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.
I'm continuing to consolidate my DivGro portfolio and preparing to convert 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
won't be taxed. Likewise, we want to own high-yielding stocks in taxable
brokerage accounts where qualified dividends are taxed at lower capital gains
tax rates.
Please read my August 2025 Newsletter at DivGro 2.0!
No comments:
Post a Comment
Please don't include links in comments. I will mark such comments as spam and the comment won't be published. To make me aware of your blog or website, comment on my Blogrole page instead.