Episodes
Choosing dividend stocks to invest in can be tricky and some of us are better at it than others. Becoming a savvy investor that has the acumen to make the right investing decisions takes time. Play a game with me today to see how well you do at choosing the better dividend stock to invest in. Hopefully this episode can give you a few things to think about as you continue on your investing journey!
This episode was originally broadcast on my YouTube channel if you'd prefer to consume the...
Published 01/23/24
The Power of Compounding is amazing and it can create tremendous wealth for you, if you allow it to. In this episode I will talk about a real Dividend Compounding Machine that has an excellent track record both in terms of total return and dividend growth. If you like compounding and dividends I hope you enjoy!
This episode was originally broadcast on my YouTube channel if you'd prefer to consume the content in video format you can use the link below
https://youtu.be/y-ktOL9IJuk
M1...
Published 01/16/24
SCHD is one of the best and most popular dividend growth ETFs. But what's better than SCHD, its having your own personal dividend ETF that is custom built just for you. This is exactly what I did with the 4 Factor Dividend Growth strategy. Its a dividend growth portfolio inspired by SCHD but tailored to my own personal style of investing. Thus far it has worked out great and today I'd love to give you an update on the results. Enjoy!
Dow Jones Methodologies:...
Published 01/02/24
I recently built a free calculator to help me figure out what I need to be doing better with my investing strategy to reach my long term goals. If you're wondering how long it'll take you to replace your active income with passive dividend income, this calculator may help you out. Living off dividends is one of the main goals for most dividend investors. Planning on how long it'll take to reach this goal is also a very important part of your investing strategy. Should you aim for a higher...
Published 12/28/23
Something magical happens to your investment every 7 years. For SCHD it has happened a little faster, about every 6 years or so. This isn't necessarily because SCHD has been a better than average fund to invest in, but more so because the past decade has been a great time to be invested in the market in general. I believe SCHD is one of the best dividend growth funds on the market. It's a low cost fund with an attractive dividend yield and above average dividend growth history. I also think...
Published 12/23/23
With 2023 almost on the books its time to look ahead at the upcoming year. Here are the top 10 dividend stocks I am looking at today! While these dividend stocks may not sport the best dividend yields what they can offer instead is above average total returns and dividend growth. So if you're looking to add a little bit of growth to your dividend machine consider adding some of these 10 stocks to your watchlist.
Newsletter: https://substack.com/home/post/p-139772211?source=queue
This...
Published 12/19/23
Learning to be more patient is probably the most important factor that will lead to better long term returns. Let me show you what I mean through an example. Patience can be learned but before you get there there are ways you can force yourself to be more patient and possibly improve your success with investing. I hope you enjoy!
This episode was originally broadcast on my YouTube channel if you'd prefer to consume the content in video format you can use the link...
Published 12/09/23
The first year for the 4 Factor Dividend Growth Portfolio is on the books and what a year it has been. The portfolio outperformed the S&P 500, generating 0.75% of alpha over the benchmark. We are off to the races for year number 2 and thus far the portfolio is off to a great start with a huge gain in November. Through December 4th my portfolio is a little more than 4% ahead of the S&P and up over 25% since inception. Enjoy the update!
Last update: https://youtu.be/pBMmPG5D4DA
This...
Published 12/05/23
West Pharma has been the best dividend aristocrat to own this year, the stock is up more than 50%. Crushing NOBL the dividend aristocrat ETF that is up only 2.6% and also outpacing the S&P 500 that is up about 21%. Not all dividend aristocrats are doing great this year, but how can you pick the winners from the losers. Let me tell you how I do it and how this strategy has worked out over the last almost 3 years.
Seeking Alpha...
Published 11/29/23
Every dividend investor loves monthly dividend stocks. What's not to love about receiving your dividend income more frequently. But not all monthly dividend stocks and funds are equal. Monthly dividend payers have gained much popularity recently and the newest offerings are promising ever higher dividend yields. I'm more of an old school investor, while I seek a healthy dividend yield I also like to see capital appreciation from my dividend stocks. Today I want to tell you about my 3 favorite...
Published 11/11/23
The first year for the 4 Factor Dividend Growth Portfolio is on the books and what a year it has been. The portfolio outperformed the S&P 500, generating 0.75% of alpha over the benchmark. On November 1, 2023 I ran the 4 Factor stock selection process once more and chose the 25 best dividend growth stocks that will be part of this portfolio in its second year. Today I want to provide an update on how the portfolio performed in its first year and what changes were made for year number 2....
Published 11/06/23
I recently passed a new dividend income milestone, $500 in projected dividends per month going forward. As such I thought it would be fitting to do another portfolio update. I'll talk about my portfolio, all of my individual holdings, my dividend income history and some projections for the future. Hope you enjoy!
This episode was originally broadcast on my YouTube channel if you'd prefer to consume the content in video format you can use the link below
https://youtu.be/PnYXlmzGSAM
M1...
Published 11/04/23
Do you like investing in dividend growth stocks that have a history of crushing market returns all the while paying you handsome and growing dividends. The best type of dividend growth stock is a boring dividend growth stock. It's not flashy, its not on headline news but these quiet companies crush the market behind the scenes while flashy investors ride the volatility train pushed by mainstream media. Today I want to talk about a boring dividend stock that I personally own and one I have...
Published 10/31/23
Is Home Depot a good dividend stock to buy today? Is it a high quality business and is it attractively valued? In today's episode I will attempt to answer these questions. I will share with you my recent review of this dividend stock with my the help of my company analyzer tool.
I wasn't able to actually link the PDF from the episode in the description but if you'd still like to get it just send me an email and I will send it to you.
[email protected]
This episode was originally...
Published 10/28/23
Do you like investing in high yield dividend stocks? Sure you after all most dividend investors prefer to see higher dividend yields that can bring them closer to financial freedom faster. Perhaps you've been told that investing in high yield dividend stocks is dangerous and chasing yield is a losing strategy. So what is a dividend investor to do? Well I think you should compromise, still chase yield but don't skip out on total return. Today I want to tell you how I attempt to do this with...
Published 10/16/23
There are many popular valuation models for dividend stocks like the dividend discount model or the discounted cash flow model. But they all require you to gather data and think about the how fast a given company can grow in the future. I prefer to use Dividend Yield Theory as my main valuation technique for dividend stocks. It is significantly easier to put together, doesn't require you to come up with any growth rates and can be done in as little as a few seconds. If you can run your...
Published 10/06/23
Realty Income is better known as The Monthly Dividend Company! Not because its the only stock out there that pays a generous monthly dividend but because it has paid a consistent and growing monthly dividend for nearly 30 years!! Recently the share price has been falling, this year alone by more than 23%, investors may be wondering what is going on? Is today the time to buy more or have we not reached the bottom yet. Join me to find out what I think and what history has to tell us about where...
Published 10/03/23
Sooner or later most of us start thinking about retiring, and whether or not retiring early is even an option for us. How do you retire early? How do you know if you have enough money? And how do you make it work for you to sustain your retirement? These are all tough questions to answer. Today I want to talk to you about the 4% Rule and how you can use it to help you figure out how much you need to retire. I also want to show you exactly how it works and whether or not it would have worked...
Published 09/28/23
Dividend income is one of the best passive income strategies because its simple to start and anyone can do it. But not all dividend investing strategies are really all that passive and many of them take a long time to amount to meaningful results. Join me to find out what the best true passive dividend income strategy looks like and what the best way to approach dividend investing ought to be!
This episode was originally broadcast on my YouTube channel if you'd prefer to consume the...
Published 09/20/23
I was curious which style of investing is superior, lump sum investing or dollar cost averaging. So I decided to test it for myself and I'd like to share the results and my thoughts on the topic with you today. If you don't know the difference between these two approaches to investing I'll explain that as well. I'll show you the difference in long term returns for each style of investing into the S&P 500 and we will run through a case study for SCHD under a fixed set of parameters. I hope...
Published 09/15/23
In November of last year I launched my 4 factor dividend growth portfolio built on a modified SCHD stock selection process. It is outperforming the S&P 500 index during the last 10 months and delivering better returns than I expected. It is a passive approach to stock selection and I'm optimistic it can deliver excellent long term results. I hope you enjoy the review.
First Video on 4 Factor DGR Strategy:
https://youtu.be/9o-WacpBJ_M
This episode was originally broadcast on my YouTube...
Published 09/06/23
Today I'm going to showcase 7 high quality dividend stocks that are all reasonably valued today. First I will define what constitutes a high quality business to me, then we will talk about how to measure what a reasonable valuation is. And then I'll show you 7 dividend stocks that in my opinion are of high quality and are reasonably valued right now. Lets go!
This episode was originally broadcast on my YouTube channel if you'd prefer to consume the content in video format you can use the...
Published 09/02/23
All dividend investors struggle with this question, should I invest in high yield dividend stocks or high growth dividend stocks? And which option will yield a better outcome. There are many ways to tackle this question and today I want to share my thoughts with you, along with a tool that can help you decide which option may suit you better.
Link to download spreadsheet:
https://docs.google.com/spreadsheets/d/1zTSbeyJz6ZjsFQLeOKXDsFRuIMLMO4dJWOrRCh6VP7k/copy
This episode was originally...
Published 08/24/23
Many investors opt for investing in ETFs and index funds over individual stocks because its much easier and more often than not leads to better results. Investing in individual stocks gives you more control and lets you personalize your investing style. This is why I combined investing in individual stocks with the automation ETFs offer, using the 4 factor stock selection process. Join me to find out how this process works and whether or not it makes sense to you. I hope you enjoy!
This...
Published 08/19/23
Is Willams Sonoma a great dividend stock to buy right now? Join me to answer this question.
According to the best investors, long term investing is simple but it isn't easy. All you have to do is find high quality companies and buy them at a fair price, then simply sit back and wait for your investment to grow. Today I want to share with you how I judge the quality of a business and more specifically dividend stocks with a review of Williams Sonoma (WSM). You'll get to see what I look for in...
Published 08/10/23