How to Build a Recession Proof Dividend Portfolio!

[@Dividendology]

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[@JosePena-hx2ie]

😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊

[@leepickell]

Some of the best financial content on KZbin. I’m a high school history teacher and you do a pretty good job of explaining complex ideas. Your portfolio that you just showed, does a great job of showing low beta dividend growers in compounders. I would add Visa, MasterCard, and American Express. Visa MasterCard because they’re the biggest two payment processors, but I would also add AMEX because the quality of their customer is huge. Recession would be more likely to hit them less. I would also put Pepsi in Coca-Cola spot. My logic to it is that when you’re in recession or fearing one, you’re going to most likely eat at home more. Just about every American home has at least 5 to 7 Pepsi products in it at any time. Coca-Cola is much more likely to be consumed at a restaurant, stadium… Etc.

[@Dividendology]

Thank you! And thanks for sharing your thoughts!

[@luxurybuzz3681]

Coke > Pepsi. Pepsi tastes flat compared to Coke

[@ben_ojeda]

“These charts are quite literally a thing of beauty” - Dividendology

[@Dividendology]

😂😂

[@cwilson6880]

Naaah, those spreadsheets are a thing of beauty 🫡

[@Dividendology]

thank you!! :)

[@Darudo_sandstorm]

This is incredible. Very well thought out stock selection! Good job !

[@Madchris8828]

Best recession proof is to buy pretty much exclusively ETFs . Past results don't indicate future results and the market is hyper volatile especially now. For me I use ETFs as a safety net and normal stocks as true growth. As my best stocks outperform my etfs

[@TortoiseInvesting]

There are a lot of companies out there that can power through recession and hardship periods, I'm just a fan of buying into moat heavy, cash flow grantors, buy on dips, and add as they drop, and enjoy the bull markets when they happen.

[@marinikc8780]

nice! i'd add V/MA, MSFT, SPGI, MCD, maybe PEP (instead of KO), ABBV

[@Dividendology]

very nice!!

[@four5acp]

Was thinking the same thing on PEP instead of KO. Lower Beta at .52, higher yield and Div. Growth! Also love V/MA & MSFT

[@henry-5676]

KO performed better in 2024

[@CardsHound]

Perfect timing and I love the content! I bought into UNH, WM, JNJ, LMT, PG, KO, and COST this week! Does it fair better to just condense and buy into DGRO instead?

[@emmanuelmitchell8649]

DGRO + SCHD makes the world go round

[@rd9102]

Excellent video. One of the best i have seen in quite awhile on true dividend investing.

[@Dividendology]

Glad you liked it!

[@DividendDude]

Great video per usual Dividendology!!! Keep up the AWESOME work!

[@aaronpi4493]

I would like to see a video of how these stocks did during the 2008 recession

[@jim4909]

Excellent video! Very informative. Thank you for your expert analysis!

[@Dividendology]

Glad you enjoyed it!

[@emmanuelmitchell8649]

Respect. Though I expected to see UNP on that list as well

[@1lllllllll1]

The screener is incredibly nice. Something I’m still not getting…. Why do you not discusss total returns?

[@Dividendology]

Total returns are obviously incredibly important. But in the context of this video subject, security of dividend payments and low volatility is much more important than total returns, as seeking high total returns will expose you to more risk.

[@gabrieltorres6626]

How are the markets at extreme fear. While being at all time highs and all time high evaluations?

[@bendixtrinity]

is there any reason why one shouldnt rely on preferred stocks if the main goal is capital preservation and living off dividends?

[@benjaminthomas6663]

Just say no to clickbait arrows!

[@Firespyer]

On your cost choice does the dividend growth per share include that massive 1 time dividend that they issued?

[@robertdagostino1020]

I enjoy Peter Lynch over Buffet. I built my own ETF. I get my dividends and pay no fees. But investing on my own for over 50 years. Some stocks I own. KO. PEP. MSFT. VZ. GPC. JNJ. ABBV. AMGN. JPM KEY. GS. AEP. DUK. GIS. MO. LLY. LMT. GD. RTX. APC. TXN. QCOM. IBM. XOM. CVX. PSX. MPC ETN. HON and others

[@robertdagostino1020]

PG.

[@Dividendology]

Peter Lynch is one of my favorites!

[@leepickell]

@@robertdagostino1020 now that’s a portfolio. Yield on Cost on so many of them is well over 30 percent depending on entry points.

[@emmanouilplatsidakis3598]

What about ishares core msci world etf???is it a buy for long term???

[@SmileCentral]

Thank you for this video!! 👏👏👏👏👏

[@prasvasu4217]

If the fundamentals remain strong however which way the stock market is, doesn't it make sense to DCA during a recession rather than before it?

[@Dividendology]

Yes!

[@smileyblair3321]

Just making sure. I would love those spreadsheets. I click the link and it takes me to a paid site. Don’t mind paying. But before I sign up, how do I find the ones you used on this video? Or do I have to make them on the paid site? Tks

[@Dividendology]

They are all available to premium members on Tickerdata.com! On the site, there is a place you can click 'premium sheets' to get access to all sheets!

[@RonaldKragnes]

Is there a fund/stock screener that you can use, to search and filter for stocks, and funds like the ones mentioned in the video?

[@Cheesecake99YearsAgo]

Yahoo finance has a free stock screener

[@maxnielse6578]

I feel like financial advisors will always say to do like a 70-30 split with say the s&p and dividend paying stocks and then once you get closer to retirement that percentage shifts so it’s more dividend base. Is there a reason why you don’t do this I feel like I only see you buying dividend stocks hence the KZbin channel name and content lol. Maybe a potential video idea for why you do/don’t do that you know

[@EthanTweedie]

Great video Eli!!

[@logibearlifts3454]

Is your recession proofing sheet on your site yet? I couldn't see it. Great vid and info as ever

[@Dividendology]

Not yet, but will be adding soon! :)

[@logibearlifts3454]

@@Dividendology awesome thank you, I'll keep my eyes peeled

[@justinshearer8180]

Schd/dgro and done 😅

[@daniell6303]

I think it depends on whether you want to do it yourself, or let someone else do it.

[@xaldath4265]

Thanks, Jake.

[@kfordham281]

I have many of these stocks already, but putting WM on my watch list. Need to do some more research there.

[@Dividendology]

Valuation is a bit high at the moment

[@bainuo]

Is there a way to see what percent of holdings is in certain companies including those in etfs like SCHD? I own a number of etfs and I'm a little worried about hidden overlap

[@Dividendology]

Good thought. This is something I mentioned to look for in the video as well.

[@mjs28s]

Doesn't the blended PE of WM concern you? Yes the company will always have work but buying now means buying into what is practically a utility at this point that is also a blended PE of over 30. The earnings growth (projected) going forward is a nice 13% but PE 30 is pretty rich. Closer to 20 would be better.

[@Dividendology]

Yes, valuation is a bit high for WM right now.

[@TheDividendWolf]

Awesome video.

[@dustinadkinson5418]

What are your thoughts on the YieldMax ETF’s? Their value and the dividend payouts

[@Dividendology]

I’m not a fan of yieldmax

[@RobertGaut1]

I don't find this sheet in the Premium sheets as I am a member, will it come ?

[@Dividendology]

Working on adding it today! :)

[@RobertGaut1]

@@Dividendology Thanks, one idea in the Dividendology Premium section I suggest adding a date of the latest version. It's confusing to see if we have the latest one if we have started using some of the sheet. I found sheet where their still some GoogleFinance function.

[@latrellmccrory4987]

are you gonna make a video on the Kellanova acquisition by Mars Inc?

[@gamesview3313]

Great video, can you tell me plaese how i get Dividend growth in my Google Sheets?

[@Dividendology]

Using the TickerData add on! Tickerdata.com

[@84photodude]

Algorithms and previous history is great, but I think a lot of people buy just for those two reasons. I like to put more human thought into growth and safety. If something just doesn't seem practical for the long term, I can't get behind it. Disney and tobacco companies look good on metrics, but core business morals aren't there.

[@davidsousa2322]

look Pbr and vale adr load of dividends and long term investment

[@o.c.g.m9426]

You young guys want a simple answer...Buy XLP.....BOOM DONE

[@Bur6212]

My son is a master beta

[@thebrowndoecorporation5564]

Could someone make a video explaining the difference between KO and COKE in reference to Coca Cola.

[@MrSummitville]

No Energy Stocks?

[@SewingBoxDesigns]

My greed index always stuffs my fear index in a bag and throws it in a closet.

[@karangera1798]

Avg Beta should be a number instead of %

[@holyhandgrenadeofantioch2019]

For the algorithm

[@johnfkeating]

All is great but if the data is inflated bullshit then you get what you get. Share buybacks are not necessarily good

[@gamesview3313]

Almost all stocks are for the young people with a lot of time. They have a low dividend yield. Maybe you must make a lost for the oldies as myself with a high dividend yield!!

[@Dividendology]

I’ll be making a video for high yielders soon!

[@therebels5975]

Just hold the dividend aristocrats and you’re all done

[@brianyegerlehner9157]

My only concern is that most of these dividend stocks won't ever reach Inflation beating percentages till way in the future. Not really worth it in my mind. If a company doesn't pay 3-7% then I'm not buying it.

[@Dividendology]

Inflation beating dividend stocks is more about dividend growth being above inflation rather than the yield. But everyones 'wants and needs' are different.

[@errettfitchett2463]

Yeah, it's all about the CAGR of the dividend, not the dividend itself. For example, AT&T has a 7% dividend yield, but it never increases its yield, and the company's stock performance is lacking, so every year, the dividends pay less compared to inflation. While a company like Microsoft has a .7% dividend yeild, but the yield is growing really fast, and the company's stock price is further raising the dividend yield of what you put in. Theoretically, if you invested in Microsoft early enough the dividend yield on cost would be higher than AT&Ts 7% and that is what this channel is trying to accomplish when it buys low dividends yield stocks that have good fundamentals.

[@Dividendology]

Well said!

[@xaldath4265]

Really, it's about balancing them, when talking about *spending* the dividends. Your returns over time will likely mirror the combination of the yield and the cagr. Similar to if you over sell your shares with a market portfolio, if you have more yield than growth and don't reinvest, you'll lag the market and if you have too little yield, even with good growth, you'll be "underfunded" in retirement. Finding the balance that fits your own timeline and treating the yields appropriately is important.

[@ZeIose]

@@xaldath4265very important notes you’ve made here. My only addition is when you are spending the dividends, your priority probably isn’t dividend growth. So as you said, it’s important to know what your goals are as to whether this strategy is for you.

[@exaroceans]

Great vid. How can I get a copy of that spreadsheet?

[@Dividendology]

Im working on uploading it to Tickerdata.com for premium members!

[@ZeIose]

Oh man. McDonalds doesn’t make the list? How unfortunate. I was hoping to have an excuse to get it right now.

[@jacobmorris8783]

This made my day

[@ILoveTinfoilHats]

McDonald's is definitely not "recession proof"

[@leepickell]

@@ZeIose you should have gotten in. 260 a month ago. 290 now.

[@ZeIose]

@@leepickell yup!