Dividend growth portfolio: Review my pie 68

Dividend growth portfolio: Review my pie 68
▸ Try Snowball Analytics (Discount code: DGI): dgitofi.com/Sn...
▸ Try Seeking Alpha Premium: www.sahg6dtr.c...
▸ Try M1 Finance: dgitofi.com/TryM1
▸ Submit your portfolio here: [e-mail]
02:01 - (0) Question from Matt Damon ? years old
09:33 - (1) Portfolio from Steven 30 years old
Taxable: click.linksyne...
Roth IRA: click.linksyne...
17:36 - (2) Portfolio from Casey 19 years old
dashboard.m1.c...
25:34 - (3) Portfolio from Julio 45 years old
Email
How to transfer to M1 Finance: dgitofi.com/Tra...
My dividend growth portfolio: dgitofi.com/My...
Watch other review my pie videos:
Dividend growth portfolio: Review my pie 67: • Dividend growth portfo...
Dividend growth portfolio: Review my pie 66: • Dividend growth portfo...
Dividend growth portfolio: Review my pie 65: • Dividend growth portfo...
I'm not a financial advisor and the content discussed today is merely my opinion and intended only for your entertainment. The content expressed in this video should not be considered as professional financial advice. Some of the links above are affiliate links and come at no cost to you.
#ReviewMyPie

[@DividendGrowthInvesting]

Thanks for watching! ▸ Try Snowball Analytics (Discount code: DGI): dgitofi.com/SnowballAnalytics ▸ Try Seeking Alpha Premium: www.sahg6dtr.com/2WCWQH/R74QP/ ▸ Try M1 Finance: dgitofi.com/TryM1 ▸ Submit your portfolio here: [e-mail]

[@Jbb7272]

It could look a little like this…

[@DividendGrowthInvesting]

:)

[@lostboi3974]

I like it when you review portfolios ❤

[@DividendGrowthInvesting]

Really glad to hear you enjoy it!!!

[@adrianoskotsadam9171]

Hi, this comment is about the last portfolio. For european investors there are equivelant etfs for the us versions but they follow European Unions regulations called UCITS. Those etfs usually have lowered taxes for europeans e.g i have to pay 30% taxes on gains for jepq but i have to 0% taxes from the jepg the ucits equivalent of jepq. The tax rates are different for each European country.

[@eplugplay8409]

I own VOO, DGRO, SCHD, and VT. Is there any point owning VT?

[@Twinky109]

. keeping my eye on this thread

[@DividendGrowthInvesting]

VT has has a small amount in international where the others do not. If you wanted to add a little into VXUS, you could replace VT with VTI/VXUS or just go with VT. VT is great if you want true market exposure to the entire world but it is not focused on dividends.

[@driftingintoretirement]

Thanks Jake for a great review

[@DividendGrowthInvesting]

Glad you enjoyed it

[@JRFreedom1000]

Did you get rid of your Jepi and Jepq etfs?

[@DividendGrowthInvesting]

nope!

[@dropTheTwoPartySystem]

Question not really related to this video. But you talked about also doing options. I know you're not making ~8K doing options with SCGD/DRGO. What stocks are you using for options? I would guess Tech and Banks.

[@DividendGrowthInvesting]

The 8K was from last year. I don't think I will make that much this year. I am aiming for 4-6k but it all depends on how volatile the market is. I have a list of about 15-20 growth stocks that I focus on. Companies like SHOP, TEAM, AMZN, ABNB etc.. companies that are either cash flow positive and or have low debt. I also do it on IWM and QQQ. I focus on low deltas with 30-90 days. Hope that helps!

[@dropTheTwoPartySystem]

@@DividendGrowthInvesting Thanks. I have been doing credit spreads myself.

[@tacitregular2852]

Curious about your opinion on people’s roth’s having dividend etf’s despite not needing any money from it for decades. Won’t a growth or S&P etf outperform in the long run?

[@DividendGrowthInvesting]

well when you talk about decades, my actions speak louder than words. I invest for growth in my Roth IRA with 2 decades in front of me. I will rebalance in 2 decades and buy high dividend ETFs.

[@adrian-nage]

Hi Jake, how did you set up your son’s account ? My son is 5 and I’d like to do the same. It may be an idea for a separate video. Thanks !

[@DividendGrowthInvesting]

I made a video when my son was born about 3.5 years ago. You could check out this video: kzbin.info/www/bejne/oHO4cpSFpNaYa6M

[@Xairos84]

Would you revisit the leveraged portfolio idea for a video?

[@DividendGrowthInvesting]

If interest rates came down like in 2020 then yeah for sure!

[@Xairos84]

18:28 does the 19 year old want to retire early? I think the idea of retiring early is becoming really popular (although slowly) among younger people

[@DividendGrowthInvesting]

Yeah I think so as well. I think it’s important to work when you’re young because you can’t appreciate the sweet without the sour.

[@gimusk5667]

Dividends for life, covered calls all day

[@DividendGrowthInvesting]

@@gimusk5667 great way to generate cash flow!

[@TJ-Stackin]

The 19 year old should just do Vti/vxus 90/10 and call it a day

[@michaelswami]

Meet Kevin memes are a goldmine of clickbait

[@DividendGrowthInvesting]

lol

[@evasanz3466]

This comment is for the last portfolio, Julio. Does your country of residency have an agreement of double taxation avoidance with the USA? The withholding tax on dividends of 30% can be reduced. As far as I know Italy does have this agreement with the USA. You will need to fill in the form W-8 BEN and send it to your broker. Do please inform yourself well about it and fill in the form (there are KZbin videos that show you how to do it).

[@DividendGrowthInvesting]

Very good point, Eva!

[@evasanz3466]

@@DividendGrowthInvesting another thing that I did not comment about is related to JEPI, DGRO and SCHD. These 3 funds, in theory, are restricted to Europeans (like all USA Domiciled Funds) unless you comply with the requirements of an Accredited Investor.

[@DividendGrowthInvesting]

@ I think it is ridiculous that you cant invest in them in the EU...

[@evasanz3466]

@@DividendGrowthInvesting it is a European law that was implemented in 2010 to avoid European capital to fly to the USA because at that time, houses, stocks, funds, etc were really, really cheap for us (the Euro was really strong).

[@evasanz3466]

@@DividendGrowthInvesting ah! the USA applies a flat withholding tax on USA dividends to all "alien" investors of 30%. Canada does the same.

[@Eli390]

Hey

[@DividendGrowthInvesting]

hey!!!! Happy Sunday!!

[@TJC6626]

Where's the funny clip 😢 I thought you was joking about cutting it out ...

[@DividendGrowthInvesting]

I may bring them back in the future.

[@Diagnostics-yf6wb]

Good review for the italian guy. He needs some growth for sure. Jake, how can i send my portfolio, Via email?

[@DividendGrowthInvesting]

For sure! [e-mail]

[@SavageMontana98]

SCHD - VYM & DGRO 🎉 CLEAN , EASY SIMPLE