August 2025 Newsletter
Welcome to the AUGUST edition of my DivGro 2.0 newsletter!
As usual, I provide a quick market recap and an overview of my DivGro portfolio (as of 31 July 2025), including transactions that impacted DivGro’s projected annual dividend income.
In July, I opened one new position and closed thirteen existing positions, so DivGro now contains 65 positions. Of these, 59 are dividend growth [DG] stocks, five are closed-end funds [CEFs], and one is a dividend-paying stock. By convention, I label stocks with dividend increase streaks of five or more years as DG stocks.
I’m continuing to consolidate my DivGro portfolio and preparing to convert 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 won’t be taxed. Likewise, we want to own high-yielding stocks in taxable brokerage accounts where qualified dividends are taxed at lower capital gains tax rates.
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