Dividend Growth Investor - Recent Investments for November 3, 2025

Good Morning,

I wanted to let you know that I added to two existing positions, which I initiated in the last few months. As you know, I tend to build positions slowly, and over time. Once I identify a company, I tend to build a position, while also checking for fundamentals and valuation. In an ideal world, I would target an initial investment of $500 - $1,000, which makes sense given the $1,000 monthly investment budget I have for the Dividend Growth Investor Newsletter. If valuation gets out of hand or I see some warning signs however, I would allocate less than the minimums.

I believe in minimizing risk through minimizing amount risked per individual security, after all the entry criteria and checklist requirement are satisfied. This means having a streak of consecutive annual dividend increases, a good valuation, good fundamentals and the possibility for further growth in EPS/Free Cash Flows Per Share. The next phase is to just patiently sit on my position once I build it, and let the power of compounding do the heavy lifting for me. I believe in diversification at the start, but I also believe in letting winners win. This essentially concentrates the portfolio on its own, based on merit and performance, rather than pre-conceived beliefs or judgements.

Anywho, the two companies I added to this morning include: