How Much My $3,338,146 Dividend Portfolio Makes Per Year
In this video I’ll show you how much my $3.34 Million Dividend Portfolio makes in Fidelity, both in the spirit of transparency and because I want to help motivate you dividend investors to see what’s possible if you keep investing. Then I’ll close things off with some troublesome financial trends I’m seeing, so I encourage you to watch until the end.
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Timestamps:
0:00 intro
0:46 My dividend portfolio in Fidelity
0:57 Some bg on me
2:00 Portfolio (& my bg) cont.
2:30 IRA account
4:44 KO & Buffett
6:28 Taxable account
8:17 Rollover account
8:40 Recently received dividends
9:27 My dividend portfolio in my spreadsheet tool
17:05 Troubling financial trends
20:44 Thoughts on AI/Robotics & a user comment
23:07 Outro
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Schwab US Dividend Equity ETF – SCHD
Realty Income – O
Altria – MO
AbbVie – ABBV
Enterprise Products Partners LP – EPD
Microsoft – MSFT
JPMorgan Nasdaq Equity Premium Income ETF – JEPQ
Johnson & Johnson – JNJ
Amplify CWP Enhanced Dividend Income ETF – DIVO
ExxonMobil – XOM
Procter & Gamble – PG
Pepsi – PEP
Duke Energy – DUK
McDonalds – MCD
Goldman Sachs – GS
Coca-Cola – KO
British American Tobacco - BTI
Southern Company – SO
Apple – AAPL
Philip Morris – PM
Caterpillar – CAT
Chevron – CVX
Kimberly Clarke – KMB
Colgate Palmolive – CL
Home Depot – HD
Travelers Companies – TRV
Amplify CWP International Enhanced Div Inc ETF – IDVO
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.
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