Coca-Cola

Key Points It’s definitely possible to grow $10,000 over time with dividend investing. You can use low-fee dividend-paying ETFs to help keep your costs low. Are you ahead, or behind on retirement? SmartAsset’s free tool can match you with a financial advisor in minutes to help you answer that today. Each advisor has been carefully vetted, and must act in your best interests. Don’t waste another minute; get started by clicking here.(Sponsor) If you’ve saved up $10,000 to invest in dividend stocks, congratulations. You’re ready to embark on a potentially profitable journey that will reward patience and prudence with time-tested wealth-building opportunities. Among the most important guidelines for a $10,000 dividend portfolio is to keep your costs down. Otherwise, your profits could turn into losses over the long run. The good news is that there are ways to save money, time, and effort with specific dividend portfolio building strategies. You’ll be amazed to discover how far you can stretch a $10,000 investment account if you proceed with prudence and due diligence. No Need to Pick Stocks There was a time, not too long ago, when high fees made picking individual stocks an expensive proposition. If you had a $10,000 investment account, the fees/commissions for buying and selling stocks could have noticeably reduced your portfolio’s value. Nowadays, however, the fees/commissions for buying and selling stocks and exchange traded funds (ETFs) are typically very low or even nonexistent. This raises two significant points. First, you’ll want to choose a reputable low-cost broker if you have $10,000 to invest. The second point is that you may be tempted to buy hundreds of individual stocks because the high-fee barrier has been eliminated. Yet, it’s not necessarily a great idea to embark on a dividend stock picking journey. Bear in mind that stock picking involves time and research. Besides, you might not have the expertise or the confidence to successfully build your $10,000 portfolio with individual dividend stocks. A simple solution is to select a handful of dividend ETFs so you won’t have to do any stock picking. Just make sure that they’re low-fee ETFs that hold a variety of well-known dividend-paying stocks. High Quality Without High Costs If you have $10,000 to invest, you could go through the trouble of selecting 100 or more dividend stocks for a fully diversified portfolio. Or, you could just put $2,500 into four ETFs, or instead put $2,000 into five ETFs. To make it easier for you, I’ll point out a half-dozen diversified dividend-paying ETFs with annual operating fees below 1%. These are the Schwab U.S. Dividend Equity ETF (NYSEARCA:SCHD), the JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI), the JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ), the NEOS NASDAQ-100 High Income ETF (NASDAQ:QQQI), the NEOS S&P 500 High Income ETF (BATS:SPYI), and the Amplify CWP Enhanced Dividend Income ETF (NYSEARCA:DIVO). You can go here to read my overview of QQQI, JEPQ, SCHD, DIVO, and SPYI. Then, you can go here to get my summary of JEPI. For now, here’s a bullet-point recap of this six-pack of diversified dividend-stock ETFs: SCHD: Focuses on the Dow Jones U.S. Dividend 100 Index; includes around 100 large-cap stocks; annual distribution (dividend) yield of 3.97%; annual operating fees (automatically deducted from the ETF’s share price) of 0.06% JEPI: Focuses on carefully selected S&P 500 members; includes 122 stocks; annual yield of 8.25%; annual operating fees of 0.35% JEPQ: Focuses on the technology-heavy NASDAQ 100 index; includes 108 stocks; annual yield of 11.52%; annual operating fees of 0.35% QQQI: Focuses on the NASDAQ 100 stock index; includes approximately 100 stocks; annual yield of 14.65%; annual operating fees of 0.68% SPYI: Focuses on constituents of the S&P 500; includes roughly 500 stocks; annual yield of 12.15%; annual operating fees of 0.68% DIVO: Focuses on large-cap dividend and earnings growers; includes 25 stocks; annual yield of 4.73%; annual operating fees of 0.56% These ETFs typically include established blue-chip stocks like Microsoft (NASDAQ:MSFT), Mastercard (NYSE:MA), Walmart (NYSE:WMT), Coca-Cola (NYSE:KO), Home Depot (NYSE:HD), and McDonald’s (NYSE:MCD). Feel free to investigate the six low-fee ETFs I mentioned above along with other dividend-paying funds that meet your criteria. Strong Performance Doesn’t Have to Be Expensive So far, we’ve looked for ETFs featuring high-quality large-cap stock holdings, good diversification, and low annual operating fees. Plus, these funds usually cost less than $100 per share, so they should easily fit into a $10,000 portfolio. The final piece of the puzzle is to make sure that you’re picking ETFs that not only pay dividends, but also have share prices that increase over time. Otherwise, you could end up losing money overall even if you’re collecting dividend payments. To provide an example, you’ll notice that the SCHD ETF’s share price has increased dramatically over the years, and these gains don’t even include the dividend payments: Another example is the JEPI ETF, which has had its ups and downs but has still delivered substantial share-price gains (not including dividends): By making equal-sized contributions to four, five, or even six dividend ETFs, you could aim for both share-price growth and consistent dividends. With the right plan in place, you can maximize the profit potential of your $10,000 dividend portfolio while keeping your costs to an absolute minimum.The post How to Build a Super Low-Cost Dividend Portfolio for $10,000 appeared first on 24/7 Wall St..» Mehr auf 247wallst.com

Key Points Focus on low-priced, low-beta stocks to populate your $5,000 portfolio. Add in a few low-cost, risk-reduced ETFs for enhanced diversification. Are you ahead, or behind on retirement? SmartAsset’s free tool can match you with a financial advisor in minutes to help you answer that today. Each advisor has been carefully vetted, and must act in your best interests. Don’t waste another minute; get started by clicking here.(Sponsor) Investing in the 2020s isn’t exclusively for the wealthy. With as little as $5,000, you can build a low-cost portfolio with excellent growth potential for the long term. Selecting a handful of affordable stocks and low-priced exchange traded funds (ETFs) will allow you to diversify and thereby de-risk your portfolio. As we’ll see, a few simple strategies can help you turn your $5,000 into a worry-free passive income generator. Finding Affordable, Low-Risk Stocks To properly diversify your $5,000 portfolio, you’ll want to select some ETFs with baskets of stocks. However, it’s fine to start off by picking a few individual stocks. You’ll want to concentrate on large-cap blue-chip stocks representing well-known brands with good reputations. That’s the first key to de-risking your portfolio. Furthermore, you’ll need to narrow down your picks to low-priced stocks. Also, you’ll want to focus on stocks with low beta. To sum it up, beta is a measure of how fast a stock moves (in both directions, up and down) when compared to the S&P 500 large-cap stock index. The S&P 500 has a beta of exactly 1. If a stock has a beta of less than 1, then its price tends to move slower than the S&P 500. That’s a sign that the stock has low volatility and is relatively safe. 3 Low-Priced Stocks to Get You Started The best way to explain my stock picking process for a $5,000 portfolio is with a few examples. One candidate is AT&T (NYSE:T) stock, which represents a famous, well-established, and highly profitable company. As of July 9, 2025, AT&T stock cost less than $30 per share. Plus, the stock had a beta (based on the past five years’ worth of price action) of 0.6. That beta is much lower than 1, so AT&T stock tends to move substantially slower than the S&P 500. Moreover, the stock offers a forward annual dividend yield of 3.84%, which is a nice bonus for the shareholders. Another example is Coca-Cola (NYSE:KO) stock. There’s no doubt that you’ve heard of this company, and it’s been a profitable dividend payer for many years. Coca-Cola stock checks all the right boxes for a $5,000 low-risk portfolio. The stock costs around $70 per share (I’m looking for stocks below $100), has an ultra-low beta of 0.46, and offers a 2.88% annual dividend yield. Then there’s pharmaceutical giant Pfizer (NYSE:PFE), which provides its loyal investors with a massive 7.1% annual dividend yield. Given Pfizer stock’s low share price of around $25 and its beta of 0.49, this certainly looks like a strong candidate for a low-risk $5,000 investment account. De-Risk and Diversify With ETFs Even if you pick a dozen stocks for your $5,000 portfolio, that’s still not enough diversification. Therefore, you can add a few ETFs representing baskets of stocks. If they pay decent dividends, you could further enhance your profit potential. My favorite ETF pick is the Schwab U.S. Dividend Equity ETF (NYSEARCA:SCHD). This fund focuses on the Dow Jones U.S. Dividend 100 Index and includes roughly 100 large-cap stocks. With an annual distribution (dividend) yield of 3.97%, the SCHD ETF will deposit cash into your $5,000 account every three months. It will also generally mitigate share-price volatility as the fund has a beta of 0.78. Next, I will refer you to Joey Frenette’s excellent article about two ETF’s under $50 which also happen to be low-risk. The first one is the Invesco S&P SmallCap Low Volatility ETF (NYSEARCA:XSLV), which has a share price below $50. Small-cap stocks can be volatile when purchased individually. However, the XSLV ETF includes hundreds of high-confidence small-cap stocks across multiple market sectors. Besides, you’ll get access to consistent dividends as XSLV has a 12-month distribution rate of 2.43%. On top of all that, the fund’s beta of 0.82 is reasonably low, which means you can sleep soundly at night if you own the Invesco S&P SmallCap Low Volatility ETF. Frenette also highlights the Invesco S&P 500 High Dividend Low Volatility ETF (NYSEARCA:SPHD), which trades for slightly less than $50 per share. SPHD’s 12-month distribution rate of 3.41% is quite respectable, and the fund provides exposure to around 50 stocks from the prestigious S&P 500 index. With a quick check, we can see that the Invesco S&P 500 High Dividend Low Volatility ETF has a fairly low beta of 0.77. By combining XSLV and SPHD, investors can achieve a balanced mix of small-caps and large-caps. Along with that, you could purchase shares of the SCHD ETF and a small selection of affordable, low-beta individual stocks. When all is said and done, your $5,000 can get you a risk-reduced low-cost portfolio to hold for many years.The post How to Build a Low-Cost Portfolio for $5,000 Without Taking Risks appeared first on 24/7 Wall St..» Mehr auf 247wallst.com

Zacks.com users have recently been watching Coca-Cola (KO) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.» Mehr auf zacks.com