dividend stocks

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.

In this episode of "Nurturing Financial Freedom,"  Alex Cabot and Ed Lambert of Birch Run Financial discuss the first half of 2023 and its impact on the economy and markets. Ed highlights the resilience of the economy despite interest rate hikes and the unexpected outperformance of growth stocks, particularly in the technology sector. 

What does this mean moving forward? Alex emphasizes the importance of diversification and caution against relying on predictions and forecasts. We stress the need for a well-designed plan and asset allocation that can weather any market conditions.

All data in today's episode are courtesy of YCharts.At Birch Run Financial, we believe in a time-tested, diversified, long-term approach.  Alex, Ed, and their team are always happy to have a conversation about your investment questions, whether you're a client or not.

You can always email Alex and Ed at info@birchrunfinancial.com or give them a call at 484-395-2190.

Or visit them on the web at https://www.birchrunfinancial.com/

Alex and Ed's Book: Mastering The Money Mind: https://www.amazon.com/Mastering-Money-Mind-Thinking-Personal/dp/1544530536

You can always email Alex and Ed at info@birchrunfinancial.com or give them a call at 484-395-2190.

Or visit them on the web at https://www.birchrunfinancial.com/

Alex and Ed's Book: Mastering The Money Mind: https://www.amazon.com/Mastering-Money-Mind-Thinking-Personal/dp/1544530536

Any opinions are those of Ed Lambert and Alex Cabot and not necessarily those of RJFS or Raymond James. The information contained in this report does not purport to be a complete description of the securities, markets, or developments referred to in this material. There is no assurance any of the trends mentioned will continue or forecasts will occur. The information has been obtained from sources considered to be reliable, but Raymond James does not guarantee that the foregoing material is accurate or complete. Any information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. The examples throughout this material are for illustrative purposes only. Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional. Diversification and asset allocation do not ensure a profit or protect against a loss. Past performance is not indicative of future returns. CDs are insured by the FDIC and offer a fixed rate of return, whereas the return and principal value of investment securities fluctuate with changes in market conditions. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Birch Run Financial is not a registered broker/dealer and is independent of Raymond James Financial Services. Birch Run Financial is located at 595 E Swedesford Rd, Ste 360, Wayne PA 19087 and can be reached at 484-395-2190.

Any rating is not intended to be an endorsement, or any way indicative of the advisors abilities to provide investment advice or management.  This podcast is intended for informational purposes only.

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.

Are we in a new Bull Market?  We review Wall Street stock picks, growth vs value, dollar cost averaging for retirement, and 3 Semiconductor Stocks that AI thinks can triple in 2023.

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.

Imagine this: you're watching your investments grow, but then your dividend gets cut. Panic sets in. What does this mean? How will it affect your financial future? Join me in this episode of the Simply Investing Dividend Podcast as I dissect and demystify the world of dividends: from the importance of dividends to investors, indicators of a dividend cut, to the implications of a dividend reduction. In doing so, I highlight the often overlooked payout ratio and explain how to calculate dividend yields using real-life examples. 

I cover the following topics in this episode:
- What are dividends?
- 2 reasons why dividends are important to you
- What happens to your investment when a dividend is cut?
- What is the payout ratio?

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 the key to unlocking your financial goals lay in understanding the true cost of investing? Brace yourself for a deep dive into the world of investment fees and their impact on your portfolio. I peel back the layers, demystifying the complex world of Management Expense Ratio (MER) fees that define mutual funds, index funds, and ETFs. I provide real-world examples illustrating the calculation of these fees, their cumulative impact on investment returns, and why they are even charged in the first place.

I cover the following topics in this episode:
- What is the MER fee?
- Why are you charged a fee?
- What is the true cost of fees to you?
- How can you eliminate 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.

Want to know the secret to predicting a company's future profitability? In this insightful episode, I cover the one key factor to determine a stock's profitability. Discover what stocks and shares are, how dividends serve as a tangible return on investment, and why investing in quality dividend stocks can be an excellent strategy for long-term success.

Get ready to dive into real-life examples of companies with a consistent history of paying dividends, such as Johnson & Johnson, Pepsi, and Coca-Cola. I also look at the elite club of Dividend Aristocrats and Dividend Kings - stocks that have increased dividends for 25 and 50 years, respectively. Plus, learn about the 12 Rules of Simply Investing, designed to save you time, minimize risk, and maximize gains. Join me on this journey to unlocking the true power of dividends and pave your way to financial success!

I cover the following topics in this episode:
- What is a stock or share?
- What is a dividend?
- Proof of profitability
- Real-life stock examples

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 what separates Warren Buffett-worthy investors from mere speculators? Ready to unravel the mysteries of successful investing and learn the rules you need to follow? Get all the answers in our latest episode, where we discuss the fundamental differences between investing and speculating, as taught by Benjamin Graham, Buffett's personal mentor. Learn the importance of doing your own research before investing, the art of spotting quality companies priced low, and how to tune out media hype that often distracts with flashy new trends.

With insights from this episode, you'll shift from speculator to responsible investor, ready to make sound decisions for your financial future.

I cover the following topics in this episode:

- Who is Warren Buffett and Benjamin Graham?
- The number one value investing book
- Investing vs speculating
- Are you speculating?
- Are you investing?
- How can you become a smart investor?

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.

Want to set your kids up for a lifetime of financial success? In this episode, I show you how to get your kids/teens started with dividend investing.

I break down the concept of dividend stocks and their potential to more than double your initial investment. You'll also learn the basics of teen investing, such as the type of account needed, how to open them, and where to invest. By the end of this episode, you'll have a solid understanding of how to help your teenager start investing in dividend stocks and set them up for a successful financial future. Don't miss this opportunity to empower your kids with the knowledge and tools needed for a lifetime of smart investing decisions!

I cover the following topics in this episode:

- Why should kids/teenagers invest?
- The benefits of investing early, how Jill earned $586K more than Jack
- What should you invest in?
- How a $2,775 investment in McDonald's is worth more than $34K today
- How can you invest?
- Where should you invest? 

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.

In this episode I explain what is Real Total Return and why it matters to you as an investor. I cover the following topics:

- What is Real Total Return?
- What is Capital Appreciation?
- What is Dividend Income?
- What is Dividend Growth?
- How a $2,775 investment in McDonald's returned over $6,273 in dividends
- How an investment in McDonald's provided a Real Total Return of 1,169%

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.

In this episode I show you how to avoid investing in lousy (low quality) stocks. I cover the following topics:

- Will the company be around in 20 years?
- Is the company recession proof?
- Does the company have a history of profitability?
- Does the company have a history of dividend growth?
- Can the company afford to pay the dividend?
- Does the company have low debt?
- Is the stock priced high or low?

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.

Join us for our interview with Dave Gretta, author of the book "Night Trading". Dave is a former accountant and now an investor and trader. In the interview we talk about his background in accounting and trading, his book, and his approach to investing. 

Dave emphasizes the importance of having a strong foundation in accounting and reading financial statements, and advises against leaving money in a bank account. Dave's approach to investing is grounded in common sense and a thorough analysis of the companies he invests in. He believes in investing in solid companies and looks at everything, including earnings, price-to-earnings ratio, price-to-sales ratio, and the balance sheet.

Dave recommends investing in solid companies with a focus on dividends and dividend growth stocks, as well as swing trading.

Dave also stresses the importance of being cautious in the current market conditions and paying attention to indicators such as the Warren Buffet indicator and the Schiller PE index. He emphasizes the need for investors to be consistent in their approach and not to sell stocks too quickly.

One of Dave's favorite principles is "buy what you know," and he extends it to "buy who you know." He believes in investing in companies with a strong balance sheet, earnings, and a stable payout ratio.

Investing is complex and requires education and a long-term perspective. By following Dave's principles of consistency, managing risk, and having the right mental attitude, investors can increase their chances of success and avoid common pitfalls.

Follow Dave on Twitter at @DGretta_Author. 

So, for those looking to invest in the market, take a page out of Dave Greta's book and focus on the long run with a common-sense approach. 

Learn how to make investing simple for anyone and get on a path toward wealth.

EP32: What is the P/E Ratio?

In this episode you'll learn the importance of the P/E Ratio in your investing decisions. I also cover the following in this podcast:

- What is the P/E Ratio?
- How to use the P/E Ratio?
- What's wrong with a high P/E Ratio?
- Where to find the P/E Ratio?

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.

In part 2 of this episode, I interview Mark Seed, founder of the popular finance blog My Own Advisor. In this episode we cover:

- "conventional wisdom" states as you get older you should start moving out of equities and move into fixed income, does Mark agree with this approach?
- the importance of having a plan when it comes to investing
- in the beginning the dividends are small, but over time your dividend income grows
- the importance of discipline and patience
- how is Mark investing in today's economic climate
- what advice would Mark give to his younger self
- why education is key to successful investing
- how Mark is helping people figure out if they'll have enough money in retirement

Mark's site: https://www.myownadvisor.ca/
Mark's other site: https://www.cashflowsandportfolios.com/

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. For our full legal disclaimer, please visit our website.

In part 1 of this episode, I interview Mark Seed, founder of the popular finance blog My Own Advisor. In this episode we cover:

- how Mark got started with dividend investing
- how a $500K investment with a 1% annual fee (MER) will cost over $395K after 20 years
- why Mark decided to take the DIY approach to investing
- why Mark focused on dividends
- the importance of getting paid to own shares
- why investor behavior is key
- what type of traits do you need to be a successful do-it-yourself investor
- how does Mark have the confidence to invest in dividends even when they are not guaranteed
- Mark's approach to re-balancing his portfolio

Mark's site: https://www.myownadvisor.ca/
Mark's other site: https://www.cashflowsandportfolios.com/

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. For our full legal disclaimer, please visit our website.