As share prices change, you boost your holdings, with distributions of $7,500 one month, $8,197 the next. Unpredictability makes budgeting tough if you count on this income. #SimplyMoney #InvestingTheEasyWay #SharePrices #StockMarket #FinancialPlanning
from Simply Money https://www.youtube.com/shorts/PXx16BJDeBk
This fund’s payouts are all over the place! See huge swings from 75 cents to $2.60, now at $1.63. Good news: it’s switching to weekly payouts! #InvestingTips #HighFluctuation #WeeklyIncome #PassiveIncome
from Simply Money https://www.youtube.com/shorts/Dd_ZiL4Bkh8
A stock chart showing decline can be deceiving. Total return—including reinvested dividends—paints a far more accurate picture. See the differences between 100% drip, 50% drip, and no drip scenarios. #TotalReturn #DividendInvesting #StockAnalysis #FinancialLiteracy
from Simply Money https://www.youtube.com/shorts/Mk-jKOUaJCA
Down months happen. But panic selling can cost you HUGE gains. See how patience turned a $51,000 profit into a $136,000 WIN. Don’t let fear control your portfolio. #SimplyMoney #InvestingTheEasyWay #StockMarket #InvestingTips #FinancialFreedom
from Simply Money https://www.youtube.com/shorts/bltZTShFyRI
Get My Exclusive Google Sheets Finance Trackers → https://ift.tt/jJCykh4
HOOD or HOOY? One promises explosive growth. The other promises massive income.
But when you strip away hype, opinions, and headlines — the numbers tell a very different story.
In this video, I break down HOOD vs HOOY side by side using real data:
• Total return
• Income vs growth trade-offs
• Volatility and risk
• Who each investment actually makes sense for
This isn’t about favorites.
It’s about what the math says and how each choice impacts your long-term portfolio.
Whether you’re chasing growth, cash flow, or trying to decide which one deserves your next dollar — this breakdown will help you avoid costly mistakes.
Drop a comment:
If you could only buy ONE… which are you choosing and why?
———————————————————————————
— TIMESTAMPS —
00:00 HOOD vs HOOY — The Data Surprised Me
00:32 How This Comparison Is Done (No Hype)
01:15 $50,000 Hypothetical Investment Setup
02:05 DRIP vs No-DRIP Scenarios Explained
03:00 HOOD Overview: No Dividend, Pure Growth
04:10 HOOD Price Action & Volatility
05:35 HOOD Total Return Results
06:40 HOOY Overview: Income Strategy Explained
07:45 Monthly → Weekly Distributions Breakdown
09:10 DRIP Compounding Effect on HOOY
10:35 100% DRIP Results: HOOD vs HOOY
11:45 No-DRIP Scenario: Income Comparison
13:10 Selling HOOD Shares to Match Income
14:40 Sequence of Returns Risk Discussion
15:55 Growth vs Income — Who Each Is For
17:05 Hybrid Strategy: Use Both Together
18:15 Final Verdict + Viewer Question
———————————————————————————
Welcome to Simply Money — Your trusted guide to financial freedom.
We share expert strategies, smart investing tips, and powerful money management tools to help you build wealth, eliminate debt, and create lasting financial security. From budgeting basics to advanced investing strategies, Simply Money gives you the knowledge and confidence to take control of your financial future.
Simplify your finances with easy-to-use tools for budgeting, investing, and dividend tracking.
Claim Your FREE Simply Money Mall Member Key → https://ift.tt/A5POZRj
Shop, compare, and unlock exclusive financial tools designed to save you time and money.
Subscribe today → https://www.youtube.com/channel/UC_l97x5tK1_pb3ujNRyq6aw?sub_confirmation=1
Join thousands learning how to build wealth, retire smarter, and reach financial independence.
What you’ll learn on Simply Money:
How to budget and save smarter
Passive income & dividend investing
Retirement planning strategies
Debt payoff methods that actually work
Real estate & alternative investments
Financial independence and early retirement (FIRE)
Start your journey to financial freedom today. Every video is packed with real strategies, proven insights, and practical tools to help you succeed.
———————————————————————————
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
———————————————————————————
Connect with Simply Money
Facebook: https://ift.tt/4Lq9PUE
Pinterest: https://ift.tt/WaBjuDE
X: https://twitter.com/simplymoneyken
Instagram: https://ift.tt/zViL57v
Read on Medium: https://ift.tt/KvfVsp9
Get inspired on Instagram: https://ift.tt/lJicmQf
========================================
Sponsorships / Promotions / Inquiries: investingtheeasyway@gmail.com
#SimplyMoney
#ETFComparison
#DividendVsGrowth
#PassiveIncomeInvesting
#StockMarketAnalysis
#LongTermInvesting
from Simply Money https://www.youtube.com/watch?v=vED9To7T8pQ
From $50,000 to $11,000 monthly payouts? Witness a real-world investing strategy that scales from 2,000 to over 10,000 shares. See the power of compounding! #PassiveIncome #InvestingStrategy #DividendInvesting #FinancialFreedom
from Simply Money https://www.youtube.com/shorts/xkF2-i1ta0M
Market down to $20.96? Don’t panic! Reinvesting distributions turned $50K into $101K in just over a year… plus a $6,000 dividend. Ride the wave! #SimplyMoney #InvestingTheEasyWay #DividendInvesting #WealthBuilding #FinancialFreedom
from Simply Money https://www.youtube.com/shorts/v37vkbPLS28
Reinvest dividends or take the cash? I back-tested $50K in NVIDIA using 3 strategies: 100% DRIP, 50% DRIP, and no DRIP. The results might shock you. #SimplyMoney #InvestingTheEasyWay #NVIDIA #DividendInvesting
from Simply Money https://www.youtube.com/shorts/TNP8vuWOqOE
Is manually entering NVIDIA prices into spreadsheets the best use of your time? Dividend tracking can be automated for smarter investing and better returns. #SimplyMoney #InvestingTheEasyWay #NVIDIA #DividendInvesting
from Simply Money https://www.youtube.com/shorts/mhe5BzccHzA
Confused by financial forecasts? Learn the critical difference between projected performance and the hard numbers—like actual dividends—in your financial reports. #SimplyMoney #InvestingTheEasyWay #FinancialAnalysis #DividendInvesting
from Simply Money https://www.youtube.com/shorts/N2Otk8p9jO0
The investor examines SPYI’s returns, flags missing price points, and offers a comprehensive overview of portfolio performance. Stay tuned for actionable insights. #Investing #Portfolio #SPYI #FinancialAnalysis #InvestmentStrategy
from Simply Money https://www.youtube.com/shorts/x4p3XB3fGd0
See how this investor reviews their portfolio performance, highlighting gains. SCHD is excluded from this demonstration. #SimplyMoney #InvestingTheEasyWay #PortfolioReview #InvestmentStrategy
from Simply Money https://www.youtube.com/shorts/6QFmCZMS-MY
The investor breaks down ALTY and BLK, using spreadsheet auto-updates to analyze stock performance. See how dynamic data impacts your portfolio. #Investing #Stocks #Finance #Spreadsheet #InvestmentStrategy
from Simply Money https://www.youtube.com/shorts/F2Amj1Ki6BE
Get My Exclusive Google Sheets Finance Trackers → https://ift.tt/rcaBZX7
Discover how a smart 4-fund portfolio can generate 8–10% income with real numbers and updated fund yields. I break down the actual yields, monthly income, and portfolio values to show you a powerful strategy for steady income generation. Whether you’re building wealth or seeking reliable cash flow, this simple yet effective portfolio model could transform your financial approach. Watch to see how these funds perform and why diversification matters for income investors!
———————————————————————————
— TIMESTAMPS —
00:00 – Why Selling Shares in Retirement Erodes Your Portfolio
00:30 – Introducing a 4-Fund Portfolio for 8–10% Income
01:10 – Fund Allocation Breakdown: Covered Calls (JEPI & JEPQ)
02:00 – High Income ETFs: SPY, QQQI & IWMI
02:40 – Dividend Growth Fund: SCHD Allocation
03:10 – Growth Funds: VGT & SCHG for Portfolio Growth
03:40 – Income Contribution by Each Fund Explained
04:20 – Portfolio Yield & Total Expected Income on $500K
05:00 – Projected 5-Year Portfolio Growth Rate (4.7%)
05:30 – Year-by-Year Income & Portfolio Growth Examples
07:00 – Comparing Income-First Approach vs. 4% Rule
08:00 – Snowballing Dividends: Reinvesting Distributions
09:20 – Watching Portfolio Growth with Reinvested Income
10:00 – Using the Simply Money Retirement Template
11:00 – Setting Inputs: Starting Balance, Income Needs & Returns
12:00 – How Inflation & Social Security Affect Your Retirement
13:30 – Adjusting Growth Rates & Withdrawal Scenarios
14:40 – Social Security Impact on Withdrawal Needs
15:20 – Testing Different Income & Withdrawal Amounts
16:00 – Summary: Is This 4-Fund Strategy Right for You?
16:40 – Final Thoughts & Disclaimer
———————————————————————————
Welcome to Simply Money — Your trusted guide to financial freedom.
We share expert strategies, smart investing tips, and powerful money management tools to help you build wealth, eliminate debt, and create lasting financial security. From budgeting basics to advanced investing strategies, Simply Money gives you the knowledge and confidence to take control of your financial future.
Simplify your finances with easy-to-use tools for budgeting, investing, and dividend tracking.
Claim Your FREE Simply Money Mall Member Key → https://ift.tt/NisTXfR
Shop, compare, and unlock exclusive financial tools designed to save you time and money.
Subscribe today → https://www.youtube.com/channel/UC_l97x5tK1_pb3ujNRyq6aw?sub_confirmation=1
Join thousands learning how to build wealth, retire smarter, and reach financial independence.
What you’ll learn on Simply Money:
How to budget and save smarter
Passive income & dividend investing
Retirement planning strategies
Debt payoff methods that actually work
Real estate & alternative investments
Financial independence and early retirement (FIRE)
Start your journey to financial freedom today. Every video is packed with real strategies, proven insights, and practical tools to help you succeed.
———————————————————————————
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
———————————————————————————
Connect with Simply Money
Facebook: https://ift.tt/DV3sd7C
Pinterest: https://ift.tt/2l0qmPs
X: https://twitter.com/simplymoneyken
Instagram: https://ift.tt/Z0pPnKk
Read on Medium: https://ift.tt/LfY1t8c
Get inspired on Instagram: https://ift.tt/kJTYLlV
========================================
Sponsorships / Promotions / Inquiries: investingtheeasyway@gmail.com
#SimplyMoney
#RetirementIncome
#DividendInvesting
#PassiveIncome
#IncomeInvesting
#ETFIncome
#FinancialFreedom
#RetireEarly
from Simply Money https://www.youtube.com/watch?v=D0Ug2X63hiE
Spreadsheets show steady gains. The stock market? Not so much. Understand linear growth vs. the market’s wild ride. #simplymoney #investingtheeasyway #Investing #StockMarket #Finance #MoneyTips
from Simply Money https://www.youtube.com/shorts/_phwPP4_1Mk
Compare your predicted income to what you actually earn using a simple spreadsheet. See where your estimates excel—or fall short. How accurate are your predictions? Let us know! #SimplyMoney #InvestingTheEasyWay #FinancialPlanning #Budgeting
from Simply Money https://www.youtube.com/shorts/HnP64ClCMXc
Effortlessly monitor your dividend income and see how it stacks up against your goals. This spreadsheet is a game-changer for dividend investors. Start tracking today! #DividendTracker #DividendIncome #InvestingTips #PersonalFinance
from Simply Money https://www.youtube.com/shorts/XLaNMdU1F3o
Don’t have $50K? No problem. See how a $1,000 investment can mirror the same portfolio strategy, delivering proportional gains. Start small, grow big. #InvestingTips #SmallInvestment #FinancialFreedom #PassiveIncome
from Simply Money https://www.youtube.com/shorts/7R5URPwClqo
This investment focuses on asset appreciation first, then income. But it still aims for a 30-40% distribution yield! Growth potential with a high return. #simplymoney #investingtheeasyway #AssetAppreciation #YieldInvesting
from Simply Money https://www.youtube.com/shorts/4MvNcDRpKxQ
Get My Exclusive Google Sheets Finance Trackers → https://ift.tt/VwAR9tz
Most income investors rely on forecasted returns to make decisions — but what happens when you compare those projections to real cash results?
In this video, I break down YMAX forecasted income vs actual performance and uncover a clear pattern most investors completely miss. Using real data, I analyze how expectations stack up against reality, where assumptions break down, and what this means for anyone relying on YMAX for income.
This isn’t hype. This isn’t fear. It’s math.
If you own YMAX, are considering it, or use income forecasts to plan retirement cash flow, this analysis is critical to understand before you commit capital.
Topics covered:
Forecasted vs actual income results
Why income projections often mislead investors
The pattern YMAX investors need to recognize
What matters more than headline yield
This is not financial advice. This analysis is for educational and informational purposes only. Always do your own research and understand your risk tolerance.
If this helped, like the video, subscribe, and share your thoughts below.
———————————————————————————
— TIMESTAMPS —
00:00 – YMAX Dividends: The Real Math
00:36 – What Is YMAX? (YieldMax ETF Explained)
01:02 – Capped Upside, Full Downside
02:02 – Why the Yield Looks So High (ROC)
02:18 – $525K YMAX Portfolio Test
03:06 – 100% DRIP Results
06:28 – 50% DRIP Results
08:13 – No DRIP Results
10:52 – Total Return Breakdown
12:14 – Best Reinvestment Rate
14:08 – When YMAX Works
15:16 – Final Verdict on YMAX
———————————————————————————
Welcome to Simply Money — Your trusted guide to financial freedom.
We share expert strategies, smart investing tips, and powerful money management tools to help you build wealth, eliminate debt, and create lasting financial security. From budgeting basics to advanced investing strategies, Simply Money gives you the knowledge and confidence to take control of your financial future.
Simplify your finances with easy-to-use tools for budgeting, investing, and dividend tracking.
Claim Your FREE Simply Money Mall Member Key → https://ift.tt/TPv3Edk
Shop, compare, and unlock exclusive financial tools designed to save you time and money.
Subscribe today → https://www.youtube.com/channel/UC_l97x5tK1_pb3ujNRyq6aw?sub_confirmation=1
Join thousands learning how to build wealth, retire smarter, and reach financial independence.
What you’ll learn on Simply Money:
How to budget and save smarter
Passive income & dividend investing
Retirement planning strategies
Debt payoff methods that actually work
Real estate & alternative investments
Financial independence and early retirement (FIRE)
Start your journey to financial freedom today. Every video is packed with real strategies, proven insights, and practical tools to help you succeed.
———————————————————————————
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
———————————————————————————
Connect with Simply Money
Facebook: https://ift.tt/kAytzfl
Pinterest: https://ift.tt/daUS14E
X: https://twitter.com/simplymoneyken
Instagram: https://ift.tt/dVCuE1F
Read on Medium: https://ift.tt/0K3j4Hf
Get inspired on Instagram: https://ift.tt/tsDhJHU
========================================
Sponsorships / Promotions / Inquiries: investingtheeasyway@gmail.com
#SimplyMoney
#YAXETF
#YieldMax
#PassiveIncome
#HighDividendETF
#IncomeInvesting
from Simply Money https://www.youtube.com/watch?v=XEyoHGcwGgA
Let’s dissect income sources by fund! Covered calls = 3.76% return. High-income ETFs = 3.96%. Dividend growth adds 0.76%. Growth stocks contribute 0.04%. Total: 8.52% yield! #SimplyMoney #InvestingTheEasyWay #PortfolioYield #DividendInvesting
from Simply Money https://www.youtube.com/shorts/3N95fG2dW8s
Split your investments: 50% for income, 50% to reinvest. Keep half of the distribution for bills or other investments. The other half goes back in. Portfolio grows, income flows. #InvestingStrategy #IncomeInvesting #PortfolioGrowth #FinancialPlanning
from Simply Money https://www.youtube.com/shorts/Askjbc0aAvI
See a stock’s impressive climb, jumping over 24% from July to October! Dividends are consistent, even hitting a high of 18.4 cents recently. Consistent distributions show a 27% increase. #InvestingTips #StockMarket #Dividends #SharePrice #MoneyMoves
from Simply Money https://www.youtube.com/shorts/6zH-aXgVMFw
See how a fully dripping portfolio never dipped below its original $50,000 investment, even in a volatile market. Short-term gains show almost $19,000 in 3 months. #InvestingTheEasyWay #StockMarket #FinancialFreedom #PortfolioGrowth
from Simply Money https://www.youtube.com/shorts/j9rFoyG2fvk
Maximize income with strategic ETF allocations! Diversify with JEPQ/JEPI, high-yield SPYI/QQQI/IWMI, dividend growth SCHD, and growth SCHG/VGT. Build your ideal portfolio now! #SimplyMoney #InvestingTheEasyWay #ETFInvesting #HighYield #DividendGrowth
from Simply Money https://www.youtube.com/shorts/_UtfLTK7WTo
See how DRIP investing yielded an $18,897 increase – a 37.79% total return in just 3 months! Focus on total return, including cash received, not just portfolio value. #DRIPInvesting #TotalReturn #InvestingTips #DividendStocks
from Simply Money https://www.youtube.com/shorts/aQaoO0jcsjY
This fund generated $5,600 in distributions—a 10%+ return in just 3 months. Plus, the portfolio value increased by $12,229. See how your balance can climb while taking full distributions. #Investing #PassiveIncome #FinancialFreedom #SmartMoney
from Simply Money https://www.youtube.com/shorts/wiSfkjEu58c
Get My Exclusive DRIP Strategy Google Sheets Finance Trackers → https://ift.tt/LQodBU0
Most investors assume DRIP (Dividend Reinvestment Plans) automatically lead to higher returns — but do they really?
In this video, I test a real DRIP strategy using actual numbers, not assumptions. We break down income vs total return, compare different DRIP percentages, and show exactly how reinvesting dividends impacts long-term performance. The results may surprise you.
You’ll see:
DRIP vs no-DRIP results using real portfolio data
How reinvestment affects income growth vs capital growth
When DRIP helps — and when it actually hurts performance
Why “set it and forget it” dividend strategies can be misleading
If you’re investing in dividend ETFs, income funds, or high-yield strategies, this breakdown is essential before you blindly reinvest another payout.
Subscribe to Simply Money for real portfolio data, honest income investing analysis, and strategies that actually build cash flow.
———————————————————————————
— TIMESTAMPS —
00:00 CHPY DRIP vs No DRIP Backtest
00:31 Why Dividend Forecasts Are Often Wrong
00:51 CHPY All-In Investment Strategy Explained
01:26 Portfolio Assumptions & Risk Disclosure
02:27 CHPY Share Price Performance Breakdown
03:18 CHPY Dividend History & Stability
04:22 100% DRIP Strategy Results
05:44 Full DRIP Total Return Performance
06:31 50% DRIP Income vs Growth Comparison
07:40 Monthly Income With 50% DRIP
08:10 50% DRIP Total Return Results
09:29 No DRIP Income Strategy Tested
10:15 Monthly Income With No DRIP
10:36 No DRIP Total Return Shock
11:13 DRIP vs No DRIP Performance Comparison
12:39 Annualized Returns Explained
12:52 CHPY Technical Price Trend Analysis
14:02 Dividend Growth & Sustainability Review
14:46 DRIP Portfolio Value Over Time
15:23 Custom DRIP Percentage Strategy
16:07 Setting Income Targets With CHPY
17:30 Optimized DRIP Scenario Results
18:13 $50K CHPY Portfolio Backtest
19:06 Final Verdict: DRIP or No DRIP for CHPY
———————————————————————————
Welcome to Simply Money — Your trusted guide to financial freedom.
We share expert strategies, smart investing tips, and powerful money management tools to help you build wealth, eliminate debt, and create lasting financial security. From budgeting basics to advanced investing strategies, Simply Money gives you the knowledge and confidence to take control of your financial future.
Simplify your finances with easy-to-use tools for budgeting, investing, and dividend tracking.
Claim Your FREE Simply Money Mall Member Key → https://ift.tt/hKV5Uaz
Shop, compare, and unlock exclusive financial tools designed to save you time and money.
Subscribe today → https://www.youtube.com/channel/UC_l97x5tK1_pb3ujNRyq6aw?sub_confirmation=1
Join thousands learning how to build wealth, retire smarter, and reach financial independence.
What you’ll learn on Simply Money:
How to budget and save smarter
Passive income & dividend investing
Retirement planning strategies
Debt payoff methods that actually work
Real estate & alternative investments
Financial independence and early retirement (FIRE)
Start your journey to financial freedom today. Every video is packed with real strategies, proven insights, and practical tools to help you succeed.
———————————————————————————
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
———————————————————————————
Connect with Simply Money
Facebook: https://ift.tt/GZLDdC1
Pinterest: https://ift.tt/osZwq70
X: https://twitter.com/simplymoneyken
Instagram: https://ift.tt/HiBc7J3
Read on Medium: https://ift.tt/ZgHFCdm
Get inspired on Instagram: https://ift.tt/4WDpJXZ
========================================
Sponsorships / Promotions / Inquiries: investingtheeasyway@gmail.com
#SimplyMoney
#DividendInvesting
#DRIPStrategy
#HighYieldETF
#PortfolioGrowth
#ChippyCHPY
from Simply Money https://www.youtube.com/watch?v=lKR3wso2qxI
Retirees: stop selling shares! A 4-fund portfolio yields 8-10% annually—$40-50K on $500K invested. Reliable income, principal preserved. Learn the income-first approach that beats eroding your nest egg. #RetirementIncome #DividendInvesting #PassiveIncome #InvestmentStrategy
from Simply Money https://www.youtube.com/shorts/IjjASbG4308
Sell after 3 months? Your $50,000 could grow by almost $19,000! Factor in capital gains, or reinvest tax-advantaged. #simplymoney #investingtheeasyway #StockMarket #FinancialGrowth
from Simply Money https://www.youtube.com/shorts/zfwIy4oJbLA
Which covered call ETF strategy wins? Reinvesting, withdrawals, or hybrid compounding? We tested three approaches to see which builds the most wealth. The top performer was a surprise! #InvestingTips #CoveredCalls #ETF #WealthBuilding
from Simply Money https://www.youtube.com/shorts/Y6v60NGOGhc
Everyone’s talking about BLKX (BLOXX), but what if you actually TESTED it? I ran 3 strategies using $50,000. The results will change how you see dividend ETFs. #DividendETFs #Investing #BLOX #PassiveIncome
from Simply Money https://www.youtube.com/shorts/vFQzkVCoHQM
Concerned about stock drops? Zoom out. With a long-term mindset, ride the waves. See $100k grow to $152k in 3 years. 50% growth is a win. #Investing #StockMarket #LongTermInvesting #MoneyTips
from Simply Money https://www.youtube.com/shorts/I86UA573MHI
Smart investors see market dips as sales. I doubled down when prices dropped, turning panic into massive gains. From $10 to $31 a share—hold strong and profit. #SimplyMoney #InvestingTheEasyWay #StockMarket #InvestmentStrategy #FinancialFreedom
from Simply Money https://www.youtube.com/shorts/JTTVY6sIiHw
Don’t panic when the market dips! Smart investors see downturns as opportunities. Even after a $51,000 loss, you could still double your money in five years. #SimplyMoney #InvestingTheEasyWay #StockMarket #FinancialGrowth #InvestmentTips
from Simply Money https://www.youtube.com/shorts/XhtHCeJvPlQ
Witness massive investment growth! From $100K to $442K in 8.5 years, fueled by share price increases and smart gains. See the power of long-term strategies. #GrowthInvesting #InvestingTips #FinancialGrowth #StockMarket
from Simply Money https://www.youtube.com/shorts/POnqlWIbi4A
Get My Exclusive Google Sheets Finance Trackers → https://ift.tt/shV6FOI
Unlock the truth behind your financial planning with our deep dive into Forecast vs Actual Income using real examples from ULTY and CHPY ETFs. Discover how income projections compare to real-world returns, learn key insights to better manage your investments, and avoid common pitfalls in your income forecasts.
Whether you’re an ETF investor, financial planner, or simply curious about portfolio performance, this video breaks down complex data into clear, actionable insights. Watch as we analyze actual income vs forecasted income to help you make smarter, more confident financial decisions.
What you’ll learn:
How to interpret income forecasts vs actual returns
Real case studies featuring ULTY and CHPY ETFs
Practical tips for improving your income projections
Why understanding this difference can protect and grow your investments
Stay informed and take control of your financial future — don’t miss this essential analysis!
———————————————————————————
— TIMESTAMPS —
00:00 – Income Forecast vs Reality
00:52 – Spreadsheet Overview
01:31 – How to Use the Sheet
02:12 – Setting Up Tickers
03:08 – Weekly vs Monthly Payouts
03:13 – Input Shares & Dividends
03:53 – Forecast Growth Rates
04:43 – Contribution Setup
05:04 – Forecast Tracking
05:40 – Long-Term Growth Example
06:36 – Actual Income Section
06:51 – Enter Actual Dividends
07:29 – Reinvested Shares Tracking
07:55 – Forecast vs Actual Difference
08:27 – Recent Market Performance
09:01 – Forecast vs Market Volatility
09:15 – Spreadsheet Editing Warning
09:41 – CHPY Example Setup
10:03 – CHPY Contributions & Income
10:14 – CHPY Performance Review
10:38 – Conservative Growth Assumptions
11:15 – Adding New Tickers
11:52 – Cumulative Results Summary
12:25 – Dividend & Value Comparison
12:46 – Portfolio Offsets Explained
12:59 – Instructions & Notes
13:11 – Closing & Feedback
———————————————————————————
Welcome to Simply Money — Your trusted guide to financial freedom.
We share expert strategies, smart investing tips, and powerful money management tools to help you build wealth, eliminate debt, and create lasting financial security. From budgeting basics to advanced investing strategies, Simply Money gives you the knowledge and confidence to take control of your financial future.
Simplify your finances with easy-to-use tools for budgeting, investing, and dividend tracking.
Claim Your FREE Simply Money Mall Member Key → https://ift.tt/Sb4UTwY
Shop, compare, and unlock exclusive financial tools designed to save you time and money.
Subscribe today → https://www.youtube.com/channel/UC_l97x5tK1_pb3ujNRyq6aw?sub_confirmation=1
Join thousands learning how to build wealth, retire smarter, and reach financial independence.
What you’ll learn on Simply Money:
How to budget and save smarter
Passive income & dividend investing
Retirement planning strategies
Debt payoff methods that actually work
Real estate & alternative investments
Financial independence and early retirement (FIRE)
Start your journey to financial freedom today. Every video is packed with real strategies, proven insights, and practical tools to help you succeed.
———————————————————————————
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
———————————————————————————
Connect with Simply Money
Facebook: https://ift.tt/vGIB106
Pinterest: https://ift.tt/yutzHEC
X: https://twitter.com/simplymoneyken
Instagram: https://ift.tt/aB2qeLo
Read on Medium: https://ift.tt/bZ7MHSE
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from Simply Money https://www.youtube.com/watch?v=rxHnK-EA-i8
