President Trump: Dividend Stocks (& ETFs) I’m Buying (Trump Trade Stocks) [Video]

With Trump winning the election, I have updated my dividend stock investing strategy in four key ways. Learn about the Trump Trade stocks I plan on buying, and how they align with my strategy of driving massive cash flow that I can use to pay my bills.
#trump #dividend #stocks

Timestamps:
0:00 Introduction
0:10 For my dividend stock portfolio, it’s largely business as normal.
1:02 DIVIDEND INVESTING IMPERATIVE 1: Grow my stream of dividend income, with a focus on stocks that offer high current yield and a little extra value (as a result of Trump getting elected).
1:39 I want to buy stocks, right now, that have added pressure right now due to perceived risks from the new administration.
1:50 The stock market surged, in aggregate. However, there are some stocks that fell in value.
2:14 The market is adjusting and re-pricing risk due to a Trump Presidency.
2:38 Example Dividend Stock: Pfizer (PFE) Starting dividend yield of 6.14%
3:18 Pfizer (PFE) Stock is down, in my opinion, due to RFK Jr. (due to Make America Healthy Again) – Big Pharma may have more risk under the new administration.
3:37 The stock market is pricing more risk into PFE.
4:19 I’m going after high-yielding stocks that are value-priced (and maybe even more value-priced due to the new administration).
4:40 Realty Income (O) Stock is down, in my opinion, due to perceived high interest rates ahead.
5:12 5.5% starting distribution yield.
5:37 REITs dropped today: It comes down to perceived cost of financing.
7:00 I’m a contrarian investor. I enjoy the opportunity to buy Realty Income (O) with the share price down.
7:45 KEY: This is not a political commentary. I’m just looking pragmatically what could happen in the stock market.
8:02 DIVIDEND INVESTING IMPERATIVE 2: Diversify my stock portfolio to hedge against new risks that have not been top-of-mind to me.
8:26 Make America Healthy Again (MAHA): How could this impact my portfolio investments?
8:42 MY PORTFOLIO BREAKDOWN BY CATEGORIES
8:43 My top 3 categories are sin stocks, restaurants (fast food), and CPG food (salty snack foods)
9:40 Could there be pressure on the companies I own?
10:14 Because of my concentration, diversification is top-of-mind.
10:43 Chevron (CVX): I love energy here under the Trump Administration. And, I love the diversification this offers me.
11:39 SCHD: I love the diversification this ETF provides, including exposure to financials. There is only about 30% overlap with my existing portfolio.
12:41 DIVO: I love the exposure to the tech industry and also covered calls.
14:04 4.44% starting dividend yield.
14:14 Realty Income (O) offers diversification.
14:40 I’m still looking at Closed End Funds too.
15:25 DIVIDEND INVESTING IMPERATIVE 3: Buy Core stocks if they fall in value, as our world evolves.
15:50 RTX may fall in share price in a more peaceful world. (This is my hope!)
17:15 Johnson & Johnson (JNJ) – Could it dip in share price with MAHA?
18:20 DIVIDEND INVESTING IMPERATIVE 4: Stay long in high-quality dividend stocks. (As a hedge against inflation.)
19:42 DISCLOSURE AND DISCLAIMER

DISCLOSURE: I am long Pfizer (PFE), Realty Income (O), Chevron (CVX), RTX (RTX), Johnson & Johnson (JNJ), and SCHD. I own these stocks (and ETF) in my personal dividend stock portfolio. I plan on buying DIVO.

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