July 2025 Newsletter
Welcome to the JULY edition of my DivGro 2.0 newsletter!
After a brief market recap, I provide an overview of my DivGro portfolio (as of June 30, 2025), along with a list of all transactions that impacted DivGro’s projected annual dividend income.
In June, I added shares to one position and trimmed another, so DivGro still contains 77 positions. Of these, 68 are dividend growth [DG] stocks, 3 are dividend-paying stocks, and 4 are closed-end funds. By convention, I label stocks with dividend increase streaks of five or more years as DG stocks.
This year, I’m consolidating my DivGro portfolio in preparation for converting our IRAs to Roth IRAs later this year. To the extent possible, we aim to hold high-growth, low-yielding stocks in Roth IRAs, where significant gains won’t be taxed. Likewise, we aim to hold high-yielding stocks in taxable brokerage accounts, where qualified dividends are taxed at lower capital gains tax rates.
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