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.
I continued consolidating my DivGro portfolio to prepare for converting our
IRAs to Roth IRAs later this year. As far as possible, we want to own
high-growth, low-yielding stocks in our Roth IRAs, where significant gains
will not be taxed. Likewise, we want to own high-yielding stocks in taxable
brokerage accounts where qualified dividends typically are taxed at lower
capital gains rates.
Please read my June 2025 Newsletter at DivGro 2.0!
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