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@ryannemdjen20 күн бұрын
I've just begun learning about value investing, and I've found that many good stocks are undervalued despite their intrinsic value. If you had $200,000 to create a strong investment portfolio, which stocks would you choose for better returns?
@CameronDonna-w7n20 күн бұрын
I think a good investment portfolio should have three basic things: ETFs for diversification, dividend stocks for cash flow, and leading tech stocks. With your budget, it's a good idea to talk to a fiduciary financial advisor for expert advice.
@Simeonedavis20 күн бұрын
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.
@StephenRobello20 күн бұрын
I'm glad I found this conversation. I have cash to invest but am worried about picking the wrong stocks. Can you refer me to your financial advisor?
@Simeonedavis20 күн бұрын
I'm cautious about giving specific recommendations since this is an online forum and everyone situation is unique, but I've worked with Judith Lynn Staufer for years and highly recommend her. Look her up to see if she meets your criteria.
@StephenRobello20 күн бұрын
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.
@austinbarАй бұрын
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.
@jcurdrayeric243Ай бұрын
Calculating the portfolio size needed is very relevant. - How else do you know how much to contribute?
@joshbarney114Ай бұрын
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.
@rogerwheelers4322Ай бұрын
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. I'm also working on an investment plan with my Fin. Advisor that includes AI looking into Nvidia, MSFT, Alphabet stocks among others. I've been utilising a financial advisor for more than 15 months now, and I've made over $800,000.
@FabioOdelega876Ай бұрын
I actually subscribed for a few trading courses but it didn't help much, been getting suggestions to use a proper financial advisor, how did you go about touching base with your coach?
@rogerwheelers4322Ай бұрын
‘’Marisa Michelle Litwinsky’’ is the licensed advisor I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
@Beatricegove733Ай бұрын
I sometimes use my ETFs to buy dividend and growth stocks for diversification instead of reinvesting in the same place. To each their own methods though. The good thing is that you’re investing in the first place and that’s what’s important. Salute for the content!
@NicholasHarmon-ow3jlАй бұрын
Hearing from an experienced investor who has survived the crisis and prospered is always comforting. It could be worrisome when your portfolio goes from green to red, but if you have invested in strong firms, you should just keep growing them and stick to your goal.
@KaurKhanguraАй бұрын
I’m a contractor, and my job doesn’t permit me the time to properly analyze my holdings/evaluate stocks myself, so I’ve had a fiduciary actively restructuring my portfolio for the past 7 years now to match the present market condition and that’s how I’ve been able to stay afloat, knowing when to buy and sell…
@PatrickFitzgerald-cx6ioАй бұрын
Could you kindly elaborate on the advisor's background and qualifications?
@KaurKhanguraАй бұрын
Her name is ‘‘’Aileen Gertrude Tippy’’ can't divulge much. Most likely, the internet should have her basic info, you can research if you like
@PatrickFitzgerald-cx6ioАй бұрын
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.
@amysteinmueller6969Ай бұрын
Thanks!
@alohastateofmind3565Ай бұрын
I want to buy Altria but so hard to believe there will be future smokers to sustain the biz.
@thoreakes1439Ай бұрын
@@alohastateofmind3565 They smoke like chimneys in europe
@nicholasgovernale9146Ай бұрын
@@alohastateofmind3565 I smoke cigarettes, there will always be smokers and I’ll pay w.e plus it’s still popular in Europe if that helps but I don’t own stock
@gioclinazАй бұрын
@@alohastateofmind3565 they’re investing in the cannabis industry, which after 2022, it surpassed alcohol as the most consumed “drug” in daily basis
@thelonelyislands1Ай бұрын
If it operates internationally it would continue to sustain biz for a long time no? Smokers aren't on the decline worldwide maybe in more progressed countries.
@franekkessler489Ай бұрын
Lol you're not very bright
@matturner826 күн бұрын
Does that really means we have to rush into but buying of the mentioned stock to level up our stock growth by a greater percentage or are we to seek adviser from a professional... cause i aren't know where the stock market is actually heading to in this recent time
@monicawill526 күн бұрын
Find quality stocks that have long term potential, and ride with those stocks. I have found it takes someone who is very familiar with the market to make such good picks
@frankbarnes2226 күн бұрын
I agree with you. I started out with investing on my own, but I lost a lot of money. I was able to pull out about $200k after the 2020 crash. I invested the money using an analyst, and in seven months, I raked in almost $673,000
@Johnlarry1226 күн бұрын
impressive gains! how can I get your advlsor please, if you dont mind me asking? I could really use a help as of now
@frankbarnes2226 күн бұрын
My CFA is Carol Vivian Constable , 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.
@Johnlarry1226 күн бұрын
I’ve just looked up her full name on my browser and found her webpage, very much appreciate this
@tudoriusmaximusАй бұрын
I share the love for O and VICI, but have fallen out of MO, sold it once it reached the local top.
@joep84Ай бұрын
MO has been a cornerstone of my IRA for years. EPD is a newer position in my taxable account that I’ve been adding to all year.
@billyjohnson9166Ай бұрын
I own EPD & O. EPD is a great one. I keep on buying on any pullback. I own about 3,000 shares.
@donaldhedervare4392Ай бұрын
Zach, Can you do a review on MPLX.
@laynedunston8873Ай бұрын
What do you think bout ford stock F
@mamamoose270023 күн бұрын
@@laynedunston8873 Tariffs, if kept in play, will hurt the automobile industry.
@michaelswamiАй бұрын
EPD “distribution “ is return of capital until you receive the value of your investment back, so zero taxes until that point, but be advised, you also see a reduction in basis equal to the return of capital. If you hold until death, your heirs get the step up in basis. So the inheritance wipes out the reduction in capital gains at that point. But not advised for retirement accounts.
@DividendDataАй бұрын
Did not know that. MLPs seem to have a lot to it, but it's a small position for me so not really meaningful
@xaldath4265Ай бұрын
@@DividendDataI'm legitimately surprised you didn't know how MLPs are taxed. It's potentially favorable. For a small position...meh. If you intend to invest enough to include in an early "retirement" portfolio, I suggest reading up on it.
@christopheboswell3198Ай бұрын
So if someone decide to go EPD you advise to place it under a taxable account right? and the yearly dividends you get are classified under a special 'line" on your declaration and you receive a special form each year right?
@xaldath4265Ай бұрын
@@christopheboswell3198 With no further conext, yes.
@michaelswamiАй бұрын
@ taxable account for sure and depending on your broker it will be included in the box return of capital. Where that will be will be different among brokerages.
@evandubielАй бұрын
All of these are sizeable holdings for me. MPLX is by far my favorite. Starting buying in 2020 and have been adding steadily. I'd love it if you covered MPLX in detail. Seriously almost no one talks about it and it has been amazing for dividend/income seeking investors.
@PatriciaFerreira-qj9ge8 күн бұрын
Zach can you do a full analise on MPLX please. I aprecciate, thanks.
@rd9102Ай бұрын
I do own MO, it's my second largest position, very happy to get it on sale and amazing yield. Folks that worry about smoking going away i just laugh at. If you go out in everyday life you know how many...questionably intelligent folks there are out there (to be nice). Smoking won't die no matter how hard they try because some folks will ALWAYS want to do it if for no other reason then others are saying you shouldn't or can't. That's just the way it is.
@Mark_DividendsАй бұрын
Thanks for the info. Good to have a blend of some high yielders with consistent dividend growth.
@DividendDataАй бұрын
nothing wrong with high yielders!
@xijven9248Ай бұрын
I guess i bought epd at its lowest but sold it last year since i had under 10 shares and wastnt buying it anymorebsincenit went up so much. But the main reason i soldnit was that k1, i would get it after i did my taxes. So they were slow to send it and also having only a few shares got annoying on having the tax guy ask about it. He wasnt knowledgeable about that type
@Lawyerup904Ай бұрын
Building long positions in all of these except for Altria. Thanks for the video!
@zaybased1954Ай бұрын
Do that video on MLPX bro
@international_dividendАй бұрын
Vici makes no sense on this list - relies on one sector, in one city and on two tenants - Vici itself was created out of the bankruptcy proceedings of its largest tenant! Literally, its largest client has already been bankrupt (and people worry about Realty's tenant base). How is this stable?! 😂 I really don't understand the KZbinr FOMO love for Vici.
@Rain-lb1tsАй бұрын
Bro, they have properties in other cities(hotels) but 85% are in Vegas. I guess the thrill of Vici is Vegas being a popular tourist spot.
@international_dividendАй бұрын
@@Rain-lb1ts Yeah, I'd say 85% is wholly reliant on one city...It's funny though, people give this a pass (and it's 50 rating on simply safe dividends) but think Walgreens being 2% of Realty's portfolio is a huge threat. I agree the 'thrill' of Vegas is what has made this a popular youtube stock.
@Lawyerup904Ай бұрын
It pays a 5.5 div with a div growth rate over 5 percent and when the entire world shut down it collected 100 percent of rent. For those of us that are close to hanging up the cleats … it’s a buy.
@jimmyt5241Ай бұрын
I like neck breaking gains , id like to see a video of what kind of money one of those can produce with a 10k investment over a five years span , they seem weak but wondering the compound effect on that dividend growth , if feel up to it , i feel would be an interesting video .
@kippsguitar6539Ай бұрын
@@jimmyt5241 if you can't make that simple calculation yourself you should be careful investing
@ALEXFVHSАй бұрын
Wouldn't put O there. They have a long record of share dilution
@anbu.r6303Ай бұрын
Hey, it’s been a long time since I watched your videos, I know you used to own AT&T and thought it was a good stock but noticed you sold it. Can I ask why and if you think it’s still a good investment?
@DividendDataАй бұрын
Sold a few years ago. Too low of growth for my current strategy. Business model is highly capital intensive too just to stay competitive. Made an updated stock analysis in August: kzbin.info/www/bejne/r6SUhaendrx7icU
@FutureDreamZzАй бұрын
Can we do Rithm next?
@alohastateofmind3565Ай бұрын
Are all these in your taxable account?
@anthonybonacioАй бұрын
Great vid as always
@RichardReuvenАй бұрын
Can you do another 5 High Yield dividend stocks for a total of 10
@clarkvkАй бұрын
Yes please stocks that dont require a K1.
@thare2597Ай бұрын
Not a stock, but SCHD seems to be a "forever" hold.
@Apollo_21milАй бұрын
PM > Altria
@MatanKarniАй бұрын
I'm not a US citizen so I cannot buy EPD stocks from my local broker. This company sales its stock in the US (and maybe Canada, I'm not sure). Too bad that no body is mentioning that when talking about this stock.
@Walker956Ай бұрын
if you really wanted as many people as people to use your site then you would make it even cheaper. but meh
@mowersinmowtion1Ай бұрын
I think you’re missing Verizon. Everyone is gonna have a phone and need service
@DividendDataАй бұрын
Too slow of growth to fit the criteria, but yes Verizon is a reliable high yield stock
@DanielMendez-hb6fgАй бұрын
You make more money selling puts. Lean to do that. Use the put premium to buy dividend stock. If you get assigned the stock you sell calls Use premium to more dividend stock