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Dividend Growth Investor - Recent Investments
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Dividend Growth Investor - Recent Investments

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Dividend Growth Investor
Jan 22, 2024
∙ Paid
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Good Morning,

I wanted to let you know that I added to three existing positions this morning. I tried to beef up existing positions that have lower than average portfolio weightings.

I went through the list of holdings, and looked through the smallest weightings first. I tried to focus on companies that seem fundamentally sound, and sell at a good valuation today. I want to buy good quality companies, at a good entry price, which have managed to grow earnings and dividends at a decent clip, which would likely continue growing at a decent clip over time. If things decelerated over the past 5 years, that gives me pause and makes me re-assess whether I want to buy a stock.

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