8 SURPRISING Dividend Stock Investing Lessons From Peter Lynch

Thanks to the Peter Lynch strategy, I'm up 331% on one stock and 271% on another (1st tranche results). I'm excited to share my wins, inspired by the Peter Lynch investing strategy, along with 8 total surprising lessons from this classic investing book.
#dividend #stock #investing

Timestamps:
0:00 Introduction: Peter Lynch is my favorite investor of all time.
0:33 Are the lessons from Peter Lynch still as relevant today? Yes, I was shocked!
1:04 THEME 1: INVEST IN WHAT YOU KNOW AND UNDERSTAND
1:35 The Peter Lynch strategy worked for me!
1:47 Household brand name stocks that I own: CLX, HD, JNJ, KMB, KO, MCD, PEP, PG, MO
2:45 I'm up 331% on The Home Depot (HD) with 10.20% simple yield-on-cost (on my 1st tranche).
3:47 I'm yielding 7.75% on my 1st tranche of Johnson & Johnson (JNJ).
4:00 I'm yielding 8.27% on my 1st tranche of McDonalds (MCD). I'm up 271% on that tranche too.
4:14 I'm yielding 23.51% on my 1st tranche of Altria (MO).
5:15 Yes, I have losers in my portfolio too.
5:50 KEY: Does this strategy still work? Or, has our society changed too much?
7:15 I'm still going after household name stocks, but I'm evolving my strategy too.
8:27 THEME 2: THERE HAS ALWAYS BEEN IMMENSE WORRY AMONG INVESTORS
8:36 There was so much worry in the early 1980s.
9:01 In the early years of Fidelity Magellan, investors were redeeming money from the mutual fund.
9:47 Maybe this skepticism is good.
10:59 KEY: The worries today, are they perhaps no different than the worries of the past?
12:00 On Corner Patreon, we just had a Zoom meet-up to discuss Beating The Street.
12:20 THEME 3: I LIKE "BUY AND HOLD FOREVER", BUT IS SOME ACTIVE MANAGEMENT REQUIRED?
13:20 Many of Peter Lynch's most important stocks are core stocks of mine. (This is great to see.)
14:07 Some of Lynch's most important stocks are not ones I'd want to own today.
15:10 I'm getting a lot of comments these days about SCHD. Is SCHD the modern-day Peter Lynch-style strategy?
17:35 THEME 4: SMALLER INVESTORS HAVE SO MUCH UPSIDE (AS COMPARED TO INSTITUTIONS)
18:51 Individual investors have some advantage over the pros! No position size limit, for example.
20:25 Takeaway From Mike: As funds get larger, there is more overhead. This applies to dividend portfolios too.
21:52 THEME 5: IS IT STILL POSSIBLE TO MAKE HUGE MONEY IN RETAIL EXPANSION?
23:02 News was slow to travel before the Internet. We don't have this luxury today, in my opinion.
23:22 Dutch Bros (BROS)
25:19 THEME 6: GREAT COMPANIES IN LOUSY INDUSTRIES CAN MAKE AMAZING INVESTMENTS
25:43 I bought some Altria (MO) today. It's an example of a great company (IMHO) in a lousy industry, in my personal portfolio.
27:07 There are probably mutual funds that can’t even buy it.
27:27 THEME 7: TAKE GREAT JOY IN MARKET CORRECTIONS (WEALTH CREATION)
28:22 I like to fool myself to enjoy buying stocks when markets are tanking.
30:07 THEME 8: EARLY RETIREMENT IS THE GOAL (EVEN FOR PETER LYNCH)
30:24 Magellan was up 2700%.
34:04 DISCLOSURE AND DISCLAIMER

DISCLOSURE: I am long Starbucks (SBUX), Dutch Bros (BROS), IBM (IBM), Clorox (CLX), The Home Depot (HD), Johnson & Johnson (JNJ), Kimberly-Clark (KMB), Coca-Cola (KO), McDonalds (MCD), PepsiCo (PEP), Procter & Gamble (PG), Altria (MO), Philip Morris (PM), Shell (SHEL), and Unilever (UL). l I own these stocks in my personal dividend stock portfolio.

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