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My $233k Dividend Portfolio Update + Earnings Winners & Losers
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Hey, Zach Here!
I just gave an update on my personal dividend growth stock portfolio, after a huge month of buys and market volatility.
Today’s topics:
Why I’m BUYING Dividend Stocks Now
Berkshire Hathaway Annual Meeting - Buffett Retires as CEO
Earnings Winners & Losers
New Buys
Dividend Raises
The Key Story
Why I’m BUYING Dividend Stocks Now - Portfolio Update #59
🏆 Portfolio Update #59 — Snapshot
Total value: $223K (📈 59 % total return)
April activity: $35.5K buys / $25K sells → $10K net capital added
Annual dividend income: +$1,000 → $5,547 (≈ $462 mo. | $15.20 day)
Holdings trimmed to 10 names for higher conviction and steadier cash‑flow
✅ My New Buys in April:
“Higher Yield, Faster Growth, and Improved Total Return”
Ticker | Verdict | Why I pounced |
|---|---|---|
GOOGL | Core Buy | Cloud & ads firing on all cylinders; <20× fwd P/E with double‑digit EPS growth + starter dividend |
MPLX | High‑Yield Buy | 8 % dividend yield growing ~1 0%/yr; Mid‑stream energy business. |
HESM | High‑Yield Buy | 7.9 % yield, quarterly raises, 37 % FCF payout; Bakken basin tail‑winds |
CRM | Growth Buy | FCF exploding, tiny 0.7 % starter dividend, no AI cap‑ex drag |
MSFT | Add to Core | Azure momentum; 10 %+ dividend hikes, still <30 % payout |
TPL | Starter Position | Royalty model, 36 % base‑dividend hike + special payouts; levered to long‑term oil demand |
🔻 What I Sold: “Opportunity Cost at Work”
Ticker | Verdict | Rationale |
|---|---|---|
AAPL | Sold in Rebalancing - | 3‑yr revenue stagnation, iPhone slowing, tariff risk, richest multiple in Big Tech |
TROW | Sold in Rebalancing - | Solid value but redeployed to higher‑conviction opportunities |
DIS | Sold in Rebalancing - | Locked in tax‑loss to offset Apple gains; capital better used elsewhere |
ADP | Sold in Rebalancing - | Smaller holding; prefer concentration in higher‑upside names |
📝 Thesis in a Sentence
I swapped low‑yield, slow‑growth positions for a duo of high‑yield pipelines and fast‑growing tech dividend initiators—boosting current income and long‑run total return.
🎯 Key Takeaways
Concentration pays: Visa + Microsoft now just under ~50 % of the portfolio; Alphabet and Salesforce now 4th and 5th largest holdings.
Income snowball: May’s projected dividends jump from $90 → $390 thanks to MPLX & HESM.
📺 Learn More
Full Video Breakdown → Why I’m BUYING Dividend Stocks Now (16 min) – see every chart and valuation slide.
Track my live portfolio on DividendData.com and use the best stock research tool—find just one better stock and it more than pays for itself.
Subscribe on YouTube for upcoming deep‑dives on MPLX, HESM, and TPL.
Let’s keep compounding…
Weekend News
2025 Berkshire Hathaway Annual Meeting - Warren Buffett Surprises
The highlights:
Berkshire’s cash + T‑bills reached a record $347.7 B (27 % of assets) after 10 consecutive quarters of net stock sales.
Buffett keeps this “war chest” because true bargains surface rarely; he’s ready to deploy $100 B+ the moment a fat, low‑risk pitch appears.
The hoard isn’t about easing Greg Abel’s transition—Buffett quips he won’t handicap himself just to boost successors’ reputations.
At Berkshire’s $1 T scale, only whole‑company buys move the needle; mechanical yearly investing would be “the dumbest thing in the world.”
Buffett stays staunchly bullish on America, calling its perpetual change a strength and vowing Berkshire will strike when the next crisis offers opportunity.
Watch My Analysis: https://youtu.be/rRClJx1pFn8
Watch the full 2025 annual meeting - (video)
🐐 Buffett Surprise with Retirement
At the end of meeting, he announced that he will retire as CEO and recommend Greg Abel to board at the end of 2025.
Earnings News
The Biggest Earnings Week of 2025: Winners & Losers
Stock | Outcome | 1‑2 Sentence Earnings Takeaway |
|---|---|---|
MSFT | Winner | EPS beat by 7 %; powerhouse cloud growth sent shares up 7 %. |
META | Winner | EPS beat 22 %, revenue +2 %; AI‑boosted ad engine lifted stock 4 %. |
MO | Winner | Revenue beat 14 %; reaffirmed guidance and maintains a 6.9 % yield. |
HESM | Winner | Beat on revenue, confirmed growth outlook; 7.7 % yield with quarterly hikes. |
AAPL | Loser | $900 M tariff drag clouds June‑quarter outlook; shares slipped 3 %. |
AFL | Loser | Revenue miss 20 % and investment losses drove a 5 % drop. |
SBUX | Loser | EPS down 40 % on margin pressure; report sparked a ~10 % sell‑off. |
EPD | Loser | EPS miss 12 %; weaker commodity backdrop and higher cap‑ex pushed units down 4 %. |
💰My Buys This Week
Bought 2 shares of $GOOGL at $156.72
— Dividend Data (@dividend_data)
12:55 AM • May 1, 2025
🚀 New Dividend Raises:
Dividends keep growing!
$HESM ( ▲ 1.34% ) - Hess Midstream LP raises quarterly dividend by 1.23% to $0.7098
$CNO ( ▲ 2.88% ) - Financial increases dividend by ~6% to $0.17
$AIG ( ▲ 3.49% ) - American International Group raises quarterly dividend by 12.5% to $0.45/share
$VST ( ▲ 1.44% ) - Vistra raises dividend by ~1% to $0.225
$ATKR ( ▲ 2.03% ) - Atkore raises dividend by 3.1% to $0.33
$EXC ( ▼ 0.26% ) - Exelon raises quarterly dividend by 5.3% to $0.40/share
$DKL ( ▲ 2.0% ) - Delek Logistics Partners raises dividend by 0.45% to $1.11
How did you like today’s newsletter? |
📅 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