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$340,000 Dividend Stock Portfolio Update $100 Buy #249 #fire #stockmarket #passiveincome #retirement

The creator provides a portfolio update, detailing their $100 weekly buy strategy and dividend reinvestment. They discuss the performance of their M1 Finance portfolio, highlighting the impact of market fluctuations and their continued dollar-cost averaging approach. The video also covers specific stock purchases, dividend growth, and overall portfolio value, emphasizing long-term investing principles.

Linked Mentions

Tickers discussed in this post

ADPNeutralLow ConvictionResearch Only

ADP is listed as one of the laggard stocks in the portfolio that is currently underperforming.

PRUNeutralLow ConvictionResearch Only

Prudential is mentioned as one of the laggard stocks in the portfolio, currently in the red.

AMXNeutralMedium ConvictionResearch Only

American Express is mentioned for its dividend increase, which had a significant impact on the portfolio's income.

KONeutralMedium ConvictionResearch Only

Coca-Cola is mentioned in the context of data import errors during portfolio tracking.

TRVNeutralMedium ConvictionResearch Only

Travelers is mentioned briefly due to data import errors during portfolio tracking.

CATNeutralMedium ConvictionResearch Only

Caterpillar is mentioned in the context of data import errors and a dividend drip event.

XOMNeutralHigh ConvictionSignal-backedSecondary

Exxon Mobil has been performing well recently, showing significant growth.

AVGONeutralHigh ConvictionSignal-backedSecondary

Broadcom is mentioned as a stock that has performed very well, contributing to the portfolio's growth.

NVDANeutralHigh ConvictionSignal-backedSecondary

Nvidia is highlighted as the largest single holding in the creator's dividend portfolio and has been a strong growth play.

BSTNeutralHigh ConvictionSignal-backedSecondary

BST is a monthly paying ETF focused on covered call options, which has shown good growth and outperformed SCHD, despite a special dividend impacting 2026 projections.

VOONeutralHigh ConvictionSignal-backedSecondary

VOO, an S&P 500 ETF, is part of the creator's investment strategy for growth.

VTINeutralHigh ConvictionSignal-backedSecondary

VTI is mentioned as a 'boring ETF' that the creator invests in for growth within their overall portfolio.

PGNeutralMedium ConvictionSignal-backedSecondary

Procter & Gamble received a $20 investment, and the creator highlights how even fractional share buys contribute to dividend growth.

QCOMNeutralMedium ConvictionSignal-backedSecondary

Qualcomm received a $20 investment, despite its recent price decline, and the creator notes the dividend amount is expected to increase slightly.

SCHDNeutralHigh ConvictionSignal-backedPrimary

SCHD is a foundational ETF in the portfolio, with nearly 4,000 shares held, and it's a primary focus for dividend reinvestment and growth.

SONeutralMedium ConvictionSignal-backedSecondary

Southern Company's dividend was reinvested, and the creator notes the increase in the dividend amount after the drip.

FNFNeutralMedium ConvictionSignal-backedSecondary

Fidelity National (FNF) received a $20 investment as part of the creator's weekly buys.

ORCLNeutralMedium ConvictionSignal-backedSecondary

Oracle is a selected stock for a $20 purchase, with the creator noting a lower current yield but a higher yield on cost due to earlier purchases.

AMGNNeutralMedium ConvictionSignal-backedSecondary

Amgen is included in the portfolio update as a stock receiving dividend reinvestment and a $20 purchase.

YUMNeutralMedium ConvictionSignal-backedSecondary

Yum Brands is mentioned as a company from which a dividend was received and reinvested, contributing to the portfolio's growth.

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