August 2024 Newsletter

March 2025 Newsletter

Byaea2ede5_admin

Welcome to the MARCH edition of my DivGro 2.0 newsletter!

As usual, I provide a quick market recap and an overview of my DivGro portfolio (as of 28 February 2025).

In February, I opened eleven new positions and closed twelve existing positions, so DivGro now contains 89 positions. Of these, 71 are dividend growth [DG] stocks, seven are closed-end funds, and two are dividend-paying stocks. By convention, only stocks with five-year or longer dividend increase streaks are considered DG stocks.

In 2025, we’re initiating a multi-year process of Roth Conversions. To prepare, I’m reorganizing DivGro to hold low-yield, high-growth positions in our Roth IRAs and high-yield, low-growth positions in our taxable accounts. I’ll write about this process in upcoming articles, but the main goal is to reduce future tax obligations by lowering or eliminating required minimum distributions.

My February transactions revolved around replacing high-yield DG stocks in my IRAs with high-growth DG stocks. In March, I’ll repeat this exercise with my wife’s IRAs.

More than 1,400 members have joined DivGro 2.0 since its soft launch in February 2023.

I decided to delay the formal launch of DivGro 2.0 so members will continue to have complimentary access to all the content on DivGro 2.0, including my live portfolio!


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