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๐Ÿ“ˆ 5 Years of Dividend Investing ($30K โžœ $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 journeyโ€ฆ

Todayโ€™s topics:

  1. 5 Years of Dividend Investing (Portfolio Update)

  2. Dividend News - Raises!

  3. My New Buys

๐ŸŽ Summer Sale is Live! โ€” 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 โ€œMaster Dividend Investing in 7 Daysโ€ course (90-min video + 67-page report) for sign-ups this week

  • 30-Day Money-Back Guarantee โ€” zero risk

The Key Story

My 5 Years of Dividend Investing ($30K โžœ $230K)

โ€œTime 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

๐Ÿ› ๏ธ What Drove the Growth?

  • Consistent Contributions: Added โ‰ˆ $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)

๐Ÿ’ก 5 Key Lessons From Year 1 โ†’ Year 5

  1. Just Start โ€” You will make mistakes, but time is your friend.

  2. Know the Business โ€” dividends flow from business earnings power.

  3. Concentrate When Conviction Is High โ€” big wins need meaningful weight.

  4. Stay Flexible โ€” prune losers, add to winners, adapt to new data.

  5. Let Time Do the Heavy Lifting โ€” compounding takes time, but is powerful.

๐Ÿ›๏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.

๐Ÿ‘‰ Watch the video

Dividend News

๐Ÿš€ Dividend Raises This Week

It was a lighter week for dividend increases, but there were some notable names.

As an example Loweโ€™s, a historic great dividend growth stock, just raised itโ€™s dividend again. However, growth is slowingโ€ฆ

Hereโ€™s the full list:

Chart of the Week

Loweโ€™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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๐Ÿ’ฐ My Buys This Week

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๐Ÿ“… Keep Investing. Stay informed.

โ€“ Zach
Founder, Dividend Data

P.S. Questions or suggestions? Reply to this emailโ€”I'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