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| Name | MY TOP 5 DIVIDEND STOCKS (PPC Ian Stock Portfolio Update) |
| Video Uploader | Video From ppcian |
| Upload Date | This Video Uploaded At 26-05-2024 18:20:23 |
| Video Discription | I'm excited to review my personal dividend stock portfolio in today's PPC Ian dividend stock portfolio update. See my top 5 positions! And, see my largest insights (and action items) on how I plan to manage my dividend portfolio moving forward. #dividend #stock #portfolio Timestamps: 0:00 INTRODUCTION 0:04 I own 37 dividend stocks in my portfolio. 0:20 Check out my Corner Patreon (link in pinned comment) for my complete dividend stock portfolio (% allocation to each position). 0:44 SEGMENT 1 MY TOP 5 DIVIDEND STOCK HOLDINGS (BLOSSOM SOCIAL) Disclosure I'm a Blossom Social Affilaite 1:24 I lump everything else into SCHD. My SCHD position is actually small, I'm using SCHD in Blossom to represent the "Other" Category. 2:11 PepsiCo (PEP) is now my number 1 largest dividend stock! 8.77% of my portfolio and 7.07% of my dividend income. 2:50 Jonson & Johnson (JNJ) is now my number 2 largest dividend stock. 3:02 Starbucks (SBUX) My Number 3 Dividend Stock 3:11 McDonalds (MCD) My Number 4 Dividend Stock 3:25 SURPRISE: Altria (MO) is now my number 5 largest dividend stock. So far, this has paid off for me! 7.05% of portfolio value and a staggering 16.13% of my dividend income. 4:22 My top 5 core stocks comprise 40% of portfolio value and 42% of dividend income. 5:22 SEGMENT 2 KEY LESSONS FROM MY DIVIDEND STOCK PORTFOLIO ANALYSIS 5:30 LESSON 1 Average portfolio yield is up to 3.73% current dividend yield. 6:03 Huge trade in Altria (MO) 16.13% of Dividends 6:10 Huge trades in Realty Income (O) 7.38% of Dividends 7:20 GOAL of 4.0% to 4.5% portfolio-wide yield 7:38 LESSON 2 Portfolio Performance Is Strong (Especially Dividend Growth) 8:15 May of 2024 vs. April of 2022, portfolio value is up 24.30% and dividends are up a staggering 49.50%. 9:43 LESSON 3 Concentration of Risk in Restaurants and CPG. 10:09 26.8% of dividend income comes from sin stocks. 10:27 Restaurants and CPG-related stocks are 56.8% of portfolio, and 61.5% of dividends. 10:54 I'd like to add to healthcare (JNJ and PFE) 11:37 LESSON 4 5-Year Dividend CAGR vs. Current Yield Analysis 12:10 My weighted average 5-year dividend CAGR is 4.77%. 12:20 3.73% starting dividend yield. 12:36 TAKEAWAY Self Critique: I should either have a) higher starting yield and/or b) faster dividend growth. 13:18 My dividend growth is not that high.. 13:55 THREE TIER STRATEGY: SCHD, Core Stocks, High Yielders 14:40 It's very difficult to beat SCHD. 15:49 When I add up my Top 5 Core Stocks, CAGR averages 6.8% (simple average). 16:59 Golden Rule from Backyard Days Strive for 7% dividend CAGR. 18:54 DISCLAIMER AND DISCLOSURE DISCLOSURE: I am long PepsiCo (PEP), Johnson & Johnson (JNJ), Starbucks (SBUX), McDonalds (MCD), Altria (MO), Realty Income (O), Raytheon Tech (RTX), Pfizer (PFE), British American (BTI), and SCHD. I own these stocks (and ETF) in my personal dividend stock portfolio. I'm also long Treasuries. I'm a Blossom Social Affiliate and earn a commission for sign-ups. DISCLAIMER: All information and data on my YouTube Channel, blog, email newsletters, white papers, Excel files, and other materials is solely for informational purposes. I make no representations as to the accuracy, completeness, suitability or validity of any information. I will not be liable for any errors, omissions, losses, injuries or damages arising from its display or use. All information is provided AS IS with no warranties, and confers no rights. I will not be responsible for the accuracy of material that is linked on this site. Because the information herein is based on my personal opinion and experience, it should not be considered professional financial investment advice or tax advice. The ideas and strategies that I provide should never be used without first assessing your own personal/financial situation, or without consulting a financial and/or tax professional. My thoughts and opinions may also change from time to time as I acquire more knowledge. These are, as discussed above, solely my thoughts and opinions. I reserve the right to delete any comments for any reason (abusive in nature, contain profanity, etc.). Your continued reading/use of my YouTube Channel, blog, email newsletters, whitepapers, Excel files, and other materials constitutes your agreement with and acceptance of this disclaimer. COPYRIGHT: All PPC Ian videos, Excel files, guides, and other content are (c) Copyright IJL Productions LLC. PPC Ian is a registered trademark (tm) of IJL Productions LLC. |
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