Get My Exclusive Google Sheets Finance Trackers → https://ift.tt/n5R9Ph8
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.
______________
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
______________
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/kzFPbDC
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/GNZhxBE
Pinterest: https://ift.tt/XecMEtA
X: https://twitter.com/simplymoneyken
Instagram: https://ift.tt/rdVxvCz
Read on Medium: https://ift.tt/QO87qdp
Get inspired on Instagram: https://ift.tt/Ctmp5Vd
========================================
Sponsorships / Promotions / Inquiries: investingtheeasyway@gmail.com
#simplymoney
#investingtheeasyway
#IWMI
#DividendInvesting
#ETFBacktest
from Simply Money https://www.youtube.com/watch?v=tmB0H1kWiFQ
from Simply Money https://ift.tt/hEO9rUd
No comments:
Post a Comment