2 HUGE DIVIDEND STOCK BUY ORDERS (I Just Made)
13.5 هزار بار بازدید -
4 ماه پیش
-
I made two huge dividend
I made two huge dividend stock buy orders, adding a blended 5.81% dividend yield to my portfolio. I'm excited to share in today's video how I blended my SCHD and BTI trade, and how my top-down portfolio analysis added value for my personal situation.
#dividend #stock #investing
Timestamps:
0:00 Introduction: I'm filming from the beautiful island of Kauai.
0:38 Across all 37 positions in my portfolio, I have a starting dividend yield of 3.73% (with 4.77% dividend CAGR).
1:25 I assembled my dividend stock portfolio a bottom-up stock analysis basis.
1:32 I'm thinking from a top-down, portfolio manager approach. How can I blend positions to achieve a higher starting dividend yield and a higher dividend CAGR?
1:54 I added to SCHD and BTI. I blended them at a 60/40 ratio. I get a blend of broad diversification and fast dividend CAGR (with SCHD) and a huge, high-yield with BTI.
2:13 SCHD: Lower starting yield than my overall portfolio, but it offers broad diversification, access to positions I don't ordinary purchase, and a very high dividend CAGR of 11.3%.
2:53 IMPORTANT VIDEO NOTES (On my calculations)
3:13 BTI: Very high starting dividend yield of 9.51%.
3:30 BLENDED 60/40 SCHD/BTI ANALYSIS
4:27 BTI PE is at 6.79
5:05 Blended Analysis
5:16 Blended PE of 12.27 (Vs. my portfolio in-aggregate at 18.07)
5:59 Blended Dividend Yield 5.81% (Vs. my portfolio at 3.73%)
8:20 Blended Dividend CAGR of 7.56% (Vs. my portfolio average at 4.77%) - Weighted by position value.
8:21 IMPORTANT Blended Dividend CAGR of 5.23% (Vs. my portfolio average at 4.82%) - Weighted by dividend dividend contribution.
8:48 KEY TAKEAWAYS: More risk than my overall portfolio (due to 40% weighting on BTI).
9:05 Thinking top-down, I was able to outperform my portfolio with blending of positions.
9:51 KEY Don't get stuck looking position-by-position (look for broad levers too).
10:18 KEY TAKEAWAYS
11:10 When looking at a portfolio in-aggregate, sometimes the investor will have a hunch. Look into those hunches. I thought my portfolio-wide yield and CAGR yield were a little too low.
12:54 I could diversify the "high yield" portion of this paired trade with other high-yielders.
13:26 Possible Pitfall: What if the dividend CAGR at SCHD drops? This is a possible flaw in this strategy.
14:08 In general, I do think CAGRs are coming down.
15:37 DISCLOSURE AND DISCLAIMER
DISCLOSURE: I am long British American (BTI) and SCHD. I own these stocks (and ETF) in my personal dividend stock portfolio. I'm also long Treasuries.
DISCLAIMER: All information and data on my YouTube Channel, blog, email newsletters, white papers, Excel files, and other materials is solely for informational purposes. I make no representations as to the accuracy, completeness, suitability or validity of any information. I will not be liable for any errors, omissions, losses, injuries or damages arising from its display or use. All information is provided AS IS with no warranties, and confers no rights. I will not be responsible for the accuracy of material that is linked on this site.
Because the information herein is based on my personal opinion and experience, it should not be considered professional financial investment advice or tax advice. The ideas and strategies that I provide should never be used without first assessing your own personal/financial situation, or without consulting a financial and/or tax professional. My thoughts and opinions may also change from time to time as I acquire more knowledge. These are, as discussed above, solely my thoughts and opinions. I reserve the right to delete any comments for any reason (abusive in nature, contain profanity, etc.). Your continued reading/use of my YouTube Channel, blog, email newsletters, whitepapers, Excel files, and other materials constitutes your agreement with and acceptance of this disclaimer.
COPYRIGHT: All PPC Ian videos, Excel files, guides, and other content are (c) Copyright IJL Productions LLC. PPC Ian is a registered trademark (tm) of IJL Productions LLC.
#dividend #stock #investing
Timestamps:
0:00 Introduction: I'm filming from the beautiful island of Kauai.
0:38 Across all 37 positions in my portfolio, I have a starting dividend yield of 3.73% (with 4.77% dividend CAGR).
1:25 I assembled my dividend stock portfolio a bottom-up stock analysis basis.
1:32 I'm thinking from a top-down, portfolio manager approach. How can I blend positions to achieve a higher starting dividend yield and a higher dividend CAGR?
1:54 I added to SCHD and BTI. I blended them at a 60/40 ratio. I get a blend of broad diversification and fast dividend CAGR (with SCHD) and a huge, high-yield with BTI.
2:13 SCHD: Lower starting yield than my overall portfolio, but it offers broad diversification, access to positions I don't ordinary purchase, and a very high dividend CAGR of 11.3%.
2:53 IMPORTANT VIDEO NOTES (On my calculations)
3:13 BTI: Very high starting dividend yield of 9.51%.
3:30 BLENDED 60/40 SCHD/BTI ANALYSIS
4:27 BTI PE is at 6.79
5:05 Blended Analysis
5:16 Blended PE of 12.27 (Vs. my portfolio in-aggregate at 18.07)
5:59 Blended Dividend Yield 5.81% (Vs. my portfolio at 3.73%)
8:20 Blended Dividend CAGR of 7.56% (Vs. my portfolio average at 4.77%) - Weighted by position value.
8:21 IMPORTANT Blended Dividend CAGR of 5.23% (Vs. my portfolio average at 4.82%) - Weighted by dividend dividend contribution.
8:48 KEY TAKEAWAYS: More risk than my overall portfolio (due to 40% weighting on BTI).
9:05 Thinking top-down, I was able to outperform my portfolio with blending of positions.
9:51 KEY Don't get stuck looking position-by-position (look for broad levers too).
10:18 KEY TAKEAWAYS
11:10 When looking at a portfolio in-aggregate, sometimes the investor will have a hunch. Look into those hunches. I thought my portfolio-wide yield and CAGR yield were a little too low.
12:54 I could diversify the "high yield" portion of this paired trade with other high-yielders.
13:26 Possible Pitfall: What if the dividend CAGR at SCHD drops? This is a possible flaw in this strategy.
14:08 In general, I do think CAGRs are coming down.
15:37 DISCLOSURE AND DISCLAIMER
DISCLOSURE: I am long British American (BTI) and SCHD. I own these stocks (and ETF) in my personal dividend stock portfolio. I'm also long Treasuries.
DISCLAIMER: All information and data on my YouTube Channel, blog, email newsletters, white papers, Excel files, and other materials is solely for informational purposes. I make no representations as to the accuracy, completeness, suitability or validity of any information. I will not be liable for any errors, omissions, losses, injuries or damages arising from its display or use. All information is provided AS IS with no warranties, and confers no rights. I will not be responsible for the accuracy of material that is linked on this site.
Because the information herein is based on my personal opinion and experience, it should not be considered professional financial investment advice or tax advice. The ideas and strategies that I provide should never be used without first assessing your own personal/financial situation, or without consulting a financial and/or tax professional. My thoughts and opinions may also change from time to time as I acquire more knowledge. These are, as discussed above, solely my thoughts and opinions. I reserve the right to delete any comments for any reason (abusive in nature, contain profanity, etc.). Your continued reading/use of my YouTube Channel, blog, email newsletters, whitepapers, Excel files, and other materials constitutes your agreement with and acceptance of this disclaimer.
COPYRIGHT: All PPC Ian videos, Excel files, guides, and other content are (c) Copyright IJL Productions LLC. PPC Ian is a registered trademark (tm) of IJL Productions LLC.
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