Financial Modeling Prep

In this video, I’m going to show you my dividend portfolio, which just hit a brand-new all-time high, and I'll break down my total returns over the last five years I've been at Fidelity, comparing them to the S&P 500 and to the total US stock market. I’ll also share some insights from doing my 2025 taxes that you might be interested to see, especially if you’re looking for ways to keep more of those dividends in your pocket. Use my FAST Graphs Link and coupon code AFFILIATE25 to get 25% off your 1st payment for new signups ➡️ https://fastgraphs.com/?ref=GenExDividendInvestor Use my Seeking Alpha Affiliate Link (benefits change overtime) ➡️ https://link.seekingalpha.com/2352ZCK/4G6SHH/ JOIN my channel membership to access new perks ➡️ https://www.youtube.com/channel/UCuOS-UH_s4KGhArN6HdRB0Q/join Subscribe ➡️ https://www.youtube.com/c/GenExDividendInvestor?sub_confirmation=1 Share this Video ➡️ https://youtu.be/fRrSwYUApwo Watch this Video next ➡️ https://youtu.be/mkc31kiLaN8 ➡️ DIVIDEND DISCORD: https://discord.gg/kkSr5FY ➡️ TWITTER/X: https://twitter.com/GenExDividend ➡️ BLUESKY: https://bsky.app/profile/genexdividend.bsky.social ➡️ INSTAGRAM: https://www.instagram.com/genexdividendinvestor/ ➡️ PATREON: https://www.patreon.com/join/genexdividendinvestor ➡️ SOUNDCLOUD PODCAST: https://soundcloud.com/genexdividendinvestor ➡️ ITUNES PODCAST: https://podcasts.apple.com/us/podcast/genexdividendinvestor-podcasts/id1476933524 ➡️ REDDIT: https://www.reddit.com/user/GenXDividendInvestor Timestamps: 00:00 Intro 00:28 My dividend portfolio total returns at Fidelity 01:44 Why build your own div portfolio instead of an ETF? 02:43 My portfolio in my spreadsheet tool 08:19 Dividends & tax observations 13:30 Saying thanks/pitches/outro Donate to St. Jude’s Children Hospital: https://www.stjude.org/donate/donate-to-st-jude.html?sc_icid=header-btn-donate-now Please use my Amazon Affiliates Link before shopping on Amazon ➜ https://amzn.to/2YLxsiW (as an Amazon Associate I earn from qualifying purchases) Please LIKE, COMMENT and SUBSCRIBE to support this channel - it helps me immensely! Also, please SHARE this video with your friends :) Thanks, I really appreciate it! Attributions/SEO/Useful Links: Use My Financial Modeling Prep affiliate link for awesome stock data (up to a 25% discount) https://site.financialmodelingprep.com/pricing-plans?couponCode=genex25 Schwab US Dividend Equity ETF – SCHD Realty Income – O Altria – MO Johnson & Johnson – JNJ AbbVie – ABBV British American Tobacco - BTI Goldman Sachs – GS Enterprise Products Partners LP – EPD Amplify CWP Enhanced Dividend Income ETF – DIVO JPMorgan Nasdaq Equity Premium Income ETF – JEPQ Microsoft – MSFT Goldman Sachs Nasdaq-100 Premium Income ETF – GPIQ Amplify CWP Growth & Income ETF – QDVO Duke Energy – DUK McDonalds – MCD Coca-Cola – KO Philip Morris – PM Procter & Gamble – PG Pepsi – PEP Southern Company – SO ExxonMobil – XOM Caterpillar – CAT Chevron – CVX Apple – AAPL Amplify CWP International Enhanced Div Inc ETF – IDVO Travelers Companies – TRV Home Depot – HD Starbucks – SBUX Disclaimer: I am not a financial adviser. These videos are for entertainment, inspiration, and educational purposes only. Investing of any kind involves risk. I am only sharing my opinion with no guarantee of gains or losses on investments. Please consult an appropriate adviser and do your own research before making any decisions on anything. I am not responsible or liable for any actions you take. The data shared may be inaccurate. Copyright © 2026 GenExDividendInvestor. All rights reserved. #DividendPortfolio #DividendGrowthInvesting #DividendInvesting