We’re aiming for $5,000+ monthly growth and tracking our progress towards 2026. Currently at $5,204 with 11 months to go. Keeping tabs on our cumulative payments each year! #SimplyMoney #InvestingTheEasyWay #InvestingGrowth
from Simply Money https://www.youtube.com/shorts/48wnHZmzgtc
Crypto’s down, but history repeats. Expect pullbacks, then new highs. Bitcoin and cryptocurrencies are poised for another surge. Stay patient and bullish. #SimplyMoney #InvestingTheEasyWay #CryptoInvesting #Bitcoin #Cryptocurrency
from Simply Money https://www.youtube.com/shorts/v_87jphmydk
SCHD’s share price is up to $29.37 from $27.35! Analysts are very bullish as the Feds lower rates, making solid dividends more attractive to investors. Keep an eye on it! #SCHD #Investing #Dividends #SharePrice
from Simply Money https://www.youtube.com/shorts/UcnqHrwPBIo
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Is reinvesting dividends in IWMI the smarter move… or does taking the cash win long-term?
In this video, I run a full backtest on IWMI comparing two strategies:
• 100% DRIP (full dividend reinvestment)
• 0% DRIP (taking all income in cash)
We’ll break down total return, income growth, NAV behavior, drawdowns, and portfolio balance over time. If you’re investing for retirement income or long-term compounding, this comparison shows what really happens when you reinvest — and when you don’t.
No hype. Just real numbers.
If you own IWMI or are considering it for income, this backtest will help you decide which strategy fits your goals.
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00:00 – IWMI Backtest: Income vs Reinvestment Setup
00:59 – All-In Scenario Explained ($525K Test)
02:04 – Starting Price, Shares & Initial Setup (June 2024)
02:42 – Share Price Performance Through Market Volatility
03:10 – Monthly Distribution History & Consistency
03:52 – Full DRIP Strategy: Compounding in Action
05:07 – Full DRIP Results: 48% Total Return Breakdown
06:32 – 50% DRIP Strategy: Income + Growth Balance
07:39 – 50% DRIP Results & Recovery Timeline
08:11 – Zero DRIP Strategy: Taking All Cash
09:00 – Zero DRIP Performance & Drawdown Impact
10:12 – Handling Pullbacks Without Panic
11:02 – Total Return Comparison: Full vs 50% vs Zero
12:52 – Is IWMI a Strong Long-Term Income Play?
13:31 – New DRIP Percentage Calculator Feature
14:45 – Fixed Dollar Withdrawal Feature Explained
16:16 – Custom Income Strategy Scenarios
16:22 – Final Thoughts & Viewer Questions
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Start your journey to financial freedom today. Every video is packed with real strategies, proven insights, and practical tools to help you succeed.
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Top Recommended Finance Books
Psychology of Money: https://amzn.to/3qRbaOd
Richest Man in Babylon: https://amzn.to/3PmFGJ9
Total Money Makeover: https://amzn.to/3syl4Vc
Simple Path to Wealth: https://amzn.to/3syl4Vc
Atomic Habits: https://amzn.to/3Z1wFs0
The Intelligent Investor: https://amzn.to/3qZXqAK
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from Simply Money https://www.youtube.com/watch?v=tmB0H1kWiFQ
Tesla stock vs TSLY derivative: This comparison reveals the unsustainable withdrawal rates from Tesla. Is high income worth the risk? #simplymoney #investingtheeasyway #Tesla #TSLY #StockMarket #Investment
from Simply Money https://www.youtube.com/shorts/pOF9cYEiN3g
This video breaks down the fluctuations in Tesla’s dividend payouts and its share price. Understand the factors driving these changes and how they affect investors. #SimplyMoney #InvestingTheEasyWay #TeslaStock #DividendInvesting
from Simply Money https://www.youtube.com/shorts/8rukJTh_zHo
Tesla dominates Teslii in investment performance. See how dividend distributions, share price changes, and withdrawal impacts reveal Tesla’s clear advantage. #SimplyMoney #InvestingTheEasyWay #InvestmentStrategies #TeslaVsTeslii
from Simply Money https://www.youtube.com/shorts/gEn15RKKTJM
