The Simply Investing Dividend Podcast
EP88: How to Transition to Dividend Stocks
In this episode, we're going to look at how to transition from mutual funds, ETFs, and index funds into individual dividend stocks.
I also cover the following topics in this episode:
- Our approach to investing
- Current $600,000 portfolio
- Transition to dividend stocks
- Over $943,000 in fees
- Annual income grows by over 22% without investing any new money
- How to diversify
Here's the link to the Google Sheet to estimate your own returns: https://shorturl.at/anJSV
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, we're going to look at how to transition from mutual funds, ETFs, and index funds into individual dividend stocks.
I also cover the following topics in this episode:
- Our approach to investing
- Current $600,000 portfolio
- Transition to dividend stocks
- Over $943,000 in fees
- Annual income grows by over 22% without investing any new money
- How to diversify
Here's the link to the Google Sheet to estimate your own returns: https://shorturl.at/anJSV
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.