t need to think about it; the money just keeps working for you.

    • @CarlAcevedo-sc3bl
      @CarlAcevedo-sc3bl 2 месяца назад

      but there are situations where keeping dividends in cash makes sense, especially if you want more flexibility to diversify or buy into dips when the market is down.

    • @christopherherbert2407
      @christopherherbert2407 2 месяца назад

      That’s exactly what I was thinking. With the market being so volatile, maybe it would be smarter to accumulate those dividends and use them when I see a good opportunity. But on the other hand, I also don’t want cash sitting idle for too long

  • @HectorWhitney
    @HectorWhitney 2 месяца назад +231

    My portfolio doesn’t just cater to dividend stocks. I hold $VFIAX (S&P 500 index fund) in my Roth IRA and $VTI (Total Stock Market ETF) in my taxable brokerage account. Two of my largest holdings. The individual dividend stock positions all complement the index holdings.

    • @BellamyGriffin19
      @BellamyGriffin19 2 месяца назад +3

      Thats when you hire someone to manage your money. You need a (CFP) straight up! personally, I would invest in ETF's and also love investing in individual stocks.

    • @PaulKatrina.
      @PaulKatrina. 2 месяца назад +2

      Due to my demanding job, I lack the time to thoroughly assess my investments and analyze individual stocks. Consequently, for the past seven years, I have enlisted the services of a fiduciary who actively manages my portfolio to adapt to the current market conditions. This strategy has allowed me to navigate the financial landscape successfully, making informed decisions on when to buy and sell. Perhaps you should consider a similar approach.

    • @ChristianKelv
      @ChristianKelv 2 месяца назад +2

      this is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? i'm in dire need of proper portfolio allocation

    • @PaulKatrina.
      @PaulKatrina. 2 месяца назад +3

      My CFA ’Sophia Maurine Lanting’ , 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.

    • @JohnSmith060
      @JohnSmith060 2 месяца назад +1

      Thanks for sharing, I just looked her up on the web and I would say she really has an impressive background in investing. I will write her an e-mail shortly.

  • @MesutMilleliri
    @MesutMilleliri 2 месяца назад +184

    Money doesn’t grow on trees, but smart investments are like planting your own nurture them wisely

    • @NoahNollens
      @NoahNollens 2 месяца назад +1

      True! By making wise investments, you’re essentially growing your own wealth just nurture it wisely!

    • @NoahNollens
      @NoahNollens 2 месяца назад +1

      And! My adviser has helped me make wise investment decisions, effectively growing my wealth while managing risk.

    • @OyunBabus
      @OyunBabus 2 месяца назад +1

      I’d like to connect with a knowledgeable adviser to help me make wise investment decisions for wealth growth.1. I completely agree! I'd love to be introduced to a trustworthy adviser who can help me develop a personalized investment strategy.

    • @NoahNollens
      @NoahNollens 2 месяца назад +1

      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..

    • @OyunBabus
      @OyunBabus 2 месяца назад +1

      I just googled her and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a caII.

  • @Martin-cb7gk
    @Martin-cb7gk 2 месяца назад +241

    Reinvesting all your dividends can lead to over-exposure to a particular stock or sector, neglecting diversification and potentially causing imbalance in your portfolio, whereas allocation dividend strategically can provide liquidity, reduce risk and align with changing financial goals.

    • @SeanJohns-ze8ie
      @SeanJohns-ze8ie 2 месяца назад +1

      That’s a great point. I’ve seen investors put all their eggs in one basket by reinvesting dividends without a strategy. This approach can lead to over-exposure to a particular stock or sector, neglecting diversification and potentially causing imbalance in their portfolio.

    • @ThomasColt
      @ThomasColt 2 месяца назад

      And it's not just about diversification. Reinvesting all dividends can also lead to over-concentration in a particular sector, making you vulnerable to market fluctuations.

    • @TheDuke792
      @TheDuke792 2 месяца назад

      Exactly. Strategic dividend allocation can help you maintain a balanced portfolio and reduce risk. What's your approach to dividend investing?

    • @LilianScott-dy5nz
      @LilianScott-dy5nz 2 месяца назад

      I reinvest a portion of my dividends and allocate the rest to other asset classes or use it for living expenses. It's about finding that balance.

    • @MikeHollow-rz5dl
      @MikeHollow-rz5dl 2 месяца назад

      My CFA recommends rebalancing your portfolio quarterly to ensure alignment with changing financial goals. Do you guys rebalance regularly?

  • @A_francis
    @A_francis 2 месяца назад +306

    I’m pretty young and just started my portfolio with around $80K. Dividends drew me in right away! Slowly trying to create significant passive income and manage my Stock Portfolio. how do I invest to deal with markets ups & downs

    • @RickWatson-xu6gw
      @RickWatson-xu6gw 2 месяца назад +4

      There are strategies that could be put in place for solid gains regardless of economy or market condition, but such executions are usually carried out by investment experts or advisors with experience

    • @RobbStonee
      @RobbStonee 2 месяца назад +3

      I agree. Based on personal experience working with an investment advlsor, I currently have $985k in a well-diversified portfollo that has experienced exponential growth. It's not only about having money to invest in st0cks, but you also need to be knowledgeable.

    • @benitabussell5053
      @benitabussell5053 2 месяца назад +3

      Do you mind sharing info on the adviser who assisted you?

    • @RobbStonee
      @RobbStonee 2 месяца назад +2

      Personally, I get guidance from *Marissa Lynn Babula* and most likely, the internet should have her basic info

    • @ScottStraw
      @ScottStraw 2 месяца назад +2

      Thanks a lot for the recommendation. I'll send her an email and I hope I'm able to connect with her.

  • @raztaz826
    @raztaz826 2 месяца назад +40

    I just like staring at my holdings and thinking about which thing to buy before clicking that buy button myself. Makes me feel smart

    • @Madchris8828
      @Madchris8828 2 месяца назад +3

      Haha I get what you mean. It does feel good 😂

  • @PWIviefynn
    @PWIviefynn Месяц назад +542

    Curious about top investors' millionaire-making strategies, I'm eager to grow my $295,000 nest egg. Investing in stocks could provide attractive returns through capital appreciation and dividend yields. But timing is crucial - should I invest now or wait for improved market conditions?

    • @Tonyham198
      @Tonyham198 Месяц назад

      I think the smartest way to go is to spread out your investments. By putting your money into different asset classes like bonds, real estate, and stocks from other countries, you can lower the risk if one part of the market goes bad.

    • @MyersRadfordKeith
      @MyersRadfordKeith Месяц назад

      Several individuals minimize the importance of counsel until their own feelings become overwhelming. A few summers ago, following a protracted divorce, I needed a significant push to keep my firm afloat. I looked for licensed advisors and found someone with the highest qualifications. She has contributed to my reserve increasing from $275k to $850k despite inflation.

    • @Jadechurch-ql3do
      @Jadechurch-ql3do Месяц назад

      Please can you leave the info of your lnvestment advsor here? I’m in dire need for one.

    • @MyersRadfordKeith
      @MyersRadfordKeith Месяц назад

      Credits goes to "Lucinda Margaret Crist" one of the finest portfolio managers in the field. She's widely recognized; you should take a look at her work.

    • @yeslahykcim
      @yeslahykcim Месяц назад

      Thank you for this Pointer. It was easy to find your handler, She seems very proficient and flexible. I booked a call session with her.

  • @Kaustavpatell
    @Kaustavpatell 2 месяца назад +132

    Recently bought some recommended stocks and now they are just penny stocks. There seems to be more negative portfolios in the last 3rd half of 2023 and first half of this year with markets tumbling, soaring inflation, and banks going out of business. My concern is how can the rapid interest-rate hike be of favor to a value investor, or is it better avoiding stocks for a while?

    • @frankedwardark
      @frankedwardark 2 месяца назад +2

      Just ''buy the dip'' man. In the long term it will payoff. High interest rates usually mean lower stock prices, however investors should be cautious of the bull run, its best you connect with a well-qualified adviser to meet your growth goals and avoid blunder

    • @AmithKaury
      @AmithKaury 2 месяца назад +1

      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.

    • @kurtKking
      @kurtKking 2 месяца назад +1

      Do you mind sharing your financial planner ?

    • @AmithKaury
      @AmithKaury 2 месяца назад

      ''TRUDY ELIZABETH STOUFFER'' a highly respected figure in her field. I suggest delving deeper into her credentials, as she possesses extensive experience and serves as a valuable resource for individuals seeking guidance in navigating the financial market

    • @kurtKking
      @kurtKking 2 месяца назад +1

      I just curiously searched her up, and I have sent her an email. I hope she gets back to me soon. Thank you

  • @johannesbruv1099
    @johannesbruv1099 2 месяца назад +47

    To all these people telling you what to do: Don’t. Just do what you fell most comfortable with or what you would prefer. There’s better but find what works for you.

    • @tonycrabtree3416
      @tonycrabtree3416 2 месяца назад +2

      This

    • @shanetravel
      @shanetravel 2 месяца назад +1

      You know the way

    • @Who_attackedFirst
      @Who_attackedFirst 2 месяца назад

      Ive come to a realization about dividends... i know this might sound like a dunce idea, but i thought one way to financial freedom was dividends. Sure, i still have some.
      But i recently learned that if you just invest in growth stocks over 10 - 30 years.... assuming you make 5 - 12% per year.... you could just take out the yield, without dipping into the "negative".... growth etf's are better, in this case, then dividends, for financial freedom... so simple yet i had to read about it, and why dont dividend centered investment youtubers dont talk about this method?

    • @johannesbruv1099
      @johannesbruv1099 2 месяца назад +2

      @@Who_attackedFirst idk if this is one but this sounded like one of those bot replies lol

  • @MrsFrançoisCharlotte
    @MrsFrançoisCharlotte 2 месяца назад +7

    Thanks for sharing awesome tips! I'm 41 financially free and currently growing a solid retirement plan. It takes a positive attitude and consistency to learn new things and unlearn the old habits. It is important to get a mentor or coach to lead you all the way. It's great to start young too!

    • @CristhianPalomo-r6j
      @CristhianPalomo-r6j 2 месяца назад +3

      Hi, I'm 40 working on my retirement fund too. What do you think is the best target for retirement?

    • @uwerathsack
      @uwerathsack 2 месяца назад +2

      As a beginner investor, it's essential for you to have a mentor to keep you accountable.

    • @KalleWahlgren
      @KalleWahlgren 2 месяца назад +3

      Nice way to retire. For me, I believe retirees who struggle to meet their basic needs are the ones who could not accumulate enough money during their active years to meet their needs. Retirement choices determine a lot of things. My wife and I both spent same number of years in the civil service, she invested through a wealth manager and myself through the $401,000. We both still earning after our retirement fund has grown way more than it would have with just the $401,000

    • @CristhianPalomo-r6j
      @CristhianPalomo-r6j 2 месяца назад +6

      I don't really know which firm to work with; I feel they are all the same but it seems you've got it all worked out with the firm you work with so i surely wouldn't mind a recommendation.

    • @KalleWahlgren
      @KalleWahlgren 2 месяца назад +3

      I definitely share your sentiment about these firms. Finding financial advisors like Caroline Suzan Olson 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.

  • @thebes118
    @thebes118 2 месяца назад +21

    I don't use an automatic reinvestment. I renvest my divideds on whichever stock has the biggest loss on that day.

  • @OroborusFMA
    @OroborusFMA 2 месяца назад +12

    I always put my dividends into the closest ex-date, not the same stock that just paid out.

    • @hopelessdecoy
      @hopelessdecoy 2 месяца назад +1

      All my funds and ETFs pay monthly at around the same time.... But this is smart!!

    • @wineweasel
      @wineweasel 2 месяца назад +1

      I have each month written down to tell me which stocks to buy that month with dividends because there ex div date is next month😂

  • @Trader_65-OT
    @Trader_65-OT 2 месяца назад +13

    I don't reinvest my dividends but I buy stock that is lagging behind. Basically I am constantly re-balancing the portfolio

  • @TheGoblin513
    @TheGoblin513 2 месяца назад +11

    I personally like to withdraw half of my dividends to spend. For example I bought a laptop with those funds last month.

    • @thehamierocket2412
      @thehamierocket2412 2 месяца назад

      What do you use and would u be able to help out?

  • @Billclint-i8f
    @Billclint-i8f 2 месяца назад +5

    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.

    • @franklyn-z1k
      @franklyn-z1k 2 месяца назад

      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.

    • @CheriFanizza
      @CheriFanizza 2 месяца назад

      That's a great analogy and I love the insight. Professionals could make a really big difference in investing, and I think everyone should have one. There are aspects of market trend that is difficult for the untrained eyes to see.

    • @phill-s3s
      @phill-s3s 2 месяца назад

      Market behavior can be complex and unpredictable. Mind if I ask you to recommend this particular coach to whom you have used their services?

    • @CheriFanizza
      @CheriFanizza 2 месяца назад

      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.

    • @phill-s3s
      @phill-s3s 2 месяца назад

      Thank you for the lead. I searched her up, and I have sent her an email. I hope she gets back to me soon.

  • @Zitny135
    @Zitny135 2 месяца назад +4

    My Uncle Albert told me compound interest is the powerfullest of all!😊

  • @robertgerber2533
    @robertgerber2533 2 месяца назад +16

    I can’t reinvest any money right now. I need it to pay bills

    • @tonycrabtree3416
      @tonycrabtree3416 2 месяца назад

      @@robertgerber2533 Your money is working for you!

  • @Angrycapitalist
    @Angrycapitalist 2 месяца назад +10

    Personally, I like to let the cash build up (my brokerage pays interest on cash like a savings acct) and deploy those funds when I see a buying opportunity.

    • @RS-lw9cd
      @RS-lw9cd 2 месяца назад

      @@robyee3325If the brokerage account is in a taxable account (vs a Roth IRA or Traditional IRA), as soon as a dividend is paid out, it has tax liability for that year. It does not matter if you pull it out of the brokerage account or not. So, even if you left it in the account, that gain/dividend would be taxable. The tax rate is dependent on a couple of things. Some dividends paid are taxed as ordinary income (such as REITs, BDCs, MLPs/LPs which are non-qualified dividends), while most are taxed as qualified dividends (which are taxed at a lower rate). You would need to determine what type of dividend is being paid => qualified or non-qualified dividends.

    • @kaznika6584
      @kaznika6584 2 месяца назад

      ​@@robyee3325No, but you will pay income tax on any interest earned.

    • @Sanloong7
      @Sanloong7 2 месяца назад +1

      ​@robyee3325 u get taxed on interest and dividend in brokerage account regardless of u take out to spend or not

    • @Sanloong7
      @Sanloong7 2 месяца назад +1

      @robyee3325 yes, roth IRA tax free except MLPs.

  • @Barbara-k3x9j
    @Barbara-k3x9j 2 месяца назад +51

    I’ve been making a lot of losses trying to make profit trading. I thought trading on a demo account is just like trading the real market…Can anyone help me out or at least advise me on what to do?

    • @Martensalberto
      @Martensalberto 2 месяца назад +1

      I will advice you should stop trading on your own if you keep losing.

    • @Martensalberto
      @Martensalberto 2 месяца назад

      If you can, then get a professional to trade for you I think that way your assets are more secure.

    • @Martensalberto
      @Martensalberto 2 месяца назад

      I’d recommend Viola Patterson , her profit is great even when there’s a dip

    • @Martensalberto
      @Martensalberto 2 месяца назад

      you dont need to be shocked haha because i'm also a huge beneficiary of her

    • @LilyR-s9y
      @LilyR-s9y 2 месяца назад

      I've seen a lot of positive reviews about this professional, she must be exceptional for people to talk about her goodness

  • @thecollectiverisk
    @thecollectiverisk 2 месяца назад +2

    I don’t have to worry about buying whole shares but my portfolio is only 12k or so, so I like piling up the dividends Into a lump sum and choosing which position to reinvest to…thanks for another video DB!

  • @delbomb3131
    @delbomb3131 2 месяца назад +2

    The "more work" bit you talked about is exactly why i enjoy having drip turned of. Getting to decide where to invest it is a satisfying experience. If i wanted something hands off I'd just dump most of my money in voo and forget about it.

  • @FaithJay-d9n
    @FaithJay-d9n 2 месяца назад +4

    I am at the beginning of my "investment journey", planning to put 85K into dividend stocks so that I will be making up to 30% per year in dividend returns. Any advice?

    • @wineweasel
      @wineweasel Месяц назад +1

      Aim for 7% 30% is too risky you'll lose it all

  • @kortyEdna825
    @kortyEdna825 2 месяца назад +4

    My strategy combines ETFs for dividends and growth, including JEPI, DIVO, QYLD, SCHD, and JEPQ. Last year, my dividends totaled $102K. but not sure how to mitigate risk thus far for this year.

    • @foden700
      @foden700 2 месяца назад +2

      investors like you should be cautious of the bull run, its best you connect with a well-qualified adviser to meet your growth goals and avoid blunder.

    • @KaurKhangura
      @KaurKhangura 2 месяца назад +2

      I agree with you. As an early investor in NVDA, AVGO, ANSS, and LRCX, my financial advisor's advice was incredibly helpful. Over the past 7 years, she has helped me find stocks that did 10x multiple times. With her help, I've grown my portfolio to over a million dollars.

    • @PatrickFitzgerald-cx6io
      @PatrickFitzgerald-cx6io 2 месяца назад +2

      Well it seems like a lot of your interest is riding on your source, I could really get well accustomed to your viewpoint, get me involved.

    • @KaurKhangura
      @KaurKhangura 2 месяца назад +1

      There are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’Aileen Gertrude Tippy’’ for about five years now, and her performance has been consistently impressive. She’s quite known in her field, look her up.

    • @PatrickFitzgerald-cx6io
      @PatrickFitzgerald-cx6io 2 месяца назад

      Thanks for sharing. I curiously searched for her full name and her website popped up immediately. I looked through her credentials and did my due diligence before contacting her.

  • @floataboat
    @floataboat 2 месяца назад +2

    Fractional shares is why I don’t invest with vanguard because they don’t allow it

  • @tonycrabtree3416
    @tonycrabtree3416 2 месяца назад +3

    I own GOF, OXLC, and ECC. WOOOOOO!

  • @LarsHaendler
    @LarsHaendler 2 месяца назад +8

    GOF drip discount ... I did not know that 😮

  • @rubygreen1249
    @rubygreen1249 2 месяца назад +2

    How about just holding some in cash reserves for future opportunities?

  • @richkuban2027
    @richkuban2027 2 месяца назад +1

    I have asset allocation set up among about 20 positions. I don’t DRIP. I prefer to buy whole shares. I keep approx $1000 cash in each account so I can round up shares. I usually place orders before the dividend pay date. Orders are generally aimed at positions in a reasonable price range, and may not be in the position paying the dividend. Excess cash is in money market funds, waiting for dips in the market. I enjoy the time it takes.

  • @robertcabral1366
    @robertcabral1366 2 месяца назад +1

    Thanks for another well thought out, and informative video 👍😎. You show us how to handle dividends in different types of stocks . This helps in being able to do our due diligence for the various stocks and funds. Thanks for all your hard work and help. 👍😎

  • @Steverino70
    @Steverino70 2 месяца назад

    For an income investor, the practice of taking the dividends in cash instead of automatic reinvesting, should be a key practice. It is for me. Excellent video.

  • @deyemeracing8795
    @deyemeracing8795 2 месяца назад +1

    DRIP is a stupid way to invest, for sure, but if you're still accumulating, you DO want to reinvest dividends and interest. But you should do it based on a composite value of capital gain and dividend output. Pool all the new money together and put it where it will be the most effective based on that composite value. It's pretty easy to set up a spreadsheet to let it do the math for you. Download a CSV or similar of your portfolio, merge it with the spreadsheet, recalculate, and decide where last month's dividends go this month.

  • @blktauna
    @blktauna 2 месяца назад +3

    An interesting take but as I'm a set and forget, at the moment I drip.

  • @KimberlyO.Kitchens
    @KimberlyO.Kitchens 2 месяца назад +1

    I have been a dividend focused investor for a long time. This does not mean I don't own growth stocks, I do. A well rounded portfolio should be a mixture of both categories. One way to minimize the anxiety out of stock market investing, is to make sure you keep a large cash cushion. I invest in the market, but never put all my money in market.

    • @pauline-o2q
      @pauline-o2q 2 месяца назад

      I think the next big thing will be A.I. For enduring growth akin to META, it's vital to avoid impulsive decisions driven by short-term fluctuations. Prioritize patience and a long-term perspective most importantly consider financial advisory for informed buying and selling decisions.

    • @KarenJ.Mancia
      @KarenJ.Mancia 2 месяца назад

      The issue is most people have the "I want to do it myself mentality" but not equipped enough for a crash, hence get burnt, no offense. In general, Financial Consultants are ideal reps for investing jobs, and at firsthand encounter, since Jan.2020, amidst covid outbreak, my portfolio has yielded massively in ROI, summing up to 7-figures as of today.

    • @CharlesT.Foster
      @CharlesT.Foster 2 месяца назад

      This is definitely considerable! think you could suggest any professional/advlsors i can get on the phone with? i'm in dire need of proper portfollo allocation

    • @KarenJ.Mancia
      @KarenJ.Mancia 2 месяца назад

      I've been working with ‘’Stacy Lynn Staples” for about five years now, and her performance has been consistently impressive. She’s quite known in her field, Look her up.

    • @Saviourtina-c4i
      @Saviourtina-c4i 2 месяца назад

      She appears to be well-educated and well-read. I ran an online search on her name and came across her website; thank you for sharing.

  • @VictorSanchezVS13
    @VictorSanchezVS13 2 месяца назад +2

    I'm dripping. But I think once my portfolio hits 50k, I'll be earning about $200 a month. Then I can really buy a share per month of whatever I want. I'm not sure.

  • @georgechapogas1054
    @georgechapogas1054 2 месяца назад +12

    Auto reinvesting is buying at a high share price. reinvest on your own, time it with dips.

    • @YouGotOptions2
      @YouGotOptions2 2 месяца назад +7

      Isnt that called dollar cost averaging?

  • @gtcam723
    @gtcam723 2 месяца назад +2

    This just gave me a great idea (great to me at least) - route the DRIP into a leveraged ETF

    • @danstevens64
      @danstevens64 2 месяца назад

      Can you elaborate?

    • @gtcam723
      @gtcam723 2 месяца назад

      @@danstevens64 it may need to be done manually, but instead of the dividends going back into the yielding asset, use them to buy a leveraged ETF such as TQQQ

  • @drescherjm
    @drescherjm 2 месяца назад +2

    I never used to use the DRIP feature but I have it enabled on about 1/2 of my 30+ dividend paying stocks. The other half I let the cash position grow between the dividends and my monthly transfers and then 3 to 5 times a year I purchase some new security.

    • @Jbig1430
      @Jbig1430 2 месяца назад

      Also if you use margin to buy shares drip will make the purchase as a cash purchase without using margin

  • @GreyFox474
    @GreyFox474 2 месяца назад

    Where I live, automatic DRIP is not a thing at all. Standard here is that you get a cash account as part of your brokerage account and all dividends get deposited there. However, this would still be my preferred way If DRIP was an option, since I want to build up a couple of positions with a savings plan and then use their dividends to build up other positions.

  • @T4G95
    @T4G95 2 месяца назад

    The list of things you need to consider. Does the reinvestment plan offer fractional shares. If not do not apply to be involved as any money that can’t be used to buy another whole share will sit their wasted earning no interest until there is enough to buy one… that could be a long time. Better off keeping that in your hands where you can put it in a savings account or add a bit extra money to buy a full share.
    Another thing to consider is what are the tax implications for all of your dividends? Are you earning many thousands of dollars a year in dividends? Do you have the spare money come tax time to pay for the taxes incurred by these dividends or should you be keeping some aside before reinvesting them to cover the tax owed.
    Does the dividend reinvestment plan offer any substantial discount price for the new shares? Obviously you get the discount from brokerage fees but if you can get locked into paying a graph peak price when they decide the drip share cost only for the stock price to slide before you actually receive the dividend… then you could have purchased them yourself cheaper than the drip paid them to you.

  • @FreakyLynx
    @FreakyLynx 2 месяца назад +1

    Maybe when I reach the dividend payment threshold where I feel comfortable with the income I may stop the drop and put it in my general stock buying fund but right now I’m sticking to reinvesting with my own cash added if there’s something new I want to buy.

  • @KreeH2023
    @KreeH2023 2 месяца назад

    I do both, drip and collect for target buying. You have to do what makes sense for you.

  • @ventcurtisburkett532
    @ventcurtisburkett532 2 месяца назад +5

    I have an allocation goal for different classes of income investments (REIT, Covered Calls, Preferred Stocks, Utilities, Index, and BDC). I stopped reinvesting in REITs lately because their value has increased so much that I am overweight in them. This is a good problem to have, LOL, but I don't want any class of investments to be more than 20% of my portfolio.

  • @DJbladeDJblade-r4v
    @DJbladeDJblade-r4v 2 месяца назад

    WurmpInu is taking center stage with that Times Square ad! The future is looking bright!

  • @logicalmisery3737
    @logicalmisery3737 Месяц назад

    How does automatic reinvesting work if the dividend you get isn't enough to buy whole shares? Doesn't it just sit there until next dividend distribution until you have enough?

  • @jamesp8459
    @jamesp8459 2 месяца назад

    Very informative perspective, thanks!

  • @winb1505
    @winb1505 2 месяца назад +1

    I use all my dividends to buy shares of SCHD and DGRO.

  • @Narsuitus
    @Narsuitus 9 дней назад

    I do not use the DRIP reinvestment method. I prefer to accumulate my dividends in a money market account. Every quarter, I use the money to buy new equities, take a required minimum distribution, or add to my current holdings.

  • @kimblerykates-m6u
    @kimblerykates-m6u 2 месяца назад

    My bull run picks: LINK, UNI, and SOL. Best presale? Hands down, Cortux.

  • @tylerplueddemann7140
    @tylerplueddemann7140 2 месяца назад

    Thoughts on using Merrill Edge? This is what I use

  • @AbbieHampson-oh9se
    @AbbieHampson-oh9se 2 месяца назад

    If you’re into presales, Cortux is a must-have. Early birds get the biggest worms!

  • @GrahamReeds
    @GrahamReeds 2 месяца назад +3

    All the platforms I use allow trading of fractional shares and all platforms I use also pay interest on unused funds, the lowest of which is 4.9%. My personal preference is to wait until I have $500 and spend it all in one block.

  • @Knuckles-2024
    @Knuckles-2024 2 месяца назад

    When I opened JEPI, I loved getting my dividend instead of more JEPI. However now that I own SCHG, I want it back into more SCHG asap!

  • @peoriaos6627
    @peoriaos6627 2 месяца назад

    Great video. I never DRIP, but I can understand why people would and may drip for short times in th3 future. I use my my dividends for income and rebuilding for inflation. I want to get the most bang for my bucks so hold my reinvestment/inflation money for future bargains and don't spend it until said bargains are achieved. Thanks for all you do Dividend Bull. I wouldn't have been able to retire early if it wasn't for you.

  • @kenjordan5750
    @kenjordan5750 Месяц назад

    I don't DRIP. I accumulate divis and buy another divi payer, when the market corrects. A slow way to diversify. I still have BMY from 2010,
    PRU from 2020, both yielding 9%+ now.

  • @dubsdolby9437
    @dubsdolby9437 2 месяца назад

    Reinvest at the right times. Wait for the year lows and the higher yields.

  • @simonyoel
    @simonyoel 2 месяца назад +2

    Why you SHOULDN'T reinvest all of your dividends: At some point in March/April uncle Sam will be asking you for his portion of the cake, and if you already reinvested all of your dividends you will be in a very Sh**y situation to say the least. A lesson I learned the hard way.

    • @genxtech5584
      @genxtech5584 2 месяца назад +7

      If you're making THAT much off dividends then you really don't have much to complain about mate. Pay your due and enjoy all our country has to offer us as a result. I hope to have enough invested one day to care about the taxes.

  • @anotherdude9456
    @anotherdude9456 2 месяца назад +1

    I thought most brokerage apps allowed fractional share purchases at this point. A big reason i took so long to start investing was that I couldn't afford full shares of most stocks. yes i could affird shares of ARCC but i wasnt aware of them before. Im mostly referring to Larger holdings like microsoft

  • @BelleDividends
    @BelleDividends 2 месяца назад

    My European broker doesn't have an automatic DRIP plan. But I let the dividends pay along with my monthly investment. Also: I'm still early starting out so the dividends are still a minority of my investment part.

  • @techshark77
    @techshark77 2 месяца назад +1

    Robinhood fixes this easily and automatically

  • @darrellmcpraytor1212
    @darrellmcpraytor1212 2 месяца назад

    I do both..drip on half and I use the other dividend cash to add on other stocks when they are at a lower price.

  • @Dougsellshouston
    @Dougsellshouston 2 месяца назад

    When young and your account is a baby reinvest it all, Schwab buys fractional shares… as your account grows and you have a ton of money no issue with taking some of the money

  • @rcdyer
    @rcdyer 2 месяца назад

    I like to cycle. One quarter I'll take out a percentage of my portfolio then the next switch to another batch and so on. Have about 12 different dividend paying ETF's and about a third so far are in a ROTH so that helps with taxes.

  • @tortoisehead30
    @tortoisehead30 2 месяца назад +4

    Someday MAIN will be fairly valued. It’s always on my watch list just in case.

  • @jlolment
    @jlolment 2 месяца назад +1

    let them sit, waiting around for a 2% down day, and in the meantime it pays margin

  • @RandomUploads-gr9oe
    @RandomUploads-gr9oe 2 месяца назад

    Moved all my funds into BTC and Cortux. This presale is too good to pass up.

  • @Malaphisis
    @Malaphisis 2 месяца назад +6

    Been using all my dividends to pay off my car within a year, 2 months left....................not investing sucks!

  • @MikeLagos-rg2rj
    @MikeLagos-rg2rj 2 месяца назад

    Consolidating my portfolio to focus on BTC and Cortux, maybe a touch of LTC.

  • @rainbowtrippin3069
    @rainbowtrippin3069 2 месяца назад

    Hey Dividend Bull, Could you do a video on ARLP?

  • @SpeakerBuilder
    @SpeakerBuilder 2 месяца назад

    I go into my account ever month and reinvest manually, looking for the best deals and thereby getting the best return. Of course, I am retired and have the time.

  • @rd9102
    @rd9102 2 месяца назад

    IMO you should allow all dividends to pool as cash so that you can buy the right shares at the right time and not just reinvest everything.

  • @StruggleEndure
    @StruggleEndure 23 дня назад

    Always buy on ex dividend date

  • @NewFrontier63
    @NewFrontier63 2 месяца назад

    I invest in dividend stocks solely for income. I’m in my sixties and am not looking for slow growth. I need money to live well now.

  • @DJFIERROMIX
    @DJFIERROMIX 2 месяца назад

    So nice to see Ms Claudia Ann Brandon talked about here, her good works are speaking already, and like wild fire she's spreading.

    • @DJFIERROMIX
      @DJFIERROMIX 2 месяца назад

      I remember giving her my first savings $20000 and she opened a brokerage account for me it turned out to be the best thing that ever happened to me.

  • @emanueljennings1016
    @emanueljennings1016 2 месяца назад

    DIVIDEND BULL - WHICH IS BETTER ADDING SMALL FREQUENT PAYMENTS OR - IF ONE HAS THE MONEY - ONE HUGE PAYMENT - LETTING BOTH DRIP & COMPOUND - WHICH IS BEST ??

  • @kimberlyjones4534
    @kimberlyjones4534 2 месяца назад +2

    Thank you for the content!! All we need is the right advice on how to invest in crypto and we will be set for life, I’ve made huge figures from trading regardless of the market conditions😊

  • @brgel
    @brgel 2 месяца назад

    When you get dividends and a company is still significantly overvalued, you sell the shares too…

  • @gaziboman8494
    @gaziboman8494 2 месяца назад

    I like to buy gold and silver with my dividends

  • @marcelhoekstra6219
    @marcelhoekstra6219 2 месяца назад

    reinvesting dividend in the next stock that goes ex dividend

  • @sologeorgio
    @sologeorgio 2 месяца назад

    its better to buy shares and not re invest . i buy shares and use the dividens for paying for bills and buy more and more shares instead .

  • @Jim1971a
    @Jim1971a Месяц назад

    Wouldn’t it be better to just keep the increasing share value in the share instead of paying out the dividend, reducing the share price, and causing a taxable event?

  • @tricepsbrachii
    @tricepsbrachii 15 дней назад

    There is no point in reinvesting the dividends. Better to have stocks without dividends in that case.

  • @methos1999
    @methos1999 2 месяца назад

    I go back and forth but at the moment I DRIP.

  • @GaryTR35
    @GaryTR35 2 месяца назад

    Platforms like M1 can reallocate dividends automatically

  • @juliocs5483
    @juliocs5483 2 месяца назад

    Never heard of GOF…research it is 😂

  • @MikeVictory
    @MikeVictory 2 месяца назад +9

    don't drip...reinvest in stocks that give you the greatest return

  • @HiggoDavid-ln6po
    @HiggoDavid-ln6po 2 месяца назад

    Who else thinks Cortux will outperform XRP soon?

  • @Truck--kun
    @Truck--kun 2 месяца назад +2

    If it's in my roths I let them drip, if in my taxable I take cash to manually reinvest on drops unless they have a drip discount.
    I'd also argue on your point that if you need income from CEFs to take distributions as cash, I'd say still drip it then sell the discounted shares for more money and not take less from straight cash distribution

  • @RB-je3yj
    @RB-je3yj 2 месяца назад +1

    😵😬😵‍💫🫨

  • @LuceWilliam-ir9mg
    @LuceWilliam-ir9mg 2 месяца назад

    It seems certain stocks are undervalued, flying under the radar despite their potential. You can't help but wonder when the market will recognize their true worth. How can I invest $600K wisely to ensure our future security?

  • @davesites
    @davesites 2 месяца назад

    👍

  • @user-gy4up6cd5o
    @user-gy4up6cd5o 2 месяца назад +2

    I don't understand why dividend investors would consider reinvest all their dividends. Why having dividends at the first place, why not just go for growth. You will have less shares, but not less value.

    • @vhateverlie
      @vhateverlie 2 месяца назад

      In my experience dividend investors are big fans of value traps where the company has zero growth and just the dividend.

  • @SergeantPsycho
    @SergeantPsycho 2 месяца назад +1

    I prefer the "dividend wheel" strategy, just to help balance things out.

  • @2fan
    @2fan 2 месяца назад

    🥳🥳🥳

  • @Rune-Eriksen225
    @Rune-Eriksen225 2 месяца назад +1

    I'm new to investing, and I've lost a good sum trying out strategies I found in online tutorials. I would sincerely appreciate any recommendations you have.

  • @blinddog4288
    @blinddog4288 2 месяца назад

    5.5% cash is probably the best dividend right now. Stock prices are going to fall. Some of these stocks are going to fail and you can later buy on the lower while still collecting a safe and fair return.