ETFs + Dividend Stocks = Smarter Portfolio? How to Analyze Mixed Strategies
Many investors combine multiple strategies in their portfolios. One of the most common combos? ETFs and individual stocks. But here’s the real question: how do you analyze your portfolio when you mix both? Does it make your life easier… or way more complicated? We explore what each strategy brings to the table, how to properly review and balance your holdings, and how to avoid turning your portfolio into a confusing mess. Whether you’re 100% ETF, 100% stocks, or somewhere in between—this one will help you bring clarity and purpose to your investing strategy. Download the Dividend Income for Life Guide. Make sure to check out the complete show notes. X: @TheDividendGuy FB: http://bit.ly/2Z7Q5gF YouTube: http://bit.ly/2Zs6r1r DividendStocksRock.com
--------
34:30
--------
34:30
My Favorite High-Yields That Won’t Let You Down
We explore a topic that's unusual for us—high-yield dividend stocks! While yield isn't our focus, we know many investors crave reliable income. So, how can you spot a high-yielder that won’t burn you? Mike shares his favorite picks, how to separate safe income from risky traps, and why the story behind the yield matters less than the numbers. Download the Dividend Income for Life Guide. Make sure to check out the complete show notes. X: @TheDividendGuy FB: http://bit.ly/2Z7Q5gF YouTube: http://bit.ly/2Zs6r1r DividendStocksRock.com
--------
39:33
--------
39:33
How to Craft an Investment Thesis
We explore what it really means to craft an investment thesis—and why it’s the missing link for many investors. Let's break down the essential steps to writing one, how to use it in buy/sell decisions, and walk through two real-world examples: Alimentation Couche-Tard and BCE. Whether you're a beginner or a seasoned investor, this is your guide to investing with clarity and confidence. Download the Investment Roadmap. Make sure to check out the complete show notes. X: @TheDividendGuy FB: http://bit.ly/2Z7Q5gF YouTube: http://bit.ly/2Zs6r1r DividendStocksRock.com
--------
37:22
--------
37:22
These Stocks are Down 20%+... Buy More or Sell?
What should you do when a stock you own is down 20%, 30%, or even 40%? We review major names like UnitedHealth, and six others that are currently in the red. But instead of reacting emotionally, Mike shares a clear, practical decision-making framework. Whether you're holding long-time favorites or recent disappointments, decide if it's time to sell, wait, or buy more. Make sure to check out the complete show notes. X: @TheDividendGuy FB: http://bit.ly/2Z7Q5gF YouTube: http://bit.ly/2Zs6r1r DividendStocksRock.com
--------
44:56
--------
44:56
REITs Under Pressure – How to Invest Wisely in Real Estate Stocks: A Guide
Mike and Vero demystify real estate investment trusts (REITs), exploring how they work, where they’re struggling, and which ones still make sense in a dividend growth portfolio. Learn how to analyze REITs using the right metrics, spot red flags, and know if they belong in your portfolio at all. Make sure to check out the complete show notes. X: @TheDividendGuy FB: http://bit.ly/2Z7Q5gF YouTube: http://bit.ly/2Zs6r1r DividendStocksRock.com
Should I buy? Should I sell? Or Should I stand pat? The market should never dictate how or when you invest. By increasing your confidence levels, you will invest with more conviction, save time, and eliminate many of your dilemmas. Everybody deserves a happy retirement. Mike Heroux from The Dividend Guy Blog is not only a passionate investor, but he is also pretty good at explaining how the market works and how you can make your money work more effectively for you.
This podcast will cover all aspects of dividend growth investing. The clearer and more detailed your investing methodology, the easier it is to stick to your plan and avoid the potential pitfalls. Supported by dividend stock examples, facts, and a well-tested investing strategy, you will receive his best advice on how to properly respond to market fluctuations; how to build your dividend growth investing portfolio; and, how to manage that portfolio so you can eventually enjoy a stress-free retirement.
Since 2003, Mike has been 100% invested in equities. He shifted his entire portfolio into a dividend growth investing strategy in 2010. Mike worked in the financial industry for a number of years including 5 years as a certified financial planner and another 5 years as a private banker. He decided to leave the corporate world of banking at the age of 35 because his ultimate goal was to help more investors be successful. In 2013, he founded Dividend Stocks Rock, which is a service that now guides over 3,000 investors down the path of success using a Dividend Growth Investing model. He is followed by over 55,000 people and counts 15,000+ webinar attendees to date.
Hit subscribe now to improve your portfolio’s performance and to add conviction to your investment decisions.
Disclaimer: The information contained within this podcast is for informational purposes only and it is not intended as a recommendation of the securities highlighted or any particular investment strategy; nor should it be considered a solicitation to buy or sell any security. In addition, this information is not represented or warranted to be accurate, correct, complete, or timely. The securities mentioned in this podcast may not be suitable for all types of investors and the information contained in this podcast does not constitute advice. Before acting on any information in this email, readers should consider whether such an investment is suitable for their particular circumstances, perform their own due diligence, and if necessary, seek professional advice.
Canada - english