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Hey, Zach here!

My Dividend Growth Portfolio just hit an all-time high in portfolio value at $237k. Today, I share a full update and what I got paid in June dividends.

Today’s topics:

1. How Much My Dividend Portfolio Paid Me in June

2. Dividend Increases This Week (Kroger, etc)

3. Nike Stock’s Best Day in History?!?!?

4. My Buys This Week

New Portfolio Update

How Much My Dividend Portfolio Paid Me in June - ($237k Account)

📈 Dividend Income Update

• June Dividends: $381.94 received

• All-Time Portfolio High: $237,980 (64% total return, dividends reinvested)

• Annualized Income: $5,700 projected income ($475/month)

🎬 What You’ll Learn (Timestamps)

• 0:00 My Dividends: June payout breakdown & record highs

• 1:28 Summer Sale Ending: Last chance for 50% off annual membership

• 1:58 Portfolio Update: 10-stock portfolio overview & yield-on-cost details

• 5:00 My New Buys: $3,149 deployed in June — HESM, GOOGL, TPL, & CRM

• 8:18 Living Off Dividends: Community Q&A on planning for dividend-based income

🔔 Summer Sale Reminder (Ends This Week)

• 50% off annual DividendData.com membership (lifetime lock-in)

• Includes our Dividend Investing Course + private Discord access

👉 Get it now!

💼 Portfolio Highlights

• Core Positions: Microsoft, Visa (dividend growth staples)

• High-Yield Plays: Altria (largest dividend earner), Exxon, MLX & HESM

• Yield on Cost: 3.47% (rising to 3.94% with reinvestment)

• Recent Growth: Rolling average dividends up to $461 from $381 in April

🛒 June Stock Purchases

• Hess Midstream (HESM): 32 shares @ $38.37; 7.36% yield & 10.5% 5-yr dividend CAGR

• Alphabet (GOOGL): 2 shares @ $165.77; new dividend payer, 10% unrealized gain

• Texas Pacific Land (TPL): 1 share @ $1,691.60; optional deep-value play

• Salesforce (CRM): 2 shares @ $260.70; building core tech exposure

Total spent: $3,149

🤔 Living Off Dividends?

In our Discord, members asked about when and if to retire on dividends. My take:

• Dividends = reliable cash-flow foundation. I’m not planning to retire ASAP

• I’ll keep reinvesting to build security while pursuing active income projects

• GOAL: Get dividend income to far exceed expenses

What’s your dividend-planning strategy? Share your thoughts in our community!

🔗 Watch on YouTube
🎧 Listen on Spotify

Dividend News

🚀 Dividend Raises This Week

In the video above, I give my thought on 5 of the biggest dividend increases from the week. Here’s the full list:

• KR - Kroger raises dividend by 9.4% to $0.35

• GIS - General Mills raises dividend by 1.7% to $0.61

• HTD - John Hancock Tax-Advantaged Dividend Income Fund raises monthly dividend by 14.5% to $0.158/share

• AZZ - AZZ raises dividend by 17.6% to $0.20

• MATX - Matson declares $0.36 raises quarterly dividend by 5.9% to 0.36/share

• WOR - Worthington Enterprises raises dividend by ~12%

• MXF - Mexico Fund, Inc raises dividend by 13.6% to $0.25

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Earnings Update

🚀 Nike Stock’s Best Day in History?!?!?

📊 Today’s Jump

• +15.3% surge—intraday it was up 18%, marking the largest single day price increase in the history of Nike stock!

• Watch Full Analysis: https://youtu.be/xdmW0F_B7xQ

🏭 Earnings Highlights

• EPS beat: $0.14 vs. $0.12 expected (↑16.7%)

• Revenue: $12% YoY decline, but beats consensus

• Guidance: Investors cheered management’s outlook for FY 2026 recovery

🚢 Tariff Relief

• Tariff headwind: Clarified at $1 billion Tariffs vs. fears of higher costs

• Supply-chain pivot: Increased manufacturing outside of China

💰 Dividend & Buybacks

• Capital returned: $5.3 billion in dividends and repurchases

• Current yield: ~2.23%, with 10-yr dividend CAGR of 11%

• All-time high yield: 3% yield when down 70% in April

🔍 What It Means

• Bottoming risk: Terrible quarter but “market looks forward”

• Long-term thesis: Still down ~60% from highs—potential entry point for dividend growth investors

💰 My Buys This Week

📅 Keep Investing. Stay informed.

– Zach
Founder, Dividend Data

P.S. Questions or suggestions? Reply to this email—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