💡Building a Dividend Growth Portfolio!

Inside the Dividend Growth Portfolio 💎

We are still in the beginning stages of building out our Dividend Growth Portfolio-

With that being said, I am quite excited about the way our portfolio is shaping up.

In a market that many would argue is overvalued, we’ve been able to add positions to our portfolio that:

• Are fundamentally healthier than the S&P 500

• Are growing revenues and EPS at a faster rate than the S&P 500

• Trade at a more attractive valuation than the S&P 500

And of course, our positions are growing dividends at a double-digit rate on average.

Today, we will be adding a new position to the Dividend Growth Portfolio that I am quite excited about.

🧩 The Portfolio

As a reminder-

The goal of the Dividend Growth Portfolio is simple:

To achieve dividend income growth of 7–10%+ annually, while maintaining capital appreciation in line with or better than the S&P 500 over a full market cycle.

Achieving the above goal would allow us to take full advantage of all of the benefits of dividend growth investing, which you can see here.

Members of Dividendology will be able to view all the holdings of the Dividend Growth Portfolio on Dividendology.com.

💰Our New Buy

The stock we’re adding to our portfolio today has many attractive characteristics, such as the fact they:

• Are projected to grow EPS at a double digit rate annually over the next 3 years

• Are trading below historic average valuation multiples

• Are growing dividends at a double digit rate

As always, the quality of the business is of utmost importance, but this is a stock in an incredibly unique position, and I believe is currently being misunderstood by the market.

This is the fourth purchase for our Dividend Growth Portfolio.

If you haven’t joined already, you can get access to everything pictured below here:

Now, let’s dive into our third Dividend Growth addition…