Dividend Growth Investor - Investments for April 1, 2026

Good Morning,

There have been some declines in the stock market over the past month or so, which provides some interesting opportunities. A few companies that I own are selling at cheaper valuations than before. I have decided to nibble and add to them in my taxable account. As I have mentioned before, I like to build out positions slowly and over time, and try to take advantage of any valuation discounts as I see them. I try to build positions with valuation in mind. This way of slowly building a portfolio is a good way to take advantage of the various opportunities available over time. Experience has taught us that different sectors are on sale, hence it makes sense to acquire them when that happens. That being said, one should also avoid over - allocating to a certain company or industry for that matter, which is why some risk management and diversification should help mitigate the disasters that would happen from time to time.

Those are lower yielding companies, which do have the potential to deliver above average rates of dividend growth.

A diversified dividend growth portfolio should have allocations to the three types of dividend growth stocks:

1. Type 1, which is lower dividend growth, but above average dividend yield
2. Type 2, which is in the golden medium - average dividend growth and average dividend yield
3. Type 3, which is lower dividend yields, but above average dividend growth

The companies I am adding to include: