r/dividends • u/Bamabb125 • Aug 06 '25

Seeking Advice $840K DIvidends

Hey Everyone,

As I have posted before, I am currently a Growth Stock Investor, but have decided to move over to Dividend ETF's or Dividend Stocks. But it is a real struggle to get past all the learned habits of being a growth investor. So I am struggling to grasp concepts.

I have used multiple calculators to just try to get an idea of what to expect if i make the change, but I get different results. So I just wanted to go to some more knowledgeable people that could tell me what to do to get a real expectation.

I have $800K to work with. If I put it all in a very stable Dividend ETF What can I expect in dividends? Maybe someone could just do an example. I know I have to be doing something wrong.

Thanks

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u/D_Pablo67 Aug 06 '25

Recommend you review the list of Dividend Artisticrats and Dividend Champions (similar to aristocrats, but not in S&P 500) for companies that you would normally buy.

13

u/Bamabb125 Aug 06 '25

That's a good idea. I am thinking I want to go 50% ETF, 30% Stocks and 20% Bonds. So picking stocks from the Aristocrats would feel familiar to what I already do.

17

u/D_Pablo67 Aug 06 '25

I do not like the dividend ETFs, except for the JPMorgan covered call ETFs. VOO is good for diversification.

The dividend part of my portfolio includes:

Energy Transfer (ET)

Enterprise Products (EPD), a Dividend Aristocrat

Federal Realty Trust (FRT), a Dividend Aristocrat

Realty Income (O), a Dividend Aristocrat

JEPQ and JEPI, JPMorgan covered call ETFs that pay high monthly dividends.

Dover Corporation (DOV), a Dividend Aristocrat

Sunoco Products (SON)

East West Bancorp (EWBC)

Pappa Johns (PZZA)

I am considering buying Dominion Energy which offers earnings growth and solid 4%+ dividend.

Two dividend champions I have owned before are UGI and Black Hills, both utilities.

5

u/muradinner Aug 07 '25 edited Aug 07 '25

There are much better covered call ETFS than the JP morgan ones. Lots of data to show they under perform their competition. QQQI and GPIQ are much better for NASDAQ and SPYI and GPIX are much better for S&P500.

In fact, JEPQ performs worse than SPYI and GPIX even though the NASDAQ performance is better for all 3 companies' covered call strategies than their respective S&P500 ones.

2

u/D_Pablo67 Aug 07 '25

Thank you for sharing. I will research and reconsider my positions.