23-Year-Old Investor With $75K Portfolio, $1.8K Dividend Income Reveals Top Assets – Asks 'What I Should Look At Or Add To?' Reddit Debates

Benzinga
07 Apr

Investing in dividend-paying stocks is a widespread strategy for those pursuing a regular income and long-term wealth growth.

Many investors, especially those looking for stability, prefer dividends because they generate regular payouts, often perceived as a safer choice than growth-focused assets. While dividend stocks may not always offer huge returns, they can act as a reliable income stream, particularly during market downturns or job loss.

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For young investors, building a dividend portfolio early can compound significantly in the long run. A 23-year-old investor recently turned to Reddit for advice on his $75,000 portfolio, sparking a debate on the best strategy.

The investor has built an impressive portfolio generating $1,828 in annual dividend income. His holdings include a combination of dividend stocks, ETFs, and alternative assets like crypto and gold.

Investing $1,000 per week, the poster shared that he believes in sacrificing when you’re young for the life you want to live later: “My motto is ‘Work hard now so you can live life to its fullest when it’s harder.’ The idea is to have additional income so that even if your job pays worse down the line, you’re not fu–ed. I’ve already made close to $15,000 in investments. The rest was money I invested over a few years. So $60,000.”

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The 23-year-old’s strategy leans heavily on dividends, but besides sharing his picks, he’s also asked the members of the online discussion board for the best approach on optimizing his portfolio further. The r/Dividends community has jumped to the comment section to share its insights and suggestions, which circled around investing in growth-focused assets rather than dividends for now and shifting to dividends down the road.

Still, many commenters congratulated the young investor on his picks, so let’s dive deeper into those.

23-Year-Old With $75,000 Portfolio and $1.828 Dividend Income Shares Top 6 Picks

Citizens Financial Group

Citizens Financial Group (NYSE:CFG) is a regional bank providing various retail and commercial banking products and services. Investors love CFG for its steady income and its position in the financial sector. The company pays investors around 4,06% in annual dividends.

JPMorgan Equity Premium Income ETF

JPMorgan Equity Premium Income ETF (NYSE:JEPI)​ is an exchange-traded fund that generates a higher regular income for investors while maintaining possibilities for capital appreciation. Delivering approximately 7.62% in annual dividends, JEPI invests in S&P 500 stocks with low volatility and uses options strategies to yield revenue.

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JPMorgan Nasdaq Equity Premium Income ETF

JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ)​ focuses on producing income and capital appreciation by investing in U.S. large-cap growth stocks, mainly those included in the NASDAQ-100 Index. Like JEPI, it employs options strategies to boost the yield and pays investors around 11.14% in dividends per year.

Invesco QQQ Trust

Invesco QQQ Trust (NASDAQ:QQQ) tracks the performance of the NASDAQ-100 Index, which includes 100 of the largest non-financial companies on the exchange. Many people choose QQQ for its exposure to innovative tech and growth enterprises. Compared to JEPI and JEPQ, QQQ generates a lower dividend yield, around 0.63% per year.

Schwab U.S. Dividend Equity ETF

Schwab U.S. Dividend Equity ETF (NYSE:SCHD) concentrates on high-quality, high-dividend-paying U.S. stocks with a record of constant payouts. Generating approximately 3.73% in dividend yield annually, investors pick SCHD for its focus on dividend growth and quality companies.

SPDR S&P 500 ETF Trust

SPDR S&P 500 ETF Trust (NYSE:SPY) tracks the performance of the S&P 500 Index and provides broad market exposure with average dividends, which is a perfect choice for long-term growth. SPY pays investors around 1.22% in annual dividends.

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This article 23-Year-Old Investor With $75K Portfolio, $1.8K Dividend Income Reveals Top Assets – Asks 'What I Should Look At Or Add To?' Reddit Debates originally appeared on Benzinga.com

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