A to Z Dividend Course

Sam mentioned that he would be interested in an A to Z dividend investing course. If I were to create something like that, I would want it to be highly targeted, relevant, and applicable to your specific needs. So, I have two questions for you all:

  1. Would you be interested in a dividend investing course?

  2. If so, what specific questions, issues, etc. would you like to see a part of it?

Here were a few ideas that came to my mind:

  • How much do I need to save per month to end up with an estimated $X in dividend income within the next X number of years?

  • How do I value a dividend stock? Can you include spreadsheet templates?

  • How have dividend stocks performed in market crashes?

  • How do I control the urge to sell at the bottom of a market crash?

  • What types of investment accounts should I use (401k, Traditional IRA, Roth IRA, taxable account)? Which should be my highest priority?

  • Which brokerage company should I use?

  • How do I minimize the amount of time spent on my dividend portfolio?

  • How can I quickly and easily find new dividend stock ideas?

  • Should I invest in dividend stocks or dividend ETFs? Or both?

  • How should I think about higher income sectors (like Utilities and REITs)?

  • Should I own bonds and, if so, what should my allocation be?

  • What role do bonds play in a portfolio?

  • What is a sustainable withdrawal rate in retirement or early financial freedom?

  • How do I research a good ETF?

  • How many stocks should I own?

  • How diversified should I be across all sectors?

  • What are some financial ratios that I should pay attention to?

  • Should I invest a lump sum of money or dollar cost average over time?

  • How do I know if it’s a good time to invest or not?

  • Should I rebalance my portfolio and, if so, how often?

  • What are some investing mistakes and how to avoid them?

  • Is there a dividend checklist I can follow before making investment decisions?

  • How do I put all of this together into a useful framework?

  • What data sources and research providers should I get, if any?

Your ideas:

  • How do you analyze ETFs and mutual funds?

  • Should you invest in ETFs or individual stocks? Who is right for what?