EP88: How to Transition to Dividend Stocks

In this episode, we're going to look at how to transition from mutual funds, ETFs, and index funds into individual dividend stocks.I also cover the following topics in this episode:- Our approach to investing- Current $600,000 portfolio- Transition to dividend stocks- Over $943,000 in fees- Annual income grows by over 22% without investing any new money- How to diversifyHere's the link to the Google Sheet to estimate your own returns: https://shorturl.at/anJSVDisclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

In this episode, we're going to look at building your own pension fund. Even if you have a pension, stick around to learn how to build a second stream of investment income.I  also cover the following topics in this episode:- What is a pension?- Are pensions safe?- Building your own pension fund- Two companies that have consecutively increased their dividends for 62 years- How much can you earn?- $325K investment grows to over $2.6M, and generates $87K/year in dividendsHere's the link to the Google Sheet to estimate your own returns: https://shorturl.at/anJSVDisclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

In this episode, you'll learn the top 3 things you should not do when it comes to investing.I  also cover the following topics in this episode:- Investing when stock prices are high- Investing in non-dividend stocks- Biogen vs Amgen- Amgen grows dividend by 1507%- Which stocks returns over 636%?- Investing in non-quality stocksDisclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

In this episode, you'll learn if and when you should sell your dividend stocks.I  also cover the following topics in this episode:- The type of stocks discussed in today's episode- 4 reasons to sell your dividend stocks- MCD returns over 783% with a 17.35% yield- Guidelines for selling your dividend stocksDisclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

In this episode, you'll learn the importance of investing in the Canadian market. You'll also learn why you should invest in Canadian dividend stocks.I  cover the following topics in this episode:- Canadian market overview- Virtual monopolies- TD increases dividends by more than 285%- Canadian dividend stock performance- MRU returns over 851% since 2007Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

In this episode, you'll learn how to build a dividend portfolio that generates growing passive income for you. You'll also learn how to diversify, and how many dividend stocks you should own.I  cover the following topics in this episode:- Our approach to investing- Creating a resilient portfolio regardless of what happens in the stock market- Colgate-Palmolive providing 62 years of consecutive dividend increases- What to invest in- What about mutual funds, index funds, ETFs- Building your portfolio- Extraordinary returns from dividend stocksDisclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

In this episode, you'll see how to lower your investing risk with dividend stocks. Is it possible to completely eliminate your risk?I  cover the following topics in this episode:- What is at risk?- What are dividends & dividend yield?- Increasing your margin of safety- PPG returns over 946%- PPG dividend yield on cost over 16%- Decreasing your investment riskDisclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

In this episode, we'll see if airline stocks make good investments. Do they provide great returns over the long-term?I also cover the following topics in this episode:- The airline business- Four airline stocks to review- Rates of return compared to other dividend stocks- 658% return versus 180% or -72%Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

In this episode, I interview a dividend investor, we talk about how to getting started with investing, how to select dividend stocks, and how to go about investing with a spouse.Jermaine McDonald CEO of Learn Grow Invest, is based out of Jamaica and their mission is to be a leader and trusted source of information of financial and investor education in the Caribbean and around the world.Jermaine is also a passionate dividend investor, and we have lots to talk about when it comes to dividends. You’ll find today’s episode both educational and inspiring.I also cover the following topics in this episode:- Why do you call your company Learn Grow Invest?- Do you have a background in finance?- Why do most people think investing is complicated?- What made you interested in dividend investing?- What do you look for in a company before you invest in it?- Do you look at a company's historical track record?- What do you say to people that are afraid to start investing?- What is the impact of inflation on your savings?- What advice would you give to young people?- When it comes to investing what are the most common issues that you see between couples?- How can couples invest together?- Tell us about your charitable initiativesDisclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

In this episode, I’ll show you how to build a million-dollar dividend stock portfolio starting with only $500, and you’ll see how that portfolio could provide you with over $31,000 a year in passive income.I also cover the following topics in this episode:- Starting small- 3 keys to investing success- Real-life example investing in McDonalds (MCD)- How does this work?- $50,000 investment eventually returns over $108K/yr in dividends- Reaching one million dollarsLink to the Simply Investing Future Value Spreadsheet:https://rb.gy/782866Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.