These are 3 dividend stock strategies that I’m employing in my personal portfolio, right now, in January of 2025. Here’s how I’m approaching the new year, as a dividend investor.
#dividend #stock #investing
Timestamps:
0:00 INTRODUCTION
1:10 Sometimes we can all use a vacation from the vacation.
1:57 Key Point: There is no real “break” until one is living fully off dividends and passive income. The work piles up.
2:59 STRATEGY 1: Drive Massive Dividend Income Early In The Year (especially in January)
3:12 Major Altria (MO) dividend on 1/10/25
3:24 Major Philip Morris (PM) dividend on 1/13/25
3:41 Major British American (BTI) dividend on 2/6/25
3:56 Huge cash flow is motiving for the new year!
4:08 IDEA: Why not add to dividend stocks that pay dividends early each January?
5:09 Realty Income (O) – Dividends are paid monthly (1/15/25) (6% starting yield)
5:37 PepsiCo (PEP) – Paid on 1/6/25 (3.7% starting yield)
5:50 Kimberly-Clark (KMB) – Paid on 1/3/25 (3.87% starting yield)
6:42 Early year dividend income sets me up for success the entire year.
7:45 STRATEGY 2: Achieving My 2025 Goals Early (Because of Massive January Cash Flow From Dividends)
8:10 Cash Buffer: I can build up my 2025 cash buffer thanks to my MO and BTI dividends.
8:39 SCHD: I’m selectively reinvesting my huge dividends into SCHD, my primary goal for 2025. (3.6% starting yield on SCHD)
9:20 Strategy: Segmenting positions across accounts.
10:01 STRATEGY 3: Taking Small Steps In The Right Direction (Building Momentum)
10:30 Check out the pinned comment for a link to my Patreon.
10:33 Chevron (CVX) Dividend Stock Purchase
10:53 Starting yield of 4.5% (CAGR of 6.5%)
11:34 Analogy: Going to the gym
12:07 Starting at work with easy tasks
13:09 (Bonus) STRATEGY 4: Get Strength From The Dividend Community
14:37 Blossom Social: Please use my link in the pinned comment to sign up. (Disclosure: I’m a Blossom Social affiliate and I’m compensated for sign-ups.)
15:35 Conclusion: It won’t always be this way (we’ll have control over all our time)
16:13 DISCLOSURE AND DISCLAIMER
DISCLOSURE: I am long Altria (MO), Philip Morris (PM), British American (BTI), Realty Income (O), PepsiCo (PEP), Kimberly-Clark (KMB), Chevron (CVX), and SCHD. I own these stocks and this ETF in my personal dividend stock portfolio.
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