Welcome to another episode of Dividend Talk!

This week, we’re thrilled to host Ryan Williams, a dedicated dividend investor and YouTuber. Ryan shares his journey from being a finance newbie to creating a robust dividend portfolio and a popular YouTube channel. We discuss J&J’s $14B acquisition, the FDA’s latest nicotine regulations, Ryan’s portfolio strategies, and more. Whether you’re a beginner or an experienced investor, this episode has something for everyone.

Timestamps and Tickers

0:00 – Introduction
1:04 – Welcoming guest Ryan Williams
4:15 – Weekly news: Johnson & Johnson’s $14B acquisition (Ticker: JNJ)
7:53 – FDA nicotine regulations and their impact on tobacco companies (Ticker: MO)
13:39 – Ryan’s investing journey and first stock purchases (Tickers: BYND, DBX, SPCE, COTY)
29:00 – Ryan’s top portfolio positions (Tickers: SCHD, SBUX, V, WSM, VOO)
45:00 – European dividend stocks discussion (Tickers: DHL, ASR, FUCHS)
59:00 – Listener questions: Building conviction and avoiding weak companies

News of the week

• Johnson & Johnson’s Acquisition: J&J acquired a biotech company for $14B, targeting schizophrenia and depression treatments. This strategic move could generate $5B in annual revenue, adding growth potential to their portfolio.
• FDA Nicotine Regulations: The FDA proposed reducing nicotine levels in cigarettes, a move that may reshape the tobacco industry. Will this lead to reduced consumption or just drive smokers toward alternatives like vaping?

Main Topic: Ryan’s Portfolio Breakdown

Ryan’s portfolio is split between individual stocks and ETFs. Highlights include:

• SCHD (Top position): Offers simplicity, diversification, and consistent growth.
• Visa (V): A dividend growth powerhouse with a strong financial position.
• William Sonoma (WSM): His best-performing stock in 2024, driven by robust business fundamentals.
• ETFs: SCHD and VOO form the core of his Roth IRA, providing a balanced approach to growth and income.

Listener Questions

• How to identify weakening companies: Ryan explained the importance of analyzing why a stock’s price is dropping. He emphasized focusing on financial health rather than market noise.
• Diversification strategies: Ryan keeps 19 positions but balances it with ETFs for simplicity. European Dividend Investor shared insights on balancing larger portfolios with unique European ETFs like ASR.
• Favorite creators and resources: Ryan mentioned PPC Ian and Dividend Data as major inspirations. He also recommended the book What I Learned About Investing From Darwin for fresh perspectives.

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