February 2025 Newsletter
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.
to all the content on DivGro 2.0, including my live portfolio!
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