GenExDividendInvestor

Timeframes definitely shift the narrative. Starting in 2002 captures the post-dot-com recovery and the entire QE era, which was a pretty unique environment and likely a tailwind for that specific quintile. The bigger question for me is whether the next 20 years look more like the last 20, or more like the longer-term historical average across different rate regimes. Either way, I tend to think a broad basket of quality businesses still makes the most sense :)

@GenExDividend The Hartford study is a great one. The analysis period starts in 1930 though, so I don’t think it’s very indicative of the modern economy or current US monetary and fiscal policy. In a Bloomberg study of the same quintiles from 2002 to 2025, the 2nd lowest yielding quintile won

In this episode I share how some investors make the mistake of focusing primarily on yield, which then leaves them unaware of how an investment could actually be a trap that sinks their portfolio over the long run. Follow for #investing insights about #dividend stocks! youtu.be/EDfR0cGm92Q

@Calmerthanuare3 Interesting data on some of that hartfordfunds.com/insights/marke…

@GenExDividend Pretty tough to beat broad market index funds over the long run. High yield doesn’t have a great track record. Neither do highly overvalued growth stocks. High quality, low yielding, blue chip dividend growth stocks on the other hand, have an excellent track record at doing so.

@SCHDETF Thanks, Stan :)

@GenExDividend Another great video GenEx!

In this episode, I’ll tell you about the only infinite money glitch that actually works, as I’ve been doing it for decades, and that’s investing in quality dividend stocks. Follow for #investing insights about #dividend stocks! youtu.be/FYIK4KeuTwA

@1BigCountryO Thanks, I appreciate it :)

@GenExDividend Great video as always! Your content is motivational. I appreciate all the work you do.

@Calmerthanuare3 Lots of things will outperform various tickers :)

@GenExDividend Will be interesting to see if $STRC outperforms $SCHD over the next decade.

Realty Income (6.49% of my portfolio is $O) announces a small dividend increase -- they often do multiple smaller ones and a larger one each calendar year. realtyincome.com/investors/pres…

CPI rose 2.4% relative to 12 months ago per the Bureau of Labor Statistics, generally inline with expectations. bls.gov/news.release/c…

In this episode, I'll tell you about a high-yield dividend ETF that surprised me for a variety of reasons, including how well it’s done. I’ll end things with some breaking news about a brokerage that just announced they’re going to start paying out dividends up to a month early, and my take on how and why they’re able to do that. Follow for #investing insights about #dividend stocks! youtu.be/T-M4EWdgvO8

Goldman Sachs Nasdaq-100 Premium Income ETF (3.95% of my portfolio is $GPIQ) is showing a 3/6 monthly dividend payout of $0.4527/shr in Fidelity, which increases its TTM by 0.72%.

As an update -- the website didn't display my k1 but I called them up (800-599-9985) and they emailed it to me.

Enterprise Products Partners (4.45% of my portfolio is $EPD) updates their K1 availability date to 3/3. ir.enterpriseproducts.com/k1-tax-informa…

JPMorgan Nasdaq Equity Premium Income ETF (4.06% of my portfolio is $JEPQ) announces their March distribution #dividend of $0.509/shr/mo, payable on 3/4/26, which raises their TTM by 0.43% to $6.16487. am.jpmorgan.com/us/en/asset-ma…

In this episode, I'll show you something that many investors misunderstand about SCHD, and I’ll kick this off by sharing a comment I got yesterday that actually ties into what I’m talking about. Follow for #investing insights about #dividend stocks! youtu.be/cujnnVX_1z8

$IDVO (1.27% of my portfolio): next payout is Feb 27 for $0.21710/shr (a 2.62% increase to their TTM). amplifyetfs.com/idvo/

$QDVO (3.26% of my portfolio): next payout is Feb 27 for $0.23625/shr (a 1.29% increase to their TTM). amplifyetfs.com/qdvo/

$DIVO (4.3% of my portfolio): next payout is Feb 27 for $0.18632/shr (a 0.81% increase to their TTM). amplifyetfs.com/divo/

HD does a 1.3% dividend hike. Looks like the majority overestimated this time. It seems to me HD is being cautious given economic conditions, but at least they’re protecting the dividend and balance sheet amid muted growth expectations. Growth looks steady, but it doesn’t suggest management has high conviction in accelerating cash flow. Feels like they’re bracing for choppier waters ahead. ir.homedepot.com/news-releases/…

Home Depot (1.02% of my portfolio is $HD) might be announcing a hike to their #dividend relatively soon. If they do then how much do you guess it will increase on a % basis?

@Chrisnoel__ Interesting -- I hope your IP wasn't banned for nefarious things ;)

@GenExDividend Used a vpn.

Schwab US Dividend Equity ETF (6.67% of my portfolio is $SCHD) just announced its #dividend distribution dates in 2026.