Dividend Growth Investments for December 13, 2024

Good Morning,

I wanted to let you know that I made the last investments for December today. I made those investments in my taxable account. I discuss those below. I tried to keep this message short, but in the meantime I end up dissapointing on this regard.

For administrative items, you would likely receive the December Dividend Growth Investor Newsletter by December 29th. The updated list of portfolio holdings for December would likely be sent out by January 5th.

I would also be making my lump sum investment in my Roth IRA in the first week of January as well. I would likely be making this new investment again using Robinhood, given the 3% match they give to new Roth IRA contributions. This exercise shows how I would invest a lump sum today, and it also shows the process I would use to show the attractively valued current portfolio holdings I would invest in today (or in January).