DivGro is now DivGro 2.0!

DivGro moved to another platform and is now DivGro 2.0!

Please enjoy complimentary access to all the content on DivGro 2.0 until I formally launch it! You can sign up for free and join more than 1,500 existing members!

Complimentary access includes my monthly newsletter and articles like
 How to Assess Dividend Quality and The Chowder Ruleand a live spreadsheet of my DivGro Portfolio.

Read more About DivGro 2.0 ...

Thursday, June 12, 2025

Realty Income Dividend Increase

On 19 February, Realty Income (O) increased its monthly dividend by 0.19%, from 26.85¢ to 26.9¢ per share.

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

O's contribution to DivGro's projected annual dividend income will increase by $1.92 to $1032.96.

Wednesday, June 11, 2025

WR Berkley Dividend Increase

On 11 June, WR Berkley (WRB) increased its dividend by 12.5%, from 8¢ to 9¢ per share.

The dividend is payable on 30 June to shareholders of record on 23 June. 

WRB also declared a special cash dividend of 50¢, payable on 30 June. 

WRB's forward yield is 0.50% at $72.39 per share.

Tuesday, June 10, 2025

The Highest-Quality Dividend Contenders By Quality Scores

The article presents the highest-quality Dividend Contenders, companies listed on U.S. exchanges with higher annual dividend payouts for 10-24 consecutive years. It is the second of three articles covering the highest-quality Dividend Champions, Contenders, and Challengers by Quality Scores.

I use a quality scoring system with six quality indicators, each worth five points, for a maximum score of 30. The highest-quality Dividend Contenders score four or five points for each quality indicator.

Only 18 of 361 Dividend Contenders made the list of highest-quality Dividend Contenders, with Microsoft, Visa, and Mastercard earning bragging rights as the highest-quality Dividend Contenders in 2025.

Monday, June 9, 2025

June 2025 Newsletter

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.

Saturday, June 7, 2025

UnitedHealth Dividend Increase

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.


The dividend is payable on 24 June to shareholders of record on 16 June. 

UNH's forward yield is 2.92% at $303.22 per share.

Saturday, May 31, 2025

Lowe's Dividend Increase

On 30 May, Lowe's (LOW) increased its dividend by 4.35%, from $1.15 to $1.20¢ per share.

The dividend is payable on 6 August to shareholders of record on 23 July. 

LOW's forward yield is 2.13% at $225.73 per share.

Sunday, May 25, 2025

Northrop Grumman Dividend Increase

On 20 May, Northrop Grumman (NOC) increased its dividend by 12.16%, from $2.06 to $2.31 per share.

The dividend is payable on 18 June to shareholders of record on 2 June. 

NOC's forward yield is 1.96% at $471.46 per share.

Thursday, May 22, 2025

May 2025 Newsletter

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. 

Saturday, May 17, 2025

RLI Dividend Increase

On 13 May, RLI (RLI) increased its dividend by 6.67%, from 15¢ to 16¢ per share.

The dividend is payable on 20 June to shareholders of record on 30 May. 

RLI's forward yield is 0.85% at $75.69 per share.

Tuesday, May 13, 2025

Home Run Number 55

I'm happy to announce that DivGro just delivered its 55th Home Run! When a stock in my portfolio doubles my original investment in total return, 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!

10 Undervalued Dividend Growth Stocks: May 2025

This monthly article series identifies 10 Undervalued Dividend Growth Stocks for further research and possible investment.

I present the top-ranked candidates based on quality scores. These high-quality, undervalued dividend growth stocks are candidates for your dividend growth portfolio.

As always, I recommend doing your own analysis before investing in these stocks.

This month, I'm presenting the top ten undervalued dividend growth stocks with projected dividend growth rates of at least 10%.

Sunday, May 11, 2025

KLA Dividend Increase

On 8 May, KLA (KLAC) increased its dividend by 11.76%, from $1.70 to $1.90 per share.

The dividend is payable on 3 June to shareholders of record on 19 May. 

KLAC's forward yield is 1.08% at $701.20 per share.

Main Street Capital Dividend Increase

On 6 May, Main Street Capital (MAIN) increased its dividend by 2%, from 25¢ to 25.5¢ per share.

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

MAIN's forward yield is 5.78% at $52.95 per share.

Monday, May 5, 2025

RTX Dividend Increase

On 2 May, RTX (RTX) increased its dividend by 7.94%, from 63¢ to 68¢ per share.

The dividend is payable on 12 June to shareholders of record on 23 May. 

RTX's forward yield is 2.52% at $129.19 per share.

Apple Dividend Increase

On 1 May, Apple (AAPL) increased its dividend by 4%, from 25¢ to 26¢ per share.

The dividend is payable on 15 May to shareholders of record on 12 May. 

AAPL's forward yield is 1.04% at $198.88 per share.

Sunday, April 27, 2025

Comfort Systems Dividend Increase

On 24 April, Comfort Systems (FIX) increased its dividend by 12.5%, from 40¢ to 45¢ per share.

The dividend is payable on 27 May to shareholders of record on 16 May. 

FIX's forward yield is 0.45% at $397.43 per share.

Ameriprise Financial Dividend Increase

On 24 April, Ameriprise Financial (AMP) increased its dividend by 8.11%, from $1.48 to $1.60¢ per share.

The dividend is payable on 19 May to shareholders of record on 5 May. 

AMP's forward yield is 1.37% at $465.94 per share.

Costco Wholesale Dividend Increase

On 16 April, Costco Wholesale (COST) increased its dividend by 12.1%, from $1.16 to $1.30¢ per share.

The dividend is payable on 16 May to shareholders of record on 2 May. 

COST's forward yield is 0.53% at $977.16 per share.

Saturday, April 26, 2025

Travelers Dividend Increase

On 15 April, Travelers (TRV) increased its dividend by 4.76%, from $1.05 to $1.10¢ per share.

The dividend is payable on 30 June to shareholders of record on 10 June. 

TRV's forward yield is 1.70% at $259.16 per share.

Johnson & Johnson Dividend Increase

On 15 April, Johnson & Johnson (JNJ) increased its dividend by 4.84%, from $1.24 to $1.30 per share.

The dividend is payable on 10 June to shareholders of record on 27 May. 

JNJ's forward yield is 3.36% at $154.58 per share.

Procter & Gamble Dividend Increase

On 8 April, Procter & Gamble (PG) increased its dividend by 5%, from $1.0065 to $1.0568¢ per share.

The dividend is payable on 15 May to shareholders of record on 21 April. 

PG's forward yield is 2.63% at $161.02 per share.

Thursday, April 24, 2025

April 2025 Newsletter

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.

Sunday, March 30, 2025

Qualcomm Dividend Increase

On 18 March, Qualcomm (QCOM) increased its dividend by 4.71%, from 85¢ to 89¢ per share.

This dividend increase will be effective for quarterly dividends payable after March 27, 2025

QCOM's forward yield is 2,33% at $152.72 per share.

The Highest-Quality Dividend Champions By Quality Scores

This article presents the highest-quality Dividend Champions, which are companies listed on U.S. exchanges that have consistently higher annual dividend payouts for at least 25 years. Subsequent articles will present the highest-quality Dividend Contenders (10-24 years) and Challengers (5-9 years).

There are 137 Dividend Champions in Portfolio Insight's Dividend Radar spreadsheet, and researching all of them would be a daunting task. Instead, I use a quality scoring system to assess the quality of dividend growth [DG] stocks and focus my research efforts on the highest-quality DG stocks. The system considers six quality indicators, each worth five points, for a maximum score of 30. The highest-quality Dividend Champions score four or five points for each quality indicator.

Wednesday, March 19, 2025

10 Undervalued Dividend Growth Stocks: March 2025

This monthly article series identifies 10 Undervalued Dividend Growth Stocks for further research and possible investment.

I present the top-ranked candidates based on quality scores. These high-quality, undervalued dividend growth stocks are candidates for your dividend growth portfolio.

As always, I recommend doing your own analysis before investing in these stocks.

This month, I'm presenting the ten top-ranked undervalued dividend growth stocks yielding at least 4%.

Subscribe to Portfolio Insight and Save!

Use my affiliate link to sign up for a free 14-day, no-obligation trial of Portfolio Insight. No credit card required. If you decide to subscribe during the trial period, you'll receive a 20% discount on the first year's annual subscription price of $330. Please note the 20% affiliate discount does not apply to the monthly rate.