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- My Plan for the 2025 Market Sell Off - I’m Buying These Stocks
My Plan for the 2025 Market Sell Off - I’m Buying These Stocks
Hey, Zach here!
Market volatility isn’t a crisis—it’s a golden opportunity.
Remember Warren Buffett’s timeless wisdom: if a 50% drop would break you, you’re not built for long-term investing.
I’m using this 2025 sell-off to strategically build my dividend growth portfolio by buying quality stocks at attractive prices.
In this week’s newsletter, I reveal my latest moves and show how market corrections can set the stage for future success.
Today’s topics:
My Plan for the 2025 Market Sell Off
Why dividend investors love SCHD (Best Dividend ETF 2025)
Why dividend investing is a winning strategy
Dividend Raises This Week
My Activity (New Buys + Dividends Earned)
Sale Ends Today (DividendData.com)
The Key Story
My Plan for the 2025 Market Sell Off - I’m Buying These Stocks
Market Sell-Off: Opportunity for Dividend Investors
The market sell-off continues—S&P 500 is down nearly 10% from all-time highs. Big companies like Lululemon (-14%), Alphabet (-4.8%), and Meta (-4%) have dropped significantly. My dividend growth portfolio lost $4,200 in a single day—but here's why I'm excited:
Key Points:
Market sell-offs are normal and expected (Dotcom: -50%, Financial Crisis: -57%, Pandemic: -30%). Many smaller market corrections, happening every few years.
Dividend investing pays reliably even during downturns ($458 earned in dividends this month).
Great investors like Buffett stress staying calm and holding quality businesses.
Sell offs can present opportunities for long-term investors to buy good businesses at a lower valuation.
My Recent Purchases:
Watch the full video for a stock analysis on each of the following:
Alphabet (GOOGL): Built a significant new position—strong growth, trading at low valuation. EPS at all-time highs ($2.15/share).
Microsoft (MSFT): Added more shares—consistent growth and reliable dividend hikes (~10% annually).
Salesforce (CRM): Expanded recently initiated position—impressive free cash flow growth, starting dividend payments.
🔥 More Stock Research This Week
1. Why dividend investors love SCHD (Best Dividend ETF 2025)
High Dividend Yield: 3.5% dividend yield, significantly higher than the S&P 500’s 1.39%.
Impressive Dividend Growth: Q1 dividends up 22% year-over-year; historically strong growth (12.2% in 2024, 13.9% in 2022).
Strong Total Return: Since inception, SCHD has returned 47% total, with a 12.8% annualized growth rate.
Low Expense Ratio: Affordable fees, maximizing investor returns.
Popular Among Investors: Widely discussed on platforms like Reddit (700,000+ members) and DividendData.com.
Simple and Effective: Ideal for investors wanting passive income without extensive stock research.
Diversified Holdings: Includes top companies like ConocoPhillips, Chevron, Verizon, Coca-Cola, and PepsiCo.
2. Here's why dividend investing is a winning strategy
Consistent Passive Income: Dividends provide steady cash flow, even during market downturns, creating psychological comfort and preventing panic selling.
Tax Advantages: Qualified dividends are taxed at lower rates (0%, 15%, or 20%) compared to ordinary income.
Long-Term Growth: Dividends historically grow at approximately 5.7% annually, outpacing inflation.
Behavioral Benefit: Investors focusing on dividends tend to remain invested longer and are likely to buy more shares during market dips.
Diverse Investment Options: Both high yield and dividend growth stocks, such as Altria (high yield) and Microsoft (growth), provide different benefits suitable for various investor goals.
Risk Mitigation: Dividend investing promotes diversification, reducing concentration risk compared to growth-focused strategies.
🚀 New Dividend Raises:
The top dividend ETF, SCHD, raised it’s distribution. Plus, new dividend payers like Salesforce, CRM, just had it’s first dividend raise.
$CRM ( ▼ 6.01% ) - Salesforce raises quarterly dividend by 5% to $0.42 per share.
$SCHD ( ▼ 4.09% ) - SCHD increased Q1 dividends up 22% year-over-year to $0.2488 per share.
$OXM ( ▼ 9.97% ) - Oxford Industries increases dividend by ~3% to $0.69 per share.
$HONE ( ▼ 6.43% ) - HarborOne raises dividend by 12.5% per share.
$BKU ( ▼ 10.58% ) - BankUnited increases dividend by ~7% to $0.31 per share.
The Next Great Dividend Growth Stock? -
(Salesforce - CRM Stock)
Salesforce is a new dividend payer that may be set for high future dividend growth. It’s generates a ton of free cash flow, growing at a high rate.
💰My Activity This Week
What I Bought:
🚨 Market Sell Off! What I'm buying today:
Dividend Growth Portfolio:
- 6 shares of $GOOGL at $156.71
- 1 share of $MSFT at $377.42Roth IRA:
- 22 shares of $GOOGL at $154.75— Dividend Data (@dividend_data)
7:02 PM • Mar 28, 2025
My New Earned Dividends:
Got paid $96.28 in dividends from $TROW today!
— Dividend Data (@dividend_data)
5:30 PM • Mar 28, 2025
By the way, I share my buys & dividends on X.
If you become a member of dividenddata.com, you can get live access to my entire portfolio. Also, join a community of investors sharing their buys.
March Madness Sale Ends Today – Full Walkthrough (DividendData.com)
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📅 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