2019 Dividend Stock Strategy and Holdings

Since I semi-retired back in 2014 I have lived off of the Dividends we make off our Stocks in our Brokerage account. The stocks have changed over the years and some have stayed the same. Some will change in the future if we need to make changes.

We did sell some of them when we bought our house in 2016. We sold some more in 2018 to buy Mrs. RE new Van. She needs a reliable vehicle to drive to work which is 30 miles each way. She did say once the boys move out of the house that she may quit buying vans and go back to a car.

We both are not fans of Debt so we wanted to have our house paid off. We redo our projections for income and expenses after each year ends and we are still looking good even with the dip in the stock market values in December 2018.

People ask what semi-retired is and it can be different for each person. I am always trying to create new products to help people be more successful and to provide more for my family. I see myself always working for myself and possibly working for someone else also. Currently my home business keeps me pretty busy and my dividends keep paying off.

Be sure to that that I am not giving you Financial Advice. This is just our story of what we are doing. There is no guarantee it would work for you. You should always seek a Financial Advisor or Accountant if you are not Financially trained. Financial education is really important I feel and wish they covered it more in our kids Schools. We constantly keep working with the boys on their Financial education.

We have Stocks in our Brokerage Accounts and in our IRA Accounts we have some. But most in our IRA Accounts we have EFT’s and Mutual Funds. I am not a fan of all the expenses Mutual Funds have but I am being more conservative with those accounts.

Our long-term goal with the Dividend stocks is that I could live off the Dividends until I reach 70 or older. My goal is to not start taking out my Social Security until age 70 so I can max out my Monthly Benefit. Also, I want to wait to touch my IRA Accounts to the last resource to let them build. I know things can come up in life and we may have to use it sooner but we are hoping for the best and if something comes up, we will decide then what path to take. We could always downsize someday for more money if we would need to. For now, it is nice having a big house for the family and for our visitors during the year.

I use Fidelity, AAii.com, Brinker Report, Zach’s Reports and some other info for when deciding what stocks to buy. But mostly I use Fidelity tools. I also have some stocks that I track each month on a excel spreadsheet for the last 5 years.

In a perfect world I would like no more than 4% held in any one stock and then to have money spread out among different sectors. But I am not there yet. I am really heavy in REITs for now as you will see. I also have stocks in the following Sectors; Energy, Oil, Coal, Technology, Industrials, Automotive, Tele Communications, Real Estate EFTs and Financial Loans.

Here is our list of our Dividend Stocks in our Brokerage Account and their Quarterly Dividend last paid out per share;

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Here is a positive quote I like; “Remind yourself daily that there is no way to happiness; rather, happiness is the way.” ― Wayne W. Dyer, Change Your Thoughts – Change Your Life: Living the Wisdom of the Tao

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