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Quantum computing stocks have been the rage as of late. In this episode, we review how investors can position to take advantage of this emerging technology and avoid the minefield of companies that may not persist.


In 2025 I am going to track my portfolio and dividend income better. The tool I will use is The Dividend Tracker. If you are looking to up your game in 2025, here is a link to signup. ***All referral proceeds will be deposited into The Radish Account

https://thedividendtracker.com/?ref=9Bkjr0 

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In this episode I compare three of the most commonly held Dividend Equity ETF's, Schwab US Dividend Equity ETF (SCHD), Vanguard Dividend Appreciation Index Fund (VIG) and ishares Core Dividend Growth ETF (DGRO).

Which one is the best to buy? The best choice is not based on the highest historical performance or dividend yield. Instead I walk through how to select an ETF that aligns with your portfolio and investing goals.

ETF Overlap Tool
Avoid and check for overlap in your portfolio with this free tool
https://www.etfrc.com/funds/overlap.php

The Dividend Tracker
Get serious about tracking your portfolio and dividends all in one place
https://thedividendtracker.com/?ref=9Bkjr0

Contact Tom and Radish

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In 2024, after 30 years of investing I reinvented myself as a first time investor. In this episode I recap Radish's Portfolio and reflect on the year and more importantly reflect on what I learned and will do different in 2025...the market doesn't of up 30% every year. No matter where you are in your investing journey it is important to "self-scout" reflect, learn and improvise as needed.

In 2025 I am going to track my portfolio and dividend income better. The tool I will use is The Dividend Tracker. If you are looking to up your game in 2025, here is a link to signup. ***All referral proceeds will be deposited into The Radish Account

https://thedividendtracker.com/?ref=9Bkjr0  

Contact The Savings Captain

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Instagram     @thesavingscaptain
Email                [email protected]

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In this episode I share a checklist of tax reminders for investors. This fantastic year of returns has given investors some potentially marvelous gains and simultaneously produced some unpleasant tax liabilities. Listen and learn more about how you can minimize your exposure.

Here is a pretty comprehensive discussion on the seldom talked about Tax Gain Harvesting Strategy.

https://www.schwab.com/resource/planning-insight-tax-gain-harvesting


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In this episode I cover events leading to the divergence in stock performance between rival retailers, Walmart and Target. I also share a framework on how to evaluate a stock that has had a pullback. 

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In this episode I review CAVA's recent quarter, my original purchase thesis along with my long term thoughts on this Mediterranean Warlock. I also touch on FOMO and the sunup in several asset types.

As a reference, listen to Episode 47, where I originally reviewed CAVA in December 2023.


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Investing mistakes can come right after great investing success. I think that is when we are most vulnerable and feel invisible. In this episode I share a personal experience and step through the tome of Behavioral Finance, The Psychology of Money, Ch. 5

Also, Radish Portfolio Review for October and new stock added

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Michael... "The StockPickingBartender stops by and shares his financial journey on the Money Happy Hour.

Michael shares a "Red Light/Green Light" stock buying methodology he has developed and administers through Excel. He also shares an early and very impactful money story from his childhood 




Follow Michael aka Stock Picking Bartender

X: @StkPknBartender

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Starbucks pre-announced another dismal quarter of sales and earnings, yet hiked its dividend. How much longer will shareholders remain patient for a true turnaround. This episode follows up on my Starbucks review (Episode 80).

Listen in on my thoughts on McDonalds, onions gone bad and how it will impact the burger giant.

Contact The Savings Captain

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What does SCHD Reconstitution mean? In this episode I share how Charles Schwab reconstitutes their portfolio annually and the index that drives these changes. When considering to buy or owning an ETF it is important to understand what influences the ETF's holdings.

By the end of this episode you will have a deeper understanding how the mechanics of the Schwab US Dividend Equity ETF (SCHD)

SCHD Reconstitution
https://www.schwabassetmanagement.com/resource/annual-reconstitution

Dow Jones (See pg. 21 for Dow Jones US Dividend 100 Index
https://www.spglobal.com/spdji/en/documents/methodologies/methodology-dj-dividend-indices.pdf


Contact The Savings Captain

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Instagram     @thesavingscaptain
Email                [email protected]