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.
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 aim to hold high-yielding stocks in taxable brokerage
accounts, where
qualified dividends
are taxed at lower
capital gains tax rates.
Please read my September 2025 Newsletter at DivGro 2.0!
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