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- 📈 5 Years of Dividend Investing ($30K ➜ $230K)
📈 5 Years of Dividend Investing ($30K ➜ $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 journey…
Today’s topics:
5 Years of Dividend Investing (Portfolio Update)
Dividend News - Raises!
My New Buys
🎁 Summer Sale is Live! — 50% Off + Free Course
To celebrate the 5-year investing milestone, the DividendData.com Summer Sale is now live:
50% lifetime discount on the annual membership
FREE “Master Dividend Investing in 7 Days” course (90-min video + 67-page report) for sign-ups this week
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The Key Story
My 5 Years of Dividend Investing ($30K ➜ $230K)
“Time is the friend of the long-term investor.”
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
🛠️ What Drove the Growth?
Consistent Contributions: Added ≈ $142K over 5 years — 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 – 9 % yield plus moderate growth)
💡 5 Key Lessons From Year 1 → Year 5
Just Start — You will make mistakes, but time is your friend.
Know the Business — dividends flow from business earnings power.
Concentrate When Conviction Is High — big wins need meaningful weight.
Stay Flexible — prune losers, add to winners, adapt to new data.
Let Time Do the Heavy Lifting — compounding takes time, but is powerful.
🛍️ 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
🚀 Dividend Raises This Week
It was a lighter week for dividend increases, but there were some notable names.
As an example Lowe’s, a historic great dividend growth stock, just raised it’s dividend again. However, growth is slowing…
Here’s the full list:
Chart of the Week
Lowe’s, 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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💰 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...
— Dividend Data (@dividend_data)
11:00 PM • May 30, 2025
How did you like today’s newsletter? |
📅 Keep Investing. Stay informed.
– Zach
Founder, Dividend Data
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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