Prof. Rex Jacobsen

Accounting/finance Professor. I ❤️ teaching, investing, passive income (especially dividends), learning, working out. Ex-military. FIRE on a teacher's salary.

[Prof. Rex Jacobsen @rexjacobsen]

@DividendGrowth Great summary!

[Prof. Rex Jacobsen @rexjacobsen]

@DividendGrowth I reinvest my dividends only into stocks that I consider to be a "buy" at that time. So no auto-DRIP

[Prof. Rex Jacobsen @rexjacobsen]

@DividendWave @NanoBanana Your graphs are some of my faves 💯

[Prof. Rex Jacobsen @rexjacobsen]

@DividendWave @NanoBanana What do you normally use to create your graphs and is it labor intensive?

[Prof. Rex Jacobsen @rexjacobsen]

@DividendGrowth 💯 💯 💯

[Prof. Rex Jacobsen @rexjacobsen]

+21.47% per Year Dividend-Growth Stock Portfolio (+38.14% per Year Tech Strategy) - Update 189

https://t.co/x52beXdgns

$schd $vig $acn $dhr $eog $intu $ice $lad $mas $msci $br $amp $low $nvda $mtb $pnc $aos $msft $rmd $schw $tmo $zts $nee $lly $noc $a $csx $lmt $stz $avgo $bk $gs $axp $ms $lrcx $klac $evr

[Prof. Rex Jacobsen @rexjacobsen]

Outlook Turns Negative for the Real Estate Sector

https://t.co/doYTDNAr09

$vnq $schh $xlre $iyr $usrt $pld $amt $eqix $spg $psa $cci $dlr $sbac $o $vici

[Prof. Rex Jacobsen @rexjacobsen]

Annual Re-Balance of our Best-of-S&P-500 Portfolio: +63.4% versus S&P 500. Also, Wide-Moat Portfolio & Tech-Stock Portfolio Updates (both beating the market)

$aapl $msft $now $nvda $crm $avgo $cmg $v $adbe $acn $msft $mdlz $ice $amd $googl $meta $orcl $pltr $vrt $vst $gev $etn $nem $rgld $rklb

https://t.co/S2Kz4iP8xN

[Prof. Rex Jacobsen @rexjacobsen]

@BusinessFamous Via an old-school cable package. Prefer to not watch on streaming (more difficult to rewind to see a play again)

[Prof. Rex Jacobsen @rexjacobsen]

@DividendGrowth 💯

[Prof. Rex Jacobsen @rexjacobsen]

A simple way to invest in real estate is through real estate investment trusts (REITs).

I was recently asked which publicly-traded REITs are my favorite, so this video shows my top 6 at the moment.

Most REITs don’t qualify for our two dividend-centered portfolios as explained in the video (due to a lack of a strong moat), so let me know if you would be interested in us starting a REIT-only Portfolio.
$vici $o $sbac $are $amt $pld $egp

https://t.co/Rh559HWes0

[Prof. Rex Jacobsen @rexjacobsen]

@DividendGrowth 💯

[Prof. Rex Jacobsen @rexjacobsen]

Dividend Stock Portfolio Update ... High-Yield Stock Portfolio: +21.11% Per Year, Dividend-Growth Stock Portfolio: +20.59% Per Year - 24 Best Dividend Stocks - Research Update 188

$hd $schd $vig $avgo $klac $lrcx $bk $gs $itt $intu $msft $ice $shop $anet $crh $aapl $deo $tmo $cmcsa $zts $dhr $mas $msci $stz $mrk $mdlz $schw $pnc $fds $aos $acn $pep $ci $unp $br $bac $ms $stt $epd $eog $googl $amp $alle $axp $ma $v $nvda https://t.co/bOcT38nRGG

[Prof. Rex Jacobsen @rexjacobsen]

While our dividend strategies are my personal favorite, this week’s video highlights our Tech-Stock, Wide-Moat, Capital-Light Investing Strategies as well as a new Sector/Industry Rotation & Secular Trend strategy

$asml $adbe $crm $msi $adi $wday $now $acn $manh $epam $aph $msft $aapl $nxpi $infy $shop $cprt $crm $cp $zts $msci $cost $ice $xlc $xlf $xlk $fcx $bx $googl $orcl $nem #investing #stocks

https://t.co/sbdH2lyiUh

[Prof. Rex Jacobsen @rexjacobsen]

Dividend Stock Portfolio Update ...
High-Yield Stock Portfolio: +24.65% Per Year,
Dividend-Growth Stock Portfolio: +22.28% Per Year - 25 Best Dividend Stocks - Research Update 186

https://t.co/5NbgxzebPJ

$schd $vig $avgo $evr $klac $lrcx $bk $gs $cr $itt $intu $klg $mst $ice $wst $lw $tmo $gev $nov $alle $tmus $nvo $mrk $gsk $ups $hii $stt $sony $amgn $slb $vrt $gd $mlm $dhr $zts $cmcsa $schw $mas $lad $stz $pnc $ci $msi $bac $ms $epd $low $pep $aapl $nvda

[Prof. Rex Jacobsen @rexjacobsen]

Portfolio holding Morgan Stanley $MS increased quarterly dividends 8.1%, marking the 10th consecutive year of dividend increases.

The company has paid a dividend for 32 consecutive years, according to company reports.

The company's 10-year dividend growth rate is 26.1% per year.

Morgan Stanley is a holding in 2 of our stock portfolios:

1) Dividend-Growth Stock Portfolio

2) High-Yield Stock Portfolio

For our Dividend-Growth Stock Portfolio, the company has provided a total return of +81.1% based on our initial investment.

For our High-Yield Stock Portfolio, Morgan Stanley has provided a total return of +86.9% based on our initial investment.

Morgan Stanley is among the largest financial services firms in the U.S. with operations in investment banking, securities, and investment and wealth management.

The company resides in the Investment Banking & Brokerage sub-industry of the Financials sector.

Images: Calendar-Year Dividend History (annual change in green) and dividend statistics.

Image Source: Charles Schwab

[Prof. Rex Jacobsen @rexjacobsen]

While our dividend strategies are my personal favorite, this week’s video highlights our Tech-Stock, Wide-Moat, Capital-Light Investing Strategies as well as a new Sector/Industry Rotation & Secular Trend strategy

https://t.co/IBK9gVjpyM

$nvda $asml $adi $anet $epam $intu $tsm $aapl $acn $now $msft $wday $crm $msi $adbe $jd $lulu $deck $cprt $tmo $zts $pep $ma $v $ice $amd $gev $amzn $avgo $meta $fcx $nem $mp $iau

[Prof. Rex Jacobsen @rexjacobsen]

@DividendGrowth All but $XOM

[Prof. Rex Jacobsen @rexjacobsen]

A 12.8% dividend increase was announced by the Bank of New York Mellon Corporation $BK, marking its 13th consecutive year of dividend increases.

BK is part of both of our dividend portfolios.

For our Dividend-Growth Portfolio, the company has provided a total return of +135.8% based our initial investment.The average total return on our 12 investments in the company is +81.61% (+57.6% annual return).

BK is also part of our High-Yield Portfolio and has provided a total return of +120.4% based on our initial investment. The average total return on our 15 investments in the company is +126.71% (+55.5% annual return).

BK is a leading global asset servicer that provides securities processing, asset management, and servicing to institutional and individual clients.

[Prof. Rex Jacobsen @rexjacobsen]

Today shares of NVIDIA Corp. $NVDA rose +4.04% as artificial intelligence (AI) sales to China are set to resume after the U.S. government assured that licenses will be granted. Deliveries are expected to begin soon.

With a $50B+ AI market, China is the second largest AI market and this should significantly boost sales for NVDA.

This news should also be beneficial to other AI semiconductor companies like AMD which will likely regain permission to sell to China.

NVIDIA is a part of several of our strategies as listed below. Strategy plus performance since initial investment into NVIDIA:

Wide-Moat Strategy: +204.5% on first “round-trip” (bought and sold), +45.1% when purchased again

Tech-Stock Portfolio: +94.0%

Dividend-Growth Stock Portfolio: +61.0% (admittedly, NVDA has not grown its dividend very well)

Capital-Light Strategy: +44.5%

Also, on Monday, we started a sub-strategy just for the AI/Data Center secular trend and NVIDIA is part of that strategy. More info about this sub-strategy on next week’s YouTube video.