Welcome to the Nourish Your Roots Newsletter Issue #1

Investing Journey Begins

Welcome to the Nourish Your Roots Newsletter. Investing Journey Begins.

 ISSUE #1

Hello,

My name is Gio, I am also known on social media as Dividend Roots. For this first issue I figured I would take a moment to introduce myself and my plans for this newsletter. I am a 30 year old physical education teacher, married with a daughter who are the lights of my eyes and have a tiny tiny side business of photography (because I like to get paid for things I already like to do… so why not right?). I also plan to use this newsletter as a means to track my investing journey. Prepare yourself, I may write more than usual in this

Five years ago, I was introduced into the stock market, or I should say that is when I had a moment of clarity and the stock market and its opportunities made sense to me. After growing up believing that the stock market was where rich people gambled on the businesses and that most people went bankrupt, I wanted nothing to do with it.

After a combination of my cousin mentioning something about a brokerage app called Robinhood and Youtube (specifically Andre Jikh, as I was practicing magic and was already familiar with him) I was given clear & simple explanations for concepts dealing with the stock market.

That’s when the clouds parted and the rays of sunshine bursted through.

I couldn’t stop learning about financial literacy & investing. I went from ZERO knowledge, experience and background to feeling confident in taking a first step and purchasing my first stock after doing research and due diligence which was Johnson and Johnson (JNJ). When I learned about dividends and what they are able to do for an investor I became totally captivated. I am not a big risk taker at all. I like seeing consistency, I like being able to sleep at night, and dividends

FIVE YEARS LATER… I manage my own portfolio, I have clear goals that I will discuss in a later issue, and have enjoyed all the ups and downs of this roller coaster investing journey so far. I learned some hard lessons, and enjoyed some great successes.

Going forward I plan on including more dividend and investing topics as well as some life updates, skills and my thoughts that really made an impact during the week.

You can always reach out to me through email ([email protected]) or through X or Twitter @DividendRoots… I don’t know what to call it…

Nourish Your Roots.

-Gio

DIVIDEND DATA UPDATE

Purchases:

  • IIPR x1- $69.98

  • OBDC x1- $13.14

  • O x1- $46.20

  • VICI x1-$28.35

Total $ Invested: 157.67

Sells:

NONE

Dividends Collected This Week

WEEK OF: 10/30-11/3 (2023)

  • MON:

  • TUES:

    JPM ($21)

  • WED:

    CVS($6.66), BMY($2.85)

  • THRU:

  • FRI:

Total: $30.51

X HIGHLIGHT OF THE WEEK

This section is dedicated to a X member who offers meaningful, thought provoking finance, educational, content while maintaining a positive attitude and supporting members of the community. I suggest giving them a follow and checking them out

X Profile Spotlight :

The spotlight for this week is awarded to @RensingTrades. Over the past few months this individual has shown an increase in offering up meaningful content while offering insight into his portfolio progress.

Resource Center Section

Tools that I utilize

These websites and apps listed below I personally utilize on a daily basis for research, news and portfolio tracking.

  • www.thedividendtracker.com - easily one of the best tools that I use to research dividends and its very beginner friendly. The free version has exceptional options available to you for taking a deeper dive into stocks and keeping track of the progress of your portfolio over time. There is a paid version you can upgrade to and offers tools such as a payout calendar, calculators and much more! Definitely worth checking out. Also comes as an app 🙂 

  • www.seekingalpha.com - an excellent website tool that offers some seriously in-depth analysis of stocks that you research. There is a free version for some simple portfolio tracking and a paid version that offers way more options such as comparisons to other stocks and history and way more! Also comes as an app. 🙂 

  • www.finviz.com - great tool for screening stocks, getting charts and graphs and comparisons. If you want quick or indepth analysis this is a great tool to have access to. PLUS its free 😄 

  • Div Tracker App- Free app decent tools/ paid version offers some extra tools. Allows for quick tracking on phone or tablet and has a payout calendar which is always fun.

Book Corner

The books listed here are ones that I have read along my journey to teach myself investing principals as well as develop a better understanding of financial literacy. This list will be ever growing 🙂 

Podcasts

List of Podcasts that are great for beginners and veteran investors that I listen to daily. They offer book reviews, stock reviews and thought provoking discussions. I usually listen in the morning on the way to work and on the way home from work, then i can sit and reflect on what the podcast is talking about.

Brokerage

  • Charles Schwab

  • Robinhood

  • Fidelity

!PLEASE READ!

Disclaimer: None of this is Financial Advice. The topics and concepts covered in this newsletter are my opinions and for entertainment purposes. It is essential that you do your own due diligence and research. If you plan on making any investments, interactions with the stock market or financial decisions it is always a good idea to consult or have a deliberation with a professional first.