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My $2,990,000 Dividend Portfolio - $126,700 Dividends Per Year

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In this often-requested video I’m going to show you how my dividend portfolio is doing.

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Timestamps:
0:00 Intro
0:49 My portfolio in Fidelity
1:26 My account activity over the last month
3:03 IRA account
4:09 Taxable account
4:29 Rollover account
4:36 Dividend income data
5:02 My dividend tickers in my spreadsheet
9:19 TD & GS in Fastgraphs
11:34 Portfolio review cont.
15:34 Health issue
16:46 FASTgraphs affiliate link & coupon code (in video description)
16:40 Seeking Alpha affiliate link
16:55 Other pitches
17:15 Outtro

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Investing Books to read (Amazon affiliate links):
The Intelligent Investor ➜ https://amzn.to/2WPwgtj
One Up on Wall Street ➜ https://amzn.to/2YTDAXt
Rich Dad, Poor Dad ➜ https://amzn.to/2SUCwOZ
The Richest Man in Babylon ➜ https://amzn.to/2SUHStw
A Random Walk Down Wall Street: The Time-Tested Strategy for Successful Investing ➜ https://amzn.to/2YUgjo4
The Bogleheads' Guide to Investing ➜ https://amzn.to/2STECPp

Attributions/SEO/Useful Links:
Schwab US Dividend Equity ETF – SCHD
Realty Income – O
Altria – MO
Microsoft – MSFT
AbbVie – ABBV
JPMorgan Nasdaq Equity Premium Income ETF – JEPQ
Johnson & Johnson – JNJ
Enterprise Products Partners LP – EPD
Amplify CWP Enhanced Dividend Income ETF – DIVO
ExxonMobil – XOM
Procter & Gamble – PG
Pepsi – PEP
Duke Energy – DUK
Coca-Cola – KO
McDonalds – MCD
Southern Company – SO
Apple – AAPL
British American Tobacco - BTI
Goldman Sachs – GS
Kimberly Clarke – KMB
Chevron – CVX
Philip Morris – PM
Caterpillar – CAT
Colgate Palmolive – CL
Toronto-Dominion Bank – TD
Home Depot – HD
Travelers Companies – TRV
Starbucks – SBUX

Disclaimer: I am not a financial adviser. These videos are for entertainment, inspiration, and educational purposes only. Investing of any kind involves risk. I am only sharing my opinion with no guarantee of gains or losses on investments. Please consult an appropriate adviser and do your own research before making any decisions on anything. I am not responsible or liable for any actions you take. The data shared may be inaccurate.

Copyright © 2024 GenExDividendInvestor. All rights reserved.

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