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- ๐ 5 Years of Dividend Investing ($30K โ $230K)
๐ 5 Years of Dividend Investing ($30K โ $230K)
Hey, Zach here!
I just gave an update on my personal dividend growth stock portfolio after a huge milestone. This marks 5 years of sharing my investment journeyโฆ
Todayโs topics:
5 Years of Dividend Investing (Portfolio Update)
Dividend News - Raises!
My New Buys
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To celebrate the 5-year investing milestone, the DividendData.com Summer Sale is now live:
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The Key Story
My 5 Years of Dividend Investing ($30K โ $230K)
โTime is the friend of the long-term investor.โ
Five years ago I hit publish on my very first portfolio-update video. That account was worth $30,000 and kicked off just $86 in monthly dividends.
Fast-forward to today:
Portfolio Value: $230,770
Total Return (incl. reinvested dividends): +62.9 %
Annual Dividend Income: $5,617
Holdings: 10 high-conviction stocks
๐ ๏ธ What Drove the Growth?
Consistent Contributions: Added โ $142K over 5 years โ small, steady buys snowballed.
Quality Over Quantity: Trimmed >50 positions down to 10 businesses I understand inside-out.
Dividend Reinvestment: 100 % of payouts rolled back into shares (104 new shares of Altria alone).
Blend of Strategies:
Dividend-Growth Pillars: Visa, Microsoft (double-digit payout hikes, strong total return)
High-Yield Accelerators: Altria, Exxon Mobil, MPLX (8 โ 9 % yield plus moderate growth)
๐ก 5 Key Lessons From Year 1 โ Year 5
Just Start โ You will make mistakes, but time is your friend.
Know the Business โ dividends flow from business earnings power.
Concentrate When Conviction Is High โ big wins need meaningful weight.
Stay Flexible โ prune losers, add to winners, adapt to new data.
Let Time Do the Heavy Lifting โ compounding takes time, but is powerful.
๐๏ธ Latest Moves (May)
9 shares Alphabet (GOOGL) @ $150.99
10 shares of Hess Midstream LP (HESM) @ $36.87
The Bottom Line:
Small, repeatable steps + disciplined reinvestment turned a $30K starter portfolio into a $230K dividend machine in just five years. Hit play on the video to see every chart, holding, and lesson in detail.
Dividend News
๐ Dividend Raises This Week
It was a lighter week for dividend increases, but there were some notable names.
As an example Loweโs, a historic great dividend growth stock, just raised itโs dividend again. However, growth is slowingโฆ
Hereโs the full list:
Chart of the Week
Loweโs, ticker symbol LOW, dividend growth is slowing with the 3 year CAGR now at +4.55%. This is a dramatic slowdown from a 10 year dividend CAGR at 15.67%. That said, the payment remains sustainable with a low payout ratio based on both free cash flow and net income.

LOW Stock Dividend Data, Source: DividendData.com
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๐ฐ My Buys This Week
Bought 10 more shares of $HESM today at $36.87
A 7.7% dividend yield that increases it's dividend at a high rate
The 5 year CAGR of dividend growth is 8.97%.
Stock review coming soon...
โ Dividend Data (@dividend_data)
11:00 PM โข May 30, 2025
How did you like todayโs newsletter? |
๐ Keep Investing. Stay informed.
โ Zach
Founder, Dividend Data
P.S. Questions or suggestions? Reply to this emailโI'd love your feedback!
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Disclaimer: Dividend Dividend (Dividend Data LLC) is not a professional financial service. All materials released from Dividend Data (Dividend Data LLC) are for educational and entertainment purposes. Dividend Data (Dividend Data LLC) is not a replacement for a professional's opinion. Contributors to the Dividend Data (Dividend Data LLC) might have equities mentioned in the newsletter