Monolithic Power Systems Dividend Increase

On 30 January, Monolithic Power Systems (MPWR) increased its dividend by 28.21%, from $1.56 to $2.00 per share.

The dividend is payable on 15 April to shareholders of record on 31 March.

MPWR's contribution to DivGro's projected annual dividend income will increase by $63.36 to $288.

Chevron Dividend Increase

On 30 January, Chevron (CVX) increased its dividend by 4.09%, from $1.71 to $1.78 per share.

The dividend is payable on 10 March to shareholders of record on 17 February.

CVX's contribution to DivGro's projected annual dividend income will increase by $60.20 to $1,530.80.

BlackRock Dividend Increase

On 15 January, BlackRock (BLK) increased its dividend by 9.98%, from $5.21 to $5.73 per share.

The dividend is payable on 24 March to shareholders of record on 6 March.

BLK's contribution to DivGro's projected annual dividend income will increase by $31.20 to $343.80.

Home Run Number 62

Today, I'm happy to announce DivGro's 62^nd Home Run!

I call stocks in my DivGro portfolio Home Runs after they double my original investment on a total return basis.

As a dividend growth investor, I invest in high-quality dividend growth stocks with long histories of increasing annual dividend payouts. 

There's rarely a reason to sell high-quality dividend-growth stocks if the company's underlying fundamentals don't change. And if you hold such stocks long enough, they'll eventually double your original investment in total return!

Home Run Number 61

Today, I'm happy to announce DivGro's 61^st Home Run!

I give any stock in my DivGro portfolio the Home Run moniker when it doubles my original investment on a total return basis.

As a dividend growth investor, I invest in high-quality dividend growth stocks with long histories of increasing annual dividend payouts. 

There's rarely a reason to sell high-quality dividend-growth stocks if the company's underlying fundamentals don't change. And if you hold such stocks long enough, they'll eventually double your original investment in total return!

Home Run Number 60

Today, I'm happy to announce DivGro's 60^th Home Run!

I give any stock in my DivGro portfolio the Home Run moniker when it doubles my original investment on a total return basis.

As a dividend growth investor, I invest in high-quality dividend growth stocks with long histories of increasing annual dividend payouts. 

There's rarely a reason to sell high-quality dividend-growth stocks if the company's underlying fundamentals don't change. And if you hold such stocks long enough, they'll eventually double your original investment in total return!

January 2026 Newsletter

Happy New Year and welcome to the JANUARY edition of my DivGro 2.0 newsletter!

Every month, I write a market recap and a summary of my DivGro portfolio as of the last day of the previous month. I also summarize transactions that affected DivGro's projected annual dividend income [PADI].

In December, I opened three new positions and closed four existing positions, so DivGro now contains 53 positions. Of these, 47 are dividend growth [DG] stocks, two are dividend-paying stocks, and four are closed-end funds. By convention, I label stocks with dividend increase streaks of five or more years DG stocks.

Broadcom Dividend Increase

On 11 December, Broadcom (AVGO) increased its dividend by 10.17%, from 59¢ to 65¢ per share.

The dividend is payable on 31 December to shareholders of record on 22 December. 

AVGO's contribution to DivGro's projected annual dividend income will increase by $15.60 to $169.

Mastercard Dividend Increase

On 9 December, Mastercard (MA) increased its dividend by 14.47%, from 76¢ to 87¢ per share.

The dividend is payable on 9 February 2026 to shareholders of record on 9 January 2025. 

MA's contribution to DivGro's projected annual dividend income will increase by $16.28 to $128.76.

Eli Lilly Dividend Increase

On 8 December, Eli Lilly (LLY) increased its dividend by 15.33%, from $1.50 to $1.73 per share.

The dividend is payable on 10 March 2026 to shareholders of record on 13 February 2026. 

LLY's contribution to DivGro's projected annual dividend income will increase by $33.12 to $249.12.

December 2025 Newsletter

Welcome to the DECEMBER edition of my DivGro 2.0 newsletter!

Every month, I write a market recap and a summary of my DivGro portfolio as of the last day of the previous month. I also summarize transactions that affected DivGro's projected annual dividend income [PADI].

In November, I opened two new positions and closed one existing position, so DivGro now contains 54 positions. Of these, 48 are dividend growth [DG] stocks, two are dividend-paying stocks, and four are closed-end funds. By convention, I label stocks with dividend increase streaks of five or more years DG stocks.

Automatic Data Processing Dividend Increase

On 12 November, Automatic Data Processing (ADP) increased its dividend by 10.39%, from $1.54 to $1.70 per share.

The dividend is payable on 1 January 2026 to shareholders of record on 12 December 2025. 

ADP's contribution to DivGro's projected annual dividend income will increase by $62.40 to $576.

November 2025 Newsletter

Welcome to the NOVEMBER edition of my DivGro 2.0 newsletter!

Every month, I write a market recap and a summary of my DivGro portfolio as of the last day of the previous month. I also summarize transactions that affected DivGro's projected annual dividend income [PADI].

In October, I closed five existing positions. DivGro now contains 53 positions, with 48 dividend growth [DG] stocks, four closed-end funds [CEFs], and one dividend-paying stock. By convention, I label stocks with dividend increase streaks of five or more years as DG stocks.

Snap-On Dividend Increase

On 6 November, Snap-On (SNA) increased its dividend by 14.02%, from $2.14 to $2.40 per share.

The dividend is payable on 10 December to shareholders of record on 21 November. 

SNA's contribution to DivGro's projected annual dividend income will increase by $62.40 to $576.

Atmos Energy Dividend Increase

On 5 November, Atmos Energy (ATO) increased its dividend by 14.94%, from 87¢ to $1.00 per share.

The dividend is payable on 8 December to shareholders of record on 24 November. 

ATO's contribution to DivGro's projected annual dividend income will increase by $52 to $400.

Main Street Capital Dividend Increase

On 4 November, Main Street Capital (MAIN) increased its dividend by 1.96%, from 25.5¢ to 26¢ per share.

The dividend is payable on 15 January 2026 to shareholders of record on 8 January 2026. 

MAIN's forward yield is 5.45% at $57.21 per share.

Visa Dividend Increase

On 28 October, Visa (V) increased its dividend by 13.56%, from 59¢ to 67¢ per share.

The dividend is payable on 1 December to shareholders of record on 12 November. 

V's contribution to DivGro's projected annual dividend income will increase by $32 to $268.

Rollins Dividend Increase

On 28 October, Rollins (ROL) increased its dividend by 10.61%, from 16.5¢ to 18.25¢ per share.

The dividend is payable on 10 December to shareholders of record on 10 November. 

ROL's contribution to DivGro's projected annual dividend income will increase by $21 to $219.

D.R. Horton Dividend Increase

On 28 October, D.R. Horton (DHI) increased its dividend by 12.5%, from 40¢ to 45¢ per share.

The dividend is payable on 20 November to shareholders of record on 13 November. 

DHI's contribution to DivGro's projected annual dividend income will increase by $20 to $180.

Hubbell Dividend Increase

On 24 October, Hubbel (HUBB) increased its dividend by 7.58%, from $1.32 to $1.42 per share.

The dividend is payable on 15 December to shareholders of record on 28 November. 

HUBB's contribution to DivGro's projected annual dividend income will increase by $16 to $227.20.

Comfort Systems USA Dividend Increase

On 23 October, Comfort Systems USA (FIX) increased its dividend by 20%, from 50¢ to 60¢ per share.

The dividend is payable on 24 November to shareholders of record on 13 November. 

FIX's contribution to DivGro's projected annual dividend income will increase by $7.20 to $43.20.

McDonald's Dividend Increase

On 23 October, McDonald's (MCD) increased its dividend by 5.08%, from $1.77 to $1.86 per share.

The dividend is payable on 15 December to shareholders of record on 1 December. 

MCD's contribution to DivGro's projected annual dividend income will increase by $18 to $372.

Home Run Number 59

Today, I'm happy to announce DivGro's 59^th Home Run!

I give any stock in my DivGro portfolio the Home Run moniker when it doubles my original investment on a total return basis.

As a dividend growth investor, I invest in high-quality dividend growth stocks with long histories of increasing annual dividend payouts. 

There's rarely a reason to sell high-quality dividend-growth stocks if the company's underlying fundamentals don't change. And if you hold such stocks long enough, they'll eventually double your original investment in total return!

Home Run Number 58

I forgot to post about DivGro's 58^th Home Run, so here goes...

When a stock in my portfolio doubles my original investment on a total return basis, I assign it Home Run status. 

As a dividend growth investor, I invest in high-quality dividend growth stocks with long histories of increasing annual dividend payouts. 

Unless the underlying fundamentals change, there's rarely a reason to sell these stocks. And if I hold them long enough, they'll eventually double my original investment in total return and become Home Run stocks!

Amphenol Dividend Increase

On 22 October, Amphenol (APH) increased its dividend by 51.5%, from 16.5¢ to 25¢ per share.

The dividend is payable on 7 January 2026 to shareholders of record on 16 December 2025. 

APH's contribution to DivGro's projected annual dividend income will increase by $85 to $250.