Dividend Growth Investments for January 16th

Good Morning,

As you remember, I went through the list of holdings as of December 2024, in my decision to make a lump-sum investment for my Roth IRA in 2025. This exercise narrowed down the list of existing holdings I find fundamentally attractive that also seem to be selling at a fair valuation. As a sort of a follow-up from there, I have been reviewing the existing holdings I have today, in an effort to boost my positions into those holdings. I am starting with those where my cost is less than a certain amount, say $500 or $1,000. After all, it makes sense that if I like a certain investment, and the stars allign on valuation and fundamentals, it makes logical sense that I should try to beef up my position there, up to my risk limits.

At present levels, my risk limit is trying to avoid allocating more than $2,000 per individual security. Note that this limit is a function of the limits set out for this portfolio at the beginning of the project in 2018. Notably, I invest roughly $1,000 per month, every month, reinvest dividends, and will continue investing until I reach $1,000 in monthly dividend income. This would occur sometime in the early 2030s at current rates. Though it's possible it may take longer or shorter, depending on where valuations go over the next 5 - 10 years.

Note that there are over 40 ideas for me to consider. I decided to add to two exisitng holdings that seem somewhat beaten down.