How Realty Income Became My Worst Investment

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  • čas přidán 19. 05. 2024
  • For regular viewers of my channel, you most likely know that Realty Income has been my favorite real estate investment trust for many years. I’ve been a big fan of this company for a long time, and for a lot of really good reasons. They’re one of only three REIT dividend aristocrats that exist, and they’re the only ones that pay dividends monthly. They have had a 13.4% compound annual total return since their 1994 NYSE listing and a 4.3% compound annual dividend growth rate during that time. Realty Income has also cut its dividend and has had 105 consecutive quarterly increases. Their FFO payout ratio is a conservative 73%, their occupancy rating is far above REIT averages at 98%, and they have a very well-diversified property portfolio.
    I could go on and on, but after reading so many of your comments, it became clear that a lot of you were sick of me talking about this company so much. I’ve now gone almost three months without discussing this company in depth, with the exception of covering their acquisition of Spirit Realty, which is going to be another source of revenue growth for them. It’s widely known that Realty Income has a cult like the following, a cult of which I’ve been a member for years. But what I think would surprise a lot of people is that my investment in Realty Income is actually my biggest loser from a financial perspective. I’ve actually lost more money on Realty Income than any other holding in my dividend portfolio. So in this video, I’m going to show exactly how much I’ve lost on this investment to date and discuss how this happened, why I’m not upset about it, and what I think the future holds for Realty Income and my investment in them.
    / dividendbull
    #dividendinvesting #dividends #dividendstocks #realtyincome

Komentáře • 376

  • @Greghilton3
    @Greghilton3 Před 2 měsíci +826

    Successful investing is hard work because it means disciplining your mind to do the opposite of human nature. Buying during a panic, selling during euphoria, and holding on when you are bored and just craving a little action. Investing is 5% intellect and 95% temperament.

    • @Elkemartin213
      @Elkemartin213 Před 2 měsíci +6

      Government policy has thrown the future under the bus for decades. The day of judgment is near. I predict an 80% drop in the stock market. Investors will abandon stocks in favor of real estate. There will be no money in banks... You must devise a strategy for survival.

    • @Quason788
      @Quason788 Před 2 měsíci +4

      Since the outbreak of 2020, which significantly affected the market, I've been consulting an investment coach before making any investment decisions because their entire philosophy is built around employing a high-profit orientated plan while simultaneously trading long and short, as well as decreasing risk exposure as a hedge against inevitable downtrends. When coupled with their access to odd data and analysis, underperformance is virtually impossible.

    • @CindyValenti
      @CindyValenti Před 2 měsíci +4

      Would you mind suggesting a professional with a range of financial possibilities? This is highly unusual, so please respond as soon as possibl

    • @Quason788
      @Quason788 Před 2 měsíci +3

      Amber Dawn Brummit' is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment..

    • @CindyValenti
      @CindyValenti Před 2 měsíci +3

      I just looked her up on the web and I would say she really has an impressive background in investing. I will write her an email shortly.

  • @michaelfrancesco7762
    @michaelfrancesco7762 Před 2 dny +53

    *The first step to achieving wealth is figuring out your goals and risk tolerance. Either on your own or with the help of a financial planner and by following through with an intelligent plan, you will gain financial growth over the years and enjoy the benefits of managing your money.*

  • @jameswood9772
    @jameswood9772 Před 3 měsíci +453

    I think it's time to make it more appealing for potential buyers. Real estate can be quite the rollercoaster! the stress and uncertainty are getting to me. I think I'll cut rents to attract potential buyers and exit the market, but i'm at crossroads if to allocate the entire $680k liquidity value to my stock portfolio?

    • @reecenaidu6020
      @reecenaidu6020 Před 3 měsíci +1

      I think some of the responders below are either bots or scammers. You should definitely talk to a financial pro about what to do with such a large portfolio of real estate. Take into account that rate cuts might start this year, so exiting the market rn might be a little impulsive

  • @selenajack2036
    @selenajack2036 Před 3 měsíci +376

    The most important thing that should be on everyone mind currently should be to invest in different sources of income that doesn't depend on the government. Especially with the current economic crisis around the word. This is still a good time to invest in various stocks, Gold, silver and digital currencies

    • @hushbash2989
      @hushbash2989 Před 3 měsíci +6

      The key to big returns is not big moving stocks. It's managing risk in relationship to reward. Having the correct size on and turning your edge as many times as necessary to reach your goal. That holds true from long term investing to day trading.

    • @cloudyblaze7916
      @cloudyblaze7916 Před 3 měsíci +6

      Even with the right technique and assets some investors would still make more than others, as an investor, you should’ve known that by now, nothing beats experience and that’s final, personally I had to reach out to a market analyst for guidance which is how I was able to grow my account close to a million, withdraw my profit right before the correction and now I’m buying again

    • @bsetdays6784
      @bsetdays6784 Před 3 měsíci +4

      Mind if I ask you to recommend this particular coach you using their service?

    • @cloudyblaze7916
      @cloudyblaze7916 Před 3 měsíci +3

      @@bsetdays6784 Sure. She goes by ‘MARISOL CORDOVA’. Just research the name. All of this happened in less than a year after she told me what to do.

  • @dianarabbanii2
    @dianarabbanii2 Před 3 měsíci +175

    I feel investors should be focusing on under-the-radar stocks, and considering the current rollercoaster nature of the stock market, Because 35% of my $270k portfolio comprises of plummeting stocks which were once revered and i don't know where to go here out of devastation.

    • @TariqSinghKhan
      @TariqSinghKhan Před 3 měsíci

      I think the safest strategy is to diversify investments. Like spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown

    • @EmiliaAbelard
      @EmiliaAbelard Před 3 měsíci

      A lot of folks downplay the role of advlsors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850k.

    • @LaurenFeller-dd7uf
      @LaurenFeller-dd7uf Před 3 měsíci

      How can I participate in this? I sincerely aspire to establish a secure financlal future and am eager to participate. Who is the driving force behind your success?

    • @EmiliaAbelard
      @EmiliaAbelard Před 3 měsíci

      Marina Carolina Nice is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment..

    • @scottjuarez9549
      @scottjuarez9549 Před 3 měsíci

      I just googled her and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a caII.

  • @TortoiseInvesting
    @TortoiseInvesting Před 3 měsíci +43

    O is a reliable income grower, you can count on the 3.5-4% dividend hikes year in and year out. Monthly payer. O is absolutely an amazing REIT and will benefit greatly once rates start getting cut.

  • @andrei-serbanvaduva8995
    @andrei-serbanvaduva8995 Před 3 měsíci +48

    Dollar cost averaging is one of the golden rules. Dumping high sums of money on a stock is good only when it's a big occasion like Arbor Realty Trust had with those short attacks. Anyways good video as always Allen, keep up the great work!

    • @justycekh832
      @justycekh832 Před 3 měsíci +2

      Yes, but front loading also works really well over long periods of time. What ends up happening with front loading (specifically studies done on IRA front loads) is that time in market outpaces dollar cost averaging. Understandably this is a different topic in terms of dollar cost averaging vs big sums of money.

    • @tdowell8615
      @tdowell8615 Před 2 měsíci

      Dollar cost averaging is a myth. You’d want him to keep buying as the price goes up.

  • @masoncnc
    @masoncnc Před 3 měsíci +99

    I'm -2% at the moment.
    If you liked it at 68, you should love it at 58.

    • @2B_or_not_2B
      @2B_or_not_2B Před 3 měsíci +8

      I love these prices. My Roth is loaded up on Realty Income and the dividend rate I’m continuing to lock in is amazing. I’m hoping it stays here for longer. I’m not looking to sell so why would I want it running at $80?

    • @likeicare300
      @likeicare300 Před 3 měsíci +2

      That's not how it works

    • @jeffrucks4477
      @jeffrucks4477 Před 3 měsíci

      Yes it is.@@likeicare300

    • @method341
      @method341 Před 3 měsíci +1

      you will like it even more at $48. See where this is going?

    • @masoncnc
      @masoncnc Před 3 měsíci

      @@method341 now I'm down even more😪😪

  • @IsabellFlores22
    @IsabellFlores22 Před 4 hodinami +11

    *Think financial independence look up Donald Nathan Scott.*

  • @Ryukung-vt8iw
    @Ryukung-vt8iw Před 3 měsíci +259

    Thanks for the update, keep up the good work.< Learned a lot from my market journey, especially the importance of living within one's means. With Flora Elkin’s guidance, my nest egg has grown to a 7-figure sum. My advice - get an analyst for better financial trade decisions and peace of mind

    • @susanasher
      @susanasher Před 3 měsíci

      I've just looked up her full name on my browser and found her webpage without sweat, very much appreciate this

    • @paulomartinez705
      @paulomartinez705 Před 3 měsíci

      It's unexpected to come across her name here. She understands every beginner’s intention and fix you to a trading course that matches your capacity, she knows her stuff! Her advice has been invaluable to my trading journey. Definitely worth giving a shot!

    • @patzeph
      @patzeph Před 3 měsíci

      It is really refreshing to see a comment about Flora Elkin.I have worked with her also for months now, reached out after reading more about her on the internet. she simplifies matters, whether it's a market surge or drop; her approach consistently keeps you ahead of the trend, She's a guru i'll say

    • @osuboone
      @osuboone Před 3 měsíci

      Investing has proven to be an incredibly beneficial decision. My cryptocurrency profits continue to play a substantial role in growing my overall wealth, reducing my reliance on my salary

    • @clackyoung8977
      @clackyoung8977 Před 3 měsíci

      Nice to see this here, Flora Elkin's understanding of market indicators is impressive. She knows exactly when to enter and exit trades for maximum profit. her siignals are top notch

  • @hannahdonald9071
    @hannahdonald9071 Před 3 měsíci +144

    I’m under pressure to grow my reserve that currently holds about $500k. I’m down by 20% already following the crash and I fear I could lose more.

    • @MattDouglas-hj9wh
      @MattDouglas-hj9wh Před 3 měsíci +6

      The strategies are quite rigorous for the regular-Joe. As a matter of fact, they are mostly successfully carried out by pros who have had a great deal of skillset/knowledge to pull such trades off.

    • @RobertBrown..
      @RobertBrown.. Před 3 měsíci +6

      Strategic investment is critical. My ideal investment is a diverse combination of stocks, bonds, and ETFs. It provides an excellent long-term return and has performed admirably thus far, but I needed to diversify my portfolio at some point, so I approached a coach who devised a system that aligned with my targets; so far, I've made a whopping $580k, and scaling my portfolio to a million by the end of the year does not seem too far-fetched to me.

    • @ChristopherDavies_
      @ChristopherDavies_ Před 3 měsíci +6

      please who is this?

    • @RobertBrown..
      @RobertBrown.. Před 3 měsíci +5

      My guide is Maria Leticia Monroe; you could look her up.

    • @graceocean8323
      @graceocean8323 Před 3 měsíci +3

      Very much appreciated. I curiously looked up Linda on the web and fortunately came across her site first, her résumé is incredible and she looks proficient I must say.

  • @susangiggs
    @susangiggs Před 3 měsíci +190

    Anyone know which stocks might be seeing significant increase this holiday season? A January bounce has been mentioned frequently. I recently sold my Boca Grande, Florida, home, and before the stock market's equities start to recover, I want to invest a big sum. Is it wise to purchase right now or not?

    • @AmirNogueira
      @AmirNogueira Před 3 měsíci +1

      I recommend investing in shares to balance out your real estate assets. Even the toughest recessions can give wonderful purchasing opportunities if you are prudent. Furthermore, volatility can create wonderful short-term buy and sell opportunities. Although this is not financial advise, you should buy right now because money isn't king right now!

    • @danieljackson87
      @danieljackson87 Před 3 měsíci +1

      You are correct. With the help of an investing coach, I was able to diversify my 450K portfolio across markets, and I was able to create a little over $830K in net profit by using high dividend yield stocks, ETFs, and bonds.

    • @andrewlogan7737
      @andrewlogan7737 Před 3 měsíci +1

      @@danieljackson87 Would you mind sharing some information on the adviser who assisted you? Since the age of 18, I've been saving for a pension through a company program. As I became more taxed, I enhanced my workplace pension with a SIPP (tax advantages). I'm now 50 and would like to aggressively grow my wealth; there are a couple cars I still want to drive and mega-vacations I still want to take.

    • @danieljackson87
      @danieljackson87 Před 3 měsíci

      Her name is Stacey Laura Alviani can't divulge much. Most likely, the internet should have her basic info, you can research if you like

  • @cashflow68
    @cashflow68 Před 3 měsíci +17

    My average cast is 52.90. My 1100 shares is giving me $282 a month. I’m not selling but buying more if it ever falls below my cost.

    • @wewhoareabouttodiesaluteyo9303
      @wewhoareabouttodiesaluteyo9303 Před 3 měsíci +3

      1100 in a Yield Max fund would give you $550 easy and that is if it distributed 0.50. Some are paying over that.

    • @gregwessels7205
      @gregwessels7205 Před 3 měsíci

      @@wewhoareabouttodiesaluteyo9303 Don't forget to subtract your nav erosion.

    • @ammarnapata2193
      @ammarnapata2193 Před 3 měsíci

      @@wewhoareabouttodiesaluteyo9303you are correct but talk has been dropping for a while it might RS

    • @cashflow68
      @cashflow68 Před 2 měsíci

      @@wewhoareabouttodiesaluteyo9303 what is the expense ratio of these funds?

    • @cashflow68
      @cashflow68 Před 2 měsíci

      @@wewhoareabouttodiesaluteyo9303 don’t forget when these funds buy & sell you’ll also pay capital gains

  • @steveanthony5530
    @steveanthony5530 Před 3 měsíci +11

    Only about 3 years experience investing with a focus on dividends and, without question my biggest flaw has been buying into a holding in chunks rather than bits and pieces. I'm up on O but I see too much red in other areas that constantly remind me of past poor decisions. Thanks for the video.

  • @DayCab1
    @DayCab1 Před 3 měsíci +44

    Ignore the paper hands. Price does not change the amount of shares you own.

    • @TfGamess
      @TfGamess Před 3 měsíci +3

      Exactly.

    • @danielgomezmeneses6989
      @danielgomezmeneses6989 Před 3 měsíci

      Sign, Nikola Motors

    • @TfGamess
      @TfGamess Před 3 měsíci

      @@danielgomezmeneses6989 xdd

    • @method341
      @method341 Před 3 měsíci +1

      price is the most important variable. The point is to buy stocks whose prices go up, right? 🤣

    • @chimchu3232
      @chimchu3232 Před 3 měsíci +2

      ​@method341 it's only part of the equation, they pay dividends on a per share basis, so if the price goes down, your dividend income stays the same, and you can buy more shares with less cash, which will pay you more dividends.

  • @humbleDon96
    @humbleDon96 Před 3 měsíci +11

    That monthly dividend is too addictive

    • @TheNicoliyah
      @TheNicoliyah Před 29 dny

      Ha ha that’s why I can’t bring myself to sell either

  • @Karenlisa1
    @Karenlisa1 Před 3 měsíci +58

    Great video, a number of the most eminent market experts have been expressing their views on the severity of the impending economic downturn and the extent to which equities might plummet. This is because the economy is heading towards a recession and inflation is persistently above the Federal Reserve's 2% target. As I'm aiming to create a portfolio worth no less than $850,000 before 1 turn 60, I would appreciate any advice on potential investments.

    • @Kevinbrian1
      @Kevinbrian1 Před 3 měsíci

      There are many financial coaches who excel in their profession, but for the time being, I employ Anthony Charles White because I adore his methods.

    • @Kevinbrian1
      @Kevinbrian1 Před 3 měsíci

      He’s mostly on Telegrams, using the user name

    • @Kevinbrian1
      @Kevinbrian1 Před 3 měsíci +1

      @Charles white 237
      That’s him

  • @holyhandgrenadeofantioch2019
    @holyhandgrenadeofantioch2019 Před 3 měsíci +27

    It will come back

    • @Madchris8828
      @Madchris8828 Před 3 měsíci +2

      I think its the interest that's killing share prices for most reits

  • @piotr7085
    @piotr7085 Před 3 měsíci +3

    I am glad you prepared this video. We need such spirit raising thoughts in reit rcommunity. Dollar cost averaging and long term hold mindset -- these are the paths to take. Cheers

  • @toddc3135
    @toddc3135 Před 3 měsíci +8

    Been through this with O a few years ago. Just hang on to it. The track record should speak for itself. The only thing you can't plan for in any stock is crooked leadership like you had with Enron, GE and WCOM in the past. There is no sign of that here, but it does happen. Regardless, the only thing you can do to avoid this is to diversify by not putting too much into O and wait for interest rates to go down. This REIT, bond funds and many others should melt up nicely once the interest rates start to get cut. We are expecting 3 in 2024.

  • @jamesp8459
    @jamesp8459 Před 3 měsíci +5

    I'm glad it's moving up slowly, gives me time to accumulate as much as possible before a more stimulating rate environment materializes.

  • @HenrikKKristensen
    @HenrikKKristensen Před 3 měsíci +15

    I am throwing every dollar I have from pay checks after REITs these months.
    I have a REIT pie I invest in and it distributes according to my predefined allocation and O get 20% of whatever I throw in the REIT pie.
    Second largest with 14% is PLD. The pie consist of 10 large REITs.
    My average price own O is now at 53.95... my next REIT pie investment I in 3 days - and I really want more before Fed lowers the interest rates, so maybe they could hold back on that 3-6 months more 🙂

    • @wewhoareabouttodiesaluteyo9303
      @wewhoareabouttodiesaluteyo9303 Před 3 měsíci

      PLD pays a low dividend yield.

    • @HenrikKKristensen
      @HenrikKKristensen Před 3 měsíci

      Well, all is relative. Yield is only the icing on the cake.
      PLD does pay 2.75%, almost double that of the S&P500, AND looking back since 1997, it has actually beaten S&P500 in total returns (even though it is a bit down right now). But they actually have a 5 year dividend growth of almost 13%!
      True you can find REITs with higher yield, but can you find better quality and better tool returns over a long period of time?
      Size matters and they are BIG.
      @@wewhoareabouttodiesaluteyo9303

    • @keepitraw1
      @keepitraw1 Před měsícem

      Actually also only buy REITS nowadays. The sell off is quite substantial. If you know what to buy you get a really nice deal. My thesis is to collect the record high dividend and sell part of it when yield are lower. REITs are quite safe and currently high income investing. In the next 3 years there will be significant capital gains as well.

  • @blinddog4288
    @blinddog4288 Před 3 měsíci +46

    But is it bad? You said you are a dividend investor and stocks go up/down, but we focus on the dividend and stability of it.

    • @user-xx8kw5cb2m
      @user-xx8kw5cb2m Před 3 měsíci +6

      Look at this way if u lose more money then u make in divendnds it can be bad just keep that in mind everyone is different and has different goals and stomach in investing

    • @bluesky5587
      @bluesky5587 Před 3 měsíci +2

      It is bad …we go for total return…..$100,000 in o and schd ….from 2012 todate ,,,,,gets you total return of realty income $290,000 and schd $420,000….and this is with schd doing not great lately …plus schd dividends are qualified. Realty income is a disaster…..

    • @2B_or_not_2B
      @2B_or_not_2B Před 3 měsíci

      @@bluesky5587ever heard of Roth?

  • @arisgod2749
    @arisgod2749 Před 3 měsíci +3

    Best statement I have ever heard about markets. "It's the only place buyers get upset when things go on sale". So true. This company is gold. I started my position at 49.8 in November and since then it has grown to 3500 shares, reinvesting dividends. This position sits in my 401K and I am not planning to sell it ever unless something drastic happens.

  • @TfGamess
    @TfGamess Před 3 měsíci +17

    I bought O at $49

  • @Rich_Man101
    @Rich_Man101 Před 3 měsíci +6

    Longtime owner of $O. Added a good deal when they crashed during the COVID panic when they hit $40, received more shares when they bought out my VER, and recently added again last year with the Spirit merger sell-off. Good timing for the video as I just started nibbling again this last week when they hit my target of $55. If they continue to go lower I'll continue to add bit by bit. Longterm a great stock for anyone's dividend portfolio IMHO.

    • @keepitraw1
      @keepitraw1 Před měsícem

      Gangster, was at work when the merger news hit. Didn’t buy at 46, but recently at 41.something. Want to add more. My thesis is in the next 3 years there will be lower yields, even if not they will pay me a nice dividend.

  • @kc8txw
    @kc8txw Před 3 měsíci +37

    O is my biggest winner. I bought a lot when the prices were down

    • @roydaone
      @roydaone Před 3 měsíci +2

      yes but there’s an opportunity to make bs content to get engagement, this guy says he’s lost money on a buy and hold strategy

    • @justmarcus33
      @justmarcus33 Před 3 měsíci +5

      @@roydaone He literally talks about why he isn't bothered by it because its a buy and hold dividend play....did you watch the video or just read the title?

  • @goose-F16
    @goose-F16 Před 3 měsíci +2

    a big error div investors make is sequence buying like this.. IM glad you highlighted it but folks that buy, they buy on emotion. As You explained correctly.. Its imperative IMO that div investors leg into thier div position, and even buy the dips when able.. I too had the same experience with O.. however when it bottomed I knowingly doubled down overweight on O and its now my best position off the Oct Lows. I sold some my profitable REITS to cover some. THis sequencing risk is present in every div event. thanks for sharing..

  • @Gary65437
    @Gary65437 Před 3 měsíci +2

    You were young and starting out at a bad market time for O or any reits. I'm impressed with how well your BDCs are doing. Just a steady climb to new highs from months ago. Meanwhile high yield or junk bonds are pretty much stuck in the mud and haven't moved back up much at all.

  • @BTBLive
    @BTBLive Před 3 měsíci +13

    My cost basis is about $62 on O ....BUT it's nice seeing that number drop as I keep adding shares to my position in addition to the re-invested divs. A red line on my portfolio is only part of the story :)

    • @michellizollar9927
      @michellizollar9927 Před 3 měsíci +1

      Are you still buying more?

    • @BTBLive
      @BTBLive Před 3 měsíci +2

      @michellizollar9927 Yes. Nothing crazy and just when at about $55. I have added about 100 shares in the past 6 months or so a couple at a time.

    • @method341
      @method341 Před 3 měsíci

      @@BTBLive why do you buy a falling stock? This stock will go down to $30. Do you realise that it has a higher P/E than META? That is insane. It should be trading at like 10 P/E, not 40.

    • @BTBLive
      @BTBLive Před 3 měsíci

      @method341 P/E with reits can be misleading. It's far from cheap but when they have to pay out 90% you can't use normal valuation methods.

    • @method341
      @method341 Před 3 měsíci

      @@BTBLive p/e reits should be scrutinized even more so than that of growth stocks. Because where else are those dividends going to come from if not from profits?

  • @pedroflores8452
    @pedroflores8452 Před 3 měsíci +3

    Thank you for this video, i did not know how much O had grown. This was the firs😊t stock i purchased when i opened my account with Fidelity, i own currently 98 shares. And I keep buying more when ever i can. I appreciate all the time you invest in producing these videos, so please keep them coming.

  • @IndepenisDay
    @IndepenisDay Před 3 měsíci +4

    I think timing the market does count at some level, im much more interested in buying more shares after a stock has bounced off resistance or reversed trend upward

  • @RobbieE33
    @RobbieE33 Před 3 měsíci +3

    I hopped on the O train at $ 47. So i'm still feeling good. Its by far my biggest position so i'm not looking to add right now. I'm actually kinda hoping the stock price will edge closer to $ 50 before the rate cuts so i can add some more

  • @mattdynes809
    @mattdynes809 Před 3 měsíci +3

    As usual... all good stable advice. O will recover slowly, which is fine.... buy a little, buy a little..... etc

  • @wgtan1081
    @wgtan1081 Před 2 měsíci +1

    Really good advise kind sir, I suffered the same with another darling REIT stock in my home country albeit mine wasn't as bad I just wish I had made my purchases in a more staggered manner then I would have an even healthier portfolio... but no regrets these are gems in the long run.

  • @jasonjonathan428
    @jasonjonathan428 Před 3 měsíci +6

    Thanks for continuing updates I'd rather trade the stock market as it's more profitable. I make an average of $34,500 per week even though I barely trade myself.

    • @scottreagan9796
      @scottreagan9796 Před 3 měsíci

      I'm favoured financially, Thank you Jesus $32,000 weekly profit regardless of how bad it gets on the economy.

    • @godfreypercy5190
      @godfreypercy5190 Před 3 měsíci

      How
      ..? Am a newbie in crypto investment, please can you guide me through on how you made profit?

    • @klebercoutinho7349
      @klebercoutinho7349 Před 3 měsíci

      She's a licensed broker here in the states

    • @josephbiturus4409
      @josephbiturus4409 Před 3 měsíci

      A lot of people still make massive profit from the crypto market, all you really need is a relevant information and some professional advice.

    • @josephbiturus4409
      @josephbiturus4409 Před 3 měsíci

      She's a licensed broker here in the states

  • @ContrarianExpatriate
    @ContrarianExpatriate Před 3 měsíci +5

    I sold all my O and bought more S&P 500 after I saw last year's performance of both, AND I learned that REITS are unable to generate qualified dividends, only ordinary which is a tax nightmare.

    • @Kibatsume1
      @Kibatsume1 Před 3 měsíci

      Roth IRA it is tax free
      That's why I keep qualified dividends in my normal brokerage and REITs In retirement account

  • @mikelalor424
    @mikelalor424 Před 3 měsíci +3

    Great video. You got it right; you haven't lost a dime. Rather, you are collecting income. I buy stocks when the yield and growth prospects justifies the capital investment. After that, the price of the stock is not an issue. I would not sell it because the price is up or down.

  • @MichaelJosephJr934
    @MichaelJosephJr934 Před 3 měsíci +4

    You need to stop reading the comments. "Except mine". LOL. I watch every video and appreciate you're work on these. Keep them coming.
    I hate haters. Wait what?!

  • @Madchris8828
    @Madchris8828 Před 3 měsíci +4

    I think O has good management and has solid returns overall. Im not worried because it is has a great moat too i think.

  • @romanwalker2935
    @romanwalker2935 Před 3 měsíci +5

    Thank you for your wonderful videos. I always watch your videos, and I shared your video links with four friends of mine, I love how open minded you are about investing, I read an article of investors that made upto $500,000 within 2months from stocks, so please I'd really love more tips and clues on how to outperform the market and make such profit using stocks.

  • @arigutman
    @arigutman Před 3 měsíci +3

    Great video, the best monthly paying dividend stock and safest among them all... All in due time Realty Income, in the right economic conditions will come soaring back...

  • @donnabursey1457
    @donnabursey1457 Před 3 měsíci +1

    This was a great video and follows my investment strategy perfectly. Stick with your portfolio and don't sell unless you have a better reason than "oh, no, the share price fell!". If it's a solid investment, stay the course. It'll bounce back. Just look at the bigger picture.

  • @Fred79444
    @Fred79444 Před 3 měsíci +2

    Im with you O is a great time to buy because its cheaper, once rates lower it will go back up as will most everything else, sustaining losses is all part of the experience.

  • @hatter1179
    @hatter1179 Před 3 měsíci +2

    I bought one when it was down know I buy more Eprt they have around the same valuation but eprt has a lower pay out ration what is the only reason their dividend yield is lower and a faster dividend growth rate and eprt will most likely outperform O. Especially since they are much smaller and can more easily grow.

  • @pedromelo24
    @pedromelo24 Před 3 měsíci +1

    Got a subscriber! What an amazing analysis!

  • @ckm-mkc
    @ckm-mkc Před 3 měsíci +1

    I sold Realty Income about the same time you bought as it didn't really live up to expectations and their exposure to the downturn in commercial real estate is huge. That said, maybe now is a good time to buy 👹

  • @TheDividendInvestorCPA
    @TheDividendInvestorCPA Před 3 měsíci

    It’s a great REIT but valuation and margin of safety if huge for O as growth will be limited - I averaged in near $50 and am holding for the long term 👍

  • @MuzixMaker
    @MuzixMaker Před 3 měsíci +5

    7:44 that sounds like the TSLY naysayers.

  • @vivekcse1
    @vivekcse1 Před 3 měsíci +2

    BTW, 29,877.95 is not your true cost. In vanguard cost basis, your dividends are also calculated as cost. So your loss is not what's shown.

  • @jameskilcoyne1955
    @jameskilcoyne1955 Před 3 měsíci

    It's also possible for a share price goes up, so you can't make a blanket statement that dumping a lot of money in at one time is bad thing. It just depends. "Dollar cost averaging" can be BAD as likely as it can be good.

  • @Username18981
    @Username18981 Před 3 měsíci

    Its not just the interest rate costing the company money to borrow, but the 4 week t bill paying almost the same as the dividend with no risk adds downward pressure.

  • @alohastateofmind3565
    @alohastateofmind3565 Před 3 měsíci +4

    Drip is buying on the dip. No worry beef curry.

  • @sdavidleigh6642
    @sdavidleigh6642 Před 3 měsíci +2

    You are so good. Thank you .

  • @MrBeerius
    @MrBeerius Před 3 měsíci +2

    If you have large amount of money it is statistically better (in 80-90 % of cases) to invest whole sum in one time. Then you can continue with DCA method with smaller amounts (saving from your regular income). You had very bad luck for timing the stock (basically you hit that 10-20%), thats all.

  • @seanuh60
    @seanuh60 Před 3 měsíci

    I love your assessments but when you show your holding it would paint a better picture to see when you put money in graphicaly compared to the share price. To appreciate your drip our dip buys.

  • @naomigonzales9663
    @naomigonzales9663 Před 3 měsíci +49

    As an lnvesting enthusiast, I often wonder how top level investors are able to become millionaires off investing. . I’ve been sitting on over $545K equity from a home sale and I’m not sure where to go from here, is it a good time to buy into stocks or diversify ?

    • @TariqSinghKhan
      @TariqSinghKhan Před 3 měsíci

      I think the safest strategy is to diversify investments. Like spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown

    • @EmiliaAbelard
      @EmiliaAbelard Před 3 měsíci

      A lot of folks downplay the role of advlsors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850k.

    • @dianarabbanii2
      @dianarabbanii2 Před 3 měsíci

      How can I participate in this? I sincerely aspire to establish a secure financlal future and am eager to participate. Who is the driving force behind your success?

    • @EmiliaAbelard
      @EmiliaAbelard Před 3 měsíci

      Marina Carolina Nice is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment..

    • @scottjuarez9549
      @scottjuarez9549 Před 3 měsíci

      I just googled her and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a caII.

  • @investingwithkendrick
    @investingwithkendrick Před 3 měsíci

    I agree, I can't be mad at a little buying opportunity

  • @Bobagx
    @Bobagx Před 3 měsíci +12

    Sry bro. Sold all at 72. Rebought some at 49.

  • @bobaquatics6776
    @bobaquatics6776 Před 3 měsíci +4

    I think, issuing shares is not a problem with O, when they take the money and buy properties or other reits at a fair value. Sure there are more shares outstanding, but that is not important. only important things are ernings per share and intrinsic value per share in my opinion. And I think O did well enough there, so no problem for me. I dont buy shares because I want to own a specific percentage of a company, but i want a minimum earning for every buck I invest. If O would 10x their shares tomorrow I would be fine, if the earnings would grow 10x aswell.

    • @Rich_Man101
      @Rich_Man101 Před 3 měsíci

      Exactly! As long as they are using the money from the sale of shares to increase their profits such as buying income producing property at a good value then that's all that matters.

  • @theyuha
    @theyuha Před 3 měsíci +1

    I plant to get back in when the tech stocks are done going up. Right now I have BITO that also pays monthly but it is variable in what it pays but it seems to go up a lot.

    • @absurdnerd7624
      @absurdnerd7624 Před 3 měsíci

      Congrats on $BITO. I got in at 14 due to being assigned on a CSP. I agree the dividend is nice. I plan to continue to sell CCs on it and expect it will be a cash cow until it gets called away from me.

    • @wewhoareabouttodiesaluteyo9303
      @wewhoareabouttodiesaluteyo9303 Před 3 měsíci

      There are better paying ETFs than BITO.

  • @lostboi3974
    @lostboi3974 Před 3 měsíci +1

    Sometimes you eat the bear,
    Sometimes the bear eats you.
    I got lucky and picked up my only 250 shares of O that I own when they were 50 and under. Now I'm just gonna watch it for the next 30 years.

  • @IndepenisDay
    @IndepenisDay Před 3 měsíci +1

    I also want in as fast as possible for the dividends to start accruing

  • @robertgerber2533
    @robertgerber2533 Před 3 měsíci +2

    Did you add in the Orion stock you got. I know it’s not doing good but it was free

    • @TheSmartLawyer
      @TheSmartLawyer Před 3 měsíci +1

      I wish I had sold the Orion crap on day one. I am still holding it at a great loss

  • @hersdera
    @hersdera Před 2 měsíci +247

    I was advised to diversify my portfolio among several assets such as stocks and bonds since this can protect my inherited portfolio of about $2.5m. I’m used to just buying and holding assets which doesn’t seem applicable to the current rollercoaster market plus inflation is catching up with my portfolio. I’m really worried about survival after retirement.

    • @CraigLloyd-fz6ns
      @CraigLloyd-fz6ns Před 2 měsíci +7

      True, I mostly just buy and hold stocks, but my portfolio has been mostly in the red for quite awhile now. Unfortunately to be able to make good gains, you’ll need to be consistent and restructure your portfolio frequently.

    • @RaymondKeen.
      @RaymondKeen. Před 2 měsíci +5

      Due to my demanding job, I lack the time to thoroughly assess my investments and analyze individual stocks. Consequently, for the past seven years, I have enlisted the services of a fiduciary who actively manages my portfolio to adapt to the current market conditions. This strategy has allowed me to navigate the financial landscape successfully, making informed decisions on when to buy and sell. Perhaps you should consider a similar approach.

    • @Stellaanderson-qx5nl
      @Stellaanderson-qx5nl Před 2 měsíci +5

      this is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? i'm in dire need of proper portfolio allocation

    • @RaymondKeen.
      @RaymondKeen. Před 2 měsíci +4

      Well, there are a few out there who know what they are doing. I tried a few in the past years, but I’ve been with Melissa Terri Swayne for the last five years or so, and her returns have been pretty much amazing.

    • @SandraDave.
      @SandraDave. Před 2 měsíci +4

      Appreciate this recommendation, hopefully I can get some insight to where the market is headed and strategies to beat the downtrend with when I hear back from Melissa.

  • @josephiroth89
    @josephiroth89 Před 3 měsíci +3

    This channel in a nutshell: “Keep calm and buy dividend stocks.”

  • @GrandPrix46
    @GrandPrix46 Před 3 měsíci +2

    I sure wish I dumped a lot of money into MRK when it was at $86, that's for damn sure.

  • @namewitheld
    @namewitheld Před 3 měsíci +2

    "With that being said" is the trademark of a dividend bull video. 🤣

  • @anotherroady6234
    @anotherroady6234 Před 3 měsíci +3

    I have 200 shares of O I bought a year ago, so I’m down about 17%. I’m not too concerned. However, I’ve been accumulating VZ and it’s been a winner.

    • @Hyper1555
      @Hyper1555 Před 3 měsíci

      Vz will not be a winner in the long run. Biiig yield trap, sorry to break your vision. Really bad balance sheet, bad metrics and bad management judging from the past. I don't see it grow revenue must nor growing eps above inflation. Has been a wealth destructor in the long term with the infinitely growing debt and low ROIC.

    • @mikeyman1974
      @mikeyman1974 Před 3 měsíci

      VZ is not a winner my dude the share price drops year over year and there dividend doesn’t even keep up with inflation

    • @shannoncargo468
      @shannoncargo468 Před 3 měsíci +1

      Hate to break the news but Verizon sucks sold mine a year ago and took a decent loss

    • @wewhoareabouttodiesaluteyo9303
      @wewhoareabouttodiesaluteyo9303 Před 3 měsíci

      @@Hyper1555 I am glad I am not the only one looking at balance sheets.

    • @g.t.richardson6311
      @g.t.richardson6311 Před 2 měsíci

      I still have some VZ bought in 2009/2010, but sold about half a few years back and made back all original investment .. still solidly in the black with what I have left, will keep for now

  • @blktester
    @blktester Před 3 měsíci

    I don't do dollar cost purchases, I wait for a double dip and bid 20% below the current price. If I don't get the I wait some more. The market will fail to drop dramatically in any 2 month period.

  • @markbalcerzak1856
    @markbalcerzak1856 Před 3 měsíci

    Any insights on BDC's? They seem in a big pull-back the past three weeks (entire sector).

  • @IndepenisDay
    @IndepenisDay Před 3 měsíci +1

    This company looks fine, share price is healthy and broke and held above the 50ema on the 15 min chart for the first time in 2 weeks

  • @tomfisher7751
    @tomfisher7751 Před 3 měsíci +1

    Do you own any UK stocks such as LGEN?

  • @goodbodha
    @goodbodha Před 21 dnem

    A bit over a thousand shares for me with a $51.24 cost basis. I think it will be fine for me. I view it as a better alternative to bonds. I expect when rates eventually drop the price will go up and I will have locked in an incredible dividend yield.

  • @kurttSchuster
    @kurttSchuster Před 3 měsíci +4

    Do you think it's a good time to consider selling some stocks, or is it better to hold onto them for the long term? I’m considering rebalancing my $2M portfolios, So I'm curious about the best strategies for potential market downturns

    • @Blitcliffe
      @Blitcliffe Před 3 měsíci +1

      Knowledgeable Investors know where and how to put money during a crisis in order to reduce risk and maximize returns. See a market strategist with experience if you are unable to manage these market conditions

    • @PhilipMurray251
      @PhilipMurray251 Před 3 měsíci +1

      I stopped listening and taking financial advise from these CZcamsrs, because at the end of the day, I end up with a bunch of confusing stocks without knowing when to take profit, In reality, all I needed was professional advice.

    • @kurttSchuster
      @kurttSchuster Před 3 měsíci +1

      Please how do I find and contact this financial counselor ?

    • @PhilipMurray251
      @PhilipMurray251 Před 3 měsíci +4

      Natalie Ann Brinkman is the licensed coach I use. Just research the name. You'd find necessary details to work with a correspondence to set up an appointment.

    • @kurttSchuster
      @kurttSchuster Před 3 měsíci +1

      I appreciate it. After searching her name online and reviewing her credentials, I'm quite impressed. I've contacted her as I could use all the help I can get. A call has been scheduled.

  • @rustynail7866
    @rustynail7866 Před 3 měsíci +1

    The price of O is down, but counting the interest I'm still ahead

  • @NOXkaz
    @NOXkaz Před 2 měsíci

    Don't buy at nosebleed prices is the lesson. I don't touch REITs unless I am getting something good with a 7% yield or better. I don't count on appreciation or dividend raises. Better to buy things well rather than buy good things like Howard Marks says.

  • @janoz06
    @janoz06 Před 3 měsíci +1

    Excellent video thanks

  • @BS-jg7dy
    @BS-jg7dy Před 3 měsíci

    I would be surprised if O doesn't have a great 2024. If REITs don't do well this year then very few stocks will do well. In which case, oh well, stocks on sale are never a bad thing.

  • @1JJONES
    @1JJONES Před 3 měsíci +1

    You haven't lost anything unless you sell. It's been devalued. If the management team is good, it will recover, it's only a matter of time.

  • @anotherdude9456
    @anotherdude9456 Před 3 měsíci

    i regret not buying more when it dropped to 49. i was buying as much as i could afford during the last year but man what a deal

  • @ichanmich
    @ichanmich Před 3 měsíci

    Here is the thing: Offering more shares at market value should not affect share price.
    change my mind

  • @PedalToTheMetal61888
    @PedalToTheMetal61888 Před 3 měsíci +1

    ...i Strongly Agree and Saw it Coming ...!!!...???..."" O '' is Now ZERO ...

  • @TheYaq
    @TheYaq Před 3 měsíci

    does the company write off good numbers? doe they make profit ?

  • @lakatosjuraj
    @lakatosjuraj Před 2 měsíci

    i see O risky. You say they doubled enterprise value in 5 years. But that increase was done on borrowed money. In those 5 years they also almost tripled their debt. In addition to debt they increased the number of shares 2.5 times. If interest rates are going to stay high for longer (which they likely will) and O will have to cut back on dividends to cover interest payments, then the stock will tank in earnest.

  • @DennisonBeers
    @DennisonBeers Před 3 měsíci

    There actually not the only one that pays a monthly dividend. At this point though they are I would say the largest REIT company there is no questions asked and has been around longer than any other REIT company that is at least publicly traded.

  • @drescherjm
    @drescherjm Před 3 měsíci

    I have 300 shares @ 65.86 so it's far from my worst investment (mpw which I have more than 10 times as many shares). I may add some more.

  • @dubsdolby9437
    @dubsdolby9437 Před 3 měsíci

    Great investment for me brought 300 shares at 46 usd, so all good 👍

  • @coocoocachooglin
    @coocoocachooglin Před 3 měsíci

    I'm annoyed with $O - I had 3 CSP for $54 back in Jan, it got to 54.35 and bounced, I missed that assignment, I could have btc, but thought it might go down more, now its up 11 dollars from there😵

  • @Joram0611
    @Joram0611 Před 3 měsíci +4

    "My viewers are getting sick of me talking about Realty… so let me make one more video" :)
    Seriously though, I've had this stock on and off (I switched brokers in between) twice now, and doubted a little bit during the sharp increase in interest by the FED. But I still think it's an amazing company to own stocks of, and I'll definitely hold for as long as they keep doing what they do best.

  • @mohammadkhan744
    @mohammadkhan744 Před 3 měsíci

    Iz it worth investing from the UK

  • @udontknowm3722
    @udontknowm3722 Před 3 měsíci

    For me Realty Income will be at 70-80 Dollars after we get Interest Rates Cuts . Realty Income just took over another Company for more Revenue etc . We saw a 25 % Rally after Interest Rates Cuts were called for this year . For me Realty Income is a Insane good Stock , high Dividend and this Monthly .

  • @Sylvan_dB
    @Sylvan_dB Před 3 měsíci +1

    The other lesson is: don't make big bets on one thing or direction. Always remember, you might be wrong.

  • @rtj6874
    @rtj6874 Před 3 měsíci

    I love, and still love O, and at these prices are a bargain and I pour money into them when I can.

  • @mfinite689
    @mfinite689 Před 3 měsíci

    It's crazy that so many people want to buy high and sell low.

  • @Daniel-ju3ku
    @Daniel-ju3ku Před 3 měsíci

    20/20 hindsight. Stick to the plan and don't out guess yourself. As long as O is diversified in different properties, it should play out in the long

  • @wewhoareabouttodiesaluteyo9303
    @wewhoareabouttodiesaluteyo9303 Před 3 měsíci +1

    Articles hype it up so much; however, it really is not a good stock.

    • @wewhoareabouttodiesaluteyo9303
      @wewhoareabouttodiesaluteyo9303 Před 3 měsíci

      @@davidcarlisle3203 You seem to be trigged. Always negative with you. Post yours and we can see what you messed up. Maybe you feel like you are not getting the distribution you need?

  • @theocratickingdom30
    @theocratickingdom30 Před 3 měsíci +1

    I sold all of my shares months ago for a much better investment. I also sold because I don’t like where they are headed.

  • @ladislavhanajik2810
    @ladislavhanajik2810 Před 3 měsíci

    Hi, I buy constantly, 47, 48, 50,. Nice dividend.

  • @justinshearer8180
    @justinshearer8180 Před 3 měsíci

    Did you average down when it dropped in the 40s?