The current value of my long-term dividend growth stock portfolio is $104,717. With $91,812 initial dollars invested, this puts my total return at 14.06%. I’ve built this account primarily over the past 3 years and am still positive, despite the current 2022 market crash. Year to date, the S&P 500 is down over 21%. This has provided buying opportunities and a chance to rebalance my portfolio, which I discussed in my last portfolio update. Currently, I own 17 total stocks in this portfolio. Today, I’m going to analyze the top 10 stocks I own by the current value. With each, I’ll give my updated investment thesis and a bull/bear case. On top of this, I’ll share all my recent buys and dividends coming in.
Timestamps: Portfolio Overview: 0:00 New Website Features: 1:35 My Investing Strategy: 2:23 My Dividends: 2:59 New Stock Buys: 4:02 Top 10 Dividend Stocks: 4:31 Microsoft (MSFT Stock): 5:09 Exxon Mobil (XOM Stock): 8:54 The Walt Disney Company (DIS Stock): 12:04 Altria Group (MO Stock): 15:31 Apple (AAPL Stock): 17:33 Intel (INTC Stock): 19:37 Federal Realty (FRT Stock): 22:50 Texas Instruments (TXN Stock): 24:44 Kroger (KR Stock): 26:18 Chevron (CVX Stock): 28:41 Outro: 29:40
****** Dividend Growth Investing provides the ability to create cash flow, without selling your position in a stock. This type of investing has a strong compounding effect when dividends are being reinvested back into your holdings. Over time, Dividend Investing can be your pathway to financial freedom!
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Disclaimer: This is my opinion and not to be considered financial advice