Welcome to the JUNE edition of my DivGro 2.0 newsletter!
As usual, I provide a quick market recap, an overview of my DivGro portfolio
(as of 31 May 2025), and a list of all transactions that affected DivGro’s
projected annual dividend income.
In May, I closed ten existing positions and reduced the number of positions in
DivGro to 77 stocks and closed-end funds. There are 68 dividend growth [DG]
stocks, three dividend-paying stocks, and five closed-end funds. By
convention, I label stocks with dividend increase streaks of five or more
years as DG stocks.
I continued consolidating my DivGro portfolio to prepare for converting our
IRAs to Roth IRAs later this year. As far as possible, we want to own
high-growth, low-yielding stocks in our Roth IRAs, where significant gains
will not be taxed. Likewise, we want to own high-yielding stocks in taxable
brokerage accounts where qualified dividends typically are taxed at lower
capital gains rates.
More than 1,500 members have joined DivGro 2.0 since its soft launch in
February 2023. I have decided to delay the formal launch of DivGro 2.0, allowing members
to continue with complimentary access to all content on DivGro 2.0, including
my DivGro Portfolio.
