My top 5 dividend stocks comprise 34.1% of my dividend stock portfolio. Today's video covers these top 5 in detail. Also, I'm excited to share a separate list of my top 5 dividend stocks by cash flow contribution. Those 5 comprise 31.2% of my dividend income. #dividend #stock #portfolio Timestamps: 0:00 Introduction: I'm excited to cover my top 5 dividend stocks in today's video. I think some of the stocks will surprise you! 2:04 CORNER PATREON: I will have my complete dividend stock portfolio (percentage allocation to each position) live later this week. 2:43 SEGMENT 1: INSIGHTS FROM MY DIVIDEND PORTFOLIO AUDIT 2:58 My overall current dividend yield is in the 3.2%-3.3% range. This tells me 1) the market is at reasonable level of value and 2) I'm optimizing my portfolio well. 4:05 My top 5 positions by value comprise 34.1% of my portfolio. I want these to comprise 40%. I'm only adding to core positions right now. 4:58 Comparison To My Last Portfolio Update 5:55 I'm increasing my cash flow by about 3.4% every six months. My goal is about 7%-8% per year. 6:10 SEGMENT 2: MY TOP 5 DIVIDEND STOCK POSITIONS BY VALUE % 6:19 STOCK 1: Johnson & Johnson (JNJ) 8.8% of my portfolio 6:52 I love that it's trading at a bargain PE ratio in the 16 range. 7:50 STOCK 2: Starbucks (SBUX) 8.7% of my portfolio 8:40 SBUX is down 27.7% from its 52-week high. This always catches my attention. 8:54 I love the 5-year dividend growth rate of 12.1% on average per year. 10:24 STOCK 3: PepsiCo (PEP) 6.7% of my portfolio 10:52 This blue chip stock has such strength during bad times! It's only down 1.5% from its 52-week high. 11:14 I love seeing the payout ratio below 70% (it's at 67.9%). The is lower than I'm used to seeing it. 12:03 PEP is a bit expensive here because of its quality. 12:48 STOCK 4: McDonalds (MCD) 5.5% of my portfolio 12:56 5-year dividend growth rate is 8.5% on average. 14:13 I think there is risk with McDonalds. 14:52 All the the stocks I own carry risk! 15:30 STOCK 5: Apple (AAPL) 4.5% of my portfolio 15:41 This is the most surprising position in my top 5! 15:48 The low payout ratio of 15.1% gives AAPL room to continue to increase the dividend over time. 16:40 The starting dividend yield is very low at 0.60%. Not very meaningful to dividend cash flow until decades of dividend increases. 17:39 SEGMENT 3: MY TOP 5 DIVIDEND STOCKS BY DIVIDEND CASH FLOW CONTRIBUTION 18:07 STOCK 1: Johnson & Johnson (JNJ) 7.2% of my dividend income 18:33 STOCK 2: Starbucks (SBUX) 6.7% of my dividend income 19:11 STOCK 3: 3M (MMM) 6.5% of my dividend income 19:26 MMM is down 36.4% from its 52-week high. 19:54 Forward PE in the 11s, starting dividend yield of 5.03%. 20:42 STOCK 4: Altria (MO) 5.5% of my dividend income 20:53 I like the metrics with MO right now: -19.8% from 52-week high, PE in the 9s, dividend yield at 8.22%, dividend CAGR at 7.3%. 22:39 STOCK 5: PepsiCo (PEP) 5.3% of my dividend income 23:27 DISCLOSURE AND DISCLAIMER DISCLOSURE: I am long Johnson & Johnson (JNJ), Starbucks (SBUX), PepsiCo (PEP), McDonalds (MCD), Apple (AAPL), 3M (MMM), and Altria (MO). I own these stocks in my personal dividend stock portfolio. DISCLAIMER: All information and data on my YouTube Channel, blog, email newsletters, white papers, Excel files, and other materials is solely for informational purposes. I make no representations as to the accuracy, completeness, suitability or validity of any information. I will not be liable for any errors, omissions, losses, injuries or damages arising from its display or use. All information is provided AS IS with no warranties, and confers no rights. I will not be responsible for the accuracy of material that is linked on this site. Because the information herein is based on my personal opinion and experience, it should not be considered professional financial investment advice or tax advice. The ideas and strategies that I provide should never be used without first assessing your own personal/financial situation, or without consulting a financial and/or tax professional. My thoughts and opinions may also change from time to time as I acquire more knowledge. These are, as discussed above, solely my thoughts and opinions. I reserve the right to delete any comments for any reason (abusive in nature, contain profanity, etc.). Your continued reading/use of my YouTube Channel, blog, email newsletters, whitepapers, Excel files, and other materials constitutes your agreement with and acceptance of this disclaimer. COPYRIGHT: All PPC Ian videos, Excel files, guides, and other content are (c) Copyright IJL Productions LLC. PPC Ian is a registered trademark (tm) of IJL Productions LLC.