See my top 10 stocks, comprising 54.8% of my dividend growth stock portfolio. I'm excited to give a comprehensive portfolio update, highlighting the performance of my overall 50-stock portfolio. I'm getting a lot closer to my passive income goals, and I'm going for Fat FIRE (financial independence retire early). #dividend #stock #investing
Timestamps: 0:00 INTRODUCTION 1:08 SEGMENT 1: MY TOP 10 STOCKS (MY PERSONAL DIVIDEND STOCK PORTFOLIO) 1:26 Starbucks (SBUX) - 10% of my portfolio (greater than JNJ by 22%) 6.5% of dividend income 2:13 Johnson & Johnson (JNJ) 8.2% of my portfolio 7.2% of dividend income 2:29 PepsiCo (PEP) 7.4% of my portfolio 6.6% of dividend income 2:41 McDonalds (MCD) 6.7% of my portfolio 4.7% of my dividend income 3:10 SURPRISE: Apple (AAPL) 4.5% of my portfolio 0.8% of my dividend income 3:25 AAPL is not really helping towards FIRE (Financial Independence Retire Early) 4:37 Raytheon Technologies (RTX) 3.9% of my portfolio 2.8% of my dividend income 5:17 Procter & Gamble (PG) 3.7% of my portfolio 2.9% of my dividend income 5:32 The Home Depot (HD) 3.7% of my portfolio 3.4% of dividend income 6:39 3M (MMM) 3.4% of my portfolio 6.4% of dividend income 6:54 I'm concerned about the precedent the recent JNJ settlement sets 8:08 I believe it's more important to be diversified than ever before due to single company risk. 8:40 Kimberly-Clark (KMB) 3.3% of portfolio value 3.7% of dividend income 8:58 Top 10: 54.8% of portfolio value 9:40 SEGMENT 2: PORTFOLIO BREAKDOWN BY INDUSTRY 9:58 Check out Corner Patreon (Portfolio % Allocation To Each Position) 10:29 Restaurants comprise 17.1% of my portfolio value! (I have some concentration of risk there.) 10:53 I'm a lot less dependent on sin stocks than in the past. 12:38 SEGMENT 3: PORTFOLIO UPDATE OVERVIEW 13:52 SEGMENT 4: PORTFOLIO CONCENTRATION ANALYSIS 15:15 Top 20: 78.1% of my portfolio value 15:28 Bottom 30: 21.9% of my portfolio value 16:47 SEGMENT 5: MY PROGRESS 17:10 Overall portfolio yield: 3.1% current dividend yield 18:37 I'm up 5.3% in the last 5 months, with dividend income up 4.6%. 19:08 SEGMENT 6: PROJECTIONS - My dividend income will be 216% of the current amount in 10 years (assuming 8% annual growth). 20:19 SEGMENT 7: FILLING THE GAP - I need to grow income at 12% per year, annualized, to reach my dream state in 10 years. 22:09 SEGMENT 8: MY FOCUS TO REACH THE DIVIDEND DREAM STATE 22:41 Brick-by-brick is so powerful! 23:23 Stocks I plan on adding, higher-yielders. 24:12 SEGMENT 9: RANDOM FUN FACTS FROM MY PORTFOLIO REVIEW 27:17 DISCLOSURE AND DISCLAIMER
DISCLOSURE: I am long Starbucks (SBUX), Johnson & Johnson (JNJ), PepsiCo (PEP), McDonalds (MCD), Apple (AAPL), Raytheon Technologies (RTX), Procter & Gamble (PG), The Home Depot (HD), 3M (MMM), Kimberly-Clark (KMB), Dutch Bros (BROS), Alphabet (GOOGL), Realty Income (O), British American (BTI), Duke Energy (DUK), Southern Company (SO), Bank of Montreal (BMO), Pfizer (PFE), Universal (UVV). Caterpillar (CAT), Leggett & Platt (LEG), Marriott Vacations Worldwide (VAC), Viatris (VTRS), and Hasbro (HAS). I own these stocks in my personal dividend stock portfolio. My kids are long Hasbro (HAS). I plan to initiate positions in SCHD and XYLD. I am also long Treasuries.
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