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HomeUncategorizedHow To Build A Monster Dividend Portfolio | Ep. 325

How To Build A Monster Dividend Portfolio | Ep. 325

In this Episode I summarize my best advice from 6 years of dividend investing. We also discuss Meta building a Twitter clone, Zuck responding to the Vision Pro, and a house hacking tip from TikTok.

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00:00 Building a Dividend Snowball
08:30 Where Dividend Investors Fail
26:37 Meta Competes with Twitter
29:90 Mark Zuckerberg Responds to Vision Pro Headset
39:50 TikTok House Hacking Reaction

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About Joseph Carlson:

I am not a professional investor and have never claimed to be. I'm an amateur investor sharing my experience of what I've learned, where I have had success, and where I've had failures. I share my thoughts on investing and performance with transparency. My approach and goal to investing is to buy high-quality long-term investments in world-class businesses that I call "compounders". I view my investments as businesses, not as stocks. Before creating content on YouTube full time I worked as a senior-level programmer for 8 years. Over the years as a programmer, I compounded my knowledge of development. I take the same iterative learning approach to my study of investing. I study investing as a craft in the continual pursuit of being better. I will make mistakes in investment decisions from time to time. Results are not guaranteed. Please do not blindly follow me into any investments, and make sure your portfolio and investments are built around your specific income, risk tolerance, personality, and timeline, and overall circumstances.

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112 COMMENTS

  1. I hope you all have an amazing start to your weekend! Watch this video to the end for some laughs.

    If you want to hang out this weekend on Discord and shoot the breeze discussing some stocks on Qualtrim.com, check out the Patreon. It’s $10/month, cancel any time, risk-free, with a free trial of now till the end of the month. I take the Costco strategy of making sure you love it enough that you want to stick around.

    Try it out here: https://www.patreon.com/josephcarlson

    • Forget kidneys, I could just pawn one of my extraordinarily large brass testicles for a cool mill and a half. -Buy a large yacht, fill it with Hoe’s, shoot a pop culture musical video. While also selling the documentary film rights to the whole process. After filming (and editing of course) get my literal nut back outta hock, broker the yacht, “stiff” the Hoe’s, short the film crew, then retire with the appreciative value of the brass metal weight vs inflation and start a divvy fund. Whaddaya think Mr J.C. is this a sound investment and business strategy? Do you want to contribute some seed funds to drum up ad money for launching this venture?

    • Do you have a list of your current stock positions? New Subscriber, stumbled across your YT channel as someone in the Facebook Dividend group mentioned your channel. Thanks for the video(s) .. 👍🎊💯

    • What is the investment vehicle for your portfolio. Is this within a Roth IRA. I’m 58 and don’t have much saved but I’m making 85k and Really need to get something going for retirement as far as passive income. Do you have a video on actually setting something up in a little more detail. I will be working for a while yet. Thank you.

  2. I’m a big fan of dividend growth stocks. The myth is that there is no growth in dividend paying stocks, not true at all. I saw 20 even 30% stock value, on top of some of the dividends paid by some of my dividend paying stocks this year. The best thing about dividend paying stocks is when they do dip my dividend yield goes up and I can load up and increase the rate of return. I also never have to sell the stock to receive the profits from dividends so I get the return over and over and over. Unlike regular stocks that I have to sell and only see profit once, at the time of sale. Once they are sold they are gone folks. There are also tax benefits to long term holdings. I’m really grateful to then efforts of my advisor , Susan Kay Mack helping me reach my 7 figure milestone . Wishing peace and prosperity to you and yours.

    • There are several excellent dividend stocks available. The challenge is to diversify sufficiently to receive dividend payments.

    • I just found her webpage and left her a mail. her resume shows she was active during the last bear market.

  3. Smaller, speculative stocks have endured a historically weak stretch. Investors are betting that a turnaround is finally in the works. I’ve lost about $320k within a few months, how do i take advantage of the market turnaround?

    • There are many interesting stocks in many industries that you might follow. You don’t have to act on every forecast, so I’ll suggest that you work with a financial advisor who can help you choose the best times to purchase and sell stocks.

    • Thanks, I just googled her full name and I’m really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a call.

    • @@zahairobrian671I am a near retiree. It’s just me and 60 yrs old. I really need a good advisor but have no clue where to start . I don’t have enough in 401k due to life circumstances But now I am in a position to invest a decent amount and I make a decent salary. I’m hoping I have enough in 401k to make enough to make up the difference if I had the right advice .

  4. The most popular investment portfolio strategies include diversification, where you spread investments across different asset classes to manage risk. Another is the growth strategy, focused on capital appreciation through high-risk, high-reward assets. Income-oriented strategies target regular income from dividend stocks or bonds. Finally, there’s the value strategy, seeking undervalued assets for potential long-term gains.

    • According to Warren Buffett, dividends are less valuable for growing businesses and more suitable for established ones. Investing in companies that offer dividends might be seen as parking capital for steady returns, especially for those relying on portfolio income. This approach resembles bond investing, serving as a means of generating consistent earnings.

    • Given the market’s uncertainty, I rely on an investment advisor for my daily decisions. Their expertise in long and short strategies, coupled with risk management and exclusive analysis, ensures substantial returns. Amid the pandemic, I’ve gained over $1.5 million through subsequent investments, benefiting from their approach.

    • That’s quite remarkable! I’m genuinely interested in benefiting from the guidance of such experienced advisors, especially considering the current state of my struggling portfolio. May I know the name of the advisor who has been assisting you in navigating these financial challenges?

    • “Camille Alicia Garcia” serves as my advisor, bringing extensive qualifications and experience in the financial market. Her deep understanding of portfolio diversity positions her as an industry expert. I suggest delving into her credentials for further insight. With her considerable experience, she offers valuable guidance to anyone seeking to navigate the complexities of the financial market.

    • Thank you for the information. I conducted my own research and your advisor appears to be highly skilled and knowledgeable. I’ve sent her an email and arranged a phone call. Her expertise is impressive, and I’m eagerly anticipating our conversation.

  5. What is the best way to profit from the current market, meanwhile I’m still undecided about investing $400k in my stock portfolio to get some dvidends and minimize risk

    • Remember that investing in the stock market carries risks, and it’s important to do your own research and consult with a financial advisor before making any investment decisions.

    • She appears to be well-educated and well-read. I ran a Google search on her name and came across her website; thank you for sharing.

    • lmfao start demo man, get 1 year and study each quarter then the next year try 10k challange for yourself and see if you can sustain it and make profit within a month.

  6. Creating wealth entails establishing positive routines, such as consistently setting aside funds at regular intervals for sound investments. Financial management is a vital subject that many avoid, often leading to future regrets.

    • Getting a head start by beginning early is the most effective way to build wealth, with investment taking precedence. I’ve learned from last year’s experience that starting early allowed me to create a better life through early investments this time around.

    • Currently, I’m managing my finances wisely and being frugal. In the last 23 months, my investments grew by 43%, adding over $650K in profits. However, I’ve had losses in the past month, making me anxious. I’m unsure whether to sell everything or wait.

    • I always consult a financial advisor before investing. During the pandemic, I used their strategies to minimise risks and maximise profits, generating around $3 million in three years with my advisor, Stacey Lee Decker.

    • I’m intrigued by the idea of investing with an analyst; it seems like a wise choice in today’s market. Could you provide me with some guidance on how to get in touch with her?

  7. The truth is that dividend stocks, if one sticks with them, outpace inflation by many percentage points. I just want my money to keep outgrowing the inflation rate. That is why I’m looking for companies now to put in $80k for a start. Just don’t know how to proceed

    • This is really not as difficult as many people presume it to be. It requires a certain level of diligence, no doubt, which is something ordinary investors lack, and so a financial advisor often comes in very handy. That is how people are able to make such huge profits in the market.

    • People underestimate how much they can make from the stock market. I started with $127k and made more than $86k within just five months of starting, and it’s been an awesome ride since then.

    • I need someone who has a reliable track record, because I want to transfer my existing portfolio and start one for my wife. Could you could recommend yours?

    • My advisor is *Sharon Louise Count* and she manages my portfolio with great returns. I think she has a contact website you could look up.

  8. The markets are still unsure if the Federal Reserve will continue to its plan to raise interest rates until inflation is under control, despite the fact that bond yields are rising while stock prices are falling, The market and the Fed consistently underestimate the sticky nature of inflation. What is the greatest strategy to take advantage of the current bear market while I’m still deciding whether to sell my $401k worth of stocks?

    • Because they are used to bull markets, most people find it difficult to handle a decline, but if you know where to search and how to get around, you can make a sizable profit. It depends on how you plan to enter and leave.

    • That’s why I make it a point to speak with a financial advisor before choosing any investments. I’ve been using one since the pandemic, using profits oriented tactics and minimizing risks as a buffer against inevitable downtrends. In addition they have access to insider knowledge and analysis, making failure virtually impossible for them. I’ve made about $3 million working with Deborah Jean Dykstra my advisor for over three years now.

  9. I think it’s important to stick to stocks that are immune to economic policies. I’m looking at NVIDIA and other AI stocks. It seems AI is the trajectory most companies are taking, including even established FAANG companies. Maybe there are other recommendations?

    • NVIDIA is a balloon. They don’t have any tangible AI development. They don’t have an edge in hardware. Its all selling of news, smoke and mirrors. I know people inside of the industry and all they talk about is opensource this and that. FAANG is the sacrificial bull that’s going to collapse our economy when they flip the switch. Everyone knows ASML controls chips but none of that actually matters when patents collapse and information is made free by real ai projects in defi/depin space. Chip plants don’t cost billions to build. Maybe a couple million. Maybe even a couple hundred thousand after this new wave hits. And they’ll be springing up everywhere. NVIDIA simply has no moat without government mafia to protect them and fomoing into it and other AIAAS (as a service) – won’t just get you wrekt, it will be a matter of survival to have ownership of digital assets and involved in communities like ICP.

    • eh you make it sound like those stocks aren’t risky. How aren’t they? Nvidia seems to just be pulling forward a decade or so of growth into one year. Pretty soon they run out of people to sell at this pace too. Then the rest of the world realizes that AI isn’t cost effective, that good, or the jobs they want to automate away don’t exist anymore because they already got automated with SQL processes and python (last case being my job)

  10. I understand that investing consistently even during volatile times can be a wise strategy to accumulate money. I’ve heard accounts of folks making over $250,000 during this recession. What steps can I take to make sure that happens?

    • Safest approach i feel to tackle it is to diversify investments. By spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown. its important to seek the guidance of an expert

    • True, A lot of folks downplay the role of advlsors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She’s helped grow my reserve notwithstanding inflation, from $275k to $850k.

    • @@WilliamRosser487
      How can I participate in this? I sincerely aspire to establish a secure financlal future and am eager to participate. Who is the driving force behind your success?

    • @@CharlesLarocca Rebecca Charlotte Craig is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment..

    • Thank you for this amazing tip. I just looked the name up, wrote her explaining my financial market goals, and scheduled a call.

  11. I saw in a video that though dividend-paying stocks don’t offer dramatic price appreciation, they can provide a consistent income stream, I want to spread across $400k into profit yielding dividend equities but unsure of which to get into.

    • Well the bigger the risk, the bigger the reward and such impeccable decisions are better guided by professionals.

    • A good number of people discredit the effectiveness of financial advisors in exploring new markets, but over the past 10years I’ve had a financial advisor consistently restructure and diversify my portfolio/expenses and I’ve made over $3million in gains… might not be a lot but i’m financially secure.

    • *Natalie Marie Gentry* is the licensed advisor I use. Just search the name. You’d find necessary details to work with to set up an appointment.

  12. I want a balanced portfolio with growth investments, safe investments, and also focus on dividends to gain up to $20K monthly, my concern is picking the right stocks that can survive a recession. How do i go about this ?

    • In this current unstable markets, It is advisable to diversify while retaining 70–80% in secure investments. Depending on the worth of your portfolio, you should consider financial advisory.

    • Agreed, my portfolio is well-matched for every market season yielding 85% from early last year to date. I and my advisr are working on a 7 figure ballpark goal, tho this could take another year. IMO, financial advisors are the most sought-after professionals after doctors.

    • Amber Dawn Brummit is the licensed advisor I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.

    • I just googled her and I’m really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a caII.

  13. Purchasing a stock may seem straightforward, but selecting the correct stock without a proven strategy can be exceedingly challenging. I’ve been working on expanding my $210K portfolio for a while, and my primary obstacle is the lack of clear entry and exit strategies. Any advice on this matter would be greatly appreciated.

    • the strategies are quite rigorous for the regular-Joe. As a matter of fact, they are mostly successfully carried out by pros who have had a great deal of skillset/knowledge to pull such trades off.

    • Even with the right strategies and appropriate assets, investment returns can differ among investors. Recognizing the vital role of experience in investment success is crucial. Personally, I understood this significance and sought guidance from a market analyst, significantly growing my account to nearly a million. Strategically withdrawing profits just before the market correction, I’m now seizing buying opportunities once again.

    • impressive gains! how can I get your advisor please, if you dont mind me asking? I could really use a help as of now

    • Yvette Ruta Musto’ is the licensed coach I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.

    • Thank you for this Pointer. It was easy to find your handler, She seems very proficient and flexible. I booked a call session with her.

  14. On the Dow Jones index, only seven stocks gained on Thursday. Apple (AAPL)and Microsoft(MSFT) rose, as did Visa (V)Microsoft and Visa are rebounding from their 10-week moving averages.Meanwhile, Tesla (TSLA) fell 5% on the stock market today. Shares are extending a downtrend. I have over $320k in stocks. Currently, my portfolio is down by 15%. Wondering if there are any short term opportunities I can invest in.

    • I think the next big thing will be A.I. For enduring growth akin to META, it’s vital to avoid impulsive decisions driven by short-term fluctuations. Prioritize patience and a long-term perspective consider financial advisory for informed buying and selling decisions.

    • A lot of folks downplay the role of advlsors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She’s helped grow my reserve notwithstanding inflation, from $275k to $850k.

    • ‘Tenley Megan Amerson’ is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment..

    • She appears to be well-educated and well-read. I ran an online search on her name and came across her website; thank you for sharing.

  15. Opinions on the market diverge; some claim overvaluation due to rapid gains, while others cite strong economic fundamentals justifying high valuations. The notable surge in tech stocks, raises concern for my $600K portfolio given the index’s increased tech concentration. What stocks, in terms of growth over the next ten years, could be the next APPL is my query.

    • Considering diversification is excellent, but I sense some uncertainty. Now might be a good time to consult a financial advisor for expert advice and seize opportunities in this volatile market.

    • i agree, that’s the more reason I prefer my day to day invesmentt decisions being guided by a financial advisor, seeing that their entire skillset is built around going long and short at the same time both employing risk for its asymmetrical upside and laying off risk as a hedge against the inevitable downward turns, coupled with the exclusive information/analysis they have, it’s near impossible to not out-perform, been using a fin-advisor for over 2years+ and I’ve netted over $1.8million.

    • I actually subscribed for a few trading courses but it didn’t help much, been getting suggestions to use a proper financial advisor, how did you go about touching base with your coach?

    • Vivian Carol Gioia is the licensed advisor I use. Just research the name. You’d find necessary details to work with to set up an appointment

    • Thank you for this tip. It was easy to find your coach. Did my due diligence on her before scheduling a phone call with her. She seems proficient considering her resume.

  16. Agreed that many people are considering NVDA as the “Stock of the year.” However, I’m curious about which stocks could potentially become the next META in terms of growth over the next decade. I’ve allocated $200k for investment, looking for companies to make additions to boost performance

    • I think the next big thing will be A.I. For enduring growth akin to META, it’s vital to avoid impulsive decisions driven by short-term fluctuations. Prioritize patience and a long-term perspective consider financial advisory for informed buying and selling decisions.

    • Glad to have stumbled on this comment, Please who is the consultant that assist you and if you don’t mind, how do I get in touch with them?

    • She appears to be well-educated and well-read. I ran an online search on her name and came across her website; thank you for sharing.

    • AI adjacent tech will be much more reliable.

      AI is bubbling right now (as someone that will get a diploma in ML & AI in November). If you look into where it can really be applied there’s a big opportunity there.

      Right now AI is seen as the holy grail in every use case. It won’t be useful in every scenario.

    • look up nio! You will get rich with this one longterm. Very undervalued company which could and will explode in to new dimensions regarding its fundamentals. Not profitable yet, but on its way to it.

  17. Dividends are a great thing, but they’re only really effective for passive income when you either have somewheres over 20 to 25 thousand shares of a high yielding stock. Meaning you likely need to have a few hundred thousand if not more invested in it. Re-investing dividends back into the same stock certainly does snowball with compound interest, but you only really start seeing it after 20 years of never stopping and likely needing to add additional money of your own with it….so it’ll be time consuming and costly. The way I see it if you have a million dollars at some point, that’d be enough to create a portfolio that would pay you between 50 to 70 thousand in dividend income

    • It’s not difficult, but you have to learn and handle. Another thing is that if you can’t manage your home, maybe you shouldn’t invest on your own. If so, you should hire a CFP to help you diversify your assets to include ETFs/index funds/mutual funds and stocks of companies with consistent cash flows, rather than betting on penny stocks.

    • That’s true, I’ve been backed by a financial advisor for almost three years now, I started with over a hundred thousand and I’m just $19,000 away from making half a million profits from compounding and dividends.

    • The advisor that guides me is Sonya lee Mitchell, most likely the internet is where to find her basic info, just search her name, She’s established.

    • Yes and no I’d rather have 5k worth of dividends in the stock market than 5k in my savings account. At least my money is working itself.

  18. I am trying to avoid making any new buys at this point in other not to get sucked into a bear market trap.It’s tough making money in stocks when institutional investors are the driving force behind the selling.. although I read an article of people that grossed profits up to $150k during this crash, what are the best stocks to buy now or put on a watchlist?

    • For the average person, the strategies are fairly demanding. In actuality, most professionals who have the necessary expertise to pull off such trades effectively carry them out.

    • I agree, before the pandemic got real serious, I used to handle all my investment and I was pretty good at it, fast forward to post-pandemic and my-portfolio is steady in the red with profit rate down to the lowest, that’s when I touched-base with a coach I saw featured on businessweek, who restructured my portfolio and over the last couple months, I’ve made over $850k from initially $210K

    • One of the fiduciaries I deal with is Jennifer Lea Jenson. Just check the name. There would be a letter with the necessary information to set up an appointment.

  19. I’m under pressure to grow my reserve that currently holds about $500k. I’m down by 20% already following the crash and I fear I could lose more.

    • It is very easy to buy in on trending stocks but the problem is knowing when to sell or hold, which is why a coach is important. I’ve been in touch with one for about a year now and although I was initially skeptical about it, I will say I’ve made more progress within a year generating 6figure profit.

    • Do u consider anyone worthy of recommendations? I have money set asides to taste the water now that stocks are at a discount, well it’s either that or inflation.

    • Lisa Ann Moberly is the coach that guides, you probably might’ve come across her before, she’s quite known in her field, search her.

  20. My spouse and I are adding a variety of stocks/ETF to my present holdings for the long term, We’ve set aside $250k to start following inflation-indexed bonds and stocks of companies with solid cash flows, I believe it is a good time to capitalize on the market for long-term gains, but it wouldn’t hurt to know means of actualizing short term profit.

    • Focus on two key objectives. First, stay protected by learning when to sell stocks to cut losses and capture profits. Second, prepare to profit when the market turns around.I recommend you seek the guidance a broker or financial advisor.

    • Very true , I diversified my $400K portfolio across multiple market with the aid of an investment advisor, I have been able to generate over $900k in net profit across high dividend yield stocks, ETF and bonds in few months.

    • How can one find a verifiable financial planner? I would not mind looking up the professional that helped you. I will be retiring in two years and I might need some management on my much larger portfolio. Don’t want to take any chances.

    • Thank you for this amazing tip. I just looked the name up, wrote her explaining my financial market goals and scheduled a call

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