Search results “Dividend etfs by size”
Which Dividend ETF Is The Best Investment?
Kim is interested in investing in dividend ETF but she's not sure where to start. Wes walks her through the best options. Original air date: January 29, 2017 - Hour 2, Call 2. Wes Moss is the host of MONEY MATTERS – the country’s longest running live call-in, investment and personal finance radio show – on News 95-5FM and AM 750 WSB. You Can Retire Sooner Than You Think, by Wes Moss - Buy it here: http://a.co/4Srbldy These audio clips are recordings from the Money Matters radio show. The provided discussions are general in nature and based on the financial and economic events at the time and/or minimal information disclosed by call-in participants. The responses to questions are not meant to be personalized investment advice. Every person's financial situation is unique and there is no one-size-fits all advice and requires more detailed analysis than what can be conducted for a call-in participant. Any information obtained in the audio should not be accepted as investment advice and should be discussed with a financial professional. Any actions taken should only be done after evaluation and analysis of your specific situation. All investing involves risk including the loss of an investor's principal. No guarantees can be offered that any of the call-in participants were successful or that any information provided assisted the call-in participant in achieving their financial goals.
TOP 5 ETF’S FOR 2019
📈 The Investing Academy (Analyses Of The Guru Stock Picks + My Model Porfolio) ▶️ http://bit.ly/expertstockradar Right I'm going to show you guys my top 5 ETF's for 2019. These ETF's are for all types of investors... the dividend investor, the value investor, the market investor and the international investor. Some of the criteria that I've looked at with choosing these ETF's include. - Low expense ratio's - Market returns. - Large Size and Safety. Hope you enjoy and derive a half decent amount of value from the video ;). Thanks for watching! // My Social Media ▸ Instagram | https://www.instagram.com/cooperacademy1/ || @cooperacademy1 ▸ Facebook | https://www.facebook.com/cooperacademy1/ ▸ Twitter | https://twitter.com/cooperacademy1 || @cooperacademy1 ___ DISCLAIMER: It's important to note that I am not a financial adviser and you should do your own research when picking stocks to invest in. These are just some of my viewpoints, by no means would I recommend watching one YouTube video and then immediately buying that stock. This video was made for educational and entertainment purposes only. Consult your financial adviser.
Which Growth Fund Should I Invest In? (2018 Vanguard Growth Funds With High Returns) (Vanguard 2018)
Which Growth Fund Should I Invest In? (Vanguard Growth Funds With High Returns (Vanguard Investment) 2018 Vanguard Growth Fund ETF's With High Returns! Which Vanguard growth fund. should you invest in? Learn about the best Vanguard dividend funds (Index Fund ETF's) Find out about the 4 top performing Vanguard dividend ETF funds available. The spreadsheet in the video can be downloaded here: Dropbox link: https://www.dropbox.com/s/mf1j5st6sxqseko/Vanguard%20Growth%20Funds.xlsx?dl=0 or http://moneyandlifetv.com/downloads Video Outline and Time Stamps so you can quickly jump to any topic: •Vanguard Growth Fund ETF (VUG) - 2:45 • Vanguard Mega Cap Growth ETF (MGK) - 5:54 • Vanguard Mid-Cap Growth ETF (VOT) - 8:32 • Vanguard Small-Cap Growth ETF (VBK) - 10:34 • Common stocks each fund holds - 12:32 • VUG VS MGK - 14:40 • VOT VS VBK - 17:10 In this very detailed review you will learn about the four Vanguard Growth ETF (Index Funds) available to invest in. The four Vanguard growth index funds are as follows: 1. Vanguard Growth Fund ETF Fund (VUG) 2. Vanguard Mega Cap Growth ETF (MGK) 3. Vanguard Mid-Cap Growth ETF (VOT) 4. Vanguard Small-Cap Growth ETF (VBK) Check out some of our other videos and playlists here: ♦ Investing in the stock market!: https://goo.gl/yVAoES ♦ Save money, budget, build wealth and improve your financial position at any age: https://goo.gl/E97nJj ♦ Learn more about how federal income taxes work: https://goo.gl/D1hCX1 ♦ Ways to improve your life at any age: https://goo.gl/uq72bu Subscribe for our future weekly videos. New videos typically every Sunday or Wednesday. Do not forget to help out a friend and share this information with them as well. About me: I'm passionate about helping people build wealth by learning more about personal finances, investing and taxes. My mission is to help people improve their financial position career and life. I also enjoy teaching others about the accounting profession, tech tips, and helping people overcome challenges in their everyday life as well as their career. You can find our content on other internet planets such as....... My Website: Moneyandlifetv.com Twitter: https://twitter.com/Mkchip123 Facebook: https://www.facebook.com/moneyandlifetv/ ***Disclaimer*** All of the information in this video is presented for educational purposes only and should not be taken as financial, tax, or investing advice by any means. I am not a financial adviser. Although I am a CPA I cannot advise someone for tax purposes without knowing their complete tax situation. You should always do your own research before implementing new ideas or strategies. If you are unsure of what to do you should consider consulting with a financial adviser or tax accountant such as an Enrolled Agent, or Certified Public Accountant in the area in which you live. Thanks for taking time to check out this video, and our channel. Have a great day and we will see you in the next video!
Views: 9128 Money and Life TV
5 High Yield Stocks With Sustainable Payout Ratios to Buy Today
You can download a comprehensive Excel spreadsheet of high dividend stocks with 5%+ yields here: https://www.suredividend.com/high-dividend-stocks/ ------------------------- Many investors look to high yield dividend stocks with the hope of generating more income from their investment portfolios. The problem with this approach is that many stocks with high yields have unsustainable dividend payments. Their dividends exceed their earnings or cash flows, which inevitably results in a dividend cut. You can avoid this problem by investing in high yield stocks with low payout ratios. In this video, I’m going to introduce 5 high yield dividend stocks with sustainable payout ratios that you could buy today. High Yield Stock #1: AT&T (T) AT&T is the largest telecommunications company in the United States by market capitalization. Its only competitor of similar size is fellow telecommunications giant Verizon Communications. AT&T has a current dividend yield of 6.3% and is perhaps the single safest stock with a dividend yield above 5%. Using 2018 earnings guidance, the company is on pace for a dividend payout ratio of approximately 58%. AT&T is also absurdly cheap right now. We expect the company to generate earnings-per-share of about $3.45 in fiscal 2018, which implies a price-to-earnings ratio of 9.3. AT&T’s 10-year average price-to-earnings ratio has been 13.4. We believe that valuation expansion will me a meaningful contributor to this stock’s total returns moving forward. High Yield Stock #2: Owens & Minor (OMI) Owens & Minor is a healthcare distribution, transportation, and logistics company. It is likely that you haven’t heard of Owens & Minor. It is a small cap stock with a market capitalization of $1.1 billion. Still, there’s a lot to like about Owens & Minor. The company trades with a dividend yield of 6%. Moreover, this high dividend yield is well-supported by the underlying cash flows. Owens & Minor is on pace for a dividend payout ratio of just 52% in fiscal 2018. Like AT&T, Owens & Minor is currently undervalued. Our 2018 earnings estimate for Owens & Minor is $2.00 per share, which implies a current price-to-earnings ratio of 8.6. We believe that Owens & Minor deserves a price-to-earnings ratio of between 14 and 15. Valuation expansion has the potential to deliver excellent returns to today’s buyers of Owens & Minor. High Yield Stock #3: Altria Group (MO) Altria is the largest cigarette company in the United States. The company sells the Marlboro brand in the U.S. along with several non-smokeable brands and the Ste. Michelle brand of wine. Altria also has a 10% ownership stake in alcoholic beverage company Anheuser Busch. Altria is well-known for having an above-average dividend yield. The company’s yield is currently 4.9%. Altria’s management team targets a dividend payout ratio of 80% and is on pace for a payout ratio of 73% in 2018. The company’s valuation is also attractive. We believe the company should earn about $3.96 in fiscal 2018, which means it is trading at a current price-to-earnings ratio of 14.3. Altria’s 10-year average price-to-earnings ratio is 16. This is the rare case where investors can buy a very high-quality business at an extremely attractive price. High Yield Stock #4: Omega Healthcare Investors (OHI) Omega Healthcare Investors is a healthcare real estate investment trust – or REIT, for short – that generates 85% of its revenue from skilled nursing facilities and 15% of its revenue from senior housing developments. This REIT currently trades with a remarkably high distribution yield of 8.4%. Omega Healthcare Investors appears likely to deliver funds from operations of $3.01 in fiscal 2018. Using the company’s current distribution payment, this implies a dividend payout ratio of 88%. Omega is trading at a price-to-FFO ratio of 10.4 while its 10-year average price-to-FFO ratio is 12.4. Today looks like an excellent opportunity for dividend investors to accumulate shares in this high-yielding REIT and bolster the passive income generated from their investment portfolios. High Yield Stock #5: Enterprise Products Partners (EPD) Enterprise Products Partners is a master limited partnership (MLP) that operates as an oil and gas storage and transportation company. Enterprise Products Partners’ asset base includes nearly 50,000 miles of pipelines and 250 million barrels of storage capacity. Enterprise Products Partners has a yield of 6.1%. Using cash flow, Enterprise Products Partners is on pace for a dividend payout ratio of just 65% in fiscal 2018. The company also appears slightly undervalued. Enterprise Products Partners is trading at a price-to-cash-flow ratio of 10.6, while its 10-year average price-to-cash-flow ratio is 11.6. The company holds appeal for income-oriented investors that want to accumulate shares in an undervalued midstream energy company.
Views: 6569 Sure Dividend
The Dividend Aristocrats are a select group of 53 S&P 500 stocks with 25+ years of consecutive dividend increases.They are the ‘best of the best’ dividend growth stocks. The Dividend Aristocrats have a long history of outperforming the market. The requirements to be a Dividend Aristocrat are: • Be in the S&P 500 • Have 25+ consecutive years of dividend increases • Meet certain minimum size & liquidity requirements Instagram: @kennyrrobinson Mailing Address: P.O. Box 4336 Pocatello, Idaho 83205 Easiest Way to Fix OR Build Credit: https://selflender.com/refer/16355093 Best High-Interest Savings Account: https://mailchi.mp/7fd25a4138b5/savings Must Read Investing Book: https://amzn.to/2OXSIvx Music: Rock Angel by Joakim Karud https://soundcloud.com/joakimkarud Creative Commons — Attribution-ShareAlike 3.0 Unported— CC BY-SA 3.0 http://creativecommons.org/licenses/b... Music promoted by Audio Library https://youtu.be/K8eRXvLL7Wo
Views: 2161 Kenny Robinson
Buy Stocks With Dividend Growth, Not Just Yield
Buy Stocks With Dividend Growth, Not Just Yield
Is Annaly Capital's 12% Dividend Yield Safe?
Because of a perfect storm of factors, mREITs have seen fantastic growth in the last few decades. On this video segment, Fool contributor John Maxfield and Motley Fool analyst Gaby Lapera talk about what made this asset so successful before, and why that growth is looking to taper off in the coming years. For our best dividend stock ideas, go to dividends.fool.com. This podcast was recorded on 11/16/2015. Imagine owning Amazon.com (up over an insane 4,000% since 2001) when Internet sales rendered big-box retailers obsolete... Now an industry 99% of us use daily is set to implode... And 3 established companies are positioned to take advantage. Click http://bit.ly/1zQXjzy for a stunning presentation. ------------------------------------------------------------------------ Subscribe to The Motley Fool's YouTube Channel: http://www.youtube.com/TheMotleyFool Or, follow our Google+ page: https://plus.google.com/+MotleyFool/posts Inside The Motley Fool: Check out our Culture Blog! http://culture.fool.com Join our Facebook community: https://www.facebook.com/themotleyfool Follow The Motley Fool on Twitter: https://twitter.com/themotleyfool
Views: 1608 The Motley Fool
The Advantages of Investing in Small Cap Stocks
You can download a free list of Russell 2000 stocks here: https://www.suredividend.com/russell-2000-stocks/ Many investors focus on large-capitalization stocks, which are loosely defined as stocks with more than $10 billion of market capitalization. While this strategy works for most, it has the effect of artificially narrowing your investment universe. Moreover, the rise of online brokers, index funds, and other passive investment products has made it easier than ever to invest in small cap stocks. In this video, I explain the advantages of investing in small cap stocks. What are Small Cap Stocks? To begin, let’s talk about the definition of a small-cap stock. Small cap stocks are defined as stocks with market capitalizations between $250 million and $2 billion. Stocks that are smaller than this are called microcaps or nanocaps, while stocks that are larger than this are called midcaps or largecaps. ------------------------------------------------------ Reason #1: A Broader Investment Universe The first reason why investing in small-cap stocks is attractive is because of the sheer number of companies that dwell in the small-cap space. This is appealing from the perspective of diversification, and also because it allows you to be more selective when hunting for investment opportunities. For evidence of this broader investment universe, consider the major market indices for large-cap and small-cap stocks. The main index for small-caps is the Russell 2000, which contains about 2000 companies. The main index for large-cap stocks is the S&P 500, which contains about 500 companies. Said another way, the small-cap stock universe contains about four times as many companies as its large-cap counterpart. ------------------------------------------------------ Reason #2: A Less Efficient Market Small-cap stocks receive much less attention from the financial markets. They receive less analyst coverage and less consideration from the media. What this means for investors is that small-cap stocks can remain quite mispriced for prolonged periods of time. When large-cap stocks become disconnected from their intrinsic value, investors quickly take notice. This is not the case in small-cap stocks, which creates opportunities for self-directed investors to acquire shares below their intrinsic value and profit from potential valuation expansion. ------------------------------------------------------ Reason #3: No Institutional Ownership On the surface, it may not be clear why a lack of institutional ownership in small-cap stocks is beneficial for self-directed investors. It comes down to the fundamental principles of supply and demand. When institutions begin to buy a stock – particularly a small-cap stock – it creates significant buying pressure in the market. This increases stock prices. As we know, higher prices result in lower future returns, all else being equal. Small-cap stocks do not have this problem. They are outside the realm of most institutional investors, which creates more favorable prices for investors that are willing to venture into this space. In fact, one of the “sweet spots” of investing is when a small-cap business grows to the point that it is included in some of the major market indices. This means that a great number of ETF providers and other passive investment products are forced to buy the stock, which drives its price higher. A recent example occurred when it was announced that Walgreens was joining the Dow Jones Industrial Average. Walgreens’ stock rose by 4% on the day of the announcement. ------------------------------------------------------ Reason #4: Small-Cap Stocks Naturally Have More Upside Some of the best gains that are available in the stock market are when investors can purchase shares in an attractively-valued business, and then that business sustains a high growth rate for a very long period of time. In fact, each of the world’s largest businesses grew to their current size by following this blueprint. However, large companies are limited in how much they can grow. Apple has a market cap of nearly $1 trillion dollars. It is unlikely that the company will double in size over the next several years. Instead, shareholder returns will come from dividend payments, share repurchases, and perhaps some modest business growth. Small cap stocks have a completely different total return profile. Their growth potential is much greater, which often creates spectacular returns for investors that have the ability to recognize these businesses early. If you do not have this ability, passive funds that track the Russell 2000 index will also capture this growth.
Views: 1827 Sure Dividend
Dividend Investing
Dividends can provide current cash flow or exploit the power of compounding, Einstein's "eighth wonder of the world", through the reinvestment of those dividends. Subscribe To Our YouTube Channel and Get The Latest on the Market Moves http://www.youtube.com/c/Thebahnsengroup Subscribe to our Blog - The Dividend Cafe - Financial Food For Thought http://www.dividendcafe.com Listen and subscribe to the Dividend Cafe Podcast: http://podcast.dividendcafe.com/ The Bahnsen Group at HighTower has built a stellar reputation delivering investment strategies and wealth management experiences. Our vision is to be the highest quality provider of wealth management services to all those within our sphere of influence. We do not want to merely be great; we want to be extraordinary in the size and scope of our business, but, more importantly, extraordinary in the impact we have on our clients’ financial lives. Visit Our Website: http://www.thebahnsengroup.com Follow Us https://www.facebook.com/bahnsengroup... https://twitter.com/BahnsenGroupHT https://www.linkedin.com/company/the-... Follow David Bahnsen https://www.linkedin.com/in/davidbahnsen https://twitter.com/DavidBahnsen https://www.facebook.com/david.bahnsen
Cost of Holding CFDs: Financing, Charges and Dividends
Overnight financing and dividends. http://www.contracts-for-difference.com/CFDs-dividends.html PLEASE LIKE AND SHARE THIS VIDEO SO WE CAN DO MORE! Cost of Holding CFDs: Financing, Charges and Dividends If you had a position overnight you need to pay a financing fee. A charge to 'borrow' the money required for the position value. This is a percentage of the notional size of the position (typically 2.3% per annum / 365 per day) Day traders don't carry positions overnight so they won't have to worry about financing fees - in which case only the spread cost is relevant. When we are shorting, we are credited with the interest charge however when interest rates are low this is often debited Example: 10 contract on the FTSE Long @ 6700 Notional value = GBP67,000 Financing rate is LIBOR (0.5%) + 2.5% per annum Cost to hold position overnight = (GBP67,000 x 3%) / 365 = GBP5.50. Dividends are treated differently for with each broker but generally; 80% of the dividend credited if you are LONG. 100% of the dividend debited if you are SHORT
Views: 947 TradeCFDs
Vanguard Launches 2 Dividend-Oriented International ETFs (VIGI, VYMI)
https://goo.gl/QPCkqk - Start earning with binary options like millions of traders do The Vanguard Group, the world’s second-largest provider of exchange-traded funds (ETFs), has expanded its dividend and international offerings by launching the Vanguard International Dividend Appreciation ETF (NASDAQ: VIGI) and the Vanguard International High Dividend Yield ETF (NASDAQ: VYMI). Patterned after its highly popular U.S.-focused ETFs, the Vanguard Dividend Appreciation ETF (NYSEARCA: VIG) and the Vanguard High Dividend Yield ETF (NYSEARCA: VYM), the new funds will follow similar strategies for generating dividend income. The International Dividend Appreciation ETF will invest in companies of all capitalizations with a history of growing dividends, while the International High Dividend Yield ETF will focus on companies with high dividend yields. Both funds began trading in the first week of March 2016. The new funds, which are the first international ETFs Vanguard has launched since the Vanguard Total International Bond ETF (NASDAQ: BNDX) in May 2013, offer yield-seeking investors an additional slice of the index pie with targeted exposure in higher-yielding dividend stocks that are more prevalent in foreign countries. The yield from the MSCI EAFE Index, which tracks dividend-paying stocks in developed countries, is more than 100 basis points higher than the yield of the Standard & Poor's (S&P) 500 Index. However, the funds' entry into the global markets could be coming at a difficult time. Global stocks have struggled over the last couple of years in the face of a stronger U.S. dollar. Neither fund employs any currency hedging strategy, so they could experience the normal volatility associated with currency exchange. Some of the volatility is likely to be smoothed over due to the high dividend yield. The funds would be suitable as a supplement to a core holding of U.S. growth stocks. Vanguard International Dividend Appreciation Index ETF The Vanguard International Dividend Appreciation Index ETF is designed to track the performance and yield of the NASDAQ International Dividend Achievers Select Index. The index is made up of more than 200 small-, mid- and large-cap companies from developed and emerging markets. Like the the Vanguard Dividend Appreciation ETF, the fund focuses specifically on companies with a history of growing dividends. As of March 18, 2016, the fund had $10.66 million in assets under management (AUM) with half of its weighting split almost evenly between consumer defensive and health care companies. The top five holdings, which comprise 21% of the portfolio, are Tencent Holdings Ltd. (OTC: TCEHY), Roche Holding AG (OTC: RHHBY), Nestle SA (OTC: NSRGY), Novo Nordisk A/S (NYSE: NVO) and Nippon Telegraph and Telephone Corporation (NYSE: NTT). After its first full week of trading, the fund was up 1.14% as compared with the MSCI ACWI Ex USA NR USD Index, which was up 1.53%. The fund’s expense ratio is 0.25%. Its dividend yield will not be established until after it issues its first dividend. Vanguard
Views: 130 ETFs
2018 OIL CRASH gives us HUGE 2019 Dividend Opportunity - Best Investments
This video analyzes the oil crash and identifies 4 opportunities that have excellent dividends. ★☆★ Subscribe: ★☆★ https://goo.gl/qkRHDf Investing Basics Playlist https://goo.gl/ky7CJq Investing Books I like: The Intelligent Investor - https://amzn.to/2PVhfEL Common Stocks & Uncommon Profits - https://amzn.to/2DAV8h9 Understanding Options - https://amzn.to/2T9gFSp Little Book of Common Sense Investing - https://amzn.to/2DfFGG2 How to Value Exchange-Traded Funds - https://amzn.to/2PWSkRg A Great Book on Building Wealth - https://amzn.to/2T8AKZ1 Dale Carnegie - https://amzn.to/2DDAk8w Effective Speaking - https://amzn.to/2DBncAT Equipment I Use: Microphone - https://amzn.to/2T7JxL6 Video Editing Software - https://amzn.to/2RQM1vE Thumbnail Editing Software - https://amzn.to/2qIUAgP Laptop - https://amzn.to/2T4xA8Z DISCLAIMER: I am not a financial advisor. These videos are for educational purposes only. Investing of any kind involves risk. Your investments are solely your responsibility. It is crucial that you conduct your own research. I am merely sharing my opinion with no guarantee of gains or losses on investments. Please consult your financial or tax professional prior to making an investment. #LearnToInvest #StocksToWatch #StockMarket
Views: 2822 Learn to Invest
The critics tell me that dividend growth investing does not work! They say that it's not possible to enjoy early financial freedom from dividend stocks. These critics are quick to point the finger, especially when a dividend stock takes a nosedive. I love these critics! And, I love bad news. In the world of divided growth investing, it's all good news in my humble opinion. In today's video, I share two pieces of bad news affecting dividend growth investors right now. In fact, two of my stocks are affected: IBM (IBM) and Campbell's Soup (CPB). Both are falling in share price on all the bad news. Learn how I'm personally approaching the bad news, and how I actually view it as good news given my long-term strategy. Dividend growth investing can be paradoxical. In my last video, I highlight how I like to focus on my top 5 stocks. These stocks are rarely on sale. It's easy to buy them in up markets and down markets alike. I can always sleep at night with my top 5. By contrast, I also have a portion of my portfolio carved out for deep value. Deep value can be a bit different. They're still stocks I want to hold forever, but the stocks have fallen on hard times. Value investing is not pretty. Everyone else is running for the hills and I'm buying more. Bad news tends to come with the territory when one is investing for deep value. Learn all about it in today's video! With IBM's recent earnings report, revenue is down 2% year over year. People are saying that IBM will cut the dividend and go out of business. People are saying that IBM is for fools and that it's the Sears of technology. I take a very different standpoint. I see a company in transition, one that is priced at pure value. I love this bad news and am buying more, I view it as a buying opportunity. I'm not going to lie, all the critics have me re-analyzing my numbers and asking myself if I'm right! After all the analysis, I still think I'm right, especially given my 20+ year investment horizon. Some interesting stats: * IBM reaffirmed their $13.80 2018 EPS. * Starting yield is now 4.8%. * Payout ratio is only 46%, a realistic range and certainly not at risk of a dividend cut (in my humble opinion). * The forward PE ratio is only 9.46. When it comes to deep value investing, it's really important to dollar cost average and stay true to my target position size. Risk is associated with deep value, and these two levers are the best way to mitigate the risk. In today's video, I also cover Campbell's Soup (CPB). Learn all about how the stock is experiencing volatility due to their turnaround situation and proxy battle. Certainly a crazy dividend stock pick! The first ever PPC Ian meet-up is coming up in November, in San Francisco! Please join us: http://www.ppcian.com/join-our-local-bay-area-ppc-ian-dividend-investing-crew/ Want to support my channel? In addition to subscribing, please connect with me on Instagram (I'm @ianlopuch): https://www.instagram.com/ianlopuch/ Here's my #5 favorite dividend growth stock: https://www.youtube.com/watch?v=Kj2n-Mndib0 Don't make this huge mistake when investing for dividends: https://www.youtube.com/watch?v=Fo5QNX7xXdw Here's what deep value investing is all about: https://www.youtube.com/watch?v=ugU0a3IKul4 Here's my experience hitting the dividend investing jackpot: https://www.youtube.com/watch?v=YddyvPMxQVg I'm an investor in Campbell's Soup (CPB): https://www.youtube.com/watch?v=DH7VXv0w0cI Disclosure: I am long IBM (IBM), Campbell's Soup (CPB), and Starbucks (SBUX). I own these stocks in my stock portfolio. Disclaimer: I'm not a licensed investment advisor, and PPC Ian videos, Excel files, and content are just for entertainment and fun. PPC Ian videos, Excel files, and content are NOT investment advice. Also, I'm not a tax advisor and PPC Ian videos, Excel files, and content are NOT tax advice. Please talk to your licensed investment advisor before making any financial decisions. Please talk to your licensed tax advisor before making any tax decisions. All PPC Ian videos, Excel files, and other content are (c) Copyright IJL Productions LLC.
Views: 10111 ppcian
How I Know Which STOCKS To Buy (Dividend Growth Investing)
I own 37 dividend stocks in my stock portfolio. On any given month, I'm almost always averaging in (buying more shares). How do I know which stock(s) to buy at a given time? How do I invest my hard earned capital in dividend stocks, while looking at things both logically and emotionally? Today's video shares my very strategy. Before even starting, it's important to recognize whether one is looking at a net new portfolio or an established one. While most of today's video covers the strategy of how I buy stocks for my established dividend portfolio, I also discuss how things would differ for a newer portfolio. Next, I dive into my personal pillars for success. Pillar 1: I enjoy setting strategic buy order themes each year. Each January I pick a few stocks that I'll focus on accumulating any given year. This year, it's Procter & Gamble and Kimberly Clark. My analysis is based on fundamentals. By setting the theme early in the year, I stay focused and determined. Pillar 2: When I invest in a new position to my established stock portfolio, I go "all in". Meaning: I will start with a small lump sum investment, and then I keep averaging in until my position reaches its desired size (and, at a minimum, my "full size" for a small position). I believe in good housekeeping and dislike 1-off positions in my portfolio. Pillar 3: I'm always looking out for great investment opportunities. Since I own 37 stocks, several of them are always on sale at any given time. While I like to first focus on pillars 1 and 2, I will buy "on sale" stocks as well, when opportunities present themselves. Pillar 4: Certain of my stocks fall into trading ranges, more or less. I like to place a small amount of capital in them, each time they hit the bottom of the trading range. At the end of the day, this strategic framework keeps my investing vey logical and pragmatic. It keeps me focused on doing the right things, avoiding all the noise out there. It also, however, leaves some room for emotion which I think is actually important for dividend growth investors. As mentioned in today's video, I have quite a few related videos to share with all of you! Following is my long list of related investing videos that you may want to check out. First, let's jump into videos that discuss hypothetical scenarios of starting all over again. Following are the ways I would start, if I were hypothetically starting over with different amounts of money! Investing My First $1,000: https://www.youtube.com/watch?v=Iijz-5vGSh0 Investing My First $5,000: https://www.youtube.com/watch?v=5Bp0TzQKRr0 Investing My First $10,000: https://www.youtube.com/watch?v=4i_3KAY1ZMo Investing My First $25,000: https://www.youtube.com/watch?v=CGrf5He8ieU Investing My First: $50,000: https://www.youtube.com/watch?v=ishEcrSTK-c Also mentioned in today's video, here's some info on my personal stock portfolio, on my small, medium, and large/core strategy. Learn about my personal asset allocation: https://www.youtube.com/watch?v=3ybS8GQl_vA Each year, I like to set strategic themes for my buy orders (pillar 1 of my strategy). This year, my strategic theme spans Procter & Gamble and Kimberly-Clark. Learn all about my dividend investing strategic themes for 2018: https://www.youtube.com/watch?v=uGRmIeiep1g While I don't buy many net new stock positions these days, when I do I'm all in. (In the sense that I will keep buying and averaging in until the position reaches full size.) Here's a stock I just started buying, General Mills (pillar 2 of my strategy): https://www.youtube.com/watch?v=z12Ac83Nz0Q While I mainly focus on pillars 1 and 2 of my buy order strategy, I just can't pass up a good opportunity. I also like to make incremental buy orders of dividend portfolio stocks that are "on sale". This year, I'm buying some Southern Corporation: https://www.youtube.com/watch?v=SW_jAVvhEqw And, Realty Income: https://www.youtube.com/watch?v=P-ANUrAsqMc Last, I want to share my recent analysis of Coca-Cola. While I own this stock in my portfolio (and it's a core position), I won't be buying more this year. It's just not "on sale" right now, and it doesn't fit my strategic pillars. That said, if I were hypothetically starting all over again with a net new portfolio, perhaps things would be different: https://www.youtube.com/watch?v=Egb3PfTOtSs Disclosure: I am long Procter & Gamble (PG), Kimberly-Clark (KMB), General Mills (GIS), Southern Company (SO), Realty Income (O), and Coca-Cola (KO). I own these stocks in my portfolio. Disclaimer: I'm not a licensed investment advisor, and today's video is just for entertainment and fun. This video is NOT investment advice. Also, I'm not a tax advisor and today's video is NOT tax advice. Please talk to your licensed investment advisor before making any financial decisions. All content on my YouTube channel is (c) Copyright IJL Productions LLC.
Views: 9774 ppcian
My Buy Orders For Dividend Stocks (Dividend Growth Investing)
In the world of dividend growth investing and financial freedom, a subscriber asked how much money I like to personally invest at a time. The subscriber wanted to know whether I make larger lump-sum investments (to minimize fees) or whether I dollar cost average into the stock marketing (making smaller, periodic purchases). To answer this question, I went into my personal stock portfolio, and looked through years of data. In analyzing my data, some unique trends emerged. While I have made some larger single purchases (one was $10,000 at a time), most of my purchases have been smaller, incremental purchases of $1,000 or less. In fact, a huge number of buy orders were in the $200, $100, and even $50 range. Given the size of my portfolio, the data really amazed me! The moral of today's story: Dividend growth investing does not require large, lump-sum investments (large buy orders). Dollar cost averaging over time works just fine. I am living proof that dollar cost averaging with smaller amounts can add up to a sizable portfolio and stream of passive income. Personally, I love dollar cost averaging because one can do this with dividend growth investing. Not all investments allow this type of buying. For example, I've made some angel investments that have required higher lump-sum investments. Because I'm able to dollar cost average with dividend stocks, I fully take advantage of this strategy. More than anything, it keeps me in the game and keeps me focused. The strategy requires decades to fully materialize. The incremental buy orders keep me focused on the goal at hand. I also want to take the opportunity to wish everyone a happy holidays and prosperous new year! This is the season of giving. If you're a dividend growth investor (like myself), you are very fortunate. In today's video, I share some charitable donations that my family and I have made this holiday season. I challenge everyone out there to give back this season. Everything counts, and there is no gift more exciting than the gift of giving. Disclosure: I am long Kimberly-Clark (KMB) and I am long Starbucks (SBUX). I do not own Wells Fargo (WFC). Disclaimer: I'm not a licensed investment advisor, and today's video is just for entertainment and fun. This video is NOT investment advice. Please talk to your licensed investment advisor before making any financial decisions. All content on my YouTube channel is (c) Copyright IJL Productions LLC.
Views: 3415 ppcian
Why do I do it? Why on earth do I own 38 stocks in my dividend stock portfolio? That sure sounds like a lot! Diversification - that is the topic of today’s investing video. I wouldn't have it any other way. I love owning 38 stocks, and am excited to share my investing strategy today. First and foremost, I am not like other investors. I’m not in this for total returns. I'm not in this for a traditional retirement. I want immediate cash flow that can be used to pay bills now. I want early retirement and complete financial freedom (cash flow pays all my bills). For that reason, I'm all about dividends (cash flow). If I only owned 10 stocks, and one cut their dividend, that would be quite the disruption to my cash flow. If 1 out of 38 has some issues, that will not make or break my early retirement. I leverage the example of an employer-employee relationship in today's video. What would it feel like if your boss cut your salary by 10%? It's the same dynamic with dividends. Maybe a small but (or temporary suspension) would be ok, but definitely not 10%. My goal is building a disruption proof portfolio. My portfolio is like a tank! Today's video also responds to some subscriber questions and feedback. I want to share with everyone today that I am a very practical investor. From an academic standpoint, anything can be argued. Academics can use any data set to prove any point. From a practical standpoint, 38 stocks works for me! I like to own dividend stocks in most major sectors and sub-sectors. Moreover, certain sectors warrant intra-sector diversification due to concentration risk. Some great examples include: oil/energy, utilities, and healthcare. I don't only look at my portfolio in terms of percentage allocation. I also look at dollar allocation. Because my portfolio is more seasoned, it has grown in size. 1% of the total is a lot of money, so I have no problem owning 1% stock positions. Last, it just works for me! Owning 38 stocks (will likely eventually be 40) motivates me and keeps me on track! At the end of the day, that's a really big deal. Some bonus points in today's video: * Learn why it's not that difficult to manage 38 stocks. * Learn why owning such a diverse portfolio makes it easier for me (on a monthly basis) to allocate new capital. Want to learn about Procter & Gamble, a stock I'm buying in 2018? Check out this video: https://www.youtube.com/watch?v=uGRmIeiep1g Want to learn how I stay motivated towards my goals of driving dividend income? Here's a fun video (an older one): https://www.youtube.com/watch?v=lPQ3BQP0YFs I just purchased a new stock! Learn all about it here: https://www.youtube.com/watch?v=hhujBcrq8Xg Don't forget to reach out and connect on Instagram: https://www.instagram.com/ianlopuch/ Disclosure: I am long Procter & Gamble (PG). I own this stock in my stock portfolio. Disclaimer: I'm not a licensed investment advisor, and PPC Ian videos, Excel files, and content are just for entertainment and fun. PPC Ian videos, Excel files, and content are NOT investment advice. Also, I'm not a tax advisor and PPC Ian videos, Excel files, and content are NOT tax advice. Please talk to your licensed investment advisor before making any financial decisions. Please talk to your licensed tax advisor before making any tax decisions. All PPC Ian videos, Excel files, and other content are (c) Copyright IJL Productions LLC.
Views: 6796 ppcian
MY #3 FAVORITE STOCK OF ALL TIME (Nobody Guessed This Dividend Paying Stock)
I am excited to share my #3 favorite dividend growth stock of all time today! This is a top stock pick of mine, one that I have been holding for a long time. A core position in my dividend stock portfolio, I'm talking about McDonald's Corporation (MCD). Today's video is a long one, filled with facts and fundamental analysis of my third favorite stock of all time. Before anything, I start with my own history and dividend yield on cost for McDonald's. Then, I jump into financial analysis covering items such as: * Historical performance of this stock versus the S&P 500 and The Down Jones Industrial Average. * Revenue growth, both from company-owned stores and franchised stores. I also discuss this company's franchising strategy (which is working well and, in my opinion, driving the stock price and dividend higher). * Operating profit growth, one of my favorite metrics for investors. * EPS growth (and share buybacks). And, why this metric can be a bit deceptive for investors. * Dividend growth, my favorite metric of all time as someone who plans to live off dividends and passive income. * Debt, a concern of mine for this stock. * Cash from operations, another concern of mine for McDonald's. (Note: No stock gets all green lights. Even my #3 favorite stock of all time has a few cons worth noting.) * Number of stores over time (they are expanding!) After this fundamental analysis, I speak at a high level why I love this investment so much. I discuss factors such as: * Operating margin (it's out of this world!). * International exposure (this is truly an international investment). * Stability, something really important as I'm a conservative income investor, someone who demands quality. * Real estate - This is not just a burger company, it's a real estate company! * More I close out with an analysis of their recent quarterly earnings report. I'm pleased to see: * Strong same store sales growth (an important investing metric for the retail/restaurant industry). * Strong EPS and operating profit growth! Want to learn about my #1 favorite stock of all time, Johnson & Johnson (JNJ)? Check out this video: https://www.youtube.com/watch?v=ZkgzdwAqPho Want to learn about my #2 favorite dividend stock of all time, PepsiCo (PEP)? Here you go: https://www.youtube.com/watch?v=kFjUoFWEC44 Want to learn about my thoughts on Coca-Cola (KO), another company undergoing refranchising (one of my personal investments)? Some great insights in this video: https://www.youtube.com/watch?v=Egb3PfTOtSs Disclosure: I am long McDonald's Corporation (MCD), Johnson & Johnson (JNJ), PepsiCo (PEP), and Coca-Cola (KO). I own these stocks in my portfolio. Disclaimer: I'm not a licensed investment advisor, and today's video is just for entertainment and fun. This video is NOT investment advice. Also, I'm not a tax advisor and today's video is NOT tax advice. Please talk to your licensed investment advisor before making any financial decisions. All content on my YouTube channel is (c) Copyright IJL Productions LLC.
Views: 7631 ppcian
A Fundamental Approach to Dividends
https://goo.gl/QPCkqk - Start earning with binary options like millions of traders do Dividends are one of the truest measures of a company's financial health and management's commitment to shareholders. Looked at another way, dividends are a crucial element in a proper fundamental assessment of a company, so it stands to reason that some dividend exchange-traded funds (ETFs) actually weight underlying holdings by dividends. The WisdomTree U.S. LargeCap Dividend Fund (DLN) is one of the oldest ETFs to employ a dividend-weighted methodology. DLN, which turned 11 years old last month, is not only a seasoned veteran among dividend funds, but it is also one of the ETFs that helped kick-start the smart beta movement. DLN tracks the WisdomTree U.S. LargeCap Dividend Index, a benchmark comprising dividend-paying U.S. large caps. The secret to the success of DLN is its index's emphasis on weighting by dividends to reflect the proportionate share of the aggregate cash dividends each component company is projected to pay in the coming year, based on the most recently declared dividend per share, according to WisdomTree. (See also: Remember These Seasoned Smart Beta ETFs.) This approach balances firm size (larger companies tend to pay more absolute dividends) against yield, said Morningstar in a recent note. To rebalance​ back to its target dividend weightings, the fund increases stock holdings that have become cheaper relative to their dividends and their peers, and trims positions that have become more expensive. This contrarian rebalancing discipline injects a modest value tilt. DLN's methodology also helps tilt the ETF's roster toward U.S. large caps with impressive track records of consistent payout increases without explicitly focusing on dividend increase streaks as some rival ETFs do. DLN holds nearly 300 stocks, and a broad swath of the ETF's largest holdings have dividend increase streaks that are among the largest in corporate America. (See also: The Power of Dividend Growth.) The strategy pays off. Since the start of the current bull market in U.S. stocks, DLN has returned almost 300%, while the largest U.S. dividend ETF, which has a minimum dividend increase streak requirement, is up just 251%. DLN and the largest dividend ETF have displayed comparable volatility since March 2009, meaning the WisdomTree fund has been superior on a risk-adjusted basis. So far, the fund's approach has paid off. Over the trailing 10 years through June 2017, it bested the large-cap value Morningstar Category average and Russell 1000 Value Index by 1.0 and 0.8 percentage points, respectively, with lower volatility, said Morningstar. The fund's consumer defensive sector overweighting and financial sector underweighting​ contributed the most to its outperformance. DLN allocates over 16% of its weight to the technology sector, one of the largest contributors to S&P 500 dividend growth in recent years. The healthcare sector, another source of quality, growing dividends, accounts for almost 13% of DLN's weight. In addition to
Views: 3 ETFs
How I BUY STOCKS (Dividend Investing Style)
I often receive the question here about how I go about buying net new positions in my dividend stock portfolio. Technically speaking, how do I approach a new position? Do I like to just go for it and buy the full position, or do I average in over time? Actually, I like to do a bit of both! Today's video starts out with a discussion of non-meaningful vs. meaningful stock positions. I cannot stand micro, ancillary positions, ones that don't really pull their own weight in my overall portfolio. I actually view my stock portfolio as a work of art (I'm serious). I only like positions that are at least 1% of my total dividend stock portfolio (and certainly above 0.5%). If a stock is smaller, I either get rid of it, or I do everything in my power to get it to the appropriate size, fast! My stock buying strategy is a unique one. Historically, I have been "all in". I like my money to work for me, earning dividends, while I sleep. As such, I have not been a fan of cash. I like to have my money working for me. So, when it's time to purchase a new stock, I often don't have a lump sum large enough to bring it to the appropriate size (1% or more of my portfolio). As such, I typically make a smaller lump sum "starter investing", and then I average in each and every month until it reaches the appropriate minimum size (a meaningful size). Since my buy process takes some time (lump sum plus months of averaging in), I like to start when a stock is on sale. I like to buy values! In my early days, this was not always the case, as I was acquiring core positions that I just had to have. These days, I typically only buy into big value. At the end of the day, I view my portfolio like my house. I keep a tidy home, and I also keep a tidy portfolio. Small, insignificant positions don't have a place. It's all about focus for me. Want to learn more about my position in Southern Company? Check out this recent video: https://www.youtube.com/watch?v=SW_jAVvhEqw Want to learn more about my position in Dr Pepper Snapple? Check out this recent video: https://www.youtube.com/watch?v=fcn8BlqYwUo Want to connect in Instagram? You can find me here: https://www.instagram.com/ianlopuch/ Disclosure: I am long Dr Pepper Snapple (DPS) and Southern Company (SO). I own these stocks in my portfolio. Disclaimer: I'm not a licensed investment advisor, and today's video is just for entertainment and fun. This video is NOT investment advice. Please talk to your licensed investment advisor before making any financial decisions. All content on my YouTube channel is (c) Copyright IJL Productions LLC.
Views: 5022 ppcian
How To Invest $10,000 Dollars For MASSIVE Dividends and Cash Flow
What if I were investing $10,000 dollars in the stock market? What if I were investing ten thousand dollars for the first time? Today's video is all about that hypothetical situation, from a dividend income, cash flow, and passive income perspective. Topics covered include: (1) I would divide my $10,000 dollars into four stocks (equal amounts in each). I would choose my stocks from the four following industries: consumer non-cyclical food and beverage, consumer non-cyclical basic needs, medical and pharmaceutical, and industrials. These are the industries that will be around forever, which is essential for dividend investing and compound interest. (2) I would leverage DRIPs for my ten thousand dollars, or dividend reinvestment plans. These plans would allow my dividends to buy fractional shares of stock (via reinvestment) for low (or even no) fees. Dividend reinvestment plans would be critical for my compound interest strategy. Eventually, I would want to live off the dividends, but in the short and medium term, I would reinvest the dividends. (Where dividend reinvestment plans did not exist, or carried higher fees, I would leverage a low cost stock broker.) (3) I would stagger four $2,500 lump sum investments over the course of 3 or 4 months. After 3 or 4 months, my $10,000 dollars would be fully invested. (4) While my immediate dividend income would be around $300 per year (a nice amount of dividends), I would avoid the temptation to spend that money. Rather, I would reinvest. (5) I would build up a cash buffer (or emergency fund) so that I didn't have the temptation to tap into my stock portfolio when times got rough and I was short on cash. Ten thousand dollars is a lot of money, and the temptation will be there to cash out when money gets tight. (6) I would periodically add money to my positions. I would add as much as possible to my stock portfolio over time, investing in those positions that had the greatest value at the time. (7) I would buy blue chip companies with my $10,000 investment, although I would diversify market capitalizations (market caps) from $10 billion up to several hundred billion. With this size of a portfolio, I like to start diversifying by market cap. (8) I would target companies that provide 5-7% dividend growth each year. (9) Last, I would target starting yields in the 2-3% range. When one invests $10,000 dollars for the first time, that is a big deal. We're talking about a lot of money here. This video highlights the main things that I would do differently with ten thousand than smaller amounts. This video builds on my other videos in the same series. My One Thousand Dollar Video: https://www.youtube.com/watch?v=Iijz-5vGSh0 My Five Thousand Dollar Video: https://www.youtube.com/watch?v=5Bp0TzQKRr0 Thirty years out, assuming a starting yield of 3% and a 7% rate of dividend growth over time, my initial $10,000 dollar investment would yield $2,300 a year in dividends. And, that's a conservative model since i don't look at capital appreciation nor reinvested dividends. On a conservative basis, I'm yielding a large amount that can pay some serious bills after 30 years. That's the power of starting with a larger amount of money and going the dividend growth route. Disclaimer: I'm not a licensed investment advisor, and today's video is just for entertainment and fun. This video is NOT investment advice. Please talk to your licensed investment advisor before making any financial decisions.
Views: 76037 ppcian
Yield At Cost, The Power of Dividend Investing
Yield at cost is an investment's annual dividend divided by the purchase price. This value can be calculated simply and applied to nearly any investment. Wes discusses how to use this calculation to optimize your investment strategy. Original air date: July 30, 2017 - Hour 2, Monologue. Wes Moss is the host of MONEY MATTERS – the country’s longest running live call-in, investment and personal finance radio show – on News 95-5FM and AM 750 WSB. You Can Retire Sooner Than You Think, by Wes Moss - Buy it here: http://a.co/4Srbldy These audio clips are recordings from the Money Matters radio show. The provided discussions are general in nature and based on the financial and economic events at the time and/or minimal information disclosed by call-in participants. The responses to questions are not meant to be personalized investment advice. Every person's financial situation is unique and there is no one-size-fits all advice and requires more detailed analysis than what can be conducted for a call-in participant. Any information obtained in the audio should not be accepted as investment advice and should be discussed with a financial professional. Any actions taken should only be done after evaluation and analysis of your specific situation. All investing involves risk including the loss of an investor's principal. No guarantees can be offered that any of the call-in participants were successful or that any information provided assisted the call-in participant in achieving their financial goals.
Fund Focus: SATRIX Dividend-Plus Fund
(www.abndigital.com) This week we are reviewing the SATRIX Dividend-Plus Fund, and exchange-traded fund compiled by SATRIX. It's been around since August 2007, with a fund size of R1.5bn and a Total-expense-ratio of 0.45%. Our guest hosts: Cobie Legrange, Fundamental Analyst from Acsis; Anne Cabot Allethauser, Head of Alexander Forbes Research Institute
Views: 1319 CNBCAfrica
Top 10 UK Stocks And Shares From The London Stock Exchange Smallest To Largest Market Cap 2018
Today We Will Be Looking At The Top 10 UK Stocks And Shares From The London Stock Exchange.We Will Be Looking At The Top 10 Market Cap Size Stocks.I Will Give You A Brief Financial Education On These Stocks,On What Industry They Are In, And What Products They Produce.All Dividend Yields In This Video Were Correct On 13/8/2018
Views: 486 Financial United
Today's video covers my top 10 dividend stock picks for 2018 and beyond! These are ten stocks I'm personally buying right now. Oftentimes, I receive questions here on my channel about which dividend paying stocks I'm buying. This video not only covers the specific stock picks, but my framework and strategy that helps me know which ones to buy at any given time. Everything is presented through the lens of my three tiered system. Under tier 1 (bucket 1), I am purchasing strategic stocks that I pick at the beginning of each year. For 2018, my three strategic stocks are Procter & Gamble (PG), Kimberly-Clark (KMB), and PepsiCo (PEP). These are so strategic for me because they are core positions, with amazing starting dividend yields, that are currently on sale. It doesn't get much better than that. I love having strategic themes for the year, because it keeps me focused. Tier 2 (bucket 2) are those stocks that I'm bringing to the right size in my portfolio. I have a variety of stocks in my portfolio that are just not at their right size (based on percentage of dollars allocated to them). Since I rarely sell (very, very rarely), I have to add more money to certain positions over time to "right size" them. Right now, in 2018, I'm buying General Mills (GIS), McDonald's (MCD), PepsiCo (PEP), and United Technologies (UTX) to bring them to their appropriate size. This part of the video is one of my favorites because I recently made the bold decisions to buy more MCD and UTX, despite fair valuations (they are not on sale, by any stretch of the imagination). Tier 3 (bucket 3) are my special opportunity stocks. The great thing about owning 37 dividend paying stocks is certain ones go on sale from time-to-time. Right now, I'm seeing great value in Southern Company (SO), 3M (MMM), Campbells Soup (CPB), and Starbucks (SBUX). While not all of these are core positions (CPB, for example, will always be a small position), they all play an important role on the team. When a dividend stock sale presents itself, I'm all over it! Some of my favorite takeaways from today's video about my dividend stock picks: * Learn about 10 of my favorite dividend stocks. * See my logic-based framework to see how I allocate investment dollars. * Despite a richly-priced market, see how I'm finding opportunities out there in dividend paying stocks. * Learn why I love a great stock sale. * More! Are consumer non-cyclical stocks over? I don't think so: https://www.youtube.com/watch?v=Ye-JNj1aZcE I'm buying Procter & Gamble and Kimberly-Clark (KMB) in 2018: https://www.youtube.com/watch?v=uGRmIeiep1g I love PepsiCo (PEP). It's my #2 favorite stock of all time: https://www.youtube.com/watch?v=kFjUoFWEC44 I think General Mills (GIS) is fantastic. Here's my video about General Dividend-Tastic Mills: https://www.youtube.com/watch?v=z12Ac83Nz0Q I'm buying McDonald's (MCD), my #3 favorite stock of all time. Learn all about it: https://www.youtube.com/watch?v=WA1baKYgV_0 I'm buying United Technologies (UTX), my #4 favorite stock of all time. I'm bringing this stock to the right size within my portfolio: https://www.youtube.com/watch?v=XV8Txpw-qHA I'm all about Southern Company in 2018 at current dividend yields: https://www.youtube.com/watch?v=SW_jAVvhEqw I finally invested in 3M Company (MMM) in 2018: https://www.youtube.com/watch?v=CHRm9kdbXJo Campbells Soup (CPB) is trading at an attractive forward PE. I'm adding more to my personal stock portfolio: https://www.youtube.com/watch?v=zc-UgCLTlUg Starbucks (SBUX) is on sale. I'll be adding more to my position shortly! Great time to add to this dividend stock, in my opinion: https://www.youtube.com/watch?v=0mzAFuew8Tw Want to learn about my stock portfolio composition? Here's how I classify dividend stocks as small, medium, and large: https://www.youtube.com/watch?v=3ybS8GQl_vA I sold my stock in Dr Pepper Snapple, a very rare occurrence. Learn how I redeployed my gains: https://www.youtube.com/watch?v=v8npn2NqbzA Disclosure: I am long Procter & Gamble (PG), Kimberly-Clark (KMB), PepsiCo (PEP), General Mills (GIS), McDonald’s (MCD), United Technologies (UTX), Southern Company (SO), 3M (MMM), Campbell's Soup (CPB), and Starbucks (SBUX). I own all of these stocks in my stock portfolio. Disclaimer: I'm not a licensed investment advisor, and today's video is just for entertainment and fun. This video is NOT investment advice. Also, I'm not a tax advisor and today's video is NOT tax advice. Please talk to your licensed investment advisor before making any financial decisions. Please talk to your licensed tax advisor before making any tax decisions. All content on my YouTube channel is (c) Copyright IJL Productions LLC.
Views: 19912 ppcian
An all ETF portfolio: Can it meet your needs?
From ultra-simple to fine-tuned, it is possible to build a well-diversified portfolio completely from ETFs. Click here for more insights: http://insights.schwab.com/ 0915-89Z4
Views: 16143 Charles Schwab
Vanguard's Hidden Gems
Russ Kinnel shines the spotlight on three medalist funds with relatively modest asset bases. For all Morningstar videos: http://www.morningstar.com/articles/archive/467/us-videos.html
Views: 3452 Morningstar, Inc.
Best ETFs for Daytrading!? 🏃
Best ETFs for Daytrading!? http://www.financial-spread-betting.com/strategies/strategies-tips.html PLEASE LIKE AND SHARE THIS VIDEO SO WE CAN DO MORE! What are the most popular exchange traded funds for day trading? the big thing about these ETFs is the liquidity and the spreads. There is a huge number of ETFs out there but many of them don't have much liquidity going thru them. Top ETFs for Daytrading SPY - tracks the performance of the S&P 500 VTI - large, mid-size and small caps all in one decent ETF TLT - 20 year bonds VXX - Volatility Index; a good way of trading volatility (simple trackerof the VIX futures) USO - Crude Oil ETF (West Texas Intermediate not the Brent) GLD - Gold QQQ - Nasdaq 100 IWM - Russell 2000 XLF - Financials; basket of financial stocks. EEM - Emerging Markets GDX - Gold Miners FXI - China Large Cap Stocks Related Videos ETFs, What is An Exchange Traded Fund? Part 1 🙌 https://www.youtube.com/watch?v=DUv4A-y52jw Main ETFs to Trade Part 2 👍👌 https://www.youtube.com/watch?v=4zecElizm4g What are Inverse ETFs? What are Leveraged ETFs? Part 3 🙌👍 https://www.youtube.com/watch?v=zfPDpq4BaUs The Hidden Dangers of Leveraged ETFs: Why Leveraged ETFs Are Not a Long-Term Bet - Part 4 https://www.youtube.com/watch?v=M7dNVJeQ9cE
Views: 766 UKspreadbetting
No Summertime Blues for This Dividend ETF
https://goo.gl/QPCkqk - Start earning with binary options like millions of traders do Summer is supposedly a lethargic time on Wall Street, but exchange-traded funds (ETFs) did not get the memo this year, as the fast-growing asset class continues packing on assets at a blistering pace. The same can be said of smart beta ETFs, some of which have been growing at an impressive rate in the hot summer months. Just look at the Legg Mason Low Volatility High Dividend ETF (LVHD). Part of Legg Mason, Inc.'s (LM) growing suite of ETFs, LVHD marries two popular smart beta themes – the low volatility and high dividend factors. LVHD is constructed of the highest scoring securities subject to concentration limits: no individual component of the Index will exceed 2.5%, no individual sector (as defined by QS) will exceed 25%, and real estate investment trust (REIT) components as a whole will not exceed 15%. The number of component securities in the Index is anticipated to range from 50 to 100, according to Legg Mason. (See also: How Low Volatility ETFs Can Enhance Your Success.) LVHD debuted in late 2015 and follows the QS Low Volatility High Dividend Index. The ETF's growth trajectory in less than two years on the market has been impressive, particularly with the benefit of a recent spate of inflows. LVHD is home to $381.2 million in assets under management as of July 25, according to issuer data. Since the start of the current quarter, investors have added more than $222 million to LVHD's coffers. LVHD has tripled in size since mid-April and more than doubled in size since the end of the second quarter. There are other low volatility/high dividend strategies on the market, and as investors might expect, those funds are often heavy on the consumer staples or utilities sectors or both. LVHD holds true to that form, with over 44% of its combined weight dedicated to those sectors. Meanwhile, industrials and consumer discretionary names combine for 22.5% of the fund's weight. LVHD holds 89 stocks, 42.1% of which have market values over $50 billion. The ETF has a stout 30-day SEC yield of almost 3.6%. (See also: Dividend ETFs Sought for Solid Revenue Streams.) Among ETFs, LVHD competes most directly with the $3 billion PowerShares S&P 500 High Dividend Low Volatility Portfolio (SPHD). Over the past year, the Legg Mason ETF is beating its PowerShares rival by 150 basis points while being slightly less volatile. (See also: Smart Beta ETFs: The Pros and Cons.)
Views: 4 ETFs
Investing In Real Estate: REITs or Physical Rental Properties? (Passive Income & Financial Freedom)
Are you interested in investing in real estate? Are you trying to decide between REITs (real estate investment trusts) and physical rental properties? Today's video, my latest on dividend income and cash flow, approaches the topic of real estate investing from a variety of vantage points. As someone who works in the commercial real estate field and someone who has been investing in the stock market (for dividends and cash flow) for over 20 years, I share my personal perspectives. In particular, I cover: * Portfolio size required, if I were to invest in single family homes (and rent them out). With less than $200,000-$300,000 portfolio size, I personally would not consider individual rental properties (and would just stick with REITs). * Concentration of risk and diversification. Buying just one or two single family homes (with the purpose of renting them out for passive income) can create quite the concentration of risk. By comparison, blue chip stocks (large REITs and other dividend-paying stocks) are very diversified in nature. * Pros and cons of physical real estate. * Ability to drive superior returns via physical real estate investments. * Scrappy ways to get involved with real estate investments. * Weighing the pros and cons of adding more complexity and overhead to one's life (physical real estate investments carry great responsibility and time commitment). Related Video About Investing In REITs: https://www.youtube.com/watch?v=Z4igBCbEAGo Disclaimer: I'm not a licensed investment advisor, and today's video is just for entertainment and fun. This video is NOT investment advice. Please talk to your licensed investment advisor before making any financial decisions. All content on my YouTube channel is (c) Copyright IJL Productions LLC.
Views: 6973 ppcian
Expect high-quality, low-cost ETFs at Vanguard
We're dedicated to helping make money for you, not taking money from you. That's why we offer you a selection of more than 75 ETFs (exchange-traded funds) that strive to deliver a combination of competitive long-term performance and low costs—without compromise. Visit https://vgi.vg/2vRpKry to learn more about the ETFs we offer—all of which are commission-free when bought through a Vanguard Brokerage Account. Or go straight to our complete list of ETFs at https://vgi.vg/2HAGyJ2. For the 10-year period ended December 31, 2017, 30 of 32 Vanguard stock ETFs and 5 of 5 Vanguard bond ETFs—for a total of 35 of 37 Vanguard ETFs—outperformed their Lipper peer-group averages. Results will vary for other time periods. Only ETFs with a minimum 10-year history were included in the comparison. Source: Lipper, a Thomson Reuters Company. **The competitive performance data shown represent past performance, which is not a guarantee of future results.** Visit https://vgi.vg/2HAGyJ2 to see the most recent performance of our ETFs. **You must buy and sell Vanguard ETF Shares through Vanguard Brokerage Services (we offer them commission-free) or through another broker (which may charge commissions). See the Vanguard Brokerage Services commission and fee schedules at https://vgi.vg/2HxavWg for limits. Vanguard ETF Shares are not redeemable directly with the issuing fund other than in very large aggregations worth millions of dollars. ETFs are subject to market volatility. When buying or selling an ETF, you will pay or receive the current market price, which may be more or less than net asset value.** **For more information about Vanguard ETFs, visit https://vgi.vg/2vRpMzG to obtain a prospectus or, if available, a summary prospectus. Investment objectives, risks, charges, expenses, and other important information are contained in the prospectus; read and consider it carefully before investing.** The "MONEY 50" lists published in the January/February 2018 Investor's Guide of Money magazine focus on mutual funds and ETFs that have low costs and produce long-term returns that match or beat their benchmarks. Past performance cannot be used to predict future returns. Fund share prices will fluctuate, so investors could lose money if they sell when prices have fallen. All investing is subject to risk, including the possible loss of the money you invest. © 2018 The Vanguard Group, Inc. All rights reserved. Vanguard Marketing Corporation, Distributor of the Vanguard Funds.
Views: 5475 Vanguard
What is the cheapest UK share tracker ETF?
We review the available funds for tracking the UK stock market. As well as your choice of fund there are several indices you could track. Fees are very important so that is our primary yardstick for comparison. Support us on Patreon: https://patreon.com/pensioncraft
Views: 3331 PensionCraft
***Get between $25 and $250 back when you open a Trading Account with Questrade using this Referral code 596714525378804 http://www.questrade.com/ *** For those who love dividends and are looking for great dividend stocks, check out these links. These stocks pay more than 10% a year in dividends. You can also invest in bank stocks that pay around 4% a year and are very safe. Enbridge is also a great dividend stock. For my next video, I want to try and talk about the difference betweeen capital gain investing and dividend investing, and which strategy is better. https://www.quadravest.com/ http://www.canoefinancial.com/eit-income-fund http://www.nymtrust.com/investor-relations ***Message me here for any questions*** http://shihabsblog.com/contact-me/ ***Consulting call $50 per hour*** Investing or income taxes Happy Investing!!! ***How to open a Questrade account*** https://youtu.be/uOKedAW-VXI ***check out my personal blog*** www.shihabsblog.com ***Get your incomes taxes filed by a CPA in less than 24 hours and without leaving the comfort of your home*** https://www.facebook.com/shihabtaxes/ ***BONUS, Tangerine is giving 50$ just for opening an account if you use referral code 39138408S1*** www.tangerine.ca
Views: 230 Shihab's Blog
Marijuana Stocks Pay Dividends?💚(Pot Stocks For Passive Income)💚
Do any Marijuana Stocks Pay Dividends? Well, yes some of them do. Pot stocks are off course not a traditional way for passive income but you could still get some passive income from them (under the form of dividends). So, today we’ll be checking out 3 marijuana stocks that pay dividends. YEP you read that right, marijuana stocks and dividends in one sentence. As you maybe already know there are not a lot of marijuana stocks that pay any kind of distribution (dividends) because the majority of marijuana companies don’t even make profits yet so they don’t have much to payout. Anyhow, there still are a few marijuana stocks that you could still get some passive income from under the form of a dividend and in this video we’ll share with you 3 of them. Well actually 2, the last one isn’t really a marijuana stock it’s more of a … well, let’s not ruin the fun for you - just make sure to watch this video until the end and you’ll find out! Anyways, we won’t be losing any more time for introductions of what dividends are or what marijuana stocks are and if or if not marijuana stocks pay dividends, you read the tittle you know what this video will be about (it's about marijuana stocks and dividends) so let’s just dive right into it with marijuana dividend stock number one: NOPE, not sharing them dividend marijuana stocks in the description, just watch the video it's only about 10 and a half minutes! AND when you're done watching it, please let us know what you think about those marijuana stocks that pay dividends. Are those dividends worth it? Are they going to continue paying them in the future? Let us know what you think about them down in the comments below! Disclaimer 1: This is not official legal advice, results are not promised, and every individual should take their own decision based on their own experience and knowledge as results may differ between individuals. Disclaimer 2: By the time you're watching this video we may own shares of companies mentioned in this video, and do proclaim that this is NOT a speculative video. And please don’t forget to give us thumbs up if you want to Become A Better You. #MarijuanaStocks #DividendStocks #MarijuanaDividendStocks
Dividend Investing: How To Start (With A Few Thousand Dollars)
When one is just starting out in the world of dividend investing, one is building the foundation of a portfolio that will grow and thrive over decades (or even centuries)! As such, those early decisions around buying the right dividend stocks are absolutely critical. In response to a subscriber question, today's video looks at a hypothetical situation: A dividend portfolio that contains two stocks ($1,000 in each), and the promise of adding that third position. Find out how I would evaluate this hypothetical dividend investing scenario. Specific topics covered include: * The importance of focus in dividend growth investing. * Diversification by sector, and why risky sectors may require extra diversification. * Why I diversify within sectors I love, and why I avoid diversifying in ancillary sectors. * Number of positions by stock portfolio size. * The difference between small, medium, and large positions. Why it's important to think about long-term goals for each particular position. Is a particular position a "core holding"? I like to build core holdings first and consistently. * The importance of making tradeoffs on current yield (for dividend growth and future yield), if one does not need cash flow right away. * My favorite industries, and some of my less favorite industries. If you'd like to ask me a question, please feel free to add your question in the comments below. Please also feel free to reach out on Facebook, Twitter, or Instagram. Facebook: https://www.facebook.com/ppcian Twitter: https://twitter.com/ianlopuch Instagram: https://www.instagram.com/ianlopuch/ Disclaimer: I'm not a licensed investment advisor, and today's video is just for entertainment and fun. This video is NOT investment advice. Please talk to your licensed investment advisor before making any financial decisions. All content on my YouTube channel is (c) Copyright IJL Productions LLC.
Views: 4297 ppcian
An In Depth Look Into $VOO! | Season 1 Episode 139
This is our Etsy Store: https://www.etsy.com/shop/TheCreativesCorner An In Depth Look Into VOO. This is ETF is on acorns listed as large company stocks. For The Love Of Subtitles: http://paypal.me/coackeithbridgeforth Recommend Books: Good stocks cheap - http://amzn.to/2EvFMLP Principles - http://amzn.to/2syDNAB Intelligent investor - http://amzn.to/2HigiPv All About Dividend Investing - http://amzn.to/2EyimFy Psychology of investing - http://amzn.to/2HhzBc1 Sound & Video Gear: Panosonic G7 - http://amzn.to/2CoWpmq LG V20 - http://amzn.to/2HjJyWi Blue Yeti - http://amzn.to/2Hjhoun Thanks for your support! Email: [email protected] Give Stash Invest a try! It's a easy way to start investing. Plus,we both get $5. Message me if your interested and I'll shoot you my link. I'm working on my stash app review right now. Here is a video to the Stash app information: https://youtu.be/kE6ARxWj-b8 I trade on the robinhood trading account app. If you would like more information on the app feel free to message me. I'm currently working on producing a Robinhood app review. But for now here is the link to a informational video on robinhood. https://youtu.be/ckbRWmygcMg Start investing with Acorns today! Get $5 when you use my code, message me if this is something you would like. I plan on making a acorns app review later this year. But for now this is a informational video about acorns: https://www.youtube.com/watch?v=8JcRCpyxTa0& I am earning cash at InboxDollars and you can too! Message me if you would like to use my link. I made a review using this app: https://youtu.be/VF0sMR53l4A This year I have set out to make 104 Videos in 2017. I know that I am going to reach this goal and pass it. Why: I'm going to build a platform in which I can help the most people with my time. I thrive on helping people! My hope is this year we will all grow closer together and get to know one another. If any of you need help reach out to me. I appreciate each and everyone of you... Thanks! I want to put out some content for all my subscribers. I've been swamped with other work, promoting on twitter, facebook, snapchat, instagram. Ultra Bros link: https://www.youtube.com/channel/UCsRPIZnGGydngBCTv7MMN4g I AM IN NO WAY A PROFESSIONAL; PLEASE USE YOUR OWN JUDGEMENT WHEN BUYING AND SELLING STOCKS, PRECIOUS METALS, CRYPTOCURRENCY. I AM NOT RESPONSIBLE FOR THE GAINS OR LOSSES THAT YOU MAY EXPERIENCE. THE MARKET IS EXTREMELY RISKY, YOU SHOULD ONLY INVEST WHAT YOU ARE WILLING TO LOSE.
ETF Comparison of VOO, VTI, SPY - Is One The Best ETF?
Can any of these three ETFs claim "best ETF of 2017"? I'm making an ETF comparison of VOO, VTI, & SPY. You decide which one seems best for you. Many would consider the Vanguard funds to be some of the "best" on the market today. Others would consider the iconic SPY ETF one of the "best" of all time. I'm more interested in comparing all three to see if there are any real performance differences. We'll talk about maximum drawdown, annual growth, returns, and volatility of each of these legendary ETFs. If you want to see the Portfolio Visualizer backtest of these funds, just use this link: https://goo.gl/rKAtbJ Ultimately the best ETF can only be decided by you and I'm only comparing some broad-market indexed ETFs. These ETFs can easily build the cornerstone of any portfolio but they're not always the "best" for everyone. If you'd like to pick up a copy of my FREE eBook "Invest!": www.bestinvestingapps.com/invest-3-easy-steps Remember that a good portfolio is made up of much more than just one or two ETFs. Some would say that simply buying the VTI total market index is enough, however. That's your choice to make but I can't say it's a terrible choice.
Views: 7596 Best Investing Apps
How to Find High Dividend Yield Stocks to then be Sorted on Size and Seasonality
The Dogs of the Dow Method of Michael B. O’Higgins sparked an investing revolution because this was the first book that showed that a highly diversified portfolio really could beat the averages. Value and momentum are extremely hard stocks to find. More: https://www.udemy.com/trading-seasonal-price-patterns-in-stocks-futures-forex/ Sign up for special offers at http://drscottbrown.com
Views: 1093 Dr. Scott Brown
Quality Ideas for Small-Cap Exposure
https://goo.gl/QPCkqk - Start earning with binary options like millions of traders do Size is one of the most widely followed investment factors. The conventional wisdom ascribed to the size factor is that, over long holding periods, smaller stocks can outpace large caps. However, that outperformance often comes with small caps being more volatile than their larger peers. During the current bull market, those trends have held true. Since the birth of the current bull market on March 10, 2009, the Russell 2000 Index and the S&P SmallCap 600 have returned an average of 383 percent compared with a gain of just 284 percent for the S&P 500. But volatility has been predictably higher for the small-cap benchmarks. In this bull market, average annualized volatility for the two small-cap benchmarks has been about 21.4 percent compared with 16.1 percent for the S&P 500. (See also: Small Caps Boast Big Advantages.) The world of smart-beta exchange-traded funds (ETFs) gives investors alternatives for small-cap exposure, some of which have the potential to enhance returns with smaller stocks while reducing volatility. While the WisdomTree SmallCap Dividend Fund (DES) has been only slightly less volatile than the aforementioned small-cap benchmarks during this bull market, that ETF has returned a staggering (almost) 400 percent. As a dividend ETF, DES avoids some of the more speculative, profitability-challenged names that are found in some small-cap funds. DES weights its holdings by dividends paid. (See also: DES Fund for US Dividend-Paying Small-Cap Stocks.) Proving the point that profitability can make a significant difference with small caps, there is the WisdomTree SmallCap Earnings Fund (EES). While EES has been slightly more volatile than traditional small-cap indexes during this bull market, the risk-adjusted returns prove that EES has been a winner. The ETF has returned a whopping 435.1 percent during this bull market. By avoiding the small caps with lower operating profitability and focusing on those with higher profitability, there was a return advantage over simply focusing on small caps alone, said WisdomTree in a recent note. The index EES tracks, which is weighted by earnings, is home to just over 800 stocks that meet an important requirement – they must have posted cumulative earnings for the four quarters prior to entering the index. (See also: ETF Analysis: WisdomTree SmallCap Earnings.) While DES and EES are obviously small-cap ETFs, indicating that the size factor is somewhat at play here, they can also be seen as quality funds by virtue of their focuses on profitability. Intuitively, the requirement of paying ongoing dividends or generating positive profits could lead to a focus on higher quality, predominantly by avoiding the more speculative firms that may not meet these criteria, said WisdomTree. DES is more than 10 and a half years old, while EES celebrated its 10-year anniversary last month. (See also: Top 3 Small-Cap ETFs for 2017.)
Views: 3 ETFs
Investopedia Video: Income Investing
Income investing is a term used to describe a style of stock-picking focusing on securities that generate a stream of cash -- like traditional bonds, dividend-paying stocks and diversified investment structures that basket income-producing equities like mutual funds and ETFs. Income investing is a strategy commonly used by risk-averse investors who gravitate toward investments with low to zero volatility or those associated with reputable companies. Its contrasting strategy, growth investing, is often chosen by investors with more tolerance for risk and a willingness to invest in less-established companies with stock prices that swing more than blue chips, with the hope that the return will be greater than the industry average. For most income investors, this strategy doesn't fit in with their investing objectives.
Views: 9478 Investopedia
Things To Consider While Buying Dividend Stocks - Professor Savings
professorsavings.com (http://www.professorsavings.com) a simple way to learn finance on youtube. Things To Consider While Buying Dividend Stocks Now that the economy has stabilized, the investors are paying quite an attention towards dividend securities. The logic is it, provides the security against your rate of interest that is bonding with your other fixed investments along with offering growth. Though, not all dividend paying securities are created equally. There are several considerations to take care of. For any long term investment horizon for instance say ten years, the best investment to make will not be bonds, stocks, mutual funds, but high quality of dividend stocks. Below mentioned are the 5 dividend stocks buy steps to achieve the best and long term results. Know The Fundamentals While buying the dividend stocks you need to know that they are of high quality which means they assure you the dividend will last for the longer period of time and grows with a satisfactory growing rate. The dividend stocks returns works in this manner i.e. share price growth + dividend yield = stock returns. Begin With The Candidate Stocks With thousands of stocks listed, all you need to do is narrow down to the manageable ones. For this you can use an online screener that will show you the results of those dividends that yields you with more returns. Also, go for those dividend stocks that hold a good history of raising the dividends. Investigate Before Investing Use online resources to find out the financial status of the company. It is important to know the history of it and then you proceed with investing in it. If the company isn't showing the growth history in last ten years then do not go further. This means the stocks doesn't have an ability to demonstrate the earnings and it is risky to invest further. Insist On The Fiscal Strength Before investing look out for the balance sheet of the company as well as the white papers. Follow the below mentioned key measurements of its fiscal strength such as: • High coverage of interest • Low debt to equity ratio • No listing of the preferred stocks on the balance sheet The Interest Rate Should Be At Least 5% Hiked In The Last Five Years This is very much important, since you are considering investing in dividend. The stocks that you have shortlisted should provide you with a safety margin. Anything that yields you 30% or more is a good example of an unsustainable growth. Follow these above mentioned the steps to 5 dividend stocks buy that will secure your hard earned money in a secured way. Thanks for watching. Please help us grow. Please "like" our video + Subscribe (http://www.youtube.com/subscription_center?add_user=professorsavings) Professor Savings Channel (http://www.youtube.com/professorsavings) Connect with us Google Plus: (https://plus.google.com/b/111761695877231541096/111761695877231541096/posts) Facebook: (https://www.facebook.com/pages/Professorsavings/150840195112270) Twitter: (https://twitter.com/ProfessorSaving) Google + : (http://plus.google.com/b/111761695877231541096/111761695877231541096/posts) Tumbler: (http://professorsavings.tumblr.com/) Pinterest (http://pinterest.com/professorsaving/) KEYWORDS professor savings professor saving all stock videos shares tips videos finance 101 lecture personal business smart beginner dummies basic learn 2013 ETF walmart money card profit clicking american funds mortgage rates pay down mortgage dividend stocks buy shares stock stock shares isa buy shares house rent owner orchard bank online payment mortgage rates pay down chase online my accounts today coupon mom today gold rate wells fargo jpmorgan chase capital one bank of america express citibank citi bank visa books blogs business ecommerce internet internet-tools multimedia self-improvement video videos blogging blog finance life money online mobile learning free cheap money cash Other Finance Youtube Channels eHow Finance Youtube Channel: http://www.youtube.com/user/ehowfinance Bloomberg Youtube Channel: http://www.youtube.com/user/Bloombeg Kiplinger Youtube Channel: http://www.youtube.com/user/kiplinger CBS Money Watch: http://www.youtube.com/user/moneywach Disclaimer: Professorsavings.com makes no representations as to accuracy, completeness, currentness, suitability, or validity of any information on this site and will not be liable for any errors, omissions, or delays in this information or any losses, injuries, or damages arising from its display or use. All information is provided on an as-is basis.
Remember These Seasoned Smart Beta ETFs
https://goo.gl/QPCkqk - Start earning with binary options like millions of traders do A slew of exchange-traded funds (ETFs) with methodologies beyond market capitalization weighting continue coming to market, with many new smart beta funds using multi-factor strategies. Some new smart beta ETFs can even be deemed complex. While age is not an indicator of an ETF's worth or potential to deliver returns, with smart beta funds powering broader ETF industry growth, investors might want to revisit some of the ETFs that kick-started the smart beta phenomenon. As CFRA Research points out in a recent note, 2003 through 2008 saw the entry to the market of what are now some successful smart beta ETFs. CFRA Research thinks some smart beta products that launched between 2003 and 2008 also have many favorable traits. In ranking approximately 1,000 equity ETFs, CFRA combines holdings-level analysis with ETF attributes, said CFRA Head of ETF and Mutual Fund Research Todd Rosenbluth in a note out Tuesday. To us, whether the stocks inside the fund are appealing on a valuation and/or risk perspective and the cost implications of buying and selling the product matter more than its historical track record. Unlike actively managed mutual funds, index-based products are seeking to replicate, not outperform a benchmark, making a three-year relative performance less meaningful. (See also: The Benefits of ETF Investing.) PowerShares FTSE RAFI US 1000 Portfolio (PRF) The PowerShares FTSE RAFI US 1000 Portfolio is one of the forefathers of the smart beta movement in the U.S. Now home to nearly $5 billion in assets under management, PRF will celebrate it 12th birthday in December. PRF's underlying index is designed to track the performance of the largest U.S. equities, selected based on the following four fundamental measures of firm size: book value, cash flow, sales and dividends, according to PowerShares. Smart beta critics often assert that the strategy outperforms due to heavier allocations to smaller stocks, but PRF allocates about three-quarters of its weight to large caps and a scant percentage of its weight to small caps. PRF is overweight financial services stocks relative to the S&P 500 while being underweight technology and healthcare names. Since inception, PRF has offered modest outperformance of the Russell 1000 Index. (See also: PRF: PowerShares FTSE RAFI US 1000 ETF.) WisdomTree LargeCap Dividend Fund (DLN) Dividend ETFs are a significant part of the smart beta universe, both in terms of assets and the total number of funds. The WisdomTree LargeCap Dividend Fund is 11 years old and has nearly $2 billion in assets under management, establishing a following by weighting dividend stocks with a methodology that is not rooted in yield or dividend increase streaks. DLN tracks a proprietary index of 300 large-cap dividend-paying companies and is weighted annually to reflect cash dividends, said Rosenbluth. CFRA views the stocks inside appealing from a risk considerations perspective aided by the consistent earnings and divide
Views: 0 ETFs
Wall Street Experts Have Doubts About Blockchain ETF Funds
Two blockchain exchange-traded funds that began trading this month are off to a scorching-hot start, but some market watchers are raining on the parade. Earlier this month, Reality Shares and Amplify ETFs launched funds that aim to provide investors exposure to blockchain technology, which is best known for powering cryptocurrencies such as bitcoin. The size of Amplify's blockchain ETF, which trades under the ticker BLOK, has ballooned to $180 million in the ten days since it began trading on the New York Stock Exchange. Reality Shares' Nasdaq NexGen ETF, which trades under the ticker BLCN on Nasdaq, has soared past $100 million, the company announced Wednesday. Still, UBS said in a note out to clients Wednesday that blockchain, a distributed ledger technology, is too nascent a tech to properly capture in a fund. http://www.businessinsider.com/wall-street-criticism-of-blockchain-etfs-2018-1 http://www.wochit.com This video was produced by YT Wochit Business using http://wochit.com
Views: 44 Wochit Business
Why Income Investing Will Not Give You Income | Common Sense Investing
Today I want to tell you why focusing on investing to generate income is a flawed strategy altogether, and why a total return approach to investing will lead to a more reliable outcome. In my last two videos, I talked about high yield bonds and preferred shares. These are two alternative asset classes that investors venture into when they are seeking higher income yields. I told you why you might want to avoid those asset classes here: Why You Should Think Twice About High Yield Bonds: https://youtu.be/CZp9ULWi3pI Why I Prefer to Avoid Preferred Shares: https://youtu.be/rRlkvFVTqvM ------------------ Visit PWL Capital: https://goo.gl/uPcXg7 Follow PWL Capital on: - Twitter: https://twitter.com/PWLCapital - Facebook: https://www.facebook.com/PWLCapital - LinkedIN: https://www.linkedin.com/company-beta/105673/ Follow Ben Felix on - Twitter: https://twitter.com/benjaminwfelix - LinkedIn: https://www.linkedin.com/in/benjaminwfelix/ ------------------ Video channel management, content strategy & production by Truly Social Inc. - Website: http://trulysocial.ca - Twitter: https://twitter.com/trulysocial
Views: 13751 Ben Felix
Safe Stocks to Invest in 2017
In this video i go over some safe stock picks for 2017 and beyond! **Sign up with Robinhood and get 1 FREE Stock: http://share.robinhood.com/jacobj91 Interested in Bitcoin? Sign up for Coinbase with the link below and get $10 worth of Bitcoin for free! Coinbase (Affiliate Link): https://www.coinbase.com/join/599bb1ed51ec8000bb8fbc47 *My Social Media: Facebook Group: https://www.facebook.com/groups/investingpotentials/ Follow me on Instagram: https://www.instagram.com/investingpotentials/ Twitter: https://twitter.com/JakeJonesReal * My Favorite Book on Investing! http://amzn.to/2fx2SG5 * My Favorite Book on Investing & Business: http://amzn.to/2AykRCA * My Favorite Book on Entrepreneurship! http://amzn.to/2vezczu * My Favorite Book About Business! http://amzn.to/2vKI1FQ *The Camera I Use: Canon EOS Rebel SL2: http://amzn.to/2imcm5n Camera Bundle: http://amzn.to/2jMBkei *Microphone: Blue Snowball iCE Condenser: http://amzn.to/2uM38Db *Lavalier Lapel Microphone I use: http://amzn.to/2guWk8H *Lighting: http://amzn.to/2gY2Hoa *Tripods: Arkon: http://amzn.to/2gNrjwh CowboyStudio: http://amzn.to/2ihFRom *Dry Erase Board I Use: http://amzn.to/2y1FnNo Cheaper one: http://amzn.to/2xybxi6 Disclaimer: I am not a market professional, and investing in the stock market is inherently risky and should always be done with caution. This video is only for educational purposes and you are investing at your own risk, only invest what you are willing to lose. The opinions are my own and advice is based off of my own opinions. Amazon Affiliate links are in the description which means I receive a small commission from amazon if a product is bought by using the links. About This Video: In this video i discuss what i think are some safe stock picks. This was actually a subscriber requested video, and I thought it would be a good idea to share some safe stocks to invest in. ETFs: $VOO, $SPY, $SPHD, $IVV, $SPLV Monthly Dividend: O, GLAD, STAG, MAIN, APLE, GOOD, GAIN Bluechips: IBM, INTC, WMT, MCD, JNJ, PFE, DIS, ATT, KO PG, CL, MMM, BA, DUK, XOM, CVX, GIS,
Views: 428 Jake Jones
M1 Finance App Tutorial - How To Build A Diversified Stock Portfolio
🔵 Join M1 Finance Here: http://mbsy.co/lNdfT In today's M1 Finance tutorial I cover how to use the M1 Finance app to easily build a diversified portfolio of stocks and ETF's. I'll also be discussing how to use their smart rebalancing feature as well as how to set up all the security features on your M1 Finance account. Will you be using the M1 Finance rebalancing feature to rebalance your portfolio? 💰 New M1 Finance users can get a free $10 sign-up bonus when first opening their account using an M1 Finance referral link: http://mbsy.co/lNdfT 📗 My M1 Finance Review Video: https://youtu.be/UXwJahoz4E4 📘 Best Investing Apps For Beginners: http://investingappstv.com/best/ ----------------------------------------------------------------------------------------------------- ★ DISCLAIMER: This video, and YouTube channel, is NOT financial or investing advice. I am not an investing professional and am only offering my opinions and experience. Please invest at your own discretion. I am not responsible for any investment decisions that you choose to make. ----------------------------------------------------------------------------------------------------- ► M1 Finance App Recap: - Zero Fees to invest in M1 Finance - Can invest in both individual stocks and ETF's - Can invest in partial shares - Can create multiple portfolio "pies" - Smart re-balancing feature available - Both an app and website platform are available - $100 minimum account size to get started - Can open up either an individual account, joint account, or a retirement account So how do you build a diversified stock portfolio on the M1 Finance app? Well, it's helpful to start off investing in any of their ETF's as well as enabling their rebalancing feature. This will give you instant diversification and help maintain those diversified investments over time. ----------------------------------------------------------------------------------------------------- 🚨 ★★★ My Other Investment App Videos and Tutorials ★★★ 🚨 ► All My Investing App Reviews: http://bit.ly/InvestingAppReviews ► Robinhood Investing App Review: https://youtu.be/Jqxfz6gFGZA ► Acorns Investing App Review: https://youtu.be/RmFxQTXP-mA ► Stash Invest App Review: https://youtu.be/iwV-eFDFBxY ► Coinbase Bitcoin App Review: https://youtu.be/tPAXAhpywxY ----------------------------------------------------------------------------------------------------- ★★ My Favorite Investing Books For Beginners: http://amzn.to/2xkZF2Y --------------------------------------------------------------------------------------------------- Thanks for watching this M1 Finance tutorial. If you enjoyed it please consider subscribing for more investing app reviews, investing app tutorials, and investing principles. SUBSCRIBE HERE: ►►► http://bit.ly/InvestingAppsTV ___________________________________________________________ 💼 For business inquires please contact me here: http://investingappstv.com/reviews ___________________________________________________________ Connect with @InvestingAppsTV on Social Media: ► Twitter: https://Twitter.com/InvestingAppsTV ► Steemit: https://steemit.com/@InvestingAppsTV ► Official Website: http://InvestingAppsTV.com _____________________________________________________________ About this video: In this M1 Finance tutorial Erik from Investing Apps TV talks about how to use the M1 Finance app to create a diversified portfolio of stocks and ETF's. He also demonstrates how to use their smart rebalancing feature as well as how to maximize the security features on your M1 Finance account. the M1 Finance portfolio platform, discusses how it compares to some of the other best investing apps, and shows you how you can use the M1 Finance app to invest in both individual stocks and ETF's for free. I cover Disclaimer: This video is not sponsored and all the opinions expressed are my from my own experience. Some of the links in this description contain affiliate links, which help support the channel at no additional cost to you. Thank you for watching! If you have any questions about how to use the M1 Finance app feel free to drop me a comment below and I will do my best to answer it as soon as possible! #InvestingAppsTV #M1FinanceForBeginners #M1Finance
Views: 7115 Investing Apps TV
Position Sizing & Share Quantity: How Many Shares to Buy in a Stock?
Position Sizing & Share Quantity: How Many Shares to Buy in a Stock? ★ SUMMARY ★ In this week’s episode what I’d really like to do is share with you some insight about Share Quantities, Share Size and Position Sizing. I’m not going to detail in as much detail as I do in my create your stock trading system course about this trade size but I want to share with you some insight just about position sizing, how I go about it, how I approach it and just some things to think about. The reason I want to give you just some things to think about is because everybody’s account size is different, everybody’s style is different, so your trading account size might be larger than this one person, or might be smaller than someone else’s. Your risk tolerance could be a lot different than someone else’s you might have a higher risk tolerance than me or this person or that person. I can’t really just throw numbers out here and say this is exactly what you should do and this is how many shares you should trade. Instead, once we go through this example, just think about it in terms of relative’s sake and how it would apply to you because everybody is different and I just personally don’t know you, your experience, your trading habits, your style and your account size. You’ll have to make these adjustments and adapt based on what we discussed. In order to look at share quantities and share amounts that you should be getting, remember that there are different kinds of stocks out there. The Lesson There’s the Low Dollar stocks and then there’s the Higher Dollar stocks. Typically you’ll be able to trade a lot more shares in the lower dollar stock and a lot less shares in the higher dollar stock and that is just because of your affordability or your account. For this example, I’m just going to assume to make matters easy, I’m going to assume you have a 10,000 dollar account and this would just help make numbers and things to work with a lot easier. As we get into trading, you have to look at your own personal experience and your risk tolerance as you get into the share counts because with a low dollar stock, you’ll be able to trade many more shares. While with the high dollar stock you’ll be able to trade a lot fewer shares. So how many shares should you really trade? Well I think it also comes down to experience, the trade, liquidity and everything else that’s going on around you. So if you’re just getting started, if you’re brand new to the markets then you probably want to trade less. If on a low dollar stock, you normally trade or thinking about trading or saying you can afford so many shares, let’s just say you can afford, let’s say 2,500 shares, you can normally afford on a low dollar stock and let’s say on a higher dollar stock you can afford let’s just say about 500 shares. Posted at: http://tradersfly.com/2016/04/position-sizing-share-quantity/ ★ SHARE THIS VIDEO ★ https://youtu.be/mLXibHnxOn0 ★ SUBSCRIBE TO MY YOUTUBE: ★ http://bit.ly/addtradersfly ★ ABOUT TRADERSFLY ★ TradersFly is a place where I enjoy sharing my knowledge and experience about the stock market, trading, and investing. Stock trading can be a brutal industry especially if you are new. Watch my free educational training videos to avoid making large mistakes and to just continue to get better. Stock trading and investing is a long journey - it doesn't happen overnight. If you are interested to share some insight or contribute to the community we'd love to have you subscribe and join us! STOCK TRADING COURSES: -- http://tradersfly.com/courses/ STOCK TRADING BOOKS: -- http://tradersfly.com/books/ WEBSITES: -- http://rise2learn.com -- http://tradersfly.com -- http://backstageincome.com -- http://sashaevdakov.com SOCIAL MEDIA: -- http://twitter.com/tradersfly -- http://facebook.com/tradersfly MY YOUTUBE CHANNELS: -- TradersFly: http://bit.ly/tradersfly -- BackstageIncome: http://bit.ly/backstageincome
What is INDEX FUND? What does INDEX FUND mean? INDEX FUND meaning, definition & explanation
What is INDEX FUND? What does INDEX FUND mean? INDEX FUND meaning - INDEX FUND definition - INDEX FUND explanation. Source: Wikipedia.org article, adapted under https://creativecommons.org/licenses/by-sa/3.0/ license. An index fund (also index tracker) is a mutual fund or exchange-traded fund (ETF) with specific rules of construction that are adhered to regardless of market conditions. Those rules may include trading or implementation rules, such as tax-management, tracking error minimization, large block trading or patient/flexible trading strategies that allows for greater tracking error, but lower market impact costs. Index funds may also have rules that screen for social and sustainable criteria. An index fund’s rules of construction clearly identify the type of companies suitable for the fund. The most commonly known index fund, the S&P 500 Index Fund, is based on the rules established by S&P Dow Jones Indices for their S&P 500 Index. Equity index funds would include groups of stocks with similar characteristics such as the size, value, profitability and/or the geographic location of the companies. A group of stocks may include companies from the United States, Non-US Developed, emerging markets or Frontier Market countries. Additional index funds within these geographic markets may include indexes of companies that include rules based on company characteristics or factors, such as companies that are small, mid-sized, large, small value, large value, small growth, large growth, the level of gross profitability or investment capital, real estate, or indexes based on commodities and fixed-income. Companies are purchased and held within the index fund when they meet the specific index rules or parameters and are sold when they move outside of those rules or parameters. Think of an index fund as an investment utilizing rules-based investing. Some index providers announce changes of the companies in their index before the change date and other index providers do not make such announcements. One index provider, Dow Jones Indexes, has 130,000 indices. Dow Jones Indexes says that all its products are maintained according to clear, unbiased, and systematic methodologies that are fully integrated within index families. As of 2014, index funds made up 20.2% of equity mutual fund assets in the US. Index domestic equity mutual funds and index-based exchange-traded funds (ETFs), have benefited from a trend toward more index-oriented investment products. From 2007 through 2014, index domestic equity mutual funds and ETFs received $1 trillion in net new cash, including reinvested dividends. Index-based domestic equity ETFs have grown particularly quickly, attracting almost twice the flows of index domestic equity mutual funds since 2007. In contrast, actively managed domestic equity mutual funds experienced a net outflow of $659 billion, including reinvested dividends, from 2007 to 2014.
Views: 3772 The Audiopedia
Investing Insights: Christine Benz Interviews Jack Bogle, Netflix Earnings, and More
This week on the podcast: highlights from Christine Benz’s interview with Vanguard founder Jack Bogle; earnings results from Johnson & Johnson, Netflix, and IBM; 3 ETFs for Dividend Seekers; and opportunities in electric vehicles. For all Morningstar videos: http://www.morningstar.com/articles/archive/467/us-videos.html
Views: 4301 Morningstar, Inc.
Top 5 Real Estate ETFs for 2017
Real estate investing is notorious for using leverage. That means a buyer of real estate can borrow most of the value of a property and reap the income from the entire property, even though he or she only put part of the money into it. Real estate ETFs are not like that. Investors buy shares and get paid dividend distributions and reap a total return based only the amount they have invested. The tradeoff for this is that there is lower risk. A real estate ETF invests in several real estate companies at once, whereas the individual buying a property is betting on just that one property. In addition, because an investor does not have to borrow funds to pay for the real estate, there is no debt to pay back. The following ETFs are instruments that investors may consider to get into real estate without having to be a landlord or becoming a partner in an investment group. We chose the top 5 real estate exchange-traded funds (ETFs) based on assets under management (AUM) as of August 15, 2017. They are listed below from largest to smallest. We evaluated the investment approaches of each fund so that investors can make comparisons of style and results. (See also: 4 Real Estate Trends for 2017 Investors Should Be Aware Of.) 1. Vanguard REIT ETF (VNQ) The primary goal of VNQ is high income. Investors may also see growth in the value of their investment, but that is secondary. The fund tracks an index that measures the performance of real estate investment trusts (REITs). The specific stocks of the REITs are part of the MSCI US REIT Index. The holdings in the ETF are weighted in a manner that is similar to the weightings in the index. (See also: 4 Risks of Shorting REIT ETFs.) Avg. Volume: 3,644,438 Net Assets: $64.59 billion PE Ratio (TTM): 7.52 Yield: 4.38% YTD Return: 3.82% Expense Ratio (net): 0.12% 2. iShares U.S. Real Estate ETF (IYR) Investors in IYR seek results similar to those of the Dow Jones U.S. Real Estate Index. The fund invests mostly in REITs and attempts to keep 90% of its assets in securities that are in the index. The companies represented by those securities may be large-cap, mid-cap or small-cap. The percentage of assets in any particular size of company is dependent on the underlying index. Money managers may change the mix of holdings to more closely reflect the performance of the benchmark. Avg. Volume: 6,404,896 Net Assets: $4.2 billion PE Ratio (TTM): 6.84 Yield: 4.01% YTD Return: 6.79% Expense Ratio (net): 0.44% 3. iShares Cohen & Steers REIT ETF (ICF) This fund seeks results similar to the Cohen & Steers Realty Majors Index. REITs are the components of the index, and the fund invests at least 90% of its assets in those REITs, or in depositary receipts representing the REITs. The fund looks for companies that may be acquired or that may acquire other companies as part of the consolidation of the real estate sector. Avg. Volume: 158,536 Net Assets: $3.27 billion PE Ratio (TTM): 12.96
Views: 59 ETFs
Mutual Funds | Structure In India (Contd.) | Investment Options | Exchange Of Traded Funds | Part 3
Strategic Financial Management : Chartered Accountancy; Mutual Funds | Structure In India (Contd.) | Investment Options | Exchange Of Traded Funds | Part 3; Topic Covered : 1. Structure Of Mutual Funds In India : 00:00:07 - 00:12:27 - The Components of Mutual Funds Scheme a. Sponsor b. Trustees; Eligibility for appointment c. Custodian; Role Of Custodian in Mutual Funds 2. Selection Of Mutual Funds For Investment : 00:12:27 - 00:22:16 -Past performance -Timing -Size of funds -Age of funds -Largest holding -Fund Manager -Expense ratio -PE Ratio -Portfolio Turnover 3. Signals For Exiting A Mutual Fund Scheme : 00:22:20 - 00:29:16 4. Investment Options In A Mutual Fund : 00:29:20 - 00:34:49 -Dividend Payout Option -Growth Option -Dividend Reinvestment Option -Bonus Option 5. Expenses Of A Mutual Fund : 00:34:49 - 00:40:18 6. Exchange Traded Funds [CA Final May'10 ; Nov'13] : 00:40:25 - * Exchange Traded Funds, i.e ETFs In India [Examples] -Gold ETF -Liquid ETF -Index ETF -International Index ETF * Exchange Traded Funds, i.e ETF v/s Open Ended Funds v/s Closed Ended Funds : 00:52:35 - 00:55:40 *Advantages and Disadvantages Of ETFs over MFs : 00:55:47 - 00:58:25 Video by Edupedia World (www.edupediaworld.com), Free Online Education; Download our App : https://goo.gl/1b6LBg Click here, https://www.youtube.com/playlist?list=PLJumA3phskPGZ7QPDmzNYr-fJDi5BjW6x for more videos on Strategic Financial Management; All Rights Reserved.
Views: 1474 Edupedia World