Many investors today overlook the Balance Sheet, which can be a huge mistake

The Balance Sheet tells you the HEALTH of the company

Here is a QUICK walk thru on how to read a Balance Sheet: 1/ A Balance Sheet is a snapshot of a company's financial health

All Balance Sheets MUST balance using the following formula:

Assets = Liabilities + Owner's Equity

I have talked a lot before on the POWER of the Roth IRA

However, today, I am here to tell you about the POWER of an HSA 1/

HSA = Health Savings Account

The ONLY Triple Taxed-Advantaged account

BIG savings, but rarely used
In fact, less than 10% of Americans utilize an HSA

Investing in the stock market can seem risky at first
However, NOT investing at all seems even more risky to me

Here are 10 Fears that are common among new investors 👇 Fear #1 - Losing Principal

This is the biggest fear when you start investing

There is nothing worse than jumping into the market and seeing your principal you invested go DOWN

A key strategy that professional money managers use EVERY year is called:

TAX LOSS HARVESTING

If you do not yet know what this means, let me explain because it could lower your tax bill Tax Loss Harvesting is a way to lower your tax bill after you sell equities

The process involves selling stocks for GAINS and LOSSES

Let me explain

When it comes to analyzing a dividend stock to determine valuation and the safety of a dividend there are a few different things to analyze

Here are 5 things I analyze with EVERY dividend stock 1/ P/E Ratio

The P/E ratio is the most well-known valuation metric, which tells you how much you are paying for every $1 of earnings the company generates

Compare the P/E to the company's 5 & 10yr avg

However, there are plenty of pitfalls and the P/E should not be used alone

Dividend growth stocks offer both growth potential and dividend growth

Here are 10 of the BEST Dividend Growth stocks👇 1/ Visa $V

Dividend Yield: 0.7%
5-yr Dividend Growth Rate: 18.2%

What to add Real Estate exposure to your portfolio?

Consider REITs

The REIT sector has been under INTENSE pressure over the past 12-18mo due to rising interest rates and have REITs looking VERY cheap

Here is a look at 10 REITs trading well below their historical valuations👇 1/ Realty Income $O

Price: $56.90
P/AFFO: 14.2x
5-Year Avg P/AFFO: 19.3x

When it comes to investing in dividend stocks, my favorite type is Dividend Growth stocks

These companies consistently grow their dividend putting the Power of Compounding into overdrive

Check out how these 10 Dividend Stock have grown their dividends over the years

//THREAD 1/ The Home Depot $HD

1-Yr Performance: +9%
Dividend Yield: 2.6%
5-Yr DGR: 16%

Understanding how to perform research on stocks is a big hurdle for new investors

Being a CPA and working for a Big 4 accounting firm allowed me to familiarize myself with Financial Statements and metrics

Let me help you perform your own research

"Researching Stocks"

THREAD👇 1/

"Balance Sheet"

The B/S is a great place to start because it will give you insight as to the health of the company

Here you will find:
- Assets the company owns
- Liabilities (Debt) the company owes
- Equity of the company

My Goal: Earn $100,000 per year in passive income

Becoming a successful investors takes not only patience, but the right strategy

Here are 5 of my investing guidelines to reaching MILLIONAIRE status: 1/ Educate yourself

I am a big believer in the fact that ANYONE can be their own money manager

I work with clients every week, teaching them about the stock market to not only EMPOWER but EDUCATE

Stop wasting money with a financial advisor and take your money back

👑 A Dividend King is any dividend stock that has increased their dividend for 50 CONSECUTIVE years

Here are 10 great Dividend Kings: 1/ Johnson & Johnson $JNJ

Dividend Yield: 3.0%
5-year Dividend Growth Rate: 5.7%
Consec Years of Dividend Growth: 61yrs

10 Warren Buffett quotes to help shape you as an investor: 1/

"Rule No. 1: Never lose money. Rule No. 2: Never forget rule No. 1." - Warren Buffett

I became a MILLIONAIRE at 34

But I am not done, I am still striving to accumulate $100,000 in ANNUAL Dividend income

See my BLUEPRINT on how you can start tracking your path to becoming a MILLIONAIRE: 1/ Investing Regularly

Investing regularly starts with a habit

It does not start with a minimum amount of money. The money will come and grow from there, but it starts with the habit and the proper mindset

Dividend Growth stocks are among my FAVORITE type of stock to invest in

They put the Power of Compounding into overdrive

Here are 10 Dividend Growth stocks that have a 5-year Dividend Growth rate of 10% or more: 1/ The Home Depot $HD

Dividend Yield: 2.8%
5-Yr DGR: 16%
P/E: 20.0x
10-Yr Avg P/E: 22.0x

REITs are required to pay out at least 90% of their taxable income to shareholders in the form of dividends

This is one reason REIT yields can often be higher

However, due to this, REITs have to be laser focused on maintaining a strong B/S

Here are 10 of the BEST REITs

THREAD 1/ Realty Income $O

Realty Income is the gold standard when it comes to REITs

Sector: Net Lease
Div Yield: 5.1%

P/AFFO: 15.2x
5-Yr Avg P/AFFO: 19.4x

10 Dividend stocks that have increased their dividend at an average annual rate of 10% or more over the past 5 years

THREAD: 1/ Broadcom $AVGO

Dividend Yield: 2.3%
5yr Dividend Growth Rate: 25%
Consecutive Years of Dividend Growth: 11 years

YTD Performance: +45%

10 Dividend Aristocrats with the highest yields 1/ VF Corp $VFC

Dividend Yield: 6.7%

10 High Yield Dividend stocks with a dividend yield of 4% or MORE 1/

Realty Income $O
Div Yield: 4.9%

ETF & Chill

$VOO Vanguard S&P 500
$HDV iShares High Dividend ETF
$SCHD Schwab US Dividend ETF
$JEPI JPMorgan Equity Premium ETF
$DGRO iShares Dividend Growth ETF

How many of these do you own? Ready to start your Dividend Journey?

The next 10 copies of my eBook on Dividend Investing is 40% OFF!

Was $25, Now $15 🔥
dividendseeker.gumroad.com/l/zoUNO/Spring…

There are various types of stocks you can invest in

Blue Chip
Moderate Dividend/Defensive
Dividend Growth
High Yield
Cyclical

I’ll explain each 👇

THREAD 1/

A “Blue-Chip” stock is usually a LARGE company with a strong brand and reliable results

These are a few Blue Chip Stocks

$AAPL
$AMZN
$GOOGL
$MSFT

There has been some news on the thought of Apple acquiring The Walt Disney Co

Needham analyst Laura Martin says, "Such a tie-up would create a juggernaut in technology, entertainment and content unlike anything ever seen. And, on several levels, makes a lot of sense"
$AAPL $DIS 1/

Martin went on to say the two are "complementary" and that they are more valuable together than separate

This would create a Technology, Entertainment, and Content juggernaut never before seen

$AAPL is one of the few companies with the cash to do something like this