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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 18 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
Jul 7 5 tweets 2 min read
Covered Call ETFs have the potential to immediately boost the yield of your portfolio.

But I will warn you, there are plenty of bad covered call ETFs out there.

Want to know if a covered call ETF can provide sustainable high yield?

Look for growing NAV.

Here's why: 👇 Covered call ETFs generate income by selling call options on stocks they hold.

But here's the catch: If the NAV shrinks over time, the ETF has fewer valuable assets to write calls on.

Less valuable assets = lower call premiums = declining income.

A growing NAV means the ETF can consistently generate strong premiums and maintain (or even grow) its distributions.
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