June 2026 Newsletter

Welcome to the June edition of DivGro 2.0's monthly 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].

DivGro contains 55 positions. Of these, 48 are dividend growth [DG] stocks, 2 are dividend-paying stocks, and 5 are funds (4 closed-end funds and one exchange-traded fund).

By convention, I label stocks with dividend increase streaks of at least 5 years as DG stocks.

May 2026 Newsletter

I forgot to post the May edition of DivGro 2.0's monthly newsletter here! Even though this is old news by now, I'm posting it here for continuity's sake.  

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].

DivGro contains 53 positions. Of these, 47 are dividend growth [DG] stocks, 2 are dividend-paying stocks, and 4 are closed-end funds.

By convention, I label stocks with dividend increase streaks of at least 5 years as DG stocks.

April 2026 Newsletter

Welcome to the April edition of DivGro 2.0's monthly 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].

DivGro contains 53 positions. Of these, 47 are dividend growth [DG] stocks, 2 are dividend-paying stocks, and 4 are closed-end funds.

By convention, I label stocks with dividend increase streaks of at least 5 years as DG stocks.

March 2026 Newsletter

Welcome to the March edition of DivGro 2.0's monthly 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].

February was another quiet month with no trades in my DivGro portfolio. Of my 53 positions, 47 are dividend growth [DG] stocks, two are dividend-paying stocks, and four are closed-end funds. By convention, I label stocks with dividend-increase streaks of five or more years as DG stocks.

February 2026 Newsletter

Welcome to the February edition of DivGro 2.0's monthly 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].

January was a quiet month with no trades in my DivGro portfolio. Of my 53 positions, 47 are dividend growth [DG] stocks, two are dividend-paying stocks, and four are closed-end funds. By convention, I label stocks with dividend-increase streaks of five or more years as DG stocks.

January 2026 Newsletter

Happy New Year and welcome to the JANUARY 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 December, I opened three new positions and closed four existing positions, so DivGro now contains 53 positions. Of these, 47 are dividend growth [DG] stocks, two are dividend-paying stocks, and four are closed-end funds. By convention, I label stocks with dividend increase streaks of five or more years DG stocks.

December 2025 Newsletter

Welcome to the DECEMBER 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 November, I opened two new positions and closed one existing position, so DivGro now contains 54 positions. Of these, 48 are dividend growth [DG] stocks, two are dividend-paying stocks, and four are closed-end funds. By convention, I label stocks with dividend increase streaks of five or more years DG stocks.

November 2025 Newsletter

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.

October 2025 Newsleteer

Welcome to the OCTOBER edition of my DivGro 2.0 newsletter!

As usual, I provide a quick market recap and an overview of my DivGro portfolio (as of 30 September 2025). I also provide a list of all transactions that affected DivGro's projected annual dividend income [PADI].

In September, I closed seven existing positions. DivGro now contains 58 positions, with 53 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.

September 2025 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.

August 2025 Newsletter

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.

10 Undervalued Dividend Growth Stocks: July 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 strong growth and income prospects.

July 2025 Newsletter

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.

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.

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.

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. 

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.

March 2025 Newsletter

Welcome to the MARCH edition of my DivGro 2.0 newsletter!

As usual, I provide a quick market recap and an overview of my DivGro portfolio (as of 28 February 2025).

In February, I opened eleven new positions and closed twelve existing positions, so DivGro now contains 89 positions. Of these, 71 are dividend growth [DG] stocks, seven are closed-end funds, and two are dividend-paying stocks. By convention, only stocks with five-year or longer dividend increase streaks are considered DG stocks.

February 2025 Newsletter

Welcome to the FEBRUARY edition of my DivGro 2.0 newsletter!

Once again, this edition is a shortened version of the usual format to ensure continuity. I'm publishing it in the nick of time, as February only has 28 days in non-leap years!

In January, I reopened a position in Hormel Foods (HRL) and added shares to NIKE (NKE) due to options assignments. Additionally, I opened ten small positions in growth stocks, continuing last year's theme of increasing DivGro's total return prospects.

DivGro now contains 90 positions.

January 2025 Newsletter

Welcome to the JANUARY edition of my DivGro 2.0 newsletter!

I provide a quick market recap and an overview of my DivGro portfolio (as of 31 December 2024).

In December, I opened four new positions and closed three existing positions, so DivGro contained 79 positions on 31 December 2024. Of these, 68 are dividend growth [DG] stocks, three are dividend-paying stocks, and four are closed-end funds. By convention, I label stocks with dividend increase streaks of five or more years DG stocks.