On 11 June, WR Berkley (WRB) increased its dividend by 12.5%, from 8¢ to 9¢ per share.
Welcome to the JUNE edition of my DivGro 2.0 newsletter!
As usual, I provide a quick market recap, an overview of my DivGro portfolio (as of 31 May 2025), and a list of all transactions that affected DivGro's projected annual dividend income.
In May, I closed ten existing positions and reduced the number of positions in DivGro to 77 stocks and closed-end funds. There are 68 dividend growth [DG] stocks, three dividend-paying stocks, and five closed-end funds. By convention, I label stocks with dividend increase streaks of five or more years as DG stocks.
On 6 June, UnitedHealth (UNH) increased its dividend by 5.24%, from $2.10 to $2.21¢ per share.
Payable June 24; for shareholders of record June 16; ex-div June 16.
On 30 May, Lowe's (LOW) increased its dividend by 4.35%, from $1.15 to $1.20¢ per share.
On 20 May, Northrop Grumman (NOC) increased its dividend by 12.16%, from $2.06 to $2.31 per share.
Welcome to the MAY edition of my DivGro 2.0 newsletter!
April was a tumultuous month, instigated by the Trump Administration's so-called Liberation Day tariff announcement on 2 April. President Trump slapped reciprocal tariffs on 185 countries, with the new levies ranging from a 10% baseline tariff to additional duties for nations considered to be the "worst offenders."
The announcement caused widespread panic selling and a significant increase in market volatility. Some estimates place the global stock market loss at $8.56 trillion between 2-8 April.
On 13 May, RLI (RLI) increased its dividend by 6.67%, from 15¢ to 16¢ per share.
On 8 May, KLA (KLAC) increased its dividend by 11.76%, from $1.70 to $1.90 per share.
On 6 May, Main Street Capital (MAIN) increased its dividend by 2%, from 25¢ to 25.5¢ per share.
On 2 May, RTX (RTX) increased its dividend by 7.94%, from 63¢ to 68¢ per share.
On 1 May, Apple (AAPL) increased its dividend by 4%, from 25¢ to 26¢ per share.
On 24 April, Comfort Systems (FIX) increased its dividend by 12.5%, from 40¢ to 45¢ per share.
On 24 April, Ameriprise Financial (AMP) increased its dividend by 8.11%, from $1.48 to $1.60¢ per share.
On 16 April, Costco Wholesale (COST) increased its dividend by 12.1%, from $1.16 to $1.30¢ per share.
Welcome to the APRIL edition of my DivGro 2.0 newsletter!
April has been a tumultuous month, kicked off by the Trump Administration's "liberation day" tariff announcements. The ensuing market reaction was furious, with stock indices falling by more than ten percent and wiping out over $6 trillion in market capitalization in just two days.
I'll write more about the impact of April's market chaos on my portfolio in next month's newsletter. In this edition, I'll focus on the actions I took in March to prepare for converting our IRAs to Roth IRAs later this year.
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