I'm excited to share the dividend stocks I'm personally buying in 2023! I'm also excited to share my overall financial strategy for the new year. Learn about my "Core 4" dividend investing strategy. #dividend #stock #investing
Timestamps: 0:00 Introduction 1:42 SEGMENT 1: MY CORE 4 DIVIDEND STOCK STRATEGY 1:43 Starbucks (SBUX), Johnson & Johnson (JNJ), PepsiCo (PEP), and McDonalds (MCD) 2:09 Hypothetically, if I were staring over in 2023 with $10,000, I'd probably split the money 4-ways into my Core 4. 2:33 Sleep-well-at-night, blue chip stocks. 2:54 Starbucks (SBUX) PE is finally coming down, with EPS estimates surging. 3:20 The dividend is growing by 12.1% per year, on average. 3:30 Johnson & Johnson (JNJ) provides incredible stability. And, the PE is still in the value range, in my opinion. 4:00 I am a conservative investor, and I provide a huge premium on quality. 4:30 PepsiCo (PEP) is performing well during turbulent times, and dividend growth rate is strong. 5:07 McDonalds (MCD) is also performing well during these volatile times, and the 5-year dividend CAGR is fabulous. 6:04 Even though these companies are "old", they are still growing really well! Earnings are growing, supporting dividend growth. 6:24 My 2023 investing strategy is not about 2023. It's about investing right, to set myself up for success in 2053 or even 2063. 7:07 SEGMENT 1A: MY CORE 4 DIVIDEND STOCK GOALS IN 2023 8:14 I want all of my Core 4 to be at parity in terms of position size. 8:28 Takeaway: I like to make investing a game. I'm playing the game of "catch up" in my Core 4 this year, with JNJ, PEP, and MCD all getting to size with SBUX. 9:27 When JNJ spins off their consumer division, my JNJ position will shrink to only 6.77% of my portfolio. 10:12 Sometimes, I create uncomfortable situations in my portfolio because they force me to the next level. This year, I will be very focused on JNJ, PEP, and MCD. 11:59 SEGMENT 1B: JOHNSON & JOHNSON (JNJ) SALES BY DIVISION IN Q3, 2022 13:04 I estimate that the JNJ consumer spin-off will reduce core JNJ market cap by 22%. 14:12 SEGMENT 1C: MY CORE 4 GOAL STATE (All Core 4 in the 8% of portfolio value range.) 15:05 This year, I don't have any windfall events on the horizon. I'm putting this bold goal out there, so I can somehow, someway reach my goal! 15:46 SEGMENT 2: ALL OF MY INVESTING GOALS FOR 2023 15:59 GOAL 2: Boost my higher yielders. 16:42 10 Higher Yielding Dividend Stocks I'm Buying in 2023. (And Unilever too.) 17:42 GOAL 3: Buy more Treasury Bonds. 18:05 Why I like Treasury Bonds right now. 18:54 GOAL 4: Contribute to my SEP IRA. 20:46 GOAL 5: Refining my cash management strategy. 21:56 Cash reserves can be a means of paying for stuff, to delay tapping into dividends. The snowball can build quicker. 22:28 DISCLOSURE AND DISCLAIMER
DISCLOSURE: I am long Starbucks (SBUX), Johnson & Johnson (JNJ), PepsiCo (PEP), McDonalds (MCD), Danone (DANOY), Unilever (UL), Kimberly-Clark (KMB), Clorox (CLX), Altria (MO), Universal (UVV), Bank of Montreal (BMO), Pfizer (PFE), Leggett & Platt (LEG), 3M (MMM), Southern (SO), and Duke Energy (DUK). l I own these stocks in my personal dividend stock portfolio. I’m also long Treasury Bonds and I Bonds.
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