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Tariff uncertainty continues to impact the stock market.

This week, earnings season is starting. Top stocks will start giving public statements about how tariffs will impact their business earnings.

Today’s topics:

1. My 2025 Sell Off Plan

2. The Great Tariff Pause

3. Earnings Season is Starting

4. My Big New Buys

5. Dividend News

The Key Story

My Plan for the 2025 Market Sell-Off

Recent market volatility, driven by global tariff uncertainties, has caused significant anxiety among investors. However, it's crucial to view market downturns as opportunities rather than threats. Here’s how I’m navigating this market uncertainty:

• Market crashes are normal: Historically, market corrections (declines of 10%) occur roughly every two years, and bear markets (declines of 25%+) every six years.

• Opportunity, not crisis: A market downturn offers excellent buying opportunities if you focus on high-quality businesses.

• My targeted stocks: I'm concentrating primarily on strong, resilient companies such as Google (Alphabet), Microsoft, and Texas Pacific Land Corporation (TPL).

• Focus on quality: The lesson learned from previous downturns (like the 2020 sell-off) is to prioritize buying fewer, but higher-quality stocks rather than spreading thin.

• Keep disciplined: Maintaining a watchlist of thoroughly researched companies ensures readiness when prices become attractive.

Remember, as Warren Buffett advises, “Be fearful when others are greedy and greedy when others are fearful.”

🔥 Stock Research This Week

The Great Tariff Pause of 2025?

• Market Moves & Tariff Reality: Trump’s announcement of a 90-day pause on higher “reciprocal“ tariffs triggered one of the biggest market surges in history, with major indexes and my portfolio posting significant gains. However, the 10% base tariff remains in force—China tariffs are still much higher—and the ongoing trade tensions signal more market volatility ahead.

• My Strategic Trade & Stock Picks: I sold my Apple shares just above $200 to capture gains (offset by selling some Disney shares for tax purposes) and freed up capital to redeploy. I’m now eyeing higher growth core positions—like Alphabet, Microsoft, and Salesforce—plus a promising midstream energy stock (MLPX) to better position my portfolio amid the current uncertainties.

👉 Watch My Analysis

P.S. I’ll be doing a full stock review on MPLX stock soon. Spoiler: It’s a great high yield and high dividend growth stock.

📅 Earnings Season is Starting

Earnings Hub is our official source for high quality earnings calendars, estimates, results, and live calls.

👉 Join for free. Create an account so they know we sent you!

• April 14: Goldman Sachs (GS) – Major investment bank; watch capital returns.

• April 15: Johnson & Johnson (JNJ) – Healthcare powerhouse and Dividend King.

• April 15: Bank of America (BAC) – Big bank; keep an eye on interest margins and dividend outlook.

• April 16: ASML Holding (ASML) – Key semiconductor equipment supplier with a European dividend.

• April 16: Abbot (ABT) – Medical Device company, focus on tariff impact.

• April 16: Progressive (PGR) – Insurance company, high dividend growth.

• April 17: Taiwan Semiconductor (TSM) – Global chip leader that pays a solid dividend.

• April 17: American Express (AXP) – Financial services titan; consumer spending trends will be critical.

• April 17: Charles Schwab (SCHW) – Leading brokerage, known for growing dividends.

• April 17: Snap-on (SNA) – Industrial toolmaker, widely recognized for steady dividend growth.

P.S. You can upgrade to the pro plan and get your first month for just $1

💰My Activity This Week (Buys/Sells)

I bought 2 shares of Microsoft (MSFT), 5 shares of Salesforce (CRM), and 5 shares of Alphabet (GOOGL).

Also, I started positions in 2 high yield dividend growth stocks. These are midstream oil & gas companies that I will soon be doing deep dive videos on.

• I bought 150 shares of MPLX

• I bought 100 shares of HESM

However, I also sold some stocks as a part of rebalancing.

• I sold 51 shares of Apple (AAPL)

• I sold 39 shares of Disney (DIS)

While Apple stock is likely going to rise Monday following a partial tariff “exception“ and expected lowered rate, I’m still pleased with the decision to sell. Great business, not a fan of the valuation and growth.

I rebalanced to stocks I think will have greater total return in the next few years and even decade.

Plus, I grew my dividend income by nearly $1,000 last week!

If you become a member of dividenddata.com, you can get live access to my entire dividend growth portfolio.

🚀 New Dividend Raises:

Despite tariff uncertainty, dividends keep growing!

This is a big motivation for dividend investors to stay invested and even keep buying in market downturns. That is why dividend investing is a winning strategy.

• $AON ( ▼ 1.66% ) - Aon increases dividend by ~10% to $0.745

• $TRGP ( ▲ 2.76% ) - Targa Resources raises dividend by 33% to $1 per share

• $FAST ( ▼ 1.47% ) - Fastenal raises quarterly dividend by 2.3% to $0.44/share

• $SKT ( ▼ 0.37% ) - Tanger raises dividend by 6.4%

• $CSWI ( ▼ 0.78% ) - CSW Industrials raises dividend by 12.5% to $0.27

• $PG ( ▼ 1.24% ) - Procter & Gamble raises quarterly dividend by 5% to $1.0568/share

📅 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