How Much My Dividend Portfolio Paid Me in January! ($211,000 Account)

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In this video, we review how much dividend income I made in the month of January. Let me know your thoughts in the comments below!
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[@Dividendology]

🚀 Access Tickerdata and my Spreadsheets: tickerdata.com/ 💰 Get $30 off and a 7 day free trial to Seeking Alpha: www.sahg6dtr.com/9D5QH2/R74QP/ 🔥 Join my free newsletter! dividendology.substack.com/ 📊 Preferred Broker (Interactive Brokers): www.interactivebrokers.com/mkt/?src=dividendologyPY1&url=%2Fen%2Fwhyib%2Foverview.php

[@Camillalambertilee2123]

I lost over $80k when everything started to tank. Not because I was in an exchange that went belly up. I was just stupid to hold and because that's what everyone said. I'm still responsible. It just taught me to be a better investor now that I understand more of what could go wrong. It took me over two years of being in the market, I'm really grateful I found one source to recover my money, at least $10k profits weekly. Thanks Veronica Hoy

[@Alfonsosilva6]

Wow. I'm a bit perplexed seeing her been mentioned here also Didn’t know she has been good to so many people too this is wonderful, I'm in my fifth trade with her and it has been super.

[@HannahWhite-r]

She is my family's personal Broker and also a personal Broker to many families in the United states, she is a licensed broker and a FINRA AGENT in the United States.

[@hansonhughes684]

You trade with Veronica Hoy too? Wow that woman has been a blessing to me and my family.

[@ChristophAdino12w2]

I'm new at this, please how can I reach her?

[@ThomasGuirgio1]

I was skeptical at first till I decided to try. Its huge returns is awesome. I can't say much

[@jeremyweaver647]

You are by far the best dividend content creator in my opinion.

[@Dividendology]

Wow! Thank you so much!

[@CurieBohr]

Just need to see the actual portfolio(s) instead of spreadsheets. I have a 40 billion portfolio on spreadsheet. Wanna see?

[@emmanuellora4362]

Facts ​@@CurieBohr

[@aaronquadd3019]

Joseph Carlson very good too and he shows his full portfolios

[@misa_4333]

If I may make a suggestion, your yield on cost line graph I added a second line to show the current dividend yield of the stock just to compare my yield on cost versus the current dividend yield , which shows a really nice comparison. I love to see it right off my spreadsheet.

[@Dividendology]

Nice idea!

[@SmarkInvesting]

Impressive update, you're hands down one of my favourite content creators!

[@Mr.J.Ortiz.]

Does GS and TPL apply to your profile ?

[@dirklioff3506]

TPL would be very interesting!

[@gni7750]

I cannot believe I stumbled upon this channel.. What a gold mine. Subscribed.

[@Dividendology]

Awesome, thank you!

[@mgamble11]

Hi Eli, Thanks for the videos! I haven't seen you mention in any of your videos what account structure you are using for your dividend portfolio strategy. Are you just using a cash secured brokerage account or perhaps you have a Roth or Traditional IRA in the mix? Perhaps a mix of both? I'd be interested to hear your thoughts on account setups and how you might allocate to different tax advantaged accounts? Thx, again.

[@Dividendology]

I've made some videos discussing taxes (and am working on another one), but I need to make one on how to determine if/when to utilize tax advantaged accounts. Taxes depend on many variables like income, account, and location. This video is a good place to start: kzbin.info/www/bejne/n5rLdKudZ7mWqNEsi=B7wG8QoiQSSUFVYv

[@mgamble11]

@@Dividendology Thanks, I have watched that one already! Look forward to your future content on the subject.

[@roonky]

Hi Dividendology, sorry if I missed a video or missed how you invest, but do you reinvest your dividends in DRIP or do you have it go cash and use it to reinvest in what you choose?

[@Dividendology]

Typically reinvest

[@brutalmanfatal]

Wondering how much on average you pay in taxes for those dividends. Cause one thing is to say I get XXX amount and then you have to pay XXX in taxes.

[@idunno966]

Most, though admittedly not all, dividends are taxed at an advantaged rate (Federal USA)

[@jerettbutler1229]

He’s posted on a previous video that he uses tax advantage IRAs and 401ks so he technically doesn’t pay anything for the dividends earned

[@jacobclemens7389]

Depends on his tax bracket based on his earned income or taxable income. As a general idea I’d figure at least 30% of the dividends would need to be paid out as taxes. That’s a huge generalization but it’s close enough to have an idea.

[@johannesbruv1099]

his biggest investment is schd which pays qualified dividends. While my portfolio is much smaller and my income smaller, at least personally my schd taxes remained qualified for the year while my actual taxed dividends were covered by my deductions. it really depends on situation

[@lengerer]

Whenever talking finance you always talk pre tax. This is because everyone’s tax liabilities are different. If I earn 100k and pay 20k tax but have many negative geared assets I could write off the entire 20k and my earnings would be 100k. You on the other hand could earn 100k and pay 20k tax but have no write offs/deductions so your pay is 80k…. But reality is both earn 100k. It creates an equal playing field.

[@3FR33ZE3]

That's some good stuff!!! But what happens when the market crashes? will you also lose all the dividend income?

[@Hhbhwumnsioocyhejkxiihha]

Dividend cuts are always possible but the stocks hé owns are unlikely to cut their dividend

[@Dividendology]

The focus is on buying stocks with growing, sustainable dividends. That way dividends continue to increase, even during market downturns,

[@yourfellowman11]

$271 in additional income - especially one you didn't have to work for - is a lot of money no matter how you slice it. Good stuff!

[@OroborusFMA]

My Fidelity account is nearly the exact same size. It made about $1,250 in dividends in January.

[@francosantoro1986]

I'm investing in O and Pepsi heavily along with J&J and Microsoft 😮😮

[@francwatch2678]

Hi, I don’t know if anybody ask you this before, but is JEPQ good ? Or any reasons why you didn’t add it in your port? Thanks in advance, keep up the good work 💪

[@aaronquadd3019]

He made a video on this but they don't consistenly grow their dividends and it's too volitile. I own it and reinvest my dividends since it grows at a good rate but he has mentioned JEPQ JEPI QYLD are not the type of ETFs he wants

[@jorgeporwallstreet02]

Congratulations on that incredible portfolio (mine is 4k hahahaha). You have helped me a lot to start documenting on my channel my journey that it is possible to live off dividends in Spain. Greetings, you are the best!

[@NormalBirdy]

Dang you got more than me congrats

[@Stuartish17]

Have you checked out RITM?

[@StuartHollingsead]

I have looked at the entire situation. I have decided to invest in Costco heavily, and then at a certain point, switch over the gains to a dividend etf. 2000 per month into Costco, after 30 years is 28 million. 2000 per month into SCHD, after 30 years is 10 million.

[@t0bakken1337]

1 bad year at costco and you lose everything. 1 bad year at SCHD and it won't matter a thing, since it gets revised every year and contains multiple companies in every sector of the trade. So yea, the greater the risk the bigger the reward. Just like when you odds or play the casino.

[@StuartHollingsead]

@@t0bakken1337 I find it difficult to believe that Costco can fail that hard. They have a large runway into the global market. Enough to last my required 20 years. 28 million vs 10 million is no small thing at 30 years investing. Your phrase of "one bad year and you lose everything" is not correct. The stock bounces back. The worst possible years were covid, and Costco did just fine. The disaster that you describe that would end Costco would also end civilization.

[@t0bakken1337]

@@StuartHollingseadfirst of all, i didn’t describe anything i’m telling you risk vs reward. “Covid was the worst possible period” “Costco runs deep into world trade” So, currently the US president is about to start a tariff trade war. That basically hurts the entire “costco runs deep into world trade”-thing. Secondly he threats Denmark and Gaza, i’m pretty sure war is going to hurt a lot more than covid. So no, covid is not the “worst possible period”, when your timeline is 30 years, you have to look 30 years into the future. Finally i have nothing againt costco as a stock, it’s the “all the eggs in same basket”, that is the issue. But if you feel like it, go ahead. Gamble everything on a 30year basis, with next to no insurance. As you say, if it pays off its 30 million, but if it doesn’t, i’m sure you look after those SCHD dividends and dream you “only” went for 10 millions.

[@asphaltandtacos]

Another great video and nice looking portfolio

[@chaseolson5040]

I have a question, are you investing in a regular brokerage account or in a roth IRA? Love the video

[@jimjohnson8999]

Probably both. IRA max contribution is currently only $7000 per year.

[@SAYM3DIC]

How do you go about paying taxes on the income generated from your portfolio? Is it quarterly estimated taxes?

[@Bry_MyGuy]

Will you go more in depth later as to why JEPI may be on the chopping block? Thanks for always providing valuable information and insights!

[@oLii96x]

i guess SCHD is good enough

[@Dividendology]

I will soon.

[@Bry_MyGuy]

@@Dividendology Awesome! Ive been contemplating about cutting it myself and would be interested in hearing your thoughts on it.

[@rons2079]

In a nutshell JEPI is for the now and does not align with future growing of dividends. If you already have your nest egg, older, and seek income without the need for growth JEPI may have a slot in your portfolio. Hope that helps.

[@bsper2525]

If you were only allowed to buy Divided growing ETFs (for compliance reasons) Which would be your top5 for your portfolio? Also, would you consider Covered-call ETFs?

[@vornamenachname5589]

Bought 10 asml, too. How much shares did you buy?

[@GreedAndLust]

Hey Dividendology. I’ve got a personal request to ask of you. For a future video, could you please do a deep-analysis of MO? Their recent earnings report, another $1b Shares Buyback, and with the recent withdrawal of the ruling to ban menthol cigarettes and flavoured cigars? It seems like MO and PM have a lot going for them right now.

[@Dividendology]

Will cover them soon!

[@GreedAndLust]

@ Thank you very much, I’ll be looking forward to it. Have a great rest of your day!!

[@stefanomillionairemarketin8975]

The goat returns!!!

[@lonka2184]

@Dividendology, thank you for the excellent content! Could you please explain that rationale behind what portion of the portfolio should be allocated to SCHD vs individual companies?

[@oliver9301]

I love seeing these videos evey month! Thank you for your consistency!

[@dirklioff3506]

TPL as one of the Top 10 Companies of the S&500, no matter if you look back 10/15 or 20 years, would be VERY interesting! One of the best running stocks since decades!

[@Dividendology]

Agreed. I covered them in a recent video.

[@dirklioff3506]

@Dividendology fantastic!

[@reggielewis8937]

Checking to see if there is another regular spreadsheet file of your positions to download without having to get another app

[@bluethundar]

I just found your channel and subscribed

[@marsthepro3546]

Well cost of living usually raises way faster than inflation

[@CurtisThiron]

xrp is going in the right direction

[@theguyonyoutube4826]

Good video as always.

[@josephhaselton1513]

Could we get a video on cat?

[@christianroberts1937]

God I f$cking love these videos

[@mydeserthvac]

Nice video

[@bretfeeney1072]

Is your monthly cost of living really around $4,000 a month? You must live in California or New York City?

[@kaizen5180]

Very nice

[@ToshiTalk]

Amazing

[@WanderMindChronicles]

Do you invest in pepsico?

[@Dividendology]

I do not.

[@WanderMindChronicles]

@Dividendology why not?

[@coronet500]

What is your weighted yield/5-year cagr? $6k per year on a $200k portfolio is really good!

[@birgitdelaidatti2848]

You need to improve your speech. It is really hard to understand you. :)

[@coffee-91]

2nd

[@Dividendology]

🎉