Concerned about rebalancing  your dividend portfolio each year? Not sure how to proceed? In this episode I show you  conventional wisdom's take on rebalancing, and why that might not be the best option for you. As dividend investors we need to think differently about rebalancing our portfolios.

What I'll share with you in this episode:
- Why rebalancing  ?
- Conventional wisdom's take on rebalancing  
- Don't follow conventional wisdom
- How $39K investment in SJM returns $9.3K/yr in dividends
- How to re-balance your portfolio

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

Ever wonder how term deposits stack up against dividend stocks? In this episode, I dig deep into these two investment options. I take a close look at term deposits, exploring the current interest rates and how they operate. Then, I'll provide an overview of dividends and dividend stocks and compare them against term deposits.

What I'll share with you in this episode:
- What is a term deposit?
- Current interest rates for term deposits
- What are dividends?
- What are dividend stocks?
- Term deposits versus dividend stocks
- How an investment in one dividend stock grew by over 296%

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

What's holding you back from investing, even though you know it could lead to financial freedom? Today I'm going to address these fears, from the unpredictability of the stock market, to the psychological factors like greed, fear, and impatience that often cause irrational investing decisions. Using real-life examples, such as the fluctuations in Pepsi's stock price, I'm highlighting the importance of a long-term approach and the reality that stock prices do fluctuate. I also dissect the concept of FOMO (Fear of Missing Out), which can push individuals to buy stocks when prices are high.

I also cover the following topics in this episode:
- Risk Aversion
- Pepsi stock's 20 year performance
- Psychological Factors
- Lack of Time
- Perceived Complexity
- How a $2775 investment in McDonald's grew to over $34K
- Lack of knowledge & Confidence

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

In this episode, I cover the impact of dividend payouts on the stock price. You'll learn both the short-term, and long-term impact dividends can have on the stock price. 

I also cover the following topics in this episode:
- What are dividends
- The immediate impact of a dividend payout
- The long-term impact  of a dividend payout 
-  Johnson & Johnson's 30-year stock price history
- Calculating dividend yield
- 3 real-life stock examples

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

In this episode, I show you how in just one coaching call with me, I saved Tracy over $1.3M in fees, and helped her increase her annual investment income by 74% - all without adding any new money to her portfolio! You'll get to see the before and after transformation that simplified her investing, and lowered her risk.

I also cover the following topics in this episode:
- Our approach to investing
- Introducing Tracy
- Tracy's previous holdings
- Tracy's new dividend portfolio

Learn more about coaching calls with me: 
https://www.simplyinvesting.com/personal-assessment

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

Ever wondered how much diversification is truly necessary to achieve a low-risk, high-return investment? Brace yourself as we turn conventional investment wisdom on its head in this episode. I'll walk you through my 12 Rules of Simply Investing aimed at minimizing risk and maximizing gains. Plus, we delve into the pitfalls of over-diversification, setting the record straight on how much variety you really need in your portfolio.

I cover the following topics in this episode:
- Our approach to investing
- Conventional wisdom regarding diversification
- What's wrong with too much diversification?
- How much diversification do you need?

 Link to My Take on Diversification and Risk: https://www.simplyinvesting.com/blog/32573-my-take-on-diversification-and-risk 

Watch till the end to get 10% off coupon code for Simply Investing.

Learn more at: https://www.simplyinvesting.com/

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

Are you walking the tightrope of investing without a safety net? This episode will instill you with the confidence to navigate the ropes of the financial world, starting with debunking the misconception of investing being the same as speculation. Inspired by Warren Buffett's mentor, Benjamin Graham, we'll navigate the difference between the two, and discuss how to transition from speculation to informed investing. You'll learn about the true risks in investing and how to avoid them, ultimately enabling you to take control of your own financial future.

Investing doesn't have to be complicated. Let's break this myth together as we explore the straightforward strategies for protecting your investments and the importance of tuning out the media noise. Drawing on the wisdom of Peter Lynch, we'll demonstrate how investing is not rocket science but a skill you can develop. You'll discover the importance of simplicity in investing and identify valuable resources to further improve your investing skills.

I cover the following investing myths in this episode:
- Investing on your own is risky
- Investing on your own it complicated
- Investing on your own is time consuming

Watch till the end to get 10% off coupon code for Simply Investing.

Learn more at: https://www.simplyinvesting.com/

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

Ever wondered why some investors swear by dividends as the secret to their success? Join me, on a journey through the fascinating world of investing, where I shine a spotlight on the power of dividends as a steady source of returns. I'll bust the myth that investing is all about stock prices, showing how dividends provide a consistent return irrespective of market volatility.

I'll also dig deep into what makes a quality stock, comparing the remarkable record of ADM, a company that has faithfully increased its dividends since 1927, versus companies that don't pay dividends. Discover the 12 rules of Simply Investing, guiding you on how to discern if a company is worth your investment and if it is priced low.

I cover the following topics in this episode:
- What is the sole purpose of investing?
- What provides you with an immediate return on your investment?
- What are dividends?
- What is dividend yield?
- What happens to the dividend when the stock price drops?
- Looking at ADM's 20 year dividend record

Watch till the end to get 10% off coupon code for Simply Investing.

Learn more at: https://www.simplyinvesting.com/

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

What if you could sidestep the common investing mistakes that plague most new investors? This episode promises to arm you with the knowledge needed to avoid such pitfalls, like buying high and selling low, or neglecting to consider investment fees. I unravel the basics of smart investing, explaining what stocks represent (ownership in a company), and the significance of dividends (your share of the company's profits).

Ever wondered why it's not always wise to buy a stock at its historical high? I also scrutinize investment fees, comparing one-time trading fees to annual fees, and breaking down how the management expense ratio can impact your investment over the long run.

I cover the following topics in this episode:
- Investing without knowledge
- Buying stocks at high prices
- Selling stocks at low prices
- Not paying attention to fees

Watch till the end to get 10% off coupon code for Simply Investing.

Learn more at: https://www.simplyinvesting.com/

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

Ever wondered how to spot a safe and sustainable dividend? Or perhaps been lured by a tempting dividend yield only to fall into a trap? Fear not, because in this session, I'm taking a deep dive into the realms of dividend investing. Expect to walk away with a sound understanding of how to evaluate dividend safety, the significance of consistent earnings and dividend growth, and the importance of payout ratios. 

I cover the following topics in this episode:
- Review the history of companies paying dividends
- Look for earnings and dividend growth
- What is a dividend trap?
- How to avoid a dividend trap

Watch till the end to get 10% off coupon code for Simply Investing.

Learn more at: https://www.simplyinvesting.com/

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.