Timothy Sumer

In this helpful video I explain why you should never copy someone else's dividend portfolio, something that I see happening all the time. Timestamps: 0:00 Intro 0:34 Examples of benefits Buffett gets that normal investors don’t get 2:05 Be aware of other investors, but don’t blindly copy them 2:16 Buffett’s advice 2:45 Each person’s investing reasons are unique to them 3:05 A reason why you shouldn’t copy my portfolio 3:20 My thoughts on how to invest 4:07 Some risks with my investments (another reason why you shouldn’t copy me) 5:20 More reasons not to copy my portfolio 5:39 Don’t let the fact that someone has a YouTube channel influence you to copy their portfolio – examples 9:40 My dividend retirement strategy vs the 4% retirement rule 13:00 Some differences between dividends vs selling shares 15:00 Insights into my love of dividends 17:27 A recent observation I had regarding a relative, their weight, and investing 15:56 Investing insights from some comments re: reit

In this video I show you all the latest details of my dividend portfolio in Fidelity, and I’ll show you estimates for how my dividend income should snowball overtime, along with tons of other juicy tidbits. Chat with me on my free Dividend Discord chat server ➜ Follow me on X (Twitter) ➜ Follow me on Instagram ➜ Join my Patreon ➜ Buy some of my fun dividend merch (10% donated to St Jude) ➜ Listen to my Videos as Podcasts on iTunes ➜ Listen to my Videos as Podcasts on SoundCloud ➜ Use my Seeking Alpha Affiliate Link ➜ (I’m sponsored by Seeking Alpha). 0:00 Intro 1:39 My dividend portfolio in Fidelity 3:26 My account balances 3:58 My recent IRA dividends 5:16 My IRA dividend stocks 8:20 My Taxable account stocks 9:22 My recent Taxable dividends 9:57 My wife’s Rollover account 10:14 Total annual dividends I get in Fidelity 10:27 Recent Rollover dividends 10:39 My portfolio in my dividend spreadsheet product 14:45 A calendar of dividend payouts I’ve gotten and will get

In this valuable video I tell you what retirement is like for people who own dividend stocks versus those that don’t. 0:00 Intro 0:28 Census Report on Income Sources for Older Households 0:39 Household Income Deciles 1:34 Who is in those (retiree) households 1:54 6 Main Sources of (retiree) Income 6:40 What should an average 40-yr-old do that has never invested? 7:33 Quality Dividend stocks (perhaps Aristocrats & Kings) 8:14 Simple 3-Step Plan to get Wealthy/Rich 8:31 Why Dividend Passive Income is Ideal for Retirement 9:06 Median Retirement Accounts by Age 9:40 Example Div Portfolio to have about the pension/retirement acct that 65+ folks have 10:08 TLDR 10:25 Average Annual Spending of Retirees 10:34 Median Retirement Deferral rates 10:57 Retirement Calculators 11:08 More Benefits of Retiring with Dividends 11:35 Retiring without Dividends using the 4% Rule 12:32 Shoutouts/Outro My Seeking Alpha Premium Affiliate Link ➜ Chat with me on my free Dividend Discord chat s

In this insightful video I go over the dividend fallacy theory, which helps explain why dividends are NOT free money. Chat with me on my free Dividend Discord chat server ➜ Follow me on Instagram ➜ Follow me on Twitter ➜ My Seeking Alpha Affiliate Referral Link: Seeking Alpha currently has a sale running where new people can sign up to their premium membership for only $99 for the 1st year (starting with a 7-day free trial that you can cancel) vs the normal $239/year that I've paid for years. They mentioned that they would probably be changing this offer soon, so verify what they’re offering if you try my link. I literally won’t buy or sell a stock anymore without first checking out the articles & comments section on Seeking Alpha. 0:00 Intro 0:30 The Free Dividends Fallacy TLDR 1:16 Caterpillar dividend impact on price 2:40 How the ex-dividend price drop is sometimes countered 2:56 Dividend yield Net (or Shield) 3:29 A key point the Dividend Fallacy authors are

In this exciting video I show you my entire $2.8 million dollar dividend portfolio that I’ve been building up over the last 30 years. You’ll also learn which dividend stock I sold out of as well as which new ones I’ve added. I’ll also share another dividend stock I plan to add in the future. Seeking Alpha Affiliate Referral Link: I’m a Seeking Alpha Affiliate 😊 Apparently there is a special sale running where you can sign up for premium membership for only $99 plus a 7-day free trial, and this sale will only last for a while. 0:00 Intro 2:15 My Portfolio in Fidelity 3:57 my Taxable account 9:02 JNJ & Kenvue 13:32 Taxable cont. 14:28 retirement account 1 15:43 retirement account 2 16:12 My dividend portfolio in my spreadsheet tool 21:49 Calendar view of my dividends 24:26 Estimates of my dividend growth 27:30 Sub comment 25:10 Various graphs of my portfolio 28:36 How taxes can be awesome for qualified divs 28:51 Some other $ sources for me 29:14 72t 29:38 Withdrawing