Yes I have a lot of holdings. Thereās different styles of investing for everyone, I personally enjoy having a lot of holdings, picking stocks and opening new positions give me joy and motivation to continue investing. Also love the constant inflow of dividends.
I kinda like the same feel to that. I donāt see whatās wrong with picking 50-70 stocks that you like and feel diversified. Helps you learn new industries.
The most important thing is to have fun and learn something. Kind of like what sports should be to kids. I look at it as almost a game in a sense. Iāve been looking for my own account to become self sufficient and not going to my paycheck, by using monthly dividend stocks like Jepi, JepQ and USOI. My goal is to be able to get to a couple of thousand a month in dividends.
I did this for about 6 months and then realized it was way too much work actually paying attention to the movement of individual stocks. Ended up pairing down to VTI, VXUS, and SCHD so that I have time to play some video games after putting my kiddo to sleep.
I have $10k invested in 52 companies. Mostly just a couple shares each. So donāt feel like you have too many holdings. You can have as many as you want.
You donāt keep track of all all your stocks in all your ETFs so why are people complaining that OP canāt keep track of all the stocks he picked? I donāt get it
Your top 20 looks nice. So you probably have another 80 holdings that make up the rest. Probably around 100 in all. Looks like you have reinvented your own version of schd or jepi. Which isnāt bad. You should report back every month or so on how you have performed against those and the sp500 in general.
80% of actively managed funds underperform the market. You have made yourself a fund manager as a hobby where you are competing against professionals who do it everyday and still lose. I personally think in the long run your fund will underperform against a mix of ETFs (VTI/VXUS/BND). It does not seem optimal but if it helps you invest thatās better than not investing.
Iām happy to see that ātraditionalā dividend investors which put some effort in picking stocks still exist. I know that buying ETFs is much simpler but I begin to get fed up with this trend of āETF better than everything elseā. Itās almost like a religion.
ETF are the easy solution but if you Pick right and Got some volume a portfolio like this is a true nestegg :-) Proberly the yield will be better than most EFTās after you extract the management fee.
So do you not hold any ETFs? Most hold way over a 100 positions. I personally wouldnāt feel comfortable having my entire portfolio in just 10-15 positions, I donāt believe I have the knowledge or confidence I would beat the market only holding so few companies. However with the amount of companies I hold I have a market like return while collecting dividends on a daily basis almost. Also I like to try and choose the right valuations and price points in which I want to buy into companies rather then just holding ETFs where you lose that ability.
Get exposure to them through Drgo, Dgrw, and Bst. The portfolio goal is to supplement income there yield is just to low for my liking. I also feel like they are just such mature companyās that any future substantial growth is difficult.
That's alot. It looks like you have most funds allocated to ETFs SCHD, DGRO, DGRW. You should double check the management fees and the individual holdings in each ETF to make sure you don't have alot of overlap. I Like a lot of your dividend picks. If your younger and you have time to keep up with many individual stocks that's good. It really depends on what your individual goals are.
why not just put it all in schd. has higher average div and growth than any of these. it out performs dgrw and dgro while having less expense ratio and more dividend. theres a reason its so popular.
Welcome to
You are your own index fund.
With a 0.00% expense ratio š
Whats tue other 60%?
Yes I have a lot of holdings. Thereās different styles of investing for everyone, I personally enjoy having a lot of holdings, picking stocks and opening new positions give me joy and motivation to continue investing. Also love the constant inflow of dividends.
I kinda like the same feel to that. I donāt see whatās wrong with picking 50-70 stocks that you like and feel diversified. Helps you learn new industries.
Personally tracking all of those holdings would give me a headache but if itās fun and motivating for you then thatās a big plus.
20 isn't a lot. But that is a great portfolio.
The most important thing is to have fun and learn something. Kind of like what sports should be to kids. I look at it as almost a game in a sense. Iāve been looking for my own account to become self sufficient and not going to my paycheck, by using monthly dividend stocks like Jepi, JepQ and USOI. My goal is to be able to get to a couple of thousand a month in dividends.
Looks great to me, good job! ~20 positions is just fine, I just hope your average price for BST is lower than mine :)
Yes I agree with you it like your own etf it less risk and less reward but more fun
How much would one share of every company in the SPY ETF be if it was a composite anyways?
if that's what works for you, go for it firing on all cylinders
I did this for about 6 months and then realized it was way too much work actually paying attention to the movement of individual stocks. Ended up pairing down to VTI, VXUS, and SCHD so that I have time to play some video games after putting my kiddo to sleep.
Dad checking in. This is the way (for some of us)
when you buy stocks, it's assumed the stock market could close for 30 years and it wouldn't affect anything.
This is only 40%? I salute the hours of work and DD youāve put in; I say consolidate half of the rest of the 60% into your current 40%
I have $10k invested in 52 companies. Mostly just a couple shares each. So donāt feel like you have too many holdings. You can have as many as you want.
You donāt keep track of all all your stocks in all your ETFs so why are people complaining that OP canāt keep track of all the stocks he picked? I donāt get it
Because these people don't understand the purpose of dividends investing.
I've created my own index ETF. It's grown over the last 12 years, but I enjoy the hell out of it and being retired I have nothing but time.
Your top 20 looks nice. So you probably have another 80 holdings that make up the rest. Probably around 100 in all. Looks like you have reinvented your own version of schd or jepi. Which isnāt bad. You should report back every month or so on how you have performed against those and the sp500 in general.
80% of actively managed funds underperform the market. You have made yourself a fund manager as a hobby where you are competing against professionals who do it everyday and still lose. I personally think in the long run your fund will underperform against a mix of ETFs (VTI/VXUS/BND). It does not seem optimal but if it helps you invest thatās better than not investing.
OP did say he does it bc he gets joy and motivation from it, and continues to learn, which I can understand.
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That's odd. I have outperformed the s&p 500 since I started investing. Somehow I am in the top 20% of all investors. Dumb luck some would say.
Way too many holdings for me. I like to be able to keep track and know whatās going on with each of my holdings.
Iām happy to see that ātraditionalā dividend investors which put some effort in picking stocks still exist. I know that buying ETFs is much simpler but I begin to get fed up with this trend of āETF better than everything elseā. Itās almost like a religion.
ETF are the easy solution but if you Pick right and Got some volume a portfolio like this is a true nestegg :-) Proberly the yield will be better than most EFTās after you extract the management fee.
What's your annual income from your portfolio?
Around $6200 yearly. Yes I do Drip in everything besides BST being that thereās a good shot they cut there dividend.
All solid companies and ETFs good shit!
Are you really going to keep up with all these companies? Just buy an ETF
Not a big fan of SBUX or VZ (personal preference), but an overall solid investment portfolio. Well done!
Why DGRO AND DGRW?
Think you place a lot of value in what strangers think of your moderate amount of investments
They look like stocks to me
To many stocks to keep track of
Well. If diversification is protection against ignorance you're doing it
Its not. Its protection against a single holding tanking your entire portfolio.
I see you on your King š Strategy! Keep going bro š šš š
Wayyyyyy too much diversification
So do you not hold any ETFs? Most hold way over a 100 positions. I personally wouldnāt feel comfortable having my entire portfolio in just 10-15 positions, I donāt believe I have the knowledge or confidence I would beat the market only holding so few companies. However with the amount of companies I hold I have a market like return while collecting dividends on a daily basis almost. Also I like to try and choose the right valuations and price points in which I want to buy into companies rather then just holding ETFs where you lose that ability.
Opposite of what Warren Buffet and Charlie Munger preach. Buy 1-3 companies you believe in and keep buying over the long run.
Berkshire holds 50 different companies??
Berkshire Hathaway is THE ONE company.
You can do all of this in 3 etfs
ETFs charge expense ratios. Owning companies directly versus through a 3rd party costs 0.00% for an expense ratio.
I personally donāt have the time to track over 20 stocks each week but if you have motivation for it then keep it going
Not a fan of BST or FDX (prefer UPS) but otherwise solid. Keep up the great work.
Schd or dgro wich is best
You are an etf.
Lots of good dividend there. Do you have a set number of shares for each one?
Genuine question: isn't it better to invest large chunks of money in a few rather than smaller chunks in a lot?
Need some MSFT and AAPL
Get exposure to them through Drgo, Dgrw, and Bst. The portfolio goal is to supplement income there yield is just to low for my liking. I also feel like they are just such mature companyās that any future substantial growth is difficult.
very good balance. What is is YTD return like from your portfolio ?
Lots of stuff you stuck with need to reallocate; tech always hit hardest in rising rates situations
Really good grouping. Im a fan of all of them. Keep up the good work
That's alot. It looks like you have most funds allocated to ETFs SCHD, DGRO, DGRW. You should double check the management fees and the individual holdings in each ETF to make sure you don't have alot of overlap. I Like a lot of your dividend picks. If your younger and you have time to keep up with many individual stocks that's good. It really depends on what your individual goals are.
Too many holdings
Wonderfully done āļø
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Unfortunately, your contribution has been removed from
Personally big fan of mo mrk and amgn
Curious on how much you pull in a month on dividends.
$500
Put half of your š°in BRK B to be safe š
This isnāt normal
Personally for a dividend fund I would just buy VYM and call it a day but that's just me. Lol
why not just put it all in schd. has higher average div and growth than any of these. it out performs dgrw and dgro while having less expense ratio and more dividend. theres a reason its so popular.
After 20-30 picks fr0m the S&P500, you own the S&P500 by way of correlation.
I would cut that down to 2-3 Use the div money to start positions in research.
Youāre doing good!!!
No MAIN?
What does your annual dividend income look like? Assuming your portfolio is ~$163,853.41
Great style. Iām completely opposite. I live and die with Apple only.
š¤š³ wow with these 21 stocks dividends companies you should be making $10k or $15k for the next 12 months
Thatās my total amount invested into each position not dividend amount. I wish it was lol
My guy just pays buying fees for 50+ different stocks. Why not buy a dividend ETF. It basically has these in it
No one charges buying fees these days. That ended a few years ago.
Huh lol
Buying fees in 2022? No.
He's chasing dividends
Why DGRO over DIVO?