Welcome to the FEBRUARY edition of my DivGro 2.0 newsletter!
Once again, this edition is a shortened version of the usual format to ensure
continuity. I’m publishing it in the nick of time, as February only has 28
days in non-leap years!
In January, I reopened a position in Hormel Foods (HRL) and added shares to
NIKE (NKE) due to options assignments. Additionally, I opened ten small
positions in growth stocks, continuing last year’s theme of increasing
DivGro’s total return prospects.
DivGro now contains 90 positions.
In 2025, we’re initiating a multi-year Roth conversion process. Our main goal
is to avoid hefty tax payments in retirement due to the required minimum
distributions. While converting traditional retirement accounts to Roth
counterparts has significant short-term tax implications, long-term tax
savings would be significant.
More than 1,400 members have joined DivGro 2.0 since its soft launch
in February 2023.
continue to have complimentary access
to all the content on
DivGro 2.0, including my live portfolio!