These Are The Best Investments for Living Off Dividends

[@DavidLucas-so8rr]

Despite my best attempts to save money, contribute to early retirement, and become financially independent, the economy has sucked out a large portion of my assets since the epidemic. I want to know if I should continue to diversify my investments or if I should look into other industries during these erratic times.

[@JoshuaKerr-m4u]

DCAing amongst various assets is a good strategy and can help reduce the impact of market volatility and thus a good strategy if you are looking to compound . However it is important to consider financial advisory when investing .

[@DesireeJames-q1z]

I agree. Exactly why I now work with one. A lot of folks downplay the role of advisors until being burnt by their emotions, no offense. I remember some years back, during the covid-outbreak, I needed a good boost to stay afloat, hence researched for advisors and thankfully came across one with grit. As of today, my cash reserve has yielded from $350k to nearly $1m

[@Bridget-l7p]

You appear to know the market better than we do, so that makes great sense. Who is the coach?

[@DesireeJames-q1z]

"Laurelyn Gross Pohlmeier," a well-known authority in this field. I would recommend looking into her credentials more because she has a great deal of expertise and is a great resource for anybody looking for advice on how to navigate the financial market.

[@Bako-b8j]

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

[@williamyejun8508]

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.

[@alexyoung3126]

Dividends are dope. Personally, I sometimes use my dividends to buy other dividend and growth stocks for diversification instead of reinvesting in the same stock. 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!

[@checkforme234]

Having the correct plan in place is crucial; my portfolio is well-suited to each season of the market and recently experienced a 100% increase from early last year. My CFP and I are working on a 7-figure target, albeit this could take until Q3 2024.

[@checkforme234]

She is ‘’Rachel Sarah Parrish'’.... I suggest you look her up. To be honest, I almost didn't buy the idea of letting someone handle growing my finance, but so glad I did.

[@austinbar266]

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.

[@eloign7147]

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

[@rogerwheelers4322]

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.

[@joshbarney114]

I'm sure the idea of an investment-Adviser might sound controversial to a few, but a new study by Motley-fool found out that demand for Financial-Advisers sky-rocketed by over 42% since the pandemic and based on firsthand encounter I can say for certain their skillsets are topnotch. I've accrued north of 880k within 16-months from an initially stagnant Portfolio.

[@FabioOdelega876]

I think this is something I should do, but I've been stalling for a long time now. 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.

[@joshbarney114]

I definitely share your sentiment about these firms. Finding financial advisors like Marisa Breton Dollard 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.

[@matturner8]

If I had $360k I would invest $100k in tech & $260k into dividend stock with a proven track record to grow with capital appreciation & dividend increase year over year

[@Johnlarry12]

Adding JEPI and JEPQ are smart additions in my opinion. As for staying committed to higher-risk investments, it's all about balancing your risk tolerance with your long-term goals.

[@monicawill5]

The market is not necessarily a rollercoaster if you know your way around the market, there are various opportunities in the present market to accrue good profit, If you are not too savvy with the market, just buy and hold on strong companies with good earnings, or consult with advisors on ETFs and actively managed funds. that’s what works for my spouse and I. We've made over 30% capital growth minus dividends.

[@MarkGrimm8]

I've been looking to get one, but have been kind of relaxed about it. Could you recommend your advis0r? I'll be happy to use some help.

[@monicawill5]

Finding financial advisors like Carol Vivian Constable 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.

[@MarkGrimm8]

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 email shortly.

[@TotallyRegWhatelse]

Perfect overview, many thx! ❤ 0:55 REITs, 2:36 BDCs, 4:15 CC ETFs, 5:23 Pref. Stock ETFs, 6:06 CEFs, and 7:37 MLPs - all with examples 🎉

[@S1lv3rdo7]

I don't know why he doesn't put chapters in or list the stocks somewhere. It's the #1 reason i don't watch his videos or recommend them to others.

[@mfinite689]

@@S1lv3rdo7 If I had to guess, it's because educational channels like this rely on watch time and if enough people scrubbed 10 seconds of chapter listings and timestamps instead of watching a 9 minute video that would probably put a dent in things.

[@bernadofelix]

My dividend journey began when I realized that two particular expenses in my budget were always going to go up and never go down. The two expenses were taxes and insurance. I realized that the dramatic rise in both will need some added income. So, I started buying shares paying dividends. I can now see that this will be the path I need to take to make sure those two expenses will not overtake my future income.

[@ScottKindle-bk3hx]

As a beginner, educate yourself, Learn the basics of investing and the stock market. There are many resources available online, including books, articles, and online courses. It’s a good idea to diversify your portfolio across different stocks and sectors to minimize risk. I’ve heard of people accruing over $550k during recessions and inflation, its important to do your own research.

[@hersdera]

Yes, I've been in constant touch with a Financial Analyst for approximately 8 months. You know, these days it's really easy to buy into trending stocks, but the task is determining when to sell or keep. That's where my manager comes in, to help me with entry and exit points in the industries I'm engaged in. Can’t say I regret it, I’m 40% up in profits just in 5months with my initial capital of $160k

[@HectorWhitney]

How can one find a verifiable financial planner? I would not mind looking up the professional that helped you. I will be retiring in two years and I might need some management on my much larger portfolio. Don't want to take any chances.

[@hersdera]

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

[@CraigLloyd-fz6ns]

I just googled her name 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 call.

[@CRBarchager]

3:50 The yield may be low but MAIN also pays extra quarterly dividend that is usually larger than their monthly. As of 2024 the dividend is $0.24 pr share and their quarterly is now $0.3 pr share. The extra dividend is not a garantee but have been consitent for years and combining the normal and extra dividend does raise the yield to above 8% which I would say is great considering the alternatives.

[@wewhoareabouttodiesaluteyo9303]

And it gets you to a WHOPPING 12%! Woooooo. -_-

[@tonysilke]

I want a balanced portfolio with growth investments, safe investments, and also focus on dividends to gain up to $20K monthly, my concern is picking the right stocks that can survive a recession. How do i go about this ?

[@Nernst96]

In this current unstable markets, It is advisable to diversify while retaining 70-80% in secure investments. Depending on the worth of your portfolio, you should consider financial advisory.

[@PatrickLloyd-]

Agreed, my portfolio is well-matched for every market season yielding 85% from early last year to date. I and my advisr are working on a 7 figure ballpark goal, tho this could take another year. financial advisors are the most sought-after professionals after doctors.

[@PhilipDunk]

Please can you leave the info of your invstment analyst here? I need such luck

[@PatrickLloyd-]

Vivian Carol Gioia 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..

[@PhilipDunk]

I appreciate it. After searching her name online and reviewing her credentials, I'm quite impressed. I've contacted her as I could use all the help I can get. A call has been scheduled.

[@BWowed]

I would love to see a video just on closed end funds that are worth buying.

[@ckm-mkc]

My favorite is CLM, but YMMV - @dividendbull has a video about IRC.

[@Ziggy9000]

Unconventional Wealth Ideas is a channel where most of his holdings are in a couple of CEFs. He knows how to play them well. I would like to get Dividend Bull's opinion on this strategy.

[@richardthorne2804]

I do agree that everyone is different when it comes to how much you need. I actually have around $1.9 million and I’m retired and I rely completely off my dividends and options income. I sell covered calls on my growth, dividend stocks such as PEP, MCD, PG, JNJ, IBM, HD etc. however, the mistake those so-called experts make is saying you need more to live off dividends it’s actually the other way around you need more if you’re going to rely on the 4% rule and selling shares to live your lifestyle.

[@marksatterfield3100]

It ain't how much you got, it's how much you spend. 🙂

[@richardthorne2804]

@@marksatterfield3100 exactly

[@sarawilliam696]

Because of dividends, I first began investing in stocks. It's important, in my opinion, to be able to live off of dividends without selling if you invest and make other income in addition to payouts. It suggests that you may pass that down to your kids and give them a leg up in life. Over the years, I've invested over $600k in dividend stocks; I continue to buy more today and will keep doing so until the price drops even further.

[@KaurKhangura]

Hearing from an experienced investor who has survived adversity and prevailed is always motivating. It may be frightening when your portfolio goes from green to red, but if you have invested in strong firms, you should maintain growing them and stick to your goal.

[@foden700]

I wholeheartedly concur; I'm 60 years old, just retired, and have about $1,250,000 in non-retirement assets. Compared to the whole value of my portfolio during the last three years, I have no debt and a very little amount of money in retirement accounts. To be completely honest, the information provided by invt-advisors can only be ignored but not neglected. Simply undertake research to choose a trustworthy one.

[@carssimplified2195]

Impressive can you share more info?

[@foden700]

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

[@carssimplified2195]

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.

[@Jaycan]

Been watching for a while. Using the knowledge I've gained here I can really feel my snowball starting to grow.

[@kortyEdna825]

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 2024 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?

[@Pamela.jess.245]

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

[@PatrickFitzgerald-cx6io]

I wholeheartedly concur; I'm 60 years old, just retired, and have about $1,250,000 in non-retirement assets. Compared to the whole value of my portfolio during the last three years, I have no debt and a very little amount of money in retirement accounts. To be completely honest, the information provided by invt-advisors can only be ignored but not neglected. Simply undertake research to choose a trustworthy one.

[@KaurKhangura]

Impressive can you share more info?

[@PatrickFitzgerald-cx6io]

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

[@KaurKhangura]

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.

[@stonersgym8120]

My 2 cents: ABR, APLE, BDJ, BEP, ET, ETG, HDV, PFFA, PNNT, PPL, RQI, SPHY, UGI, UTG. Good luck to all. IMO it's never been a better time to be a dividend investor

[@milo23-v4s-z7y]

Thank you😊

[@Retired-CB]

Instead of buying high dividends stocks for income I do deep in the money covered calls. This can also be done on non-dividend stocks. I just did one for a 5+/- month period. Invested $31,330 with a return of $1950. This may be done twice a year and with the same results it’s a 12.5% yearly return with only being in the market 10+/- months. The stock can go down 16.8% before losing money which is downside protection.

[@Donnafrank-k6e]

Amazing video, A friend of mine referred me to a financial adviser sometime ago and we got to talking about investment and money. I started investing with $150k and in the first 2 months, my portfolio was reading $274,800. Crazy right!, I decided to reinvest my profit and get more interesting. For over a year we have been working together making consistent profit just bought my second home 2 weeks ago and care for my family.

[@Susan00197]

Hi. I’ve been forced to find additional sources of income as I got retrenched. I barely have time to continue trading and watch my investments since I had my second child. Do you think I should take a break for a while from the market and focus on other things or return whenever I have free time or is it a continuous process? Thanks

[@Donnafrank-k6e]

@Susan00197 However, if you do not have access to a professional like Suzanne Gladys Xander, quitting your job to focus on trading may not be the best approach. It is important to consider all options and seek guidance from reliable sources before making any major decisions. Consulting with an AI or using automated trading systems can also be helpful in managing investments while balancing other commitments.

[@Susan00197]

@@Donnafrank-k6e Oh please I’d love that. Thanks!.

[@Donnafrank-k6e]

@Susan00197 Suzanne Gladys Xander is her name .

[@Donnafrank-k6e]

Lookup with her name on the webpage.

[@drescherjm]

I am approaching 40K in investment income per year. I have between 30 and 40 different stocks, bonds, ETFs and money market funds in my dividend portfolio. Some of those are growth but in the last 5 to 10 years I have mostly invested in income and looked for securities that pay more than 4%.

[@Bondbeer]

Good video. I prefer MLPs to REITs as they have comparable distribution yields that are not taxed annually vs reit dividends that are non qualified and taxed as ordinary income.

[@mplate1792]

It is very responsible of you to mention the K1 forms. Too many others will tout the investment but fail to mention the K1 complications.

[@Cwra1smith]

Turbotax Business edition makes quick work of K-1s. Once you get the hang of them they are pretty easy.

[@mplate1792]

@@terra_world , I've adjusted to the fact that my taxes get done later in the year. I file for an extension. The income from LP is just too good to walk away from.

[@skiller189x4]

This year I also had Form K-3s to contend with. Had to file for an extension as well, since these don’t come out till the summer.

[@TortoiseInvesting]

Gotta love the feeling or reinvesting and getting bigger and bigger dividend payments over time!

[@PlaybookEmpire]

I love dividend investing!

[@SergeantPsycho]

There are a few high dividend companies that don't fit into these categories, like Altria and Legget and Platt.

[@ckm-mkc]

LEG is really interesting, thanks for that. Gonna have to research it a bit more.

[@8ofwands300]

LEG pays a high dividend but has been losing money for years. I don't know if it's sustainable.

[@AprilRae19]

Thanks for debunking the myth that you need millions to live off dividends! 🙌

[@seanuh60]

I think it’s worth talking about the extra quarterly dividend that MAIN puts out. I’m sure it’s not guaranteed but it ups their output to 10%.

[@Steverino70]

There is no doubt MAIN is one of the best operated BDC's in the market. I do not own it, the premium you pay over the net asset value of 50%+ is just too rich for me.

[@GrandPrix46]

I like SVOL, as well. 16% yield and pays monthly. They have some issues with Fidelity to sort out by June 3rd, potentially looking at a $100 charge to purchase shares after that date, but you can still sell and drip for free after.

[@roddywoods8130]

Amidst this market downturn, the idea of buying stocks is tempting. What do you think? I'm considering investing over $200k. Any thoughts on alternative strategies during this period of volatility?

[@selenajack2036]

stocks are overrated now. buy gold , 5% in crypto . rest in cash. and wait for the stock/property/land. price to crash . but them after it stops dropping for 7 - 12 months at the bottom.

[@hushbash2989]

Having the correct plan in place is crucial; my portfolio is well-suited to each season of the market and recently experienced a 100% increase from early last year. My CFP and I are working on a 7-figure target, albeit this could take until Q3 2024.

[@bsetdays6784]

That's impressive! I could really use the expertise of this advsors. Please how can i get to your advsor?

[@hushbash2989]

She goes by ‘’Lauren Marie Ehlers'’.... I suggest you look her up. To be honest, I almost didn't buy the idea of letting someone handle growing my finance, but so glad I did.

[@JulianBarnes-dd2iq]

Thank you for the lead. I looked her up and sent her an email. I hope she responds to me soon..

[@Raymondjohn2]

The S&P 500 finished down 20% in 2022. This means long term investors have a great starting point in 2023. Here are 4 very popular ETF’s: $VOO- S&P 500 fund $VTI- Total US stock market $QQQ- High growth, tech $SCHD- Growth + Dividends| I just tallied my dividends for the year;$167k Blessed and grateful, disciplined and focused.

[@kevinmarten]

My "boring" index funds just paid me over $6,000 in dividends last month. This is money that i can choose to spend without having to sell any of my shares. But for now i have it all set to reinvest to buy me even more index funds.

[@Ashley186fre2]

Anyone have recommendations for a reliable monthly investment? I hope to ultimately supplement my income from work with a monthly income from investments. I will still make long-term investments, but it would be wonderful to have a little additional money each month.

[@JacquelinePerrira]

That's awesome! Diversifying your 350K portfolio with the help of an investment coach has really paid off. Making over $730k in net profit from high dividend yield stocks, ETFs, and bonds is quite impressive. Your investment strategy seems to be working wonders for you!

[@kevinmarten]

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

[@JacquelinePerrira]

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.

[@jackwilson3121]

I am retired and own & buy QYLD, JEPI, JEPQ, DIVO & O for monthly income.

[@MrAlbinopapa]

Your content has given me the confidence I needed to settle down and just stick with higher dividend stocks. While investing in the general market ( SPY ) may be a good idea for those that can make regular contributions, for those that can't dividends give us the added income needed. Thanks for sharing your journey with us.

[@originalrecipe6113]

This video is literally gold.

[@SirDangalot]

Another great feature of REITs, specifically, is that they do not have a traditional expense ratio, like other similar investments such as ETFs and mutual funds. There are other costs associated with owning a reit, but they are all built in and you never see them.

[@druvaciam5407]

BTI is my favorite stock, fantastic dividends, low payout

[@John-wl3hu]

Problem with covered call ETF’s is the price keeps falling

[@Jamesjerome0]

As an lnvesting enthusiast, I often wonder how top level investors are able to become millionaires off investing. . I’ve been sitting on over $545K equity from a home sale and I’m not sure where to go from here, is it a good time to buy into stocks or do I wait for another opportunity?.

[@GaryNicka]

well as you know bigger risk, bigger results, but such impeccable high-value trades are often carried out by pros.

[@Donald-George]

People dismiss the importance of advisors until they are burned by their own emotions. I remember a couple of summers ago, following my lengthy divorce, I needed a good boost to assist my business stay alive, so I looked for qualified consultants and came across someone with the highest qualifications. She has helped me raise my reserve from $275k to $850k, despite inflation.

[@Owenra]

How can I participate in this? I sincerely aspire to establish a secure financial future and am eager to participate. Who is the driving force behind your success?.

[@Donald-George]

Actually its a Lady. Yes my go to person is a ‘MICHELE KATHERINE SINGH '. So easy and compassionate Lady. You should take a look at her work.

[@Owenra]

Thank you for this amazing tip. I just looked the name up and wrote her up, to schedule a call. many thanks

[@marksatterfield3100]

Always look at distribution. Is it from income or just return of capital (ROC). Also look at depreciation of NAV.

[@valvend]

I think if a person buys a CEF that holds MLP but individual does not have to deal with K1's the Closed End Fund takes care of that.

[@alvinjohnson9531]

I like these CEF's; They are PCF, IGD, MGF, NRO, JPC, and CMU!😊

[@rodemrick3437]

I look for flat or increasing divideds like PDI and AVK

[@roswel7845]

Thanks for the great info as always. I wish more people would be as concise and informative

[@robertweekley5926]

Good, or Bad, my Predominant ETF family is YieldMax, with holdings in TSLY, NVDY, CONY, & MSTY, with added ULTY, AMDY, & YMAX, for net Dividend Payout eaxh week. I also hold a bit of BANK, HMAX, & 1 more Harvest Fund. Plus some Split Share Funds, and TSLA, which pays no Dividends! On under $200,000 Book, total, dividends are paying well iver $2,000/Mo. In spite of my larger value in TSLA, and some "Dead" Stocks that are in the Read as well! This has been about a 4-5 Year Build up, with DRIP and Direct Reinvestment along with Contributions. Obviously, Focus, Consistency, and Commitment, are important skills in this process! 🤔🧐🤨

[@paulmea3166]

PBDC is a BDC ETF. I own the usual bdc suspects already but if I didn't I'd think about this one.

[@8ofwands300]

It's great.

[@DuffyJ1111]

I've got the MAIN/CSWC combo to go along with a SCHD/SPYI combo

[@shelleyb.1522]

RIV is one of my favorites. It has 3 or more of assets you covered.

[@networkmarketingrecruiting]

Yieldmax etfs have the best dividends

[@Lo_boiii]

What are your thoughts on abr, or arbor realty?

[@wewhoareabouttodiesaluteyo9303]

ABR has a lot of liability.

[@A_man_not_your_man]

Very nice and concise view of different income generating assets, would like to hear your opinions on why you also hold CEFs along with stocks and real estate stocks, most youtubers gloss over CEFs when they generate solid income

[@mrsterling5306]

I really appreciate you sharing your knowledge to help enrich other people’s lives. Thank You! 🙂

[@jijiipetti1433]

Great video! For each and every category, everyone should research the tax consequences and filing requirements (k-1 taxes are a pain, most online tax preparers won't do them and they always come super late in March) whether it's better in a taxable or tax-sheltered account and whether more appropriate for a reg or Roth IRA. Secondly, many but not all of these tend to have declining share price. So if you want a steady or some growth, be ultra choosy. Or be ready to hold it for longer as it works through a cycle (if you like to sell gains and reinvest elsewhere) or hold long term.

[@jonmulack4226]

PDI 14.5%, NXBG 10%, JFR 11.4%. All prices have gone up since Oct '23. Please talk about the affect of Return of Capital (roc).

[@tortoisehead30]

This is not enough diversification. There are healthcare stocks that pay 4-6%. Same with energy companies. Also, telecommunications pay over 6 like VZ.

[@thecollectiverisk]

Thanks for another video to digest!…I know it’s way too early to make an educated assessment but I’m eager to see how the 2 weekly paying ETF’s hold up!

[@jesperpetersson6698]

I don't get why other people don't go for yield when young, just focus on growth. Say 100 stocks with a 9% yield means you can buy 9 new stocks with the dividend, that is your growth, not the "hope" that the company will be able to increase their dividend from 0,5% to 0,55%. Being from Europe i hate that we are not allowed to buy ETF's from United States, you got some real good ones i'd love to own myself.

[@TotallyRegWhatelse]

Being from Europe... why not opening an account at *Interactive Brokers* or one of their many 'introducing broker' across Europe like *CapTrader* or *LYNX?* Or using *Freedom24* as 2nd/3rd broker? It's an Europe based broker, US stock exchange listed, and offers US securities (incl. US ETF) across Europe. Or an account at a bank/broker located in *Liechtenstein* or *Switzerland* (well, at higher cost)? So many options 🎉. Why moaning? 😅

[@jesperpetersson6698]

@@TotallyRegWhatelse All i said was i'm jealous of a few ETFs, you getting triggered like a little girl is not my problem, nor is my "need" for those ETF's worth the trouble of what you are suggesting.

[@suhasshinde2037]

Are the recommended tickers dividends qualified?

[@AZsmoothrider]

MAIN pays frequent supplemental dividends!

[@et_phonehome_2822]

Dividend stocks are the way to go due to the snowball effect with dividend reinvestment. Watch out for funds that have high management fees.

[@brianoverton6442]

Have you looked at any CLO etfs? I’m surprised you haven’t mentioned these. They seem to range between 6 - 10% dividends. Some include only AAA rated CLOs (ICLO, CLOA, CLOX)

[@TheTechCguy]

Diversify in all of them. Have at least one of each type of investment. And have cash on the side in another account, just in case the market heads south. ❤️💯👌

[@openfor45]

Very well presented Bird's eyeview of the various investment types for generating dividend income. I was wondering your thoughts on TLTW ? TLTW is relative new.

[@meme9495]

63, retiring with RIV, CLM, IGR, DSL, ECC, BITO

[@DeathSentryCoH]

Ah, the first person I've seen that mentioned CLM. I have it as well..must admit, the dividends are pretty substantial

[@mitchthornton1820]

I am a big fan of MO …

[@jimwavect]

MO may offer high dividends, but if you started with $10k 10 years ago and reinvested the dividends, it would only be worth $9540 today. An S&P 500 ETF like VOO would return $21,700.

[@mitchthornton1820]

@@jimwavect The purpose of dividend investing isn’t about growth .

[@davesites]

Great video, good information.

[@Gcock]

Energy. Energy. Energy.

[@SpeakerBuilder]

Of my five accounts, four of them follow Alan's advice and are doing very well, and one was my idea to invest in energy stocks, and it has done exceptionally poorly. I have sold most of that stock and cannot get out from under them fast enough, and I will be lucky to get all my money back, never mind make any money. Biggest mistake I have made in the market, never again.

[@Gcock]

@SpeakerBuilder Your cashflow from those stocks are doing poorly? You must be kidding? Stock price themselves are cyclical in energy companies; when you buy is important; cashflow from these investments is far more than RIETs. In many of these companies you will have a freeroll option after 8 years or less. Fundamentals are better than any industry in the stock market. You can gain perpetual equity in the Permian basin at 0.60% price to book with zero debt. Upstream, mid stream, downstream arbitrage opportunities abound. You will find that nowhere else. I also invest in RIETs- land and natural resources are the only real assets in existence. I watch this channel also and value his opinion .

[@wernerschonenberger7668]

​@@SpeakerBuilder You're right, but energy and mining investments are not for the "faint-hearted". Some of my most successful (Glencore and Alpha Metallurgical Ressources) and some sub-par investments (VALE as an example) belong to this category. A more stable alternative are Royalties (Gold Sandstorm, Wheaton, ...), Farmöand REITs if you're afraid of hyperrinflation, Mexican and Canadian stocks if you buy into the "deglobalisation" aka "on-shoring" thesis (I like VOLARIS a mexican airline, but there's plenty of infrastructure (Mexico) and mining/energy (Canada), railway and trucking?), ...

[@Gcock]

@wernerschonenberger7668 This game we play; is not for the faint of heart. The realities of life are even more complicated.

[@williebrown1974]

I'm almost all in on Nuclear Power, but my heart is with dividend investing. I get it!!!

[@blackwaltz3135]

can you look at $TWO ? looks interesting but curious what you find on this

[@BenjaminHansen]

Thank you.

[@Wurstbrot5555]

Tobacco, Coal and Oil

[@SomeUserNameBlahBlah]

Don't forget coco.

[@zacworld2061]

I'm a little surprised to hear you say Realty Income is still your favorite REIT. A year ago at this time their share price was $62. Now they're at a bit more than $53. Doesn't that large drop in share price concern you at all?

[@skiller189x4]

Form K-1s have never bothered me with all my MLPs, but tax year 2023 I got hit with Form K-3s, which is a new requirement where MLPs report foreign tax. Problem is, K-3s don’t come out until June, July or even August. I’ve paid taxes for 45 years, and 2023 was the first time I EVER had to request an extension to file a return, now until later this summer. Just feels strange to have to delay. MLPs definitely are getting more complicated. Still, it’s worth the dividend return.

[@judge9637]

Well crap I didn't know mlpx had a k-1, now I'm wondering if I should swap it with something else in my portfolio

[@ahkeem0]

Thanks for sharing this was very informative 👌 👍

[@jimbrown4640]

FEPI. High yield. Maintains price. Tax advantaged.

[@AlbertoCambiaggi-zx6yk]

Bellissimo video,complimenti,seguo il canale dall Europa(italia)finalmente stanno arrivando anche qui etf come jgpi oppure jgpq, ma ci sono già ottimi etf per il reddito mlpd o prfd di invesco.grazie a presto.

[@joshgo2888]

does ARCC and OBDC provides K-1? What tools can I use to find out if the stock gives 1099-DIV or K-1?

[@fenner1122]

Just Google it…. But it’s a 1099

[@Steverino70]

1099's for both. I own about 15 BDC's(both of what you mentioned). I have never seen a BDC that issues a K-1. BDC's are great!

[@joshgo2888]

@@Steverino70 Thank you for the response but is there a way to check every dividend paying investment whether what form they give? it'll be much easier that way before buying any tempting investments.

[@wewhoareabouttodiesaluteyo9303]

@@joshgo2888 Almost all dividend income stocks, ETFs, really anything traded will give 1099Div. Just think of your brokerage as a separate job. If you add MLPs, you get the k1. I have had the unfortunate time to deal with these. NEVER AGAIN.

[@Steverino70]

If you type in the investment symbol or name into google it will provide the web site of the security. On the web site they will disclose if it is a corp or REIT or mlp or other partnership.

[@charleslewis564]

Can anyone recommend a good book on this subject. I have two left until I retire. I have two rental properties, one is paid off. I do not to pull money from my 401k

[@modernpirate]

I think the only one you didn’t mention was SVOL. Also, what are your thoughts on CEFS?

[@8ofwands300]

He discusses them.

[@ws2940]

Thank you for the video. This definitely helps.

[@bertrandbelancourt2951]

Can you give us your opinion on using margin to invest in those?

[@fenner1122]

Don’t, rates are high and means it cost more to borrow

[@bertrandbelancourt2951]

@@fenner1122 I appreciate the response, ty.

[@pauobunyon9791]

TUGN is solid for. Monthly income

[@PrivateUsername]

Yeah, but BDC nd CEF tax implications can kinda suck.

[@bsaver5942]

If you reinvest the dividend, the fund grows anyway

[@AmeliaClerk]

I just initiated my investment journey, planning to put in at least $80k into dividend stocks. I am project a 30% per year on dividend returns. I seek advice.

[@EthanRaynolds]

JEPI and JEPQ are smart addition to your portfolio in my opinion. As for staying committed to high risk investment, it's all about balancing your risk with your long term goals.

[@katherinebonkowski8925]

I'm a little worried about the inflation. Our cash cut in half....😅

[@Martinsfinance]

REITs like realty income have a payout ratio of more than 100% realty income to be precise 200% how can this be sustainable long term

[@Wazup4177]

FSK for the bdc's

[@international_dividend]

Very nice video

[@mikelalor424]

HESM is a great MLP without the K

[@stevemann3611]

reits are taxed so inefficiently. all a dividend does is create 2 taxable events

[@Kibatsume1]

Roth IRA, no taxes

[@stevemann3611]

@@Kibatsume1 did he mention taxed advantaged accounts in this video? or about how reits are taxed?

[@Thedividendprojectt]

This is sweet!

[@CP-qg4ks]

HESM HESS Midstream is a corporation not a MLP so no k1s

[@JamesJoseph-u1y]

This is not correct. HESM is an LP, not a corp. Go to their website and you'll see for yourself. I wish it was a corporation.

[@seanbyrd4987]

@@JamesJoseph-u1y HESM is a corp. They converted from a LP in 2020. You will get a 1099 and not a K-1. I am invested in them.

[@Shootsmith]

I didn’t think you owned ADC

[@trollingwoodtaproombrewery3670]

FEPI?

[@yasminesaucedo7920]

I have been watching this channel for a while.

[@vulvamare]

I've been watching this channel for a while more.

[@thepimptastic2]

@@vulvamare I've been waching this channel for a while most.

[@vulvamare]

@@thepimptastic2 I've been watching this channel for a while longer.

[@chevyboa8950]

I am KZbin

[@yasminesaucedo7920]

Comment section never disappoints.

[@ReconPro]

Hey folks 😊❤

[@timothybancroft6579]

SBR❤

[@MitchySlick35]

Ymax

[@rcdyer]

Yieldmax ETF's, Defiance ETF's, SPYI, SVOL could be good positions

[@hashimsalim2665]

[@jameswood9772]

My dividend journey began when I realized that two particular expenses in my budget were always going to go up and never go down. The two expenses were taxes and insurance. I realized that the dramatic rise in both will need some added income. So, I started buying shares paying dividends. I can now see that this will be the path I need to take to make sure those two expenses will not overtake my future income.

[@alexyoung3126]

As a beginner, educate yourself, Learn the basics of investing and the stock market. There are many resources available online, including books, articles, and online courses. It’s a good idea to diversify your portfolio across different stocks and sectors to minimize risk. I’ve heard of people accruing over $550k during recessions and inflation, its important to do your own research.

[@williamyejun8508]

Yes, I've been in constant touch with a Financial Analyst for approximately 8 months. You know, these days it's really easy to buy into trending stocks, but the task is determining when to sell or keep. That's where my manager comes in, to help me with entry and exit points in the industries I'm engaged in. Can’t say I regret it, I’m 40% up in profits just in 5months with my initial capital of $160k

[@johnlennon232]

How can one find a verifiable financial planner? I would not mind looking up the professional that helped you. I will be retiring in two years and I might need some management on my much larger portfolio. Don't want to take any chances.

[@williamyejun8508]

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

[@johnlennon232]

Appreciate this recommendation, hopefully I can get some insight to where the market is headed and strategies to beat the downtrend with when I hear back from Melissa.

[@BrewerVera]

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.

[@FaithAndrada-xo9ou]

Dividends are dope. Personally, I sometimes use my dividends to buy other dividend and growth stocks for diversification instead of reinvesting in the same stock. 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!

[@AndersonFair-cy2bb]

The best market strategy is to work with a credible investing coach. Since a while ago, I've been in touch with a coach, mostly because I lack the depth of understanding and mental toughness to deal with the ongoing market conditions. You lack the information necessary to succeed in a competitive market, not because you're doing anything wrong, but rather because of your lack of experience.

[@VanessaWilliams-pu8vt]

Mind if I ask you to recommend this particular coach you using their service? Seems you've figured it all out.

[@AndersonFair-cy2bb]

Her name is. 'RACHEL SARAH PARRISH’. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.

[@VanessaWilliams-pu8vt]

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.