Don’t chase monthly dividends. Build a retirement ‘team’ of ETFs designed to perform through market ups and downs. See this month’s surprise performers. #ETFs #Investing #RetirementPlanning #DividendInvesting #FinancialFreedom
from Simply Money https://www.youtube.com/shorts/Yn3HIqQOu9A
Market volatility hit in July. Discover how my retirement portfolio handled the downturn, which ETFs delivered income, and if every ETF did its job. Let’s see the numbers. #DividendIncome #PortfolioPerformance #InvestingTips #ETFStrategy #MarketUpdate
from Simply Money https://www.youtube.com/shorts/CEpdpC6wFj8
Allocating funds differently can lead to massive savings. See how a more aggressive approach with higher yields achieved a 9.9% return, saving $60,000. #InvestingTips #FinancialFreedom #SaveMoney #SmartInvesting #WealthBuilding
from Simply Money https://www.youtube.com/shorts/E9gP90x2iwE
Think $400k is needed for $2k/month income? With the right funds, it drops to $240k. Same investments, same goal, drastically less capital required. Let me show you how. #InvestingTips #FinancialFreedom #PassiveIncome #SmartMoney #WealthBuilding
from Simply Money https://www.youtube.com/shorts/wQOrUu5N0P0
Discover the massive difference in investment costs: Conservative ($390k), Moderate ($300k), and Aggressive ($240k). That’s a $150k saving without changing funds! See exact allocations, yields, and risk trade-offs. #InvestmentSavings #FinancialPlanning #WealthManagement #SmartInvesting
from Simply Money https://www.youtube.com/shorts/gy_qkSaRMaY
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Every dividend tells a story… and July had an interesting one.
The market pulled back, volatility returned, and many investors started asking the same question:
Can my portfolio actually handle a market like this?
Instead of guessing, I’m sharing my real numbers.
In this July portfolio update, you’ll see:
How much dividend income my retirement portfolio generated
Which ETFs did the jobs they were hired to do
Why SCHD still plays an important role during market pullbacks
How CHPY performed after a volatile month
Why I continue buying during market declines
A walkthrough of the new Simply Money Portfolio Manager
This isn’t about chasing the highest yield.
It’s about building a retirement team where every ETF has a purpose and continues doing its job regardless of market conditions.
July Highlights
$5,774 in dividend income
Portfolio positioning during volatility
Live look at my retirement income dashboard
Portfolio Manager walkthrough
Every ETF has a job. Every job has a purpose.
Simply Money Tools
• Portfolio Manager
• Portfolio Planner
• Retirement Stress Test
• DRIP Score
Available through the Buy Me a Coffee link below.
This video is for educational purposes only and should not be considered financial advice. Always perform your own due diligence before investing.
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00:00 Every dividend tells a story
00:55 Why July tested my retirement portfolio
01:45 My original dividend tracking spreadsheet
02:10 The ETF that surprised me this month
02:35 SCHD’s job during market volatility
04:37 CHPY after the market pullback
06:52 Why I keep buying during downturns
07:18 My July dividend tracker
08:24 July dividend income totals
09:06 How my retirement income is evolving
10:34 Introducing the Simply Money Portfolio Manager
11:05 Portfolio dashboard overview
11:51 Setting up your portfolio
12:31 Recording transactions and dividends
13:50 Portfolio holdings and analytics
15:26 Income report and retirement metrics
16:35 Portfolio health check and history tracking
17:33 Final July portfolio update
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Welcome to Simply Money — your source for ETF investing, dividend income, passive income, retirement planning, and financial freedom.
I break down real-world investing strategies using data, portfolio analysis, backtesting, and income projections to help you make smarter financial decisions.
On this channel you’ll learn:
• ETF Investing Strategies
• Dividend Income & Passive Income
• Covered Call ETFs & High-Yield Investing
• Monthly Income Portfolios
• Retirement Income Planning
• Growth vs Income Investing
• Dividend Growth & Yield on Cost
• Portfolio Analysis & ETF Comparisons
• DRIP Strategies & Income Reinvestment
• Financial Independence & Wealth Building
Featured investments include SCHD, SCHG, JEPI, JEPQ, SPYI, QQQI, CHPY, IWMI, GPIQ, GPIX, and other dividend and income-focused ETFs.
Simply Money Investing Tools
• Simply Money DRIP Score
• Simply Money Portfolio Planner
• Simply Money Retirement Stress Test
• Income Forecast & Income Tracker
• Dividend & Portfolio Analysis Tools
Get access here:
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Subscribe for weekly videos on ETF investing, dividend income, passive income, retirement planning, and financial freedom.
#SimplyMoney #ETFInvesting #DividendInvesting #PassiveIncome #RetirementPlanning #DividendIncome #MonthlyIncome #IncomeInvesting #FinancialFreedom #WealthBuilding
from Simply Money https://www.youtube.com/watch?v=eAHmjPs6hjQ
Reinvesting in SCHD since 2011 has yielded incredible results. An initial $50,000 investment has grown to $274,000, with an 18.6% yield on cost. #SCHD #DividendInvesting #InvestmentGrowth #FinancialFreedom #WealthBuilding
from Simply Money https://www.youtube.com/shorts/2GASyXwSJv4
Don’t chase monthly dividends. Build a retirement ‘team’ of ETFs designed to perform through market ups and downs. See this month’s surpris...
