3 HUGE DIVIDEND STOCK TRADES (Passive Income Surges) [Video]

I’m excited to share three large dividend stock trades, and my top 7 dividend stock holdings in my personal portfolio. My passive income has increased a staggering 7.64% almost overnight, and I’m making big moves in my portfolio.
#dividend #stock #investing

Timestamps:
0:00 INTRODUCTION
0:02 My dividend income is up 7.64%, almost overnight, due to large trades that I’m going to share today!
0:22 I have a new number 6 largest position in my dividend stock portfolio.
0:35 I’m going back to my roots. My number 4 largest position is Altria (MO). My number 6 largest position is British American (BTI).
1:18 SLIDE 1: MY LARGE BRITISH AMERICAN (BTI) PURCHASES
2:35 My dividend income is up 7.64% from the trades shared today.
3:28 SLIDE 2: MY THREE DIVIDEND STOCK TRADES
3:31 I bought BTI twice (75% weight). I bought SCHD once (25% weight).
4:04 Aggregate yield of my paired trade was 7.56%.
4:39 These were difficult trades because I was waiting for my funds to deploy, while I saw BTI stock price increasing each day.
4:55 I’m sharing all of my journey here. Some trades may age well, others may not. We’ll see how this one does.
5:51 Over the last few months, I have seen BTI trend up from $31, to $32, to $33, and now all the way up to $34. It has been painful.
6:28 Real world constraint: Waiting for funds to deploy.
7:49 I was going to deploy 100% BTI, but I did 75% BTI and 25% SCHD because BTI had gone up a lot in share price.
8:32 SLIDE 3: MY STRATEGIC DIVIDEND PORTFOLIO GOALS
8:59 Goal 1: Higher aggregate portfolio yield.
9:23 Goal 2: Increase aggregate portfolio CAGR (for long-term yield-on-cost).
10:30 SLIDE 4: MY TOP 7 DIVIDEND STOCK HOLDINGS
11:58 JNJ 8.5% Value, PEP 7.8% Value, SBUX 7.4% Value, MO 7.1% Value, McDonalds 6.3% Value, BTI 5.1% Value, RTX 4.9% Value
12:28 My top 7 positions comprise 47.1% of the portfolio value (and 53.14% of dividends).
14:40 SLIDE 5: SIN STOCKS AS A PERCENTAGE OF MY PORTFOLIO
14:56 31.62% of my dividends come from sin stocks.
15:26 SLIDE 6: MY AGGREGATE DIVIDEND STOCK PORTFOLIO YIELD
16:48 SLIDE 7: MY TOP PRIORITY GOING FORWARD (SCHD)
17:17 SCHD is now 1.5% of my portfolio, a big deal for me. I’m working towards 5-7%.
18:29 SLIDE 8: MY ALTRIA (MO) TRADE FROM LAST DECEMBER
18:41 I’m up 23.9% capital appreciation since December, 2023. And, I locked in dividend yield-on-cost of 9.75%.
19:08 SLIDE 9: BRITISH AMERICAN (BTI) DIVIDEND STOCK ANALYSIS
19:56 Dividend yield of 8.94%.
20:30 I’m not buying this for capital appreciation, but a little appreciation would be nice.
21:51 DISCLOSURE AND DISCLAIMER

DISCLOSURE: I am long SCHD, Altria (MO), British American (BTI), Johnson & Johnson (JNJ), PepsiCo (PEP), Starbucks (SBUX), McDonalds (MCD), and Raytheon Technologies (RTX). I own this ETF and these stocks in my personal dividend stock portfolio.

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