Dividend Growth Investor - Investments for May 15th, 2026

Good Morning,

I wanted to let you know that I added to a few existing positions this morning. Those were companies that are typically in the expensive valuation category, but now are less expensive. Experience has shown me that certain types of companies are rarely in fair value teritory, so I should watch them like a hawk for an entry price level consistent with my methodology and understanding of valuation. These companies are low yielding, but offer the chance of an above average dividend growth and potentially higher expected returns.

The companies I added to in my taxable account were fractional shares. Note it makes sense to place lower yielding and non dividend paying cmpanies in a taxable account, while placing the mid and higher yielding companies in a tax-deferred account. If I could do all my investing through a tax deferred account, it would be my preferred choice. Given the rules around contribution limits and earned income calculations however, that is not always a possibility. Tax planning is important, and could save money in the long run.