October 2025 Newsleteer

Welcome to the OCTOBER edition of my DivGro 2.0 newsletter!

As usual, I provide a quick market recap and an overview of my DivGro portfolio (as of 30 September 2025). I also provide a list of all transactions that affected DivGro’s projected annual dividend income [PADI].

In September, I closed seven existing positions. DivGro now contains 58 positions, with 53 dividend growth [DG] stocks, four closed-end funds [CEFs], and one dividend-paying stock. By convention, I label stocks with dividend increase streaks of five or more years as DG stocks.

As noted in last month’s newsletter, we’re looking for an investment property to rent to our oldest son and his wife. To collect cash for the deposit and closing costs, I’m in the process of selling several stocks from our taxable brokerage account. Converting our IRAs to Roth IRAs will have to wait until next year.

More than 1,600 members have joined DivGro 2.0 since its soft launch in February 2023. I have decided to delay the formal launch of DivGro 2.0, allowing members to continue with complimentary access to all content on DivGro 2.0, including my DivGro Portfolio.