Get the portfolio here: [ Ссылка ]

M1 Finance is extremely popular among dividend investors. Here I’m sharing what I believe to be the best M1 Finance dividend portfolio pie for income investors.

// TIMESTAMPS:

00:00 - Introduction
01:53 - Methodology and Discussion
04:20 - Why Not M1's Dividend Expert Pies?
05:51 - The Portfolio
06:06 - Disclosure
06:32 - Disclaimer
07:03 - Outro

// PARTIAL TRANSCRIPT:

I would suggest sticking around for the preliminary discussion before blindly investing in this pie to make sure it matches your strategy. That said, I hate when recipe websites tell a long story before putting the actual recipe at the very bottom of the page. So if you’re in a hurry, here's the portfolio pie: [ Ссылка ]

M1 Finance is extremely popular among dividend income investors, and rightfully so, with its intuitive interface, sleek mobile app, stock and fund screeners, zero fees, fractional shares, cheap margin rates, and automatic rebalancing. To be clear, I’m not a dividend investor, but I recognize that many investors, especially those in the FIRE movement (Financial Independence Retire Early), use dividends as regular income and thus attempt to ratchet up their portfolio’s dividend yield.

Unfortunately, for beginner investors interested in dividends, oftentimes this entails simply screening for the highest-yield stocks and ETF’s and throwing them in a pie, ignoring things like fees, AUM, liquidity, and most importantly, what that fund’s selection methodology or underlying index is. I always encourage people to focus more on asset selection and asset allocation than on chasing high yield per se. I would suggest assembling a dividend focus that still employs diversification across geographies and asset types to decrease portfolio risk; that’s what I tried to do here.

In constructing the best dividend portfolio pie for M1 Finance, I specifically focused on the following:
- Global diversification.
- Low fees.
- Sufficient AUM and liquidity.
- Exposure to multiple equity factors and styles.
- Diversification across asset types.
- 80/20 ratio of stocks to fixed income.
- Inflation protection.
- No individual stock picking.
- Potential for healthy dividend payments and simultaneous capital appreciation.

ETFs included:
15% SCHD
5% HDV
5% SPYD
10% VYM
10% VYMI
10% VNQ
5% VNQI
5% IDLV
5% VIG
5% DGRO
5% VIGI
10% SCHP
5% USHY
5% EDV

Read the blog post here: [ Ссылка ]

Here's the pie: [ Ссылка ]

#dividends #dividendinvesting #m1finance #investing #incomeinvesting #stocks #stockmarket #fire #etfs

// INVEST

► M1 Finance: [ Ссылка ]
► My comprehensive review of M1 Finance: [ Ссылка ]
► Get my dividend portfolio: [ Ссылка ]
► Lazy Portfolios: [ Ссылка ]
► Beginners’ reference guide (updated regularly): [ Ссылка ]
► Robinhood (1 free stock): [ Ссылка ]
► Webull (for stock traders; get 2 free stocks): [ Ссылка ]

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Disclaimer: The information presented is not financial advice, investing advice, or tax advice; it is for informational and recreational purposes only. Investment products discussed are for illustrative purposes only. It is not a recommendation to buy, sell, or transact in any of the products mentioned. I try my best to provide accurate information, but I can’t guarantee 100% accuracy. Do your own due diligence. Past performance does not guarantee future returns. Investing in the stock market - especially with leverage - is risky. Read my lengthier disclaimer here: [ Ссылка ]

Disclosure: Some of the links above are referral links. At no additional cost to you, if you choose to make a purchase or sign up for a service after clicking through those links, I may receive a small commission. This allows me to continue producing high-quality content on this channel and pays for the occasional cup of coffee. I have first-hand experience with every product or service I recommend, and I recommend them because I genuinely believe they are useful.

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