Recent Investments for August 12th, 2025

Good Afternoon,

I wanted to let you know that I added to existing positions into three companies from the same sector this morning. These are stable, somewhat predictable dividend growth companies with strong competitive positions and also have the opportunity for future growth. The securities are not cheap, but they are also selling at lower valuations than they have in the past few years that I have monitored them. I initiated a position in them earlier this year, and now adding for a third time or so.

I am going to be slowly building out my position in all three of them over the next few months, until I reach the $500 - $1000 invested at cost, at which point I will re-assess how they are doing.

I identified these companies by screening the dividend growth investing universe (namely the champions list of companies that have raised dividends for at least 25 years in a row). I looked for consistent dividend growth above 5%. I identified two of the three companies, and after I started reviewing the sector in general in the dividend growth universe, determined that I also wanted to buy the one that's only a dividend achiever.

The companies I invested in include: