Happy Monday!
It’s Zach here with another weekly investing update for you. The stock market started 2026 a bit rocky, but over the past month, we have rallied nearly 16% from the bottom. Since April 10th, we are up another 8.5%.
My personal dividend growth stock portfolio hit an all-time high last week, currently at a value of $336k. Overall, the account boasts a 72.79% total return, which translates to a $141k gain. Rather than picking new spots right now, I am just riding the wave up and letting the dividend snowball effect do the heavy lifting.
Monthly Portfolio Update
My Dividend Portfolio Just Hit an All-Time High
Watch here: https://youtu.be/S6nOXi6y7t0
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Portfolio Breakdown & Top Performers
My portfolio is currently concentrated in just six names, heavily weighted toward technology, AI, and energy. In fact, nearly 75% of the account is held in just my top three positions: Google, Microsoft, and Hess Midstream.
Alphabet (Google): This was my best buy of 2025, and I am currently sitting on a 148% total return. It is my third-largest position at $63,000. Google is crushing its earnings per share growth and remains a dominant force in AI.
Microsoft (MSFT): This is the top position in my account. I have about a 20% total return, equaling a $16,900 gain. Microsoft Azure just reported a fantastic quarter with 40% year-over-year growth, and analysts project continued 15% to 25% annual EPS growth.
Exxon Mobil (XOM): I hold this with a massive 347% total return and a $32 cost per share. Because the current valuation isn't attractive for adding new capital, I am strictly holding and reinvesting dividends.
Altria Group (MO): This high-yield position has a 127% total return. I recently reinvested a $59 dividend to acquire about seven more shares. I won't be buying more unless the dividend yield gets closer to the 8% range.
Record-Breaking Dividend Income
This month is officially going to be my highest month of dividend income ever.
I am projected to earn $2,300 in May alone.
This includes hefty payouts from midstream holdings: $1,946 from Hess Midstream (HESM) and $348 from MPLX.
HESM just raised its dividend again, continuing a streak of quarterly increases, and currently has an 8.17% starting yield.
Overall, this account now pays just over $13,000 in annual dividend income.
That breaks down to $3,250 every quarter, $1,083 a month, or $35 a day.
Right now, I am not buying any new stocks. Instead, I am letting all of these dividends reinvest automatically to acquire more shares.
Platform Updates
I haven't been uploading quite as much on YouTube lately because I am hard at work on the next version of DividendData.com! If you want to track your portfolio exactly the way I do, you can grab my free portfolio tracking spreadsheet linked in the description and pinned comment of the video.
📥 Download Free Template: https://www.dividenddata.com/products/dividend-portfolio-tracker-spreadsheet
Let me know how your portfolio is doing and what you're adding to in today's market.
Dividend News
🚀 Dividend Raises This Week
TKR - Timken raises dividend by 2.9% to $0.36
IOSP - Innospec raises dividend by 5.7% to $0.92/share
MUSA - Murphy USA raises dividend by 1.6% to $0.64
SSD - Simpson Manufacturing raises quarterly dividend by 3.4% to $0.30/share
SHEL - Shell raises dividend by 5% to $0.7812
PEP - Pepsico raises quarterly dividend by 4% to $1.48/share
CNO - CNO Financial raises quarterly dividend by 5.9% to $0.18/share
IEX - IDEX raises dividend by 2.8% to $0.73
KKR - KKR & Co. raises dividend by 5.4% to $0.195
SCI - Service Corporation raises dividend by 5.9% to $0.36
EXPD - Expeditors raises quarterly dividend by 5.2% to $0.81/share
CAH - Cardinal Health raises quarterly dividend by 1% to $0.5158/share
FDS - FactSet Research Systems raises dividend by 5.5% to $1.16
FANG - Diamondback Energy raises quarterly dividend by 5% to $1.10/share
CBT - Cabot raises quarterly dividend by 5% to $0.4725/share
MSA - MSA Safety raises dividend by 1.9% to $0.54
How did you like today’s newsletter?
📅 Keep Investing. Stay informed.
– Zach
Founder, Dividend Data
P.S. Questions or suggestions? Reply to this email—I'd love your feedback!
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Disclaimer: Dividend Dividend (Dividend Data LLC) is not a professional financial service. All materials released from Dividend Data (Dividend Data LLC) are for educational and entertainment purposes. Dividend Data (Dividend Data LLC) is not a replacement for a professional's opinion. Contributors to the Dividend Data (Dividend Data LLC) might have equities mentioned in the newsletter