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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
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from Simply Money https://www.youtube.com/watch?v=eAHmjPs6hjQ
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