Why You SHOULDN'T Reinvest All Your Dividends

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  • Опубликовано: 5 ноя 2024

Комментарии • 298

  • @oneillbilder
    @oneillbilder 24 дня назад +632

    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 24 дня 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 24 дня 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 24 дня 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 24 дня 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 24 дня 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.

  • @kendavies8351
    @kendavies8351 14 дней назад +235

    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 14 дней назад +2

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

    • @Donalddavies-gc9rb
      @Donalddavies-gc9rb 14 дней 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 14 дней 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 14 дней 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 14 дней 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?

  • @ericbergman7546
    @ericbergman7546 26 дней назад +348

    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 26 дней 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 26 дней 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 26 дней 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 26 дней 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 26 дней 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 25 дней назад +214

    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 25 дней 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. 25 дней 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 25 дней 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. 25 дней 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 25 дней 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.

  • @DonaldMark-ne7se
    @DonaldMark-ne7se 26 дней назад +178

    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 26 дней 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 26 дней 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 26 дней 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 26 дней 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 26 дней 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.

  • @mandyyonge
    @mandyyonge 25 дней назад +219

    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. I invest in the market, but never put all my money in market.

    • @HarunTosun-wg4rc
      @HarunTosun-wg4rc 25 дней назад

      The strategies are quite rigorous for the regular-Joe. As a matter of fact, they are mostly successfully carried out by pros who have had a great deal of skillset/knowledge to pull such trades off

    • @TommyChong677
      @TommyChong677 25 дней назад

      I can only speak from my experience when I advise seeking professional advice. It looks like a smart bet if you don't know where to get an experienced one, but if you don't know anything about the market.

    • @tinsleyLuna
      @tinsleyLuna 25 дней назад

      Mind if I ask you recommend this particular professional you use their service? i need all the guidance I can get.

    • @TommyChong677
      @TommyChong677 25 дней назад

      Finding financial advisors like ''Camilla Marie Fuller''' 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.

    • @tinsleyLuna
      @tinsleyLuna 25 дней назад

      Thanks for sharing. I searched her full name and found her website instantly. After reviewing her credentials and conducting due diligence, I reached out to her.

  • @MesutMilleliri
    @MesutMilleliri 25 дней назад +184

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

    • @NoahNollens
      @NoahNollens 25 дней назад +1

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

    • @NoahNollens
      @NoahNollens 25 дней назад +1

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

    • @OyunBabus
      @OyunBabus 25 дней 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 25 дней 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 25 дней 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.

  • @PWIviefynn
    @PWIviefynn 15 дней назад +543

    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 15 дней 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 15 дней 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 15 дней назад

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

    • @MyersRadfordKeith
      @MyersRadfordKeith 15 дней 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 15 дней 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.

  • @A_francis
    @A_francis 27 дней 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 27 дней 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 27 дней 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 27 дней назад +3

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

    • @RobbStonee
      @RobbStonee 27 дней назад +2

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

    • @ScottStraw
      @ScottStraw 27 дней назад +1

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

  • @Martin-cb7gk
    @Martin-cb7gk 27 дней 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 27 дней 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 27 дней 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 27 дней 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 27 дней 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 27 дней назад

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

  • @Kaustavpatell
    @Kaustavpatell 27 дней назад +121

    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 27 дней 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 27 дней 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 27 дней назад +1

      Do you mind sharing your financial planner ?

    • @AmithKaury
      @AmithKaury 27 дней 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 27 дней 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

  • @raztaz826
    @raztaz826 28 дней назад +39

    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 28 дней назад +2

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

  • @johannesbruv1099
    @johannesbruv1099 28 дней 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 28 дней назад +2

      This

    • @shanetravel
      @shanetravel 28 дней назад +1

      You know the way

    • @Who_attackedFirst
      @Who_attackedFirst 28 дней 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 28 дней назад +2

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

  • @MrsFrançoisCharlotte
    @MrsFrançoisCharlotte 27 дней 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 27 дней назад +3

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

    • @uwerathsack
      @uwerathsack 27 дней назад +2

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

    • @KalleWahlgren
      @KalleWahlgren 27 дней 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 27 дней 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 27 дней 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.

  • @FaithJay-d9n
    @FaithJay-d9n 23 дня 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?

    • @wyldwiisel9126
      @wyldwiisel9126 17 дней назад +1

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

  • @OroborusFMA
    @OroborusFMA 28 дней назад +12

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

    • @hopelessdecoy
      @hopelessdecoy 28 дней назад +1

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

    • @wyldwiisel9126
      @wyldwiisel9126 27 дней 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😂

  • @evelynlukmon
    @evelynlukmon 27 дней назад +139

    80% equities 20% cash. I plan to take advantage of the current market situation as leading indicators predict a bullish S&P 500 by 2025, my concern is how to properly allocate a large stock/bond portfolio for maximum potential returns.

    • @justlikekingsolomon
      @justlikekingsolomon 27 дней назад +2

      I don’t see a problem fully invested into stocks as long as you know what you're doing, whereas it's best to consider advisory services

    • @everceen
      @everceen 27 дней назад +1

      Agreed, investing with the help of a FA did the trick for me in barely 5 years. I worked hard everyday as a teacher for 32 years and my salary was over 100k, enough to get me invested. I'm semi-retd today with nearly $1m, and only work 7.5 hours weekly.

    • @garrickhunter-o4e
      @garrickhunter-o4e 27 дней назад

      @@everceen how to put my money to work has been my daily thought, did my research and most suggestions pointed at the stock market, the thing is i'm an absolute noob at investing... mind sharing info of this professional guiding you please?

    • @everceen
      @everceen 27 дней назад

      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.

    • @grapesandroses
      @grapesandroses 27 дней назад

      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

  • @TheGoblin513
    @TheGoblin513 28 дней назад +11

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

  • @thebes118
    @thebes118 28 дней назад +20

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

  • @Barbara-k3x9j
    @Barbara-k3x9j 25 дней назад +53

    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 25 дней назад +1

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

    • @Martensalberto
      @Martensalberto 25 дней назад

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

    • @Martensalberto
      @Martensalberto 25 дней назад

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

    • @OliviaMoore-c4s
      @OliviaMoore-c4s 25 дней назад

      Hey i'm shocked you just mentioned and recommended viola patterson , i thought i was the only one familiar with her

    • @Martensalberto
      @Martensalberto 25 дней назад

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

  • @robertgerber2533
    @robertgerber2533 28 дней назад +16

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

    • @tonycrabtree3416
      @tonycrabtree3416 28 дней назад

      @@robertgerber2533 Your money is working for you!

  • @delbomb3131
    @delbomb3131 27 дней 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.

  • @Trader_65-OT
    @Trader_65-OT 28 дней назад +12

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

  • @Billclint-i8f
    @Billclint-i8f 27 дней 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 27 дней 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 27 дней 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 27 дней 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 27 дней 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 27 дней 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.

  • @StevenCovey-ct3sx
    @StevenCovey-ct3sx 8 дней назад +1

    I put my dividends in the fund or sector that is not doing so well. Go where the puck is going to be. Not where it is now.

  • @Zitny135
    @Zitny135 27 дней назад +3

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

  • @kortyEdna825
    @kortyEdna825 27 дней 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 27 дней 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 27 дней 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 27 дней 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 27 дней 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 27 дней 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.

  • @LarsHaendler
    @LarsHaendler 28 дней назад +8

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

  • @Angrycapitalist
    @Angrycapitalist 28 дней назад +9

    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.

    • @robyee3325
      @robyee3325 28 дней назад

      Do you pay tax on it when you pull it out of the brokerage account to spend?

    • @RS-lw9cd
      @RS-lw9cd 27 дней 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 27 дней назад

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

    • @Sanloong7
      @Sanloong7 27 дней назад +1

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

    • @robyee3325
      @robyee3325 27 дней назад

      @@Sanloong7 unless it’s a retirement brokerage account?

  • @thecollectiverisk
    @thecollectiverisk 27 дней назад +1

    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!

  • @robertcabral1366
    @robertcabral1366 28 дней 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. 👍😎

  • @rubygreen1249
    @rubygreen1249 27 дней назад +2

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

  • @blktauna
    @blktauna 28 дней назад +3

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

  • @tonycrabtree3416
    @tonycrabtree3416 28 дней назад +3

    I own GOF, OXLC, and ECC. WOOOOOO!

  • @floataboat
    @floataboat 28 дней назад +2

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

  • @KimberlyO.Kitchens
    @KimberlyO.Kitchens 23 дня 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 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

      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 23 дня 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 23 дня 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 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.

  • @DJbladeDJblade-r4v
    @DJbladeDJblade-r4v 22 дня назад

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

  • @T4G95
    @T4G95 24 дня 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.

  • @VictorSanchezVS13
    @VictorSanchezVS13 27 дней 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.

  • @Steverino70
    @Steverino70 27 дней 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.

  • @jamesp8459
    @jamesp8459 26 дней назад

    Very informative perspective, thanks!

  • @tylerplueddemann7140
    @tylerplueddemann7140 28 дней назад

    Thoughts on using Merrill Edge? This is what I use

  • @FreakyLynx
    @FreakyLynx 28 дней 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 27 дней назад

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

  • @drescherjm
    @drescherjm 28 дней 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 28 дней назад

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

  • @darrellmcpraytor1212
    @darrellmcpraytor1212 28 дней 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.

  • @logicalmisery3737
    @logicalmisery3737 15 дней 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?

  • @winb1505
    @winb1505 28 дней назад +1

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

  • @rcdyer
    @rcdyer 21 день 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.

  • @BelleDividends
    @BelleDividends 22 дня 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.

  • @GreyFox474
    @GreyFox474 27 дней 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.

  • @gtcam723
    @gtcam723 28 дней назад +2

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

    • @danstevens64
      @danstevens64 28 дней назад

      Can you elaborate?

    • @gtcam723
      @gtcam723 28 дней 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

    • @robyee3325
      @robyee3325 28 дней назад

      @@danstevens64letf’s are riskier than regular etf

    • @robyee3325
      @robyee3325 28 дней назад

      @@danstevens64letf’s are riskier

  • @ElmanLlm
    @ElmanLlm 27 дней назад +149

    *Amazing video, you work for 40yrs to have $1M in your retirement, meanwhile some people are putting just $10K into trading from just few months ago and now they are multimillionaires*

    • @EfLahache
      @EfLahache 27 дней назад

      Hello , I am very interested. As you know, there are tons of investments out there and without solid knowledge, I can't decide what is best. Can you explain further how you invest and earn?

    • @MaickArlequin
      @MaickArlequin 27 дней назад +2

      Waking up every 14th of each month to 210,000 dollars it’s a blessing to I and my family… Big gratitude to Maria Frances Hanlon🙌

    • @BetioJunes
      @BetioJunes 27 дней назад

      Same, I operate a wide- range of Investments with help from My Financial Adviser. My advice is to get a professional who will help you, plan and enhance your management skills. For the record, working with Maria Frances Hanlon, has been an amazing experience.

    • @ShakurBeretta
      @ShakurBeretta 27 дней назад

      Hello how do you make such monthly?? I'm a born Christian and sometimes I feel so down 🤦‍♀️of myself because of low finance but I still
      believe in God

    • @SagCarvali
      @SagCarvali 27 дней назад

      YES!!! That's exactly her name (Maria Frances Hanlon) so many people have recommended highly about her and am just starting with her 😊from Brisbane Australia🇦🇺

  • @emanueljennings1016
    @emanueljennings1016 27 дней 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 ??

  • @kimblerykates-m6u
    @kimblerykates-m6u 26 дней назад

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

  • @AbbieHampson-oh9se
    @AbbieHampson-oh9se 26 дней назад

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

  • @Knuckles-2024
    @Knuckles-2024 28 дней 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!

  • @rainbowtrippin3069
    @rainbowtrippin3069 26 дней назад

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

  • @richkuban2027
    @richkuban2027 28 дней назад

    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.

  • @peoriaos6627
    @peoriaos6627 28 дней 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.

  • @ventcurtisburkett532
    @ventcurtisburkett532 28 дней 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.

  • @kenjordan5750
    @kenjordan5750 15 дней 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.

  • @georgechapogas1054
    @georgechapogas1054 28 дней назад +12

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

    • @toddmaek5436
      @toddmaek5436 28 дней назад +6

      Isnt that called dollar cost averaging?

  • @MikeLagos-rg2rj
    @MikeLagos-rg2rj 26 дней назад

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

  • @simonyoel
    @simonyoel 28 дней 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 28 дней 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.

    • @robyee3325
      @robyee3325 28 дней назад

      @@genxtech5584lol no

  • @techshark6181
    @techshark6181 27 дней назад +1

    Robinhood fixes this easily and automatically

  • @deyemeracing8795
    @deyemeracing8795 27 дней назад

    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.

  • @dubsdolby9437
    @dubsdolby9437 27 дней назад

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

  • @RandomUploads-gr9oe
    @RandomUploads-gr9oe 26 дней назад

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

  • @Birdknowsbest
    @Birdknowsbest 28 дней назад

    You an buy fractional shares so it doesnt matter bc you dont need to buy 2 full shares, you would buy 1.9 etc.

  • @anotherdude9456
    @anotherdude9456 28 дней назад

    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

  • @NewFrontier63
    @NewFrontier63 26 дней 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.

  • @Jim1971a
    @Jim1971a 13 дней 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?

  • @tortoisehead30
    @tortoisehead30 28 дней назад +4

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

  • @rd9102
    @rd9102 24 дня 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.

  • @Malaphisis
    @Malaphisis 28 дней назад +6

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

  • @kimberlyjones4534
    @kimberlyjones4534 28 дней 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😊

  • @DJFIERROMIX
    @DJFIERROMIX 27 дней 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 27 дней 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.

  • @Dougsellshouston
    @Dougsellshouston 28 дней 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

  • @brgel
    @brgel 27 дней назад

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

  • @marcelhoekstra6219
    @marcelhoekstra6219 27 дней назад

    reinvesting dividend in the next stock that goes ex dividend

  • @SpeakerBuilder
    @SpeakerBuilder 27 дней 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.

  • @gaziboman8494
    @gaziboman8494 28 дней назад

    I like to buy gold and silver with my dividends

  • @GrahamReeds
    @GrahamReeds 28 дней 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.

  • @GaryTR35
    @GaryTR35 27 дней назад

    Platforms like M1 can reallocate dividends automatically

  • @sologeorgio
    @sologeorgio 28 дней 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 .

  • @methos-ey9nf
    @methos-ey9nf 28 дней назад

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

  • @HiggoDavid-ln6po
    @HiggoDavid-ln6po 26 дней назад

    Who else thinks Cortux will outperform XRP soon?

  • @jlolment
    @jlolment 28 дней назад

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

  • @LuceWilliam-ir9mg
    @LuceWilliam-ir9mg 27 дней 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?

  • @juliocs5483
    @juliocs5483 27 дней назад

    Never heard of GOF…research it is 😂

  • @davesites
    @davesites 28 дней назад

    👍

  • @RB-je3yj
    @RB-je3yj 28 дней назад +1

    😵😬😵‍💫🫨

  • @SergeantPsycho
    @SergeantPsycho 28 дней назад +1

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

  • @user-gy4up6cd5o
    @user-gy4up6cd5o 27 дней 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 26 дней назад

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

  • @MikeVictory
    @MikeVictory 28 дней назад +9

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

  • @2fan
    @2fan 28 дней назад

    🥳🥳🥳

  • @Truck--kun
    @Truck--kun 28 дней 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

  • @Rune-Eriksen225
    @Rune-Eriksen225 28 дней 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 28 дней 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.