In this video, I compare Dividend Stocks against a much lesser known, but often higher yielding passive income challenger, in Royalty Trusts. And stick around until the end, because I reveal Michael Burry’s billion-dollar warning to the tech sector, then share some startling new job numbers, and wrap up with Warren Buffett’s emotional goodbye letter he just posted.
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Timestamps:
00:00 Intro
00:36 Royalty Trusts
04:22 Example Royalty Trust CRT
07:45 Taxes
11:26 Michael Burry’s warning(s)
14:43 Some nasty US jobs data
17:10 Warren Buffett’s goodbye
19:00 Final lesson
20:09 Shoutouts, pitches & outro
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Attributions/SEO/Useful Links:
Use My Financial Modeling Prep affiliate link for awesome stock data (up to a 25% discount)
https://www.youtube.com/watch?v=mqa1yEd891o, “Alex Karp on ‘Big Short’ investor Michael Burry: ‘Bats— crazy’ for bets against Palantir, Nvidia”, CNBC
October Challenger Report: 153,074 Job Cuts on Cost-Cutting & AI
https://www.yahoo.com/finance/news/yikes-top-investment-bank-looks-162906862.html
https://www.berkshirehathaway.com/news/nov1025.pdf
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.
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#Dividends #RoyaltyTrusts #PassiveIncome
It would sure be nice to watch one of your videos without background noise!!!
Thanks for explaining this in better detail. Early in my journey, I purchased some royalty trusts to achieve newbie goals not fully understanding them. I still hold the original ones I purchased. Although, I've not really added any new positions since.
Don’t own any, and don’t know why I ever would! 😮 So many better investments! Thanks for covering it though, so I know what to avoid! 😂
Great video. I been looking at MLPs like MPLX and EdP. I was thinking that if I buy them in my Roth I would be ok….well I was wrong. Glad I’m watching your video.
Im bearish until a drop…then I will a little, but keep saving my dividends and try keep saving cash
Week 3 of asking @GenExDividendInvestor about what securities will you hold if you have $250K outside of your retirement accounts, and you plan to retire between 10-12 years with $80K a year in dividends, and can contribute $2000-$2200 a month to this portfolio.
Such practical video would be really appreciated. Thank you in advance!
I feel confident about my 2 portfolios in a down turn b/c like you my dividend portfolio will remain paying and increasing dividends plus my covered call income on those stocks will provide additional cash flow and down side protection. My wheel options portfolio will even do better b/c I sell options on a sizeable amount of cash earning 4% on in SGOV and I will begin to deploy that capital doing the wheel strategy based on the level of VIX and percentage of pullback. I always do better in downturns in my options portfolio one of the advantages of using this strategy. Since we have a correction every 12 to 18 months on average I’m anticipating a move back to the moving averages sometime in 2026.
Very timely video! I just bought some SBR! =)
I was thinking those Royalty Trust would issue a K-1 to its holders. Those distributions would lower the tax a Trust would pay. Trusts can easily pay high income taxes with high tax rates.
A client asked me if the government went belly up, defaulted on all its debt, what should I do to keep afloat. At first I thought you are asking something that hasn’t happened yet. When we actually met up I said to have a balanced portfolio, a good bit cash available and little to no debt. We all can look back when stocks crashed during the Great Depression and you have to use that as a benchmark mark. All this to say I think I have good solid companies in my portfolio. No doubt Stock values would take a hit but I would think these companies will find a way to still exist if the Government crashed.
Another great that’s what she said !!! Thanks as always for these weekly videos.
That’s why I buy high-quality dividend stocks so if the market crash I keep getting a dividend and the bounce back is always good so I’m here for it the highs and the lows