Transcript for:
The Dividend Snowball Effect: Strategies for $5,000 Monthly Income

ever seen a tiny snowball rolling down a hill what happens it gathers more snow right and before you know it it's turned into this massive Unstoppable force of nature big names in investing like Warren Buffett use something called dividend snowball but instead of snow this ball is made up of dividend payments from different stocks in your Investment Portfolio as it rolls down the hill of time it gathers more dividends compound founding its growth exponentially so how does this whole thing work and more importantly how can it help you earn $5,000 in monthly income in this video I'll show you two strategies a one-time investment and a monthly investment of $200 to reach a $5,000 per month goal in the end I'll show you a portfolio of stocks that has the potential to Triple that return over the long run so what exactly is the dividend Snowball Effect well it's simpler than you might think when a company pays out dividends you use that money to buy more shares of the stock these additional shares mean you'll get even bigger dividend payments next time around this compounding effect causes your investment to grow exponentially over time much like a snowball growing as it rolls downhill in other words the growth isn't linear it's exponential meaning it accelerates over time the key is is patience and reinvestment set up your Investments with dividend paying companies then sit back and let your dividends grow and compound your portfolio over time just like a snowball gains size and momentum your investments will grow too but truthfully understanding the concept is one thing actually putting it into practice is another so let's get into some real strategies that you can use to set your dividend snowball rolling the first step starts with setting a goal of monthly dividends and everyone's investment journey is unique some people want to make ,000 a month While others may want to earn $5,000 per month when planning how to invest or diversify your portfolio it's important to consider your individual financial situation and what makes the most sense for you for this video John will explore two strategies to determine if they can help him make $5,000 or more a month after retire M setting a goal gives you a Target to work towards it also allows you to measure your progress and adjust your strategies as needed the key here is to be realistic about your timeline and the amount you can invest now that we have a goal we need to determine what kind of return in stocks we should be looking for to reach that goal which brings us to the next chapter my two strategies to reach the $5,000 goal to reach the goal of $5,000 per month after retirement you need to strategically select stocks that offer a combination of high dividend yield consistent dividend growth and solid share price appreciation these three elements work together to maximize the compounding effect of your Investments let's get to know the two strategies that can help you achieve this strategy one John makes a one-time investment of $110,000 obviously this strategy demands that one-time investment of 10 grand John has to put it into a stock that meets the following criteria a current dividend yield of 8% a dividend growth rate of 7% and an annual share price appreciation of 6% over time these factors will work together to grow John's Investments and his dividend income here's how it plays out after one year his $10,000 investment would grow to $1,400 after 10 years it would be worth $ 38,2 $2 after 20 years it would grow to $158,200 by the end of 30 years John's initial $10,000 would have reached $710,000 the dividends alone after 30 years would amount to $65,500 4421 per month meeting our goal now let's consider a different approach instead of a one time time investment John decides to invest $200 every month into a similar high yield high growth stock this strategy leverages the power of regular contributions and compounding dividends over time with this method Jon's consistent monthly Investments would look like this after 1 year John's invested $2,400 after 10 years John's investment grows to $ 47,5 48 after 20 years it reaches $246,100 by the end of 30 years John's total investment would be worth ,1 158,159 40 which translates to about $881 per month impressive right now remember at the end I'll show you how to earn double or triple that amount in dividends with a port portfolio of stocks so we can clearly see that the second strategy has a better output than the first the reason is that this strategy benefits from the steady consistent growth of your Investments and takes advantage of Market fluctuations by spreading your Investments over time it's a great option for those who might not have a large sum to invest initially but can commit to regular contributions however there's one big problem here finding a single stock that consistently pays over 8% in dividends each year can be challenging in fact I don't even recommend stocks that pay dividends above 7% That's because of the dividend trap many new stocks tend to attract investors with significantly High starting dividend yields and these kinds of companies in the end tend to fail and investors end up losing money rather than gaining it to address this I have a solution like I said in the beginning to reach a goal of $5,000 you need a good mix of dividend yield dividend growth and share price appreciation here's how you do it in the coming chapter I'll show you how to create a diversified portfolio that balances high yield stocks with growth potential ensuring stability and maximizing returns so let's talk about making a portfolio to achieve the goal of earning $5,000 a month in dividend income it's crucial to create a diversified portfolio that includes different types of high yield Investments this ensures stability growth and consistent income let's make an ideal portfolio by focusing on three tiers of Investments dividend Aristocrats or Kings strong and stable dividend ETFs and dividend paying rats in the end I'll show you whether this Powerhouse of a portfolio can earn you more than $5,000 in dividends per month or not back to making the portfolio first let's start with dividend Aristocrats or dividend Kings these are companies that have a long history of consistently increasing their dividends they've been raising the money they pay to investors for at least 25 or 50 years based on my research here are some of the best dividend Aristocrats or Kings the first one is cintos Corporation it has a current dividend yield of 78% but what really stands out is its impressive dividend growth rate of 21 .5% and a 10-year average share price appreciation of 27.0 7% other strong candidates are Abbott Laboratories and Bank of America here are the key metrics for each stock so when we average out the metrics for these stocks we get a current dividend yield of 1.78% a dividend growth rate of 23.44% and a 10-year average share price appreciation of 15.67% % these metrics provide a strong Foundation of growth and income stability for your portfolio next let's add strong and stable dividend ETFs to our portfolio These funds allow you to invest in a basket of high yielding stocks offering diversification and ease of management some of the solid options and dividend ETFs include the Vanguard Information Technology Index Fund ETF shares Schwab us dividend equity ETF and the Vanguard midcap index fund ETF shares by averaging the metrics for these high dividend ETFs we get a current dividend yield of 1.87% a dividend growth rate of 12.58% and a 10-year average share price appreciation of 11.54% finally let's include dividend paying rits real estate investment trusts are required to distribute at least 90% of their income is dividends making them a fantastic source of high dividend yields American Tower Corporation is a prime example offering a current dividend yield of 3.34% a dividend growth rate of 18.83% and a 10year average share price appreciation of 8.16% and then there's also Cub smarts and Rexford industrial realy averaging the metrics for these dividend paying rats gives us a current dividend yield of 3.91% a dividend growth rate of 16.99% and a 10-year average share price appreciation of 9.81% these rats add a significant high yield component to our portfolio enhancing both income and growth potential now if you're wondering where I get all that data let me tell you about our Channel's official partner Seeking Alpha it's been my go-to tool for winning in Investments it's easy and simple and I love how I can access under the radar investing ideas earnings call transcripts and breaking news plus the exclusive databased stock ratings have been a GameChanger stocks rated Strong by and their Alpha picks have beaten the S&P 500 by over 80% so definitely check them out in the description seeing as they've also promised to give a 20% discount on premium membership with a 7-Day free trial at a 10% discount on Alpha piics to those in our community who join using the link from the video description okay back to portfolio returns combining the metrics of all the tiers our portfolio averages out to a current dividend yield of 2.52% a dividend growth rate of 17.67% and a 10-year average share price appreciation of 12.34% this balanced mix of stocks ETFs and REITs ensures that our portfolio is well diversed I ified and poised for both income generation and capital appreciation now that we've established a diversified portfolio let's get into the detailed projections to see how our investments can grow over time I'll show you both the one-time investment strategy and the monthly contribution strategy then determine which one is the best approach to go for first let's start with strategy number one the one-time investment strategy based on a current dividend yield of 2.52% % a dividend growth rate of 17.67% and a 10-year average share price appreciation of 12.34% if John invests $10,000 in this portfolio after one year the investment would grow to approximately $1,486 after 10 years his investment would be worth about $ 42,45 at the 20-year Mark John's investment would grow to roughly $217,450 by the end of 30 years John's initial $10,000 would have ballooned to an impressive 1,514 523 paying around $139,200 in annual dividends this translates to a monthly dividend income of approximately $1,585 the total value added to John's investment over 30 years would be 1,545 23 with $867,500 every month into the same Diversified portfolio after the first year John John's total investment would be $2,400 after 10 years it would grow to about $5,673 John's monthly contributions would accumulate to approximately $ 316,400 by the end of 30 years his total investment of $72,000 would grow to a staggering 2,273 335 at this point the annual dividend income would be around $28,400 providing a significant monthly income of about $1 17,37 the total value added to John's investment would be $2,213 35 with 1,261 355 from capital appreciation and $939,900 from reinvested dividends to fully maximize growth click the video on the screen to discover undervalued dividend stocks that have the potential to turn a $10,000 investment into over $5 million