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Nic do you see any issues regarding the cheap Indonesian nickel production Fmg trying to diversify from their core product?

Great topic Tracey! The other downside of ETFs is that these massive companies are using the investor’s money to have a strong influence on the board and direction of the company without having any of their own ‘skin in the game’. I doubt they would really care if a company went bust due their own agenda causing it to fail in the long term. I’m certainly staying away from ETFs for this reason. Personal choice as it is…..

paid subscriptions do add value to my life because I enjoy watching tv. lol...

don't forget about dividend paying companies that pay out 100% fully franked dividends with a good yield!

Tracey, what are your thoughts noting the difference in sector of JBH and NCK noting they are both home grown, and are really making inroads into the market at an optimal level.

😮

Why don't I see PL8 in any of your videos?

Thanks Tracey, great exercise. It would be good to do a follow-on video of whether these companies fit your other criteria and which ones you would keep or ditch.

Love it . I just checked one of my dividend etfs and all of these stocks are in it ❤❤ different weight of course but still good to know !! Thank you Tracey

Thanks Tracey.

Some of the businesses selected by etf's actually drag down the returns from the top 10 it holds

Good topic. The etf is diversified but if you only hold that one find and it goes under for some reason, you still lose everything. Another example is Black Rock pushing political decisions on the businesses it holds which destroys the businesses customer base.

Thanks so much Tracey! 🌸🌸🌸

Hi Tracey, is there any chance you could share what kind of platform you use for buying stocks?

Hi Tracey! Thank you so much, great presentation, very informative. Please keep posting more videos. ❤

Love your content. Just one thing regarding FMG, they are primarily a one product company and with the growth in Chine slowing, I'm unsure whether they can continue to profit and subsequently pay those high dividends. Thoughts?

It's not a great dividend portfolio as there's no Yancoal in it. FMG just got a lot juicier now it's heavily on sale too. Wouldn't touch anything banks or retail for long term holds.

Thank you Tracey! Your videos are always so exciting to watch when you post new ones! Love hearing your thoughts.

might pick up some APE

I have a parcel of ANZ and several of those suggestions on a watch list, so found this video pretty interesting. Did you consider if any had potential to become yield traps? Just as an aside, I’ve wanted to pull the trigger on FMG for a while but every Morningstar article that covers FMG is so negative, plus the broker ratings seem to be universally negative… FMG seems to be really out of favour with the equity gurus of late.

The dividend 'Payout Ratio' of these tickers listed below are way too high. These companies could be very much in trouble so wouldn't be touching them. CNI - 112% IPH - 136% MMS - 287% NIC - 83%

I much prefer how you presented the stocks on the screen this time rather than a spreadsheet. Snaps! :D

Awesome video

Awesome Tracey. Just be aware that the Australian Financial Review has reported that ASIC is investigating ANZ over potential treasury bond trading fraud. If found guilty it could mean hefty fines.

I think of my retirement portfolio as a milking cow. It doesn’t matter if the cow gets fat or thin, so long it still gives milk. I would only like the cow (or parts there of) to be fat if and when I intend to take it to market.

Love these videos. Thanks !!!

It is videos like this that confirm my hesitancy with dividend investing. 6 of the 10 stocks you have highlighted is under performing the asx indicies ytd. I don't understand why you would attracted to dividends over the strength of the stock as an investment. Essentially, these stocks on the list which are underperforming the all ords, your principle is is declining. Not having a go at you Tracey, just trying to grasp an understanding of the appeal of dividend investing.

Thanks Tracey, enjoyed that 😊

Any thoughts on fmg please

Nicely explained and presented and also perfect timing for me as I'm currently researching what dividend stocks to invest in. Thanks for uploading.

Ooooh thank you.

Very helpful information. Thank you.

How do you keep track of this for tax purposes? Thanks

Thanx

Tracking the market at a 9.5% pa return is still pretty good! We don't have to beat the market to get good returns.

The value of Flybuy points hasn't changed in nearly quarter of a century. One FB point = half a cent. Years ago, 2000 FB points ($10) was worth something. Now it can get you a tin of baked beans. Shell is more expensive fuel. They up their price to cover the Coles 2c off. Woollies is the same. Used to have value, but no longer. Ditto Qantas points. 100,000 points could get you an around the world trip once. Now it is a one way trip to Europe or US if you are lucky.

Interesting approach! Much to think about 👀

Super interesting in how much your portfolio is worth. Thats a decent dividend income..🤔

Hi Tracey. Am I being too lazy to ask if you could do the same analysis with VHY? I'm far too dumb!

Game changer for me

100% agree on your car story, A car is a tool...I recently 2022 bought a new Mazda, prior to this I bought a 2011 Mazda, fancy no, practical absolutely, I don't need to $150k car, what I am able to do is earn my wage and currently getting around $60k a year in dividend income. From small acorns our income tree is growing..

VGS VAS VHY. Every Aussie should start with those. Then diversify into other complex instruments.

Contrary to what this video suggests, investing in shares is inherently risky. There are too many factors affecting performance of individual shares and the sharemarket in general to make returns from investing predictable. All indicators used in this video to select individual companies are based on their PAST performance of the particular stock which are then extrapolated into the FUTURE. Put it simply, if you are on a modest income and you have to save money to invest, you can't afford to invest.

Hi Tracey, How about a video on how YOU got through financially (relating to the markets) during the covid years AND with next week looking bleak on the US markets what your "ideas" are for turning negatives into positives in such times? Love your work Cheers

Do u think it is economic recession soon? What should we do if it is economic recession

Love this. I started with a list of 'trading principals' I derived from Buffet's teachings also <3

Have a look at VHY esp the dividends. This suggests that individual stocks are a fair bit better than an ETF ?....Maybe i better trim my ETF's ?

Hi Tracy, love your videos. However there is a flaw in your argument in this video. This comparison isn’t a practical comparison because for people who are good at picking stocks i.e they will ended up picking top performing company and out perform the ETF. Therefore, they prefer buying individual stocks over ETFs like yourself. But for people who are not good at picking stock, they will not end up picking those stocks who got featured in this video and will therefore under perform the ETF. The point of buying ETF is that you have accepted you want average market performance.

Always love your comparisons. Great to see the differences and elements of risk at play over a decent time periods (5 years). Keep it coming mate!

I absolutely love how you go into detail about all this. Please do some other ETF's. Can you do VAS from 10 years ago compared to VAS now and their top companies? Thanks.