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Join me on my journey as I find ways to achieve financial freedom by living off of dividend income! 200k subs on YouTube and growing!
Jul 5 12 tweets 3 min read
One of the best kept secrets of the tax code?

Under the right circumstances-

A married couple in the US can earn up to $126,700 in dividends every year and pay zero in taxes.

Here's how: (thread 👇) Image Generating $126,700 of federal tax-free money is almost equivalent to generating a before-tax salary of $165,000 (since you would pay approximately 25% in federal taxes)!

In other words, you would need to earn $165,000 from your day job to have the exact same net pay of $$126,700 with qualified dividends.
Jun 9 8 tweets 3 min read
Is $QQQI the best new income ETF on the market? 🧵

This Covered Call ETF launched just 15 months ago…

➡️ Yields 14%
➡️ Has outperformed the S&P 500
➡️ Won ETF dot com’s “Best New Active ETF”

Here’s why so many investors are taking notice 🧵 Image 1. High Monthly Income, with Stability

QQQI targets holdings in the NASDAQ 100 and uses an options strategy to generate monthly income.

So far, it’s delivering:

- A 14.54% trailing yield
- Stable monthly payouts (rare for covered call ETFs)

Compare this to $JEPI, which pays a solid yield (~8%) but fluctuates wildly month to month.

QQQI? Smooth, steady payouts.Image
Jun 3 7 tweets 3 min read
Hartford Funds recently conducted one of the most in-depth research studies on dividend stocks over the last 94 years.

The results will blow your mind.

Here is what they found: 👇 1. Since 1960, staggering 85% of the S&P 500's cumulative return has come from reinvested dividends and the power of compounding.

$10,000 invested in the S&P 500 in 1960 without reinvesting dividends?

Turned into $982,072.

$10,000 invested in the S&P 500 in 1960 while reinvesting dividends?

Turned into $6,399,429.Image
May 15 12 tweets 4 min read
Warren Buffett's Berkshire Hathaway just released their latest form 13F.

This document reveals every move he made last quarter and gives us an update on his entire portfolio.

I spent the last 3 hours reviewing it, and found these key takeaways: 1. Buys and Sells

In the most recent quarter, Buffett added to 7 positions, and added 0 new positions.

He reduced the size of 6 positions, and sold out of 2 entirely. Image
May 9 10 tweets 3 min read
📈 Covered call ETFs have exploded in popularity, largely because many pay high monthly dividends.

I’ve created a master spreadsheet tracking almost 70 different covered call ETFs (free to download below): 🔗

Recently, I added new fund to the list: $QUSA 👇 This is the second covered call ETF launched by VistaShares & @adampatti in recent months.

You might’ve seen their first one , $OMAH, which tracks Berkshire Hathaway holdings and targets a 15% yield. It already has $140M+ AUM.

Now they’re back with a new twist, sponsored by VistaShares:
Apr 19 6 tweets 2 min read
How Peter Lynch Selects Stocks:

📉 Trailing P/E < 25
🔮 Forward P/E < 15
⚖️ Debt/Equity < 35%
📈 EPS Growth > 15%
📊 PEG Ratio < 1.2
💰 Market Cap > $5 billion

I recently ran this screen, and found only 4 dividend stocks met the criteria: 1. $QFIN - Qifu Technology 📊

📉 Trailing P/E: 7.82
🔮 Forward P/E: 4.95
⚖️ Debt/Equity: 6.70%
📈 EPS Growth: 27.88%
📊 PEG Ratio: 0.52
💰 Market Cap: $4.96B
💸 Dividend Yield: 3.68%

Qifu Technology is a Chinese company that provides digital consumer finance platforms.
Apr 17 8 tweets 2 min read
Bill Ackman just made a MASSIVE bet on a company that no one saw coming.

A bet on a stock that fell from $30 to $3 in just 3 years.

Here's why Bill Ackman believes Hertz $HTZ could be a 10X by the year 2029: 🧵👇Image 1) Ackman sees Hertz as two businesses in one:

🔹 A car rental operator
🔹 A leveraged portfolio of vehicles worth ~$12 billion

Ackman believes this structure creates massive upside if the turnaround plan works
Apr 4 11 tweets 3 min read
10 Images To Help You Prepare For The 2025 Market Crash:

1. Stocks Outperform Long Term Image 2. What Your Journey Will Look Like Image
Mar 27 6 tweets 2 min read
🚨 MASSIVE INSIDER BUYING 🚨

Founder Bernard Arnault is scooping up shares of $LVMHF (Louis Vuitton) while it is at its 52 week low.

Here's why it is interesting 👇 Image This wasn't a "one-off" planned purchase.

He has been buying shares nearly every day for the last 2 months. Image
Mar 25 16 tweets 5 min read
How to make $500 a month in dividends from $10,000: (Thread) 👇 Image For a lot of people, dividend investing doesn't seem like an exciting way to build wealth.

And to be fair, investing $10,000 into a stock with a dividend yield of 3% only pays you $300 a year-

Or $25 every month.
Mar 6 13 tweets 3 min read
One of the best kept secrets of the tax code in 2025?

The fact that under the right circumstances…

You could make $126,700 in dividends and pay $0 in taxes.

Here's how it works: 👇 Qualified dividends get a preferential tax treatment.

According to the IRS, if your taxable income is less than $96,700 and you file jointly, you will pay $0 in capital gains tax. Image
Feb 19 7 tweets 2 min read
How Peter Lynch selects stocks:

📉 Trailing P/E < 25
🔮 Forward P/E < 15
⚖️ Debt/Equity < 35%
📈 EPS Growth > 15%
📊 PEG Ratio < 1.2
💰 Market Cap < $5 billion

I just ran this screen, and found these 5 dividend stocks meet the criteria: 1. $GM General Motors Image
Feb 15 13 tweets 4 min read
Warren Buffett's Berkshire Hathaway just released their latest form 13F.

This document reveals every move he made last quarter and gives us an update on his entire portfolio.

I spent the last 3 hours reviewing it, and found these key takeaways: 1. Buys and Sells

In the most recent quarter, Buffett added to 5 positions, and added 1 entirely new position, $STZ.

He reduced the size of 8 positions, and sold out of 3 positions entirely.Image
Jan 19 8 tweets 2 min read
The Bill & Melinda Gates Foundation Portfolio is worth over $45 billion.

89% of it is in these 6 stocks: 1. $MSFT Microsoft

Allocation: 27.64% Image
Nov 26, 2024 6 tweets 2 min read
🚨 MASSIVE INSIDER BUYING 🚨

Founder Bernard Arnault is scooping up shares of $LVMHF (Louis Vuitton) while it is at its 52 week low.

Here's why it is interesting 👇 Image This wasn't a "one-off" planned purchase.

He has bought shares on 7 separate occasions in the last 2 and a half weeks. Image
Nov 14, 2024 9 tweets 3 min read
🚨 Warren Buffett's Berkshire Hathaway just released their latest form 13F. 🚨

This document reveals every move he made last quarter and gives us an update on his entire portfolio.

I spent the last hour reviewing it, and found these key takeaways: 1. MASSIVE Cash Position

Buffett's cash position is now sitting at $325 billion.

That's basically double the size of what it was a year ago.

When asked about the cash position earlier this year, Buffett stated-

"We don't have any idea how to use it (cash) effectively" 👇
Nov 2, 2024 5 tweets 2 min read
What made Warren Buffett, Charlie Munger, and Peter Lynch so rich?

Pareto's law.

The idea that you can get 80% of the results from 20% of the effort.

"All you need for a lifetime of successful investing is a few big winners"

- Peter Lynch

Here is an example for each:Image 1. Warren Buffett

Buffett began buying American Express stock in the fall of 1960s, and added more capital in the 90s.

He eventually built a $1.3 billion position.

He has held this position for 31 years.

The market value now?

Around $34.5 Billion.

A 26.5X return.Image
Oct 29, 2024 8 tweets 2 min read
The easiest way to receive safe, growing, and consistent dividend income?

Dividend ETFs. 💰

Here are 6 you should consider: (thread 👇) 1. $SCHD

Yield: 3.45%
5 YR Dividend CAGR: 12.0%
Expense Ratio: 0.06% Image
Sep 28, 2024 9 tweets 3 min read
Overwhelmed with how to research and analyze stocks?

Here are the top 7 investing resources I use daily: 1. Yahoo Finance

Yahoo Finance is a good place for beginner investors to start researching.

It's free, and gives you access to the basic information you need to start finding stocks that may fit into your goals.Image
Jul 20, 2024 9 tweets 3 min read
Bill Ackman is considered by most as a wildly successful hedge fund manager.

His secret?

He doesn't believe in diversification.

100% of his portfolio is in these 7 stocks:Image 1. $CMG

Allocation: 20.10% Image
May 27, 2024 12 tweets 3 min read
Super Investors just filed their form 13Fs.

This tells us all of the buys and sells they made over the last quarter.

Here are the top 10 most frequently bought dividend stocks by super investors last quarter: 1. $UNH UnitedHealth Group Image