My Dividend Stock Portfolio Is Up 28.34% In One Year (PPC Ian Portfolio Update)

It's time for my dividend stock portfolio quarterly update. I'm excited to share that my portfolio value is up 28.34% vs. one year ago (and 8.37% in the last quarter). Dividend income is up 11.35% in the last year (and 1.68% in the last quarter). I have a multitude of insights to share in today's PPC Ian video. #dividend #stock #investing Timestamps: 0:00 INTRODUCTION 0:24 My portfolio's value is up a staggering 28.34% since the prior year. My dividend income is up 11.35% over the last year, as well. 0:32 INSIGHT 1: DGI (Dividend Growth Investing For The Win) 0:51 Covered Call ETFs vs. Classical DGI 0:55 What Is Classical DGI? 2:02 My portfolio's value is up 28.34% over the last year. My portfolio's dividend income is up 11.35% in the last quarter. 3:30 Qualified dividends to pay my bills. 3:41 Byproduct of capital appreciation (part of my total returns) 3:51 Great total returns adjusted for risk. 5:04 INSIGHT 2: Expensive Stock Market 5:30 My portfolio's value is up 8.37% in the last quarter. 5:37 My current yield is only 3.22%. 6:04 An expensive stock market is not always the best thing for a dividend growth investor. 6:20 I like Treasuries right now, for my personal situation. 6:48 INSIGHT 3: Slower Dividend Growth 7:07 Over the last quarter, my dividend income has only growth by 1.68%. That's not going to cut it (on an annualized basis). 7:33 My big growth typically comes through in Q4. 8:09 I need to prioritize yield with future purchases. 9:08 Consciously allocated capital to positions like META and SOLS that offer very low starting yields. 9:35 INSIGHT 4: Long-Term Tradeoffs (Help Explain Slower Short-term Income Growth) 10:00 I invest now for future dividend growth (in 10-20 years). 11:26 INSIGHT 5: Persistence Works 11:36 SCHD moves from position 7 to position 6 in my portfolio! 12:03 My number 6 largest position. It's a new position, and I accomplished this brick-by-brick. 12:17 Bite-sized buy orders. 12:26 I'm aiming for my top 3 for SCHD. 12:40 INSIGHT 6: Upside Optionality 13:42 Caterpillar (CAT) is now my number 9 largest position. 14:00 On my 1st tranche, I'm up 1,018%. 14:38 Buying the best companies in the world, holding for long periods of time, there is upside optionality. 15:05 Upside optionality can negate the laggards in the portfolio. 16:39 POSITION OVERVIEW (TOP 5) 16:46 Check out the pinned comment for my Blossom Social affiliate link, for my top 10 positions. (Disc: This is my affiliate link and I’m compensated for sign-ups.) 16:58 Check out the pinned comment for a link to my Corner Patreon their (all positions, % allocation). 17:51 CATEGORY BREAKDOWN (PPC IAN DIVIDEND STOCK PORTFOLIO) 18:08 Concentration of risk in the sin stocks. 18:37 BLOSSOMCON TORONTO 2026: I'M CO-PRESENTING A MASTERCLASS 20:58 DISCLOSURE AND DISCLAIMER DISCLOSURE: I'm long Caterpillar (CAT), The Campbell's Company (CPB), Solstice (SOLS), Meta (META), Johnson & Johnson (JNJ), Starbucks (SBUX), Altria (MO), British American (BTI), Raytheon Technologies (RTX), and SCHD. I own these stocks and ETF in my personal dividend stock portfolio. I'm also long Treasuries. DISCLOSURE: I'm an affiliate of Blossom Social. I'm compensated for Blossom sign-ups. I'm long Blossom. DISCLAIMER: All information and data on my YouTube Channel, blog, email newsletters, white papers, Excel files, and other materials is solely for informational purposes. I make no representations as to the accuracy, completeness, suitability or validity of any information. I will not be liable for any errors, omissions, losses, injuries or damages arising from its display or use. All information is provided AS IS with no warranties, and confers no rights. I will not be responsible for the accuracy of material that is linked on this site. Because the information herein is based on my personal opinion and experience, it should not be considered professional financial investment advice or tax advice. The ideas and strategies that I provide should never be used without first assessing your own personal/financial situation, or without consulting a financial and/or tax professional. My thoughts and opinions may also change from time to time as I acquire more knowledge. These are, as discussed above, solely my thoughts and opinions. I reserve the right to delete any comments for any reason (abusive in nature, contain profanity, etc.). Your continued reading/use of my YouTube Channel, blog, email newsletters, whitepapers, Excel files, and other materials constitutes your agreement with and acceptance of this disclaimer. COPYRIGHT: All PPC Ian videos, Excel files, guides, and other content are (c) Copyright IJL Productions LLC. PPC Ian is a registered trademark (tm) of IJL Productions LLC.