SEE MY TOP 10 LARGEST DIVIDEND STOCKS (Dividend Stock Portfolio Update)

[@ppcian]

IMPORTANT ANNOUNCEMENTS: Thanks for watching! If you enjoyed the video, please don't forget to "like" and "subscribe". Please share in the comments below what you think of my favorite dividend stocks. HELPFUL RESOURCES: In my last video, I share the top 5 stocks and ETFs I'm actively buying right now: kzbin.info/www/bejne/bIGqd6KtYtaHiqc Here are my top 50 dividend stocks of all time: kzbin.info/www/bejne/ppbScq2mZ7aIfrs I have some fun new KZbin shorts, such as this one: kzbin.infoPEen8PdA9QI?feature=share PPC IAN INSTAGRAM: I'm sharing some great content over on Instagram. Check out my Instagram stories and reels. I'm @ianlopuch: instagram.com/ianlopuch/ CHECK OUT MY PATREON (Portfolio Updates Are On Corner Patreon Tier): I'm sharing exclusive bonus content over on Patreon! I offer two tiers: Backyard Patreon and Corner Patreon. My Backyard Patrons see my stock trades, each accompanied by a blog post write-up. They also have access to 50 historical Patreon-exclusive videos. In addition to all Backyard Patron perks, my Corner Patrons also have access to my complete dividend stock portfolio (% allocation to each position) AND my complete bond portfolio (% allocation to each position). They additionally enjoy exclusive portfolio update videos, Corner Patreon virtual meet-ups, an exclusive Discord server, and more. Head on over to Patreon to join today: www.patreon.com/ppcian PPC IAN EMAIL LIST: Join my email list today for helpful updates, and a look at some of my historical dividend stock portfolios: www.ppcian.com/my-complete-dividend-stock-portfolio/ PPC IAN TWITTER: I'm always sharing fun updates on Twitter. Here's my dividend investing Twitter (I'm @ianlopuch): twitter.com/ianlopuch COOL DIVIDEND INVESTING MERCH: I offer some really amazing dividend investing merch: t-shirts, hoodies, mugs, and more! The designs are super stylish and on-point for the dividend stock investing community. Each purchase supports my KZbin channel: teespring.com/stores/ppcian Thanks so much, everyone, for your support. I hope you enjoy the video today! (Disclosure and Disclaimer: Please see video description for disclosures and disclaimers.)

[@MrJerrybrooks313]

Digging the top 10.

[@HermannTheGreat]

Good move selling NSC fast, and your diversification looks very good. I think adding SCHD, and maybe even working it up to 10% of your portfolio over time would possibly reduce volatility and risk that much further. I also personally would probably increase your exposure to oil, chemical, utilities and real-estate by 1-2% and reduce food. Oil is going nowhere despite America and smaller european countries push for EV/Solar, and growing Countries like India/China need cheap energy for advancing industry. Chemicals are needing in all sorts of products and some of the large chemical companies pay a dividend and have solid track records. Real estate is finite, and REITs have some solid payouts with good track records, but I personally wouldn't go for something like O due to over-valuation of P/E, so I own BDC/CEF like that other gentlement with lower valuations, or a person could just buy something like VNQ(Vanguard's REIT etf). I also saw some research showing REIT's and Utilities aren't correlated to stocks or bonds and utilities especially reduce portfolio risk beyond stocks/bonds combination with similar or better returns.

[@adamgranfors4623]

Invest in high quality growth stocks instead like apple, amazon, meta, nvda. Grow your portfolio fast. When your portfolio is big enough, sell them and buy dividend stocks. Retire

[@michalzizlavsky8780]

Yeah, tried that last year, half of my growth stock went up, half tanked horibly, back to just ETFs ans divided stocks, too hard to pick the winners in growth

[@Duke_of_Prunes]

I like your phrase about having "a higher cost basis of living." I intend to use it on my wife the next time she complains about my credit card bill! 😅 Glad to see Ratheon and PNG ranked high in your portfolio -- two of my favorites.

[@ppcian]

The cost basis is serious!!! That is for sure! I am so glad I finally got RTX way up there in the top 10, it had been a long-term goal of mine to have more exposure to defense/aerospace. PG, of course, an old favorite!!! Wishing you a super day! Thanks for your longtime support. (Disc: I'm long RTX and PG)

[@Sylvan_dB]

Top 10 is looking good. I tend to follow the diversification philosophy espoused by Peter Lynch and others, which is to limit any individual position to no more than 5% of the portfolio. That seems like a good approach to minimize risk to capital. Do you have any thoughts about a similar approach to diversify dividend income? For example, 5% of capital in Altria is likely to result in more than 5% of dividend income at risk with Altria. Should a single position be limited to provide no more than 5% of income?

[@ppcian]

Such a great question! I've done well "going big" on my highest-conviction stocks. SBUX, for example, is now a staggering 10% of the entire portfolio. Of course, I would only go big like this with a stock I truly understood, and it works with my level of risk tolerance. Regarding your question on MO, I do look at things that way. Sin stocks are only 7.8% of my portfolio by value, but comprise 17.1% of my dividend cash flow. The 17.1% is big and too concentrated, but at the same time I've got goals and these stocks just "get it done" for me. If that % was much more than 20-22%, I'd probably stop. Over the VERY long-term, I will scale those percentages back, but I'm ok going more focused than I otherwise would to reach my shorter-term goals. Complex, good question - lots of food for thought. THANK YOU for your very long-time support, my friend!

[@ivanbrosky]

Ian Starbucks is 7% of my portfolio. Thinking of taking it down to 5% and keeping it at 5 for the future. Are you worried about the tensions with Taiwan/China and keeping SBUX at 10% of your portfolio?

[@Dividendflywheel]

Great observation Ivan; personally I force myself to diversify by imposing a 2% limit on any single stock I own. My core positions are large Cap and SmallMid Cap indexes.

[@ppcian]

Thanks for your comment, Ivan! I do believe the Taiwan/China tensions are one of the bigger risks for SBUX. Will be interesting to see how things go, but I tend to be an optimist! The upside in China is so large, but the political risk is real. (Disc: I’m long SBUX)

[@samsargent8326]

That is a great list of great dividend companies (even MMM😅) We share several in the top 10. Now living mostly off dividends and enjoying life and your videos, thanks for all you do!

[@ppcian]

LOL even MMM. I like that. Always appreciate your comments, my friend. You "did it". Hope to join you there in dividend FIRE very soon!!! (Disc: I'm long MMM)

[@richardthorne2804]

I am so impressed with the information you provide and your portfolio is amazing and your strategic planning is so thorough. Well done 👍 With regard to AAPL and in general you could still keep your investing very passive but you could sell a covered call out in time say 6 months and generate significant income. Covered call income is a game changer for me.

[@ppcian]

Thank you for your incredibly kind words, my friend. Your words really mean a lot!!! And, great thoughts on AAPL. Wishing you a great one. (Disc: I'm long AAPL)

[@stockjock1222]

Glad to see a portfolio update! I was shocked that MO wasn't in your top 10 yet, but the companies that held those spots are fantastic nonetheless. Great diversification too!

[@ppcian]

Thanks for your kind words! I’m now working hard to get MO back up that list!!! (Disc: I’m long MO)

[@MrPinoCavallo]

Ian, will you be at the AGM of Berkshire this year?

[@DapperDividends]

Would you ever consolidate any ancillary overlapping positions with SCHD or XYLD?

[@ppcian]

Such a good question. Probably not. I just have such a tough time selling. Typically, only sell if there is a major reason to do so. One recent example was NSC. Had a large gain, and got concerned long-term downside of the Ohio incident was not fully priced-in. Wishing you all the greatest, my friend!

[@bestillsounds1210]

I was thinking about this, an investor probably shouldn’t consolidate overlapping positions for those positions in the bottom half of SCHD, since they reformulate every year in March. It seems like a SCHD’s top 10 to 15 holdings don’t change all that much, so maybe consolidating those would make sense. My thoughts are if you sell your positions since they are overlapping with SCHD, and then SCHD gets rid of those positions, you’re kind of screwed.

[@DapperDividends]

@@ppcian Thanks for the answer and update Ian. I too sold NSC, risk + I was unhappy with company response.

[@DapperDividends]

@@bestillsounds1210 Fantastic point.🙌

[@maoxuliu8860]

Just curious, how do you define your retirement? If you depend on your dividend stocks, you still need to manage your stocks after your retirement. And if the market went back, your retirement life will be impacted as well

[@ppcian]

I will probably always “work”, but I define retirement as complete financial peace-of-mind. And, having the flexibility to take time off whenever I like. The stocks I own tend to require little management, but you’re right there’s some element of portfolio management work. Yes, there is the risk of a dividend cut during unprecedented times, but in general I have faith the companies I own will do just fine in aggregate. Good points! Wishing you a great one!

[@dimitrisalexopoulos4338]

Dear friend, I would like to thank you first and formost for the inspiration. It is amazing to see your laser focused vision on dividend income all these years. I hope you achieve your goals.

[@ppcian]

Your kind words mean the world, my friend!!! Wishing you tremendous success too!!! Appreciate your support all these years!

[@musashi-san____1409]

Tim Cook has been great for Apple stock. What happens when he retires soon?

[@ppcian]

Great point! (Disc: I’m long AAPL)

[@TonyKimCre]

Great stock analysis

[@kevinmendoza4402]

Thank you for the new dividend portfolio update video Ian! I've learned so much from you over the years. Thank you so much. Hope you have a great Easter weekend.

[@ppcian]

Thank you for your kind words and longtime support!

[@WinningFinancially]

Great update! And of course we remember the good old whiteboard days 😊

[@ppcian]

Thank your for your kind words and longtime support! Very much appreciate it!

[@janonthemtn]

Hi, love yur videos and hopefully will be able to investsome $ from a property sale. I want to invest in a defibrillator manufacturer. I have done some research, but wondered if you have any ideas for me. Thanks.

[@TheMally85]

Great video Ian! Love the way you present your analysis and ideas, and also how you break topics down within the video.

[@ppcian]

Your kind words truly mean the world. Thank you!!!

[@Kzvuyp]

So glad you let us know via email! Here ready to support

[@ppcian]

THANK YOU SO MUCH for your support. REALLY means the world. This video was a tough one, I need a vacation, LOL! Your support means the world.

[@malcolmbirkett1347]

Wow great looking top ten in your portfolio. Nice breakdown. Thanks for sharing.

[@ppcian]

Thanks for your kind words!

[@sshelton961]

Very "fun" and "entertaining", much appreciated for many many years.

[@ppcian]

Your kind words mean a lot! Thank you!

[@tubaljohn1]

Would you please look into CME Ian? It is a newer holding for me, and I think it is a good div holding.

[@ppcian]

Thanks for sharing! Will add to list!

[@DapperDividends]

Let’s go Ian and I think I’ve finally got first!!

[@ppcian]

Thank you so incredibly much for your support, Russ. Means the world to me!!!

[@OSUbuckeyes1025]

Great video! Any thoughts on WCC?

[@jasonstupak4535]

Thanks Ian! Always appreciate your updates, on the screen right now 😉

[@ppcian]

LOL Thank you, my friend! I am grateful for your kind words and longtime support!

[@chetjackson5244]

I use my ROTH at Fidelity for alot of dividend growth stocks and funds. Especial Reits, those are very messy when it comes to taxes. But now I dont have to worry about it in a ROTH! I thought it was funny that you said you wanted to add SCHD to your portfolio, I decided to max my ROTH out with 6,500 in SCHD. I usually put a little here and a little there, but not this year. 100% all in on SCHD.

[@ppcian]

Thanks so much for sharing! Wishing you all the greatest! (Disc: I plan to add SCHD soon!)

[@tubaljohn1]

Thanks Ian. I know you are long and love your SBUX. LOL 1. What is your opinion with the union issues they are having? I don't mean your personal opinion, but will it hurt the stock? 2. When is the JNJ split going to happen? I only hold about 20 shares. It isn't a fav but long and safe. 3. Did you ever look into the CEF CLM? It is currently 80% of my portfolio. Happy Easter to you and your family.

[@ppcian]

Thanks for all your comments! 1) I’m not too concerned about unions these days. I feel it was blown out of proportion by media (only small % of stores have unionized). 2) I thought JNJ split was supposed to happen later this year. 3) I have not looked at CLM but will add to list! Thank you for sharing!!! Wishing you all the greatest! (Disc: I’m long SBUX and JNJ)

[@RoadToRetire25]

Tripling the dividend income in 10 years is a great target goal. Even if you can't reach it, at worst you have more income than when you started. Best wishes Ian! (Dividend Grinder 🙂)

[@ppcian]

Thank you, my friend!!! Wise words! Wishing you all the greatest, my friend!

[@AndresSosa-wp8bz]

Sell everything and buy SCHD. Yield higher than your current portfolio and 12% yearly dividend growth over las decade 😁

[@ppcian]

That's an idea for sure. Hard to beat SCHD. The challenges on my end: 1) I absolutely love buying individual stocks. 2) I've got built-in gains so I don't want to sell and trigger taxable events. I will be buying SCHD shortly, however. (Disc: I plan on buying SCHD) Some more thoughts here: kzbin.info/www/bejne/mqK0pJluecxql5I

[@bjjfreak8261]

PG raised the dividend! First dividend stock I ever bought and was lucky enough to catch it under $80

[@ppcian]

So exciting!!! I did not even see the news! Thank you for sharing! (Disc: I’m long PG)

[@thane816]

Dutch Brothers. You rock. I love their coffee, and I'm jealous because we don't have them here in Southern California.

[@ppcian]

Gotta love BROS! I really enjoy their coffee, and I think the company’s leadership is fabulous! Hope they open some locations in your area soon! (Disc: I’m long BROS)

[@DarthDividend]

I’m looking at adding TROW as well

[@Dividendflywheel]

Great time to buy TROW. I need 20 more shares in TROW to be fully invested. Other asset managers I own BX, BLK, BN & BAM

[@ppcian]

Thanks for sharing, Darth! Always appreciate your comments and support!!!

[@kirintz6633]

Any reason on why you are not exposed (at least in the top 10) to financial stocks? Do you think that the sell-off generated a good window to buy them (Discloser: I started to go long BAC, SCHW and increased C exposure)

[@ppcian]

Such an interesting point. My portfolio is largely a reflection of my areas of expertise. Historically, I have not been quite as well-versed in deep financial analysis when it comes to the bank industry. There is no doubt about it, my financial exposure is lower. I do believe my forthcoming addition of SCHD will help make up for this. And, I do have exposure to whole life insurance outside the dividend portfolio. That insurance is basically an investment in the same types of assets that banks purchase - Treasuries and commercial real estate. So, I do look at that, in a way, as my financials exposure. It's a liability though, as it takes money out of my pocket each month. Wishing you all the greatest. (Disc: I'm long Treasuries. And, I plan to open a position in SCHD.)

[@kirintz6633]

@@ppcian that makes complete sense! I do think as you in the way that I'm not well-versed in REITs analysis, so I just have a small porcentage in a REIT ETF. Thank you for the great video and inspiring me and many other on achieving FIRE! (Fat FIRE here as I want to travel a lot during retirement). Happy Easter!

[@kathyvolpe-schaffer7419]

Hey Ian, I still own MO & PM too , but like you I expanded my portfolio to include non-sin stocks; however I added VICI to my Roth IRA bc they pay a good div and I believe gambling and the Vegas Strip will pay out forever.

[@ppcian]

Thanks for sharing, Kathy!!! Always appreciate your comments. (Disc: I’m long MO and PM)

[@donh8223]

What does PPC stand for?

[@ppcian]

My story here on my “about me” page, including my name’s origin: www.ppcian.com/about-me/ Wishing you a great one!

[@Malaka12345]

Wat do you guys think about Levi's stock for the long run

[@ppcian]

Not very familiar with the stock. Anyone out there familiar with Levi’s?

[@agentsmith1595]

Hey Ian, great video as usual. Quick question for you. Do you own Reits in your brokerage account? If so, why? Isn’t the tax implication unfavorable in that account? Maybe next video topic?

[@ppcian]

Great video topic! In general, I have gone with a taxable account structure so I can easily tap into cash flow now. This strategy does have drawbacks (higher taxes), but I don’t want to wait until traditional retirement age to utilize dividends.

[@joeg9829]

Wow Ian, thats alot of information. I see your not really a fan of , tourism, telecom and oil stocks, and i start now to understand why, i own T and some tourism stocks and im still flat on them, I’ll probably should sell maybe and put into more quality etf/stocks. Telecom, tourism and few other sectors have high cash burn, dont follow the hype that’s what I learned. I sold MO and bought bti, for multiple reasons. I live in the Netherlands and in 2024 they will not sell cigarettes anymore in supermarkets, doesn’t these sin stocks scare you? Im very curious have a good one

[@roblowe6086]

I enjoy xyld but qyld has been my main jam. Schd looks great. New here and enjoying the videos and the journey you share. Thank you. Wish you the best for you and your family.

[@ppcian]

Thanks for sharing! Wishing you and yours all the greatest, too! (Disc: I plan on adding XYLD)

[@Dividendflywheel]

Your channel is a motivation. Your passion is very obvious

[@ppcian]

Your kind words mean a lot! Thank you!!!

[@fvid88]

4:20 love it!

[@ppcian]

Thank you! Wishing you all the greatest!

[@clownanaround7996]

Great video .

[@ppcian]

Always appreciate your comments!

[@michaelswami]

Pleasure to watch Ian and thank you. And with respect to AAPL, I fully expect you will live long beyond 10 years from now and stocks such as AAPL will serve you well.

[@ppcian]

LOL! Great point - definitely expect to live a very long time, especially after grinding out these next 10 (or hopefully fewer years). Although, next 10 will be a grind. AAPL is one of those stocks that will bloom and provide huge value 10-20+ years out, but I'm willing to wait. Wishing you all the greatest, my friend!!! (Disc: I'm long AAPL)

[@vinnyboomba9948]

Thanks for the deep dive update!

[@ppcian]

Thanks for your longtime support!!!

[@chadhilton9113]

Great in depth video, much appreciated.

[@ppcian]

Thank you! I appreciate your comment!

[@phetinthasanh7083]

🙏 great video Ian, I own a majority of the core dividend portfolio!

[@ppcian]

Thanks for your kind words and thanks for sharing!

[@magdablu4098]

Happy Easter !🐣🐇🐰

[@ppcian]

Happy Easter!!!

[@Gozer3]

Wish there was am IAN ETF. We could buy just that :)

[@ppcian]

You are too kind, my friend!

[@TortoiseInvesting]

You got it all planned out, I need to sit down and map our my plan. I like how you broke down everything over the next few years

[@ppcian]

Thanks for your very kind words. By the way, I like your name, Tortoise Investing! I was surprised how close I am to FIRE when I sat down and mapped it out. I do think this exercise is very empowering. It's amazing what the compounding can do. 10 or fewer years - I can do that. I'm more excited than ever! Wishing you a great one!

[@TortoiseInvesting]

@ppcian thank you! The name is based around my super defensive (Turtle Up!) investing approach. All my holdings are super high quality, big moat, high dividend growth companies.

[@eddieslittlestack7919]

AAPL and RTX did suprise me. Also have you noticed how much KMB has grown per share over the last few months?!!

[@bestillsounds1210]

I think Ian I finally see your strategy here. You’re investing in high quality companies that will be here most likely for our entire lives, and then also to pass down to the next generation, while at the same time, investing in the sin stocks, which will provide you income for your life, but in all probability won’t be there next generation. They may have their own sin stocks to be determined still:).

[@ppcian]

Well said! I do think MO will probably be there for the next generation, but definitely not to the extent of a company like AAPL. AAPL benefits next generation a lot more than me, while MO most likely benefits me the most. Great points again. Thank you, and wishing you all the greatest!!! (Disc: I'm long MO and AAPL)

[@bestillsounds1210]

Thank you for your truly insightful videos, and Content, it always leaves me inspired.

[@radudanila9030]

Thank you for your content!!

[@ppcian]

Thank you for your kind words!!!

[@danzen145]

Great Portfolio Ian. Happy Easter!

[@ppcian]

Thanks for your kind words! Happy Easter!!!

[@roberttaylor3594]

AAPL; the low yield is okay given the high payout rate increase and rising price over the years. not sure when you bought, but I bet your yield is higher than 0.56. I have a stock like that in Canada: ATD... and even CP. I have decided they will both be around for a long time and will continue to do well...like AAPL but at a smaller scale. my AAPL is in an ETF.

[@ppcian]

Fabulous point! The yield-on-cost with AAPL is great, and has such huge potential given their low payout ratio and possibility to increase the dividend over time. Regarding ATD, I love that company. I own the US ADR which is ANCTF. It's a smaller company for me, but a great holding. Here's my video on it: kzbin.info/www/bejne/rXjXe4KJoc2br6M (Disc: I'm long AAPL and ANCTF)

[@roberttaylor3594]

@@ppcian "yield on cost".. now I know the the right term for it! thanks!

[@Coda1850]

You can sell some AAPL. That way u get cash flow. Instead of it coming out of the share price (like a dividend) it comes out of the share count. It's a 6 & half dozen scenario.

[@ppcian]

Valid point! I just can’t bring myself to sell LOL. Wishing you all the greatest! (Disc: I’m long AAPL)

[@jonnes__4657]

🗽10% in SBUX, wow... that is huge. Unfortunately I have nothing in SBUX. RTX: Defense is an euphemism. It is more Armament. #thuglife Happy Easter 🐇 .

[@ppcian]

Thanks for your longtime support! Always appreciate your comments! Happy Easter! (Disc: I’m long SBUX and RTX)

[@moresugartradercc2744]

interesting video I'm a strong believer in reviewing my investments 1 or 2 times a year you can see at that time if it makes sense to hold them or whether to add or subtract to them to get things in balance it doesn't5 surprise me that APPL is a lager holding for you I have APPL as well and have found it to be a strong grower

[@ppcian]

Thanks for sharing! Always appreciate your comments, my friend. Wishing you all the greatest!!! (Disc: I'm long AAPL)

[@janonthemtn]

Ian, btw, I'm starting at an old age, but so far pretty healthy.

[@ppcian]

Wishing you much success!!!

[@MrJerrybrooks313]

Digging the top 10! Have most except Raytheon!

[@ppcian]

Thank you for your comment and kind words! Wishing you all the greatest. (Disc: I'm long RTX)

[@bjjfreak8261]

Think JNJ investors were happy to leave it behind them. But Im with you, concerning.

[@ppcian]

Agreed! (Disc: I’m long JNJ)

[@muradshawar]

That Settlement is over 25 years MMM might be able to shoulder it over 25 years too. MMM was 1.05% of my portfolio value after its fall its 0.6% im not adding just holding also worth mentioning HON is 1.05% of my portfolio and since I got in a good price that should rise over time .

[@ppcian]

That’s a good point! Thank you for sharing! I’m long HON too - one of my solid, mid-sized holdings! Wishing you a great one! (Disc: I’m long MMM and HON)

[@PictureitPerfect]

Great stuff Ian!

[@ppcian]

Thank you for your longtime support since the early days, my friend!

[@nynick716]

Coolio had some Banger's in the 90s

[@ppcian]

Thank you for catching the reference. He sure did! An amazing era of hip-hop! Wishing you a great one!

[@jamesbainton]

$BMO is a great one to build out right now. Bank stocks have taken a bit of a hit recently, but they will bounce back and the dividends will continue to increase.

[@ppcian]

I really like BMO here. Having a ton of fun adding. I have the utmost respect for the Canadian banks, in general. Wishing you a great one. (Disc: I'm long BMO)

[@mrpremiumoftheoption116]

Do you sell options on your positions? If not, you should consider it. It will supercharge your dividends! ;)

[@ppcian]

Not as of now, as I'm too worried about my stocks getting called away. That said, I should not dismiss the opportunity. Could get me to my goals a lot faster! Wishing you a great one.

[@extremecarpetcleaning-wvwi86]

I probably need to open a position in Starbucks. It's hard to invest in things I can't spend money on. I don't waste money on 5.00 coffee. I just can't throw money away when I can brew 10 cent coffee at home. But that said I invest in McDonalds but don't eat that garbage either.

[@ppcian]

Thanks for sharing! I’m excited about SBUX ambitions in China. If they pull it off and political climate stays ok for US-China relations, they could double their biz IMHO. I love MCD for their food (although I only eat it upon rare occasion), but also their incredible real estate portfolio. Wishing you a great one! (Disc: I’m long SBUX and MCD)

[@guydube8347]

Nice video! I like your roadmap approach. As I am closer to retire (< 5 years), I increased few Utilities yielding 4.5% on avg, few pipelines yielding 6.5%... reducing my dividend growth rate, but increasing dividend yield rate. Those are essential assets subject to government approvals for regulated activities. Utilities might faced lower increased than expected, but they can't go down... Pipeline could face leaks and environmental issues, so I limit them to 2.5% max cap allocation each... also reduced my maximum capital allocation to 7.5% (trimming as soon as > limit)... I own few sin stocks (MO, PM & STZ), but keeping them to less than 2% now...

[@ppcian]

Great insights! Thanks for sharing!!! (Disc: I’m long MO and PM)

[@Because4545]

Buy a dry erase board. Save some trees.

[@ReconPro]

Reupload?

[@ppcian]

Yes! I had forgotten something, and made the terribly frustrating decision to delete a live video. NOT GOOD!!! Now it's back, this is the final version. Your extra support (please share with a friend who might enjoy the video) means the world to me!!!

[@kathy13volpe]

PEP is my fav bc they have Doritos & Lays

[@ppcian]

I love those brands too!!! Wishing you all the greatest! (Disc: I’m long PEP)

[@GuillermoSanchez-fu2pu]

Bonds are super high right now why not just secure a nice 5% for 30 years

[@Defender0fDead]

3M is the only one I'm shocked at.

[@ppcian]

Gotta have 1 loser in there LOL. Perhaps they will turn things around. I look at it as a contrarian investment, but the earplug litigation is daunting. Wishing you a great one.

[@phillipbrooke9692]

Extra support

[@ppcian]

Truly means the world, my friend!!!

[@killersentra]

I mean if apple gets that dividend up to past levels won't be so bad of a hold.

[@ppcian]

I have high hopes for some big dividend increases over the coming decade! (Disc: I’m long AAPL)

[@tubaljohn1]

I like XYLG better than XYLD.

[@ppcian]

Thanks for sharing!

[@dennisstrand5566]

Just buy SCHD ...

[@ppcian]

I plan to! SCHD only has about 30% overlap with my portfolio, so I definitely love adding to my additional positions as well. Some thoughts on SCHD here: kzbin.info/www/bejne/mqK0pJluecxql5I (Disc: I plan to buy SCHD)

[@muradshawar]

swap that NORFOLK to UNP

[@ppcian]

Been thinking about it, but UNP got really expensive when CEO left. I’m also looking at HPGLY, but it got a little expensive too. Wishing you all the greatest!

[@SuperInsuranceman]

Yan, I don't understand why you don't care about options. You are looking for income when there is a simple solution in front of your eyes, which screams, that could increase your income, such as to keep it simple, the "covered call" or the "wheel strategy". You are a mystery to me. Try at least one covered call on just one of your stocks ! Let's take the example of 'NSC' which you recently sold. You would have sold an 'at the money' covered call or better still an 'in the money' covered call you would have sold your shares but big difference compared to a 'simple sale' you would have obtained an income (the extrinsic value of the option) which according to the number of shares in the portfolio would have represented thousands of dollars. So why make a 'simple sale' when you can sell with income. Think about..... Happy Easter Yan to you and your family.

[@ppcian]

Great thoughts! Thank you for sharing!!! Historically, I have been concerned about my shares getting called away. I like your thoughts about the NSC scenario. Wishing you all the greatest!!!

[@Krisq8]

I recommend you revise your category label for McDonalds and Starbucks from ‘restaurant’ to ‘HORECA’ - Hotels/Restaurants/Cafe - thx for the awesome content 🫶🏼

[@Jason-kc5jx]

Got that first like twice on this one… can’t fake me out PPCIAN…

[@ppcian]

THANK YOU SO MUCH! That really means the world. Your support TRULY means the world. This was a difficult video to produce, for sure, so I hope everyone likes it. Wishing you a great day!