134 - Exactly How Much Our High-Yield Portfolio Paid Us In Q4

This episode is our Q4 dividend update for the Vanning Portfolio—our main income engine as we transition into living off dividends full-time.We share every number openly so investors can follow along, compare progress, and see how an income-first portfolio adjusts in real time to dividend cuts, bad news, market swings, and valuation changes.Here’s what we cover:• Q3 vs Q4 dividend totals Q3 brought in $5,561.84, while Q4 delivered $5,497.18, a small dip mostly caused by weaker payouts from four weekly income ETFs (AMZY, CONY, USOY, YMAX).• Full-year income We collected $21,760.81, averaging $1,813.40 per month—right on target for our income plan as we prepare to scale using our condo sale proceeds next week.• Portfolio moves this quarter Sold: RWAY, RYLD Started: BMY, ULTI, WPAY, WLKP Adjusted DRIPs, shifted risk, and monitored payout sustainability.• Valuation alerts Overvalued: AB, BMY, CONY, JEPQ, NBXG, QQQI, QVCGP, UAN & WNTR Deeply Undervalued (15%+): YBTC, WLKP, LFGY, KRP, IEP, CWH, ARLP• The DRIP Strategy We now have DRIP turned off on 14 investments, positioned to become pure profit within 24 months if trends continue.• Stocks flashing turnaround potential Yes, even IEP and MPW are showing early—and shocking—signs of recovery.We also walk through: • How we track dividend trends to catch red flags early • When we pause a position, trim, or pivot entirely • How to align buys with value, safety margins, and 2026 macro trends • What we’re watching next as income becomes our primary paycheckIf you're building an income-focused portfolio you actually want to live off, this is the blueprint—warts, wins, pivots and all.Dividend SpreadsheetBuy-Up-To Price SpreadsheetQuestions? Email Tim at [email protected] Want FREE weekly market updates, Tim's top 10 dividend picks, and our portfolio updates delivered right to your inbox? Subscribe to our email list. Stay connected. Follow us on social! **DISCLAIMER**Ticker metrics change as markets and companies change, so always do your own research. The content in this podcast is based on personal experience and is for educational purposes, not financial advice. See full disclaimer here. Episode music was created using Loudly.