Prof. Rex Jacobsen

+21.47% per Year Dividend-Growth Stock Portfolio (+38.14% per Year Tech Strategy) - Update 189 youtu.be/kdTVkDe2G8A $schd $vig $acn $dhr $eog $intu $ice $lad $mas $msci $br $amp $low $nvda $mtb $pnc $aos $msft $rmd $schw $tmo $zts $nee $lly $noc $a $csx $lmt $stz $avgo $bk $gs $axp $ms $lrcx $klac $evr

Outlook Turns Negative for the Real Estate Sector substack.com/home/post/p-175… $vnq $schh $xlre $iyr $usrt $pld $amt $eqix $spg $psa $cci $dlr $sbac $o $vici

Annual Re-Balance of our Best-of-S&P-500 Portfolio: +63.4% versus S&P 500. Also, Wide-Moat Portfolio & Tech-Stock Portfolio Updates (both beating the market) $aapl $msft $now $nvda $crm $avgo $cmg $v $adbe $acn $msft $mdlz $ice $amd $googl $meta $orcl $pltr $vrt $vst $gev $etn $nem $rgld $rklb youtu.be/IqvzIW8De0Q

A simple way to invest in real estate is through real estate investment trusts (REITs). I was recently asked which publicly-traded REITs are my favorite, so this video shows my top 6 at the moment. Most REITs don’t qualify for our two dividend-centered portfolios as explained in the video (due to a lack of a strong moat), so let me know if you would be interested in us starting a REIT-only Portfolio. $vici $o $sbac $are $amt $pld $egp youtu.be/ydV4uUvebPU

Dividend Stock Portfolio Update ... High-Yield Stock Portfolio: +21.11% Per Year, Dividend-Growth Stock Portfolio: +20.59% Per Year - 24 Best Dividend Stocks - Research Update 188 $hd $schd $vig $avgo $klac $lrcx $bk $gs $itt $intu $msft $ice $shop $anet $crh $aapl $deo $tmo $cmcsa $zts $dhr $mas $msci $stz $mrk $mdlz $schw $pnc $fds $aos $acn $pep $ci $unp $br $bac $ms $stt $epd $eog $googl $amp $alle $axp $ma $v $nvda youtu.be/u6DO_RiHALw

While our dividend strategies are my personal favorite, this week’s video highlights our Tech-Stock, Wide-Moat, Capital-Light Investing Strategies as well as a new Sector/Industry Rotation & Secular Trend strategy $asml $adbe $crm $msi $adi $wday $now $acn $manh $epam $aph $msft $aapl $nxpi $infy $shop $cprt $crm $cp $zts $msci $cost $ice $xlc $xlf $xlk $fcx $bx $googl $orcl $nem #investing #stocks youtu.be/sLbxTywhdE8

Dividend Stock Portfolio Update ... High-Yield Stock Portfolio: +24.65% Per Year, Dividend-Growth Stock Portfolio: +22.28% Per Year - 25 Best Dividend Stocks - Research Update 186 youtu.be/q2dKJEarBP4 $schd $vig $avgo $evr $klac $lrcx $bk $gs $cr $itt $intu $klg $mst $ice $wst $lw $tmo $gev $nov $alle $tmus $nvo $mrk $gsk $ups $hii $stt $sony $amgn $slb $vrt $gd $mlm $dhr $zts $cmcsa $schw $mas $lad $stz $pnc $ci $msi $bac $ms $epd $low $pep $aapl $nvda

Portfolio holding Morgan Stanley $MS increased quarterly dividends 8.1%, marking the 10th consecutive year of dividend increases. The company has paid a dividend for 32 consecutive years, according to company reports. The company's 10-year dividend growth rate is 26.1% per year. Morgan Stanley is a holding in 2 of our stock portfolios: 1) Dividend-Growth Stock Portfolio 2) High-Yield Stock Portfolio For our Dividend-Growth Stock Portfolio, the company has provided a total return of +81.1% based on our initial investment. For our High-Yield Stock Portfolio, Morgan Stanley has provided a total return of +86.9% based on our initial investment. Morgan Stanley is among the largest financial services firms in the U.S. with operations in investment banking, securities, and investment and wealth management. The company resides in the Investment Banking & Brokerage sub-industry of the Financials sector. Images: Calendar-Year Dividend History (annual change in green) and dividend statistics. Image Source: Charles Schwab

While our dividend strategies are my personal favorite, this week’s video highlights our Tech-Stock, Wide-Moat, Capital-Light Investing Strategies as well as a new Sector/Industry Rotation & Secular Trend strategy youtu.be/Q8OJ5asZVZM $nvda $asml $adi $anet $epam $intu $tsm $aapl $acn $now $msft $wday $crm $msi $adbe $jd $lulu $deck $cprt $tmo $zts $pep $ma $v $ice $amd $gev $amzn $avgo $meta $fcx $nem $mp $iau

A 12.8% dividend increase was announced by the Bank of New York Mellon Corporation $BK, marking its 13th consecutive year of dividend increases. BK is part of both of our dividend portfolios. For our Dividend-Growth Portfolio, the company has provided a total return of +135.8% based our initial investment.The average total return on our 12 investments in the company is +81.61% (+57.6% annual return). BK is also part of our High-Yield Portfolio and has provided a total return of +120.4% based on our initial investment. The average total return on our 15 investments in the company is +126.71% (+55.5% annual return). BK is a leading global asset servicer that provides securities processing, asset management, and servicing to institutional and individual clients.

Today shares of NVIDIA Corp. $NVDA rose +4.04% as artificial intelligence (AI) sales to China are set to resume after the U.S. government assured that licenses will be granted. Deliveries are expected to begin soon. With a $50B+ AI market, China is the second largest AI market and this should significantly boost sales for NVDA. This news should also be beneficial to other AI semiconductor companies like AMD which will likely regain permission to sell to China. NVIDIA is a part of several of our strategies as listed below. Strategy plus performance since initial investment into NVIDIA: Wide-Moat Strategy: +204.5% on first “round-trip” (bought and sold), +45.1% when purchased again Tech-Stock Portfolio: +94.0% Dividend-Growth Stock Portfolio: +61.0% (admittedly, NVDA has not grown its dividend very well) Capital-Light Strategy: +44.5% Also, on Monday, we started a sub-strategy just for the AI/Data Center secular trend and NVIDIA is part of that strategy. More info about this sub-strategy on next week’s YouTube video.

Stock Portfolio Update ... High-Yield Stock Portfolio: +24.68% Per Year, Dividend-Growth Stock Portfolio: +22.54% Per Year - 26 Best Dividend-Growth Stocks - Research Update 184 youtu.be/5QC_7J-MoG0 $schd $vig $hd $avgo $evr $klac $lrcx $gs $bk $itt $klg $intu $msft $axp $ice $zts $cmcsa $mas $mrk $stz $sony $lad $pep $msi $br $tmo $dhr $aos $ci $mdlz $fds $ups $yum $v $ma $schw $nke $nvo $ry $mrk

In the screenshot below are the capital-light stocks we bought on Monday for our Capital-Light Stock Portfolio. Our dividend strategies are my personal favorite, but we are always researching different ways to beat the market. Similar to our High-Yield Stock Portfolio, we are using 2 strategies for the Capital-Light Portfolio. Strategy 1 in red emphasizes how undervalued a company is, while strategy 2 in green includes quality as a factor. So you will usually see higher-quality companies in strategy 2. It will be interesting to see which strategy does better in the long run. As always, our dividend strategies are my personal favorite, but we are always researching different ways to beat the market. $JD $LULU $DECK $CPRT $SLB $TMO $ZTS $PEP $ADBE $MA

Enterprise Products Partners $EPD increased its distribution for the 2nd time this year. Its new payout is 3.8% higher than a year ago, which is remarkable when its current yield is already 6.90%. This is the 27th consecutive year of increases for the partnership. EPD, one of my favorite pipeline stocks, is part of High-Yield Stock Portfolio.

Shares of WK Kellogg Co. $KLG are up +30% today on news that Ferrero, (maker of Nutella) confirmed it plans to buy WK Kellogg for $3.1 billion in cash. Kellogg is part of our Dividend-Growth Portfolio, and was bought under our Under-the-Radar Dividend-Payer strategy. As of today, Kellogg has provided our portfolio with a total return of +106.1% in under two years.

My YouTube channel crossed 10k subs! #10kcreator goo.gl/zA8JcZ

While our dividend strategies are my personal favorite, this week’s video highlights our Tech-Stock, Wide-Moat, Capital-Light Investing Strategies as well as a new Sector/Industry Rotation Strategy … youtu.be/lfukL1VB0PY #investing #techstocks $aapl $msi $crm $msft $anet $tsm $adi $asml $intu $adbe $snps $now $nxpi $amat $nvda $shop $lrcx $lulu $deck $jd $slb $tmo $pep $zts $ma $v $stz $cprt $etsy $clx $amgn $abbv $ups $ry $ice $msci $cp $yum $apd

Here are the Capital-Light stocks we bought on Monday: $V $MA $PEP $ZTS $TMO $CPRT $LULU $DECK $JD $SLB Portfolio performance of our Capital-Light Stock Portfolio: +59.39% per year (it's a newer portfolio, so its performance might fluctuate a lot). For additional ratings for these companies: open.substack.com/pub/beatth…

Wide-Moat stocks we invested in on Monday: $STZ, $CPRT, $ETSY, $CRM, $TMO Portfolio performance of our Wide-Moat Stock Portfolio: +49.28% per year (it's a newer portfolio, so its performance might fluctuate a lot). For the list of top-15 stocks with ratings: beatthestockmarketdividendgr…

Stock Portfolio Update ... High-Yield Stock Portfolio: +21.72% Per Year, Dividend-Growth Stock Portfolio: +20.04% Per Year - 24 Best Dividend-Growth Stocks - Research Update 182 youtu.be/AJDqWK2uLKg $schd $avgo $evr $klac $lrcx $gs $bk $itt $intu $ice $axp $msft $nke $nvda $tsm $amat $blk $meta $googl $ms $usb $mtb $pnc $anet $asml $crm $qcom $ma $tmo $zts $mrk $noc $aapl $pep $low $v $schw $nvo $cmcsa