Dividend Hike Portfolio – Crushing It with +4.6% YTD (Week 11, 2025) 🚀

Outperforming the market while stacking dividends—first special dividend for 2025 declared

The Dividend Hike Portfolio is off to a solid start this year, delivering a 4.6% return so far in 2025. That’s looking pretty strong compared to the broader U.S. indices—the Russell 2000 is down 8.9% YTD, and the Nasdaq is down 7%. While growth stocks are struggling, our dividend-focused approach is proving to be a steady performer in this volatile market.

February Trades Paying Off 💡

At the end of February, we made three key transactions, and so far, they’ve been spot on. The stocks we sold have continued to slide further down, while the ones we bought have either held firm or even gained some ground. A perfect example of active portfolio management paying off in uncertain times. And even better: one of our three new buys has announced a 15% dividend hike Today!

Dividend Growth & Reinvestment 💰

So far in 2025, we've already received 19 dividend payments, bringing the total collected dividends to $222.84. All of these will be reinvested at the end of Q1, further compounding our returns. The portfolio’s average dividend yield now stands at 1.5%, reinforcing our focus on both income generation and capital appreciation.

Biggest Gainer? $TPL 🚀

One standout performer has been Texas Pacific Land Corp ($TPL), which has delivered impressive gains.

Other strong contributors include Abbott Laboratories ($ABT), Deere & Co ($DE), and Mondelez International ($MDLZ)—all holding their ground or trending upward, adding stability and growth to the portfolio.