Happy Monday,
It’s Zach here with another weekly investing update for you!
The stock market is operating with extreme fear as we end March 2026. While the broader market is taking a hit, I'm using this as an opportunity to disconnect from the emotions and load up on high-quality businesses at a discount.
The Key Story
My Plan for the 2026 Market Sell Off - I'm Buying These Stocks
Watch here: https://youtu.be/Gp43g-Rj7Hw
📥 Download Free Template: https://www.dividenddata.com/products/dividend-portfolio-tracker-spreadsheet
📊 The Ultimate (Free) Dividend Portfolio Tracker
Last week, the S&P 500 hit a low down 7.54% year-to-date, and the tech-heavy NASDAQ 100 was down nearly 9%.
Many of the "Magnificent 7" are selling off, including Microsoft, which is down 24% year-to-date.
Despite tech's struggles, energy has been the best-performing sector of 2026, up 39% year-to-date due to surging oil prices from the Iran war.
Thanks to my energy holdings, my dividend stock portfolio is holding strong at a total value of $311,000, with a 59% total return.
My portfolio currently generates an estimated $12,815 in annual dividend income, with a weighted yield of 4.12%.
📈 The Dividend Growth Stock I'm Buying Now
Microsoft (MSFT)
The Buy: I recently bought 5 shares of $MSFT at $389.81, bringing my total position to around $88,000.
The Valuation: Microsoft is currently trading at a forward P/E ratio of 20, marking its lowest valuation since 2016. This makes it cheaper now than during the 2022 tech crash and the 2025 tariff sell-off.
The Growth: Microsoft's cloud business, Azure, grew by 38% in the latest quarter in constant currency.
The Future: Total remaining performance obligations (booked future revenue) recently jumped to an incredible $631 billion.
Why am I continuing to buy? While some investors are worried about big tech overspending on AI data centers, I see this squarely as "growth CapEx" rather than maintenance capex. Demand for AI services and digital intelligence is off the charts, and Microsoft is heavily investing to meet it.
📊 Dividend Data Updates
New Free Tool: I just released a massive update to our free spreadsheet template. It now includes a powerful forecasting tool to project your dividend snowball up to 30 years into the future.
Sale Ending: Our Dividend Data Pro 50% Off Annual Membership Sale ends in exactly 24 hours. Lock in the discount for life and get access to the exact AI analyst and stock research terminals I use to manage my portfolio.
Watch the full video on YouTube to see my complete 30-year portfolio forecast and deep dive into Microsoft.
Dividend News
🚀 Dividend Raises This Week
TJX - TJX raises dividend by 12.9% to $0.48
CSW - CSW Industrials raises quarterly dividend by 11.1% to $0.30
GBX - Greenbrier raises quarterly dividend by 6% to $0.34
OZK - Bank OZK raises quarterly dividend by 2.2% to $0.47/share
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