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.
On 4 November, Main Street Capital (MAIN) increased its dividend by 1.96%, from 25.5¢ to 26¢ per share.
Welcome to the OCTOBER edition of my DivGro 2.0 newsletter!
Welcome to the SEPTEMBER edition of my DivGro 2.0 newsletter!
As usual, I provide a quick market recap and an overview of my DivGro portfolio (as of 31 August 2025). I also provide a list of all transactions that affected DivGro's projected annual dividend income [PADI].
In August, I didn't add new positions or close any existing positions, so
DivGro still contains 65 holdings. Of these, 59 are
dividend growth
[DG] stocks, five are
closed-end funds
[CEFs], and one is a
dividend-paying stock. By convention, I label stocks with dividend increase streaks of five or
more years as DG stocks.
On 28 August, Lam Research (LRCX) increased its dividend by 13.04%, from 23¢ to 26¢ per share.
On 21 August, Intuit (INTU) increased its dividend by 15.38%, from $1.04 to $1.20 per share.
On 21 August, Altria (MO) increased its dividend by 3.92%, from $1.02 to $1.06 per share.
Welcome to the AUGUST edition of my DivGro 2.0 newsletter!
As usual, I provide a quick market recap and an overview of my DivGro portfolio (as of 31 July 2025), including transactions that impacted DivGro's projected annual dividend income.
In July, I opened one new position and closed thirteen existing positions, so DivGro now contains 65 positions. Of these, 59 are dividend growth [DG] stocks, five are closed-end funds [CEFs], and one is a dividend-paying stock. By convention, I label stocks with dividend increase streaks of five or more years as DG stocks.
On 31 July, Badger Meter (BMI) increased its dividend by 17.65%, from 34¢ to 40¢ per share.
On 31 July, American States Water (AWR) increased its dividend by 8.27%, from 46.55¢ to 50.4¢ per share.
On 30 July, McKesson (MCK) increased its dividend by 15.5%, from 71¢ to 82¢ per share.
On 29 July, Cintas (CTAS) increased its dividend by 15.4%, from 39¢ to 45¢ per share.
On 24 July, Comfort Systems USA (FIX) increased its dividend by 11.1%, from 45¢ to 50¢ per share.
Welcome to the JULY edition of my DivGro 2.0 newsletter!
After a brief market recap, I provide an overview of my DivGro portfolio (as of June 30, 2025), along with a list of all transactions that impacted DivGro's projected annual dividend income.
In June, I added shares to one position and trimmed another, so DivGro still contains 77 positions. Of these, 68 are dividend growth [DG] stocks, 3 are dividend-paying stocks, and 4 are closed-end funds. By convention, I label stocks with dividend increase streaks of five or more years as DG stocks.
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.
