​The 5 Dividend Stocks I'd Trust With Everything I Own


Here's your weekly helping of interesting investing information and insights.

What I'm Reading

The 5 Dividend Stocks I'd Trust With Everything I Own

Leo Nelissen shares his hand-picked list of 5 dividend stocks he trusts so much that he'd be comfortable owning only these companies, and explains why each one could deliver strong long-term growth and income.

Stocks mentioned:

  • Texas Pacific Land (TPL)
  • GE Aerospace (GE)
  • Agree Realty (ADC)
  • CME Group (CME)
  • Antero Midstream (AM)

Normally requires a paid SeekingAlpha subscription - I'm gifting you FREE access!


Quote I'm Thinking About

"We must recognize that we are incapable of rational thought, admit that our brains are flawed and create practical work arounds to limit the havoc our irrationally mind can create." -Guy Spier


Videos I'm Watching

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Have you ever heard of the marshmallow test? It goes back about 50 years, and found kids who could wait for 2 marshmallows instead of eating 1 right away tended to do better in life later on. But, can self-control be taught?

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Arnold Van Den Berg is a holocaust survivor with an incredible story. He shares the simple mental tools he used to overcome depression, poverty, and self-doubt to become a successful investor—and how you can use them to improve your own life.


Podcasts I'm Listening To

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Is It Time To Buy AI Stocks?...
Dec 13 · The Deep End
85:19
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I'm always looking to expand my circle of competence and the the Deep End had on Bilaal Dhalech to tlk about AI stocks and if it's time to buy.

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It's Like Free Money
Dec 12 · The Compound and Friends
75:09
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Two of my favorite podcasts - The Compound and Friends and OddLots - teamed up to talk dow 50,000, AI and the market, cash on the sidelines, the Fed's latest move and more!


Interesting Article I'm Reading

At a billionaire's party, author Joseph Heller was told the host made more money in one day than his famous book "Catch-22" earned in its entire history, and Heller replied: "I have something he will never have—enough." The article's point is that real wealth isn't about having the most money—it's about having enough and knowing it. [LINK TO POST]


Disclaimer: This is not investment advice. Do your own research before making any investment decisions.

😁THANK YOU to all who responded to the last newsletter!!

Check out the portfolio on Blossom, the podcast, or see what’s cooking on YouTube.

And now, here is this week's portfolio activity...


Dividends Received This Week ~$73.95

  • ExxonMobil (XOM) | $45.34
  • Kinsale Capital (KNSL) | $0.17
  • Agree Realty (ADC) | $61.05

Dividends Received Year to Date (Schwab Only)~

$5,143.83


Stocks Sold (AVERAGE)

None

Stocks Bought (AVERAGE)

  • 1 Agree Realty (ADC) | $71.45 - This is one of my favorite stocks because they own the land and buildings under stores like Walmart (WMT) and Home Depot (HD), collects rent checks every month while the tenants pay all the property expenses, and passes most of that income to shareholders as dividends—it's boring because nothing exciting happens, which is exactly what you want in a long-term income investment.
  • 1 Schwab International Dividend ETF (SCHY) | $29.43 - gives you ownership in hundreds of dividend-paying companies across Europe, Japan, and other developed countries all in one ticker, so you get international diversification and income without having to research foreign stocks or deal with buying individual companies in different markets yourself.

💰 GOING EX-DIVIDEND THIS WEEK 💰

  • 12/15 Walt Disney (DIS), 1.34% | 70S
  • 12/15 FedEx (FDX), 2.04% | 64S
  • 12/15 Merck (MRK), 3.39% | 90VS
  • 12/15 T. Rowe Price (TROW), 4.84% | 80S
  • 12/15 Public Storage (PSA), 4.36% | 96VS
  • 12/15 Domino's Pizza (DPZ), 1.61% | 55BS
  • 12/15 Ares Capital (ARCC), 9.21% | 59BS
  • 12/16 Ecolab (ECL), 1.11% | 98VS
  • 12/16 Prologis (PLD), 3.10% | 61S
  • 12/17 VICI Properties (VICI), 6.28% | 50BS

🎦If you missed it, we're talking about 5 dividend stocks where the CEO and a few CFO's are buying!

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🎶Random music from the Dapper Dividends Jukebox🎶

The Meteors - Little Red Riding Hood

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🎙️Check out the Dapper Dividends Jukebox!🎶

Are you cursed with too much money? Consider my TIP JAR as a last resort before lighting it on 🔥!


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