Each week you'll learn how to be a better dividend investor and follow the journey of a welder with a passion for passive income to $1,000,000 and beyond.
Share
The Only Dividend Giant With a Head Start in Venezuela!
Published about 2 months ago • 3 min read
Here's your weekly helping of interesting investing information and insights.
Opinion
Everyone's losing their minds over the Venezuela situation, but here's where I'm at after doing a little digging: Venezuela supplies about 1% of the world's oil. The global market is oversupplied right now. Gas prices here in Illinois are at a 5-year low. So no, I'm not panicking about what this means for my wallet or my daily life. Will the capture of Maduro have consequences? Sure. Are those consequences mostly outside my control? Absolutely.
I'm staying aware of what's happening, but I'm not going to waste my limited time arguing on social media or making investment decisions based on headlines. The courts will sort out the legal stuff. What I can control is showing up to work, taking care of my family, and making less stupid investment decisions based on fundamentals, not geopolitical drama. That's where I'm keeping my focus. How about you?
It turns out that Chevron (CVX) is the only major oil company that stayed in Venezuela this whole time. Everyone else—Exxon (XOM), ConocoPhillips (COP)—they all left years ago. Chevron stuck around under a special agreement, and now they've got a massive head start if the U.S. decides to help rebuild Venezuela's oil industry.
They know the country, they know where the oil is, and they're already there. Does that mean you should rush out and buy it? Not necessarily. But it's worth understanding why this might actually matter for your portfolio. [Article Link]
Normally requires a paid SeekingAlpha subscription - I'm gifting you FREE access!
Quote I'm Thinking About
"I'd rather attempt to do something great and fail than to attempt to do nothing and succeed" -Robert H. Schuller
Meb Faber and Cullen Roche talked about the "perfect portfolio" and how that might mean always having an investment that you don't like because it's underperforming. People want a holy grail portfolio that is fully performing well at all times... but that might be unrealistic.
I sent this one to my teenage daughters because Morning Brew hosts Neal and Toby sat down with Bill Gurley, a venture capitalist and author and discuss Bill's new book “Runnin' Down a Dream, How to Thrive in a Career You Actually Love”. The guys ask Bill about what practices one should have when pursuing an interest they might wanna make a career and more. Very cool insights from a successful person!
Love him or hate him, Jim Cramer has been plugged into Wall Street for over 40 years. In this podcast he pushes back on index fund investing and explains how individual stocks should make up 50% of your portfolio... and how you can pick those winning stocks.
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!!
1 Schwab International Dividend ETF (SCHY) | $29.95 - International stocks have been on a roll and they are still cheaper than most similar US stocks and could continue rising in 2026 and beyond. SCHY is the easy button to buy a basket of quality Non-US stocks and get paid to wait as well.
I use Seeking Alpha to research stocks and find new investment ideas and right now they're offering $30 off Premium!
Premium: $269/year (save $30) + 7-day free trial
Get access to stock ratings, data-driven insights, and institutional-grade research tools.
*This is an affiliate offer, and I will receive a small commission at no additional cost when you buy a premium annual subscription after clicking the image above.
Each week you'll learn how to be a better dividend investor and follow the journey of a welder with a passion for passive income to $1,000,000 and beyond.
Here's your weekly helping of interesting investing information and insights. Opinion If you've been watching BDCs lately, you saw the chaos last week. Blue Owl halted redemptions on one of their funds, basically telling retail investors "you're not getting your money back on a quarterly basis anymore." Why? Too many people wanted out at once and they couldn't keep up. So they sold $1.4 billion in loans to raise cash and pay investors back. The important part — they got 99.7 cents on the...
Here's your weekly helping of interesting investing information and insights. Opinion SCHD vs SCHG Have you seen what SCHD has done vs SCHG? It's up almost 25% since the calendar flipped to 2026! While SCHG is an ETF that bets on fast-growing tech companies and "the next big thing," SCHD is an ETF that focuses on steady, "old-school" companies that pay out cash to their shareholders every year.This massive flip is happening because investors are getting scared that AI will ruin many software...
Here's your weekly helping of interesting investing information and insights. Opinion Happy Super Bowl Sunday To Those Who Celebrate! 🏈 Can't invest directly in the NFL? No problem! I had my lead researcher work hard on finding the top dividend-paying stocks that let you profit from America's favorite sport: 1. 📺 Comcast (CMCSA) - 4.21% Yield The Super Bowl broadcaster! NBC airs the big game in 2026, 2029, and 2033. Sunday Night Football = #1 primetime show for 13 straight years. 17 years of...
