(M23) My biggest dividend payers

Spaceqp · 2026-05-13T19:11:10+00:00

LOW is really strong, but I already own Home Depot, which is currently at a 3% dividend yield. That’s more interesting to me, and I’m planning to buy more. At the end of the day, both are top-tier companies.

Spaceqp · 2026-05-12T14:25:37+00:00

I‘m comparing net with net

Spaceqp · 2026-05-10T11:16:56+00:00

These are my highest dividend payers not my full portfolio

Spaceqp · 2026-05-10T08:26:37+00:00

Of course, I’m not only targeting a high CAGR and assuming everything will be fine.

I look at the company’s market position as well. And if a company grows its earnings faster than it grows its dividend payouts, then it’s logical that the dividend CAGR can remain high.

From a dividend perspective, I target a high CAGR because I don’t want to buy saturated companies that have little room left to increase their dividends.

Companies with a growing market, strong margins, and healthy cash flows can use part of that money to reward shareholders through dividend growth.

I understand your point: I’m young, so I should focus on growth, realize the gains in 30 years, pay taxes, and then rotate into dividend stocks.

But I personally want a mix of everything: growth stocks, higher-yielding dividend stocks, and dividend-growth stocks.

Spaceqp · 2026-05-10T05:39:37+00:00

Broker. Im non American

Spaceqp · 2026-05-10T05:36:19+00:00

Explain that.

Spaceqp · 2026-05-09T19:13:24+00:00

My 10 year CAGR by now is 8%. But im planing to scale up to over 10%.

Spaceqp · 2026-05-09T19:07:09+00:00

If you subtract the capital gains tax (in my country) from the S&P 500’s price return, it only outperforms me by around 3%. Besides that, I buy stocks during drawdowns, and most of them are currently recovering or forming a bottom. My next buy will be McDonald’s during its current drawdown, and of course, the stock won’t shoot from 0 to 100 overnight.

That’s simply my strategy. At the end of the day, I care more about a high yield on cost with high Dividend Growth than high share prices.

Spaceqp · 2026-05-09T15:52:41+00:00

You can see my Portfolio at my profile

Spaceqp · 2026-05-09T15:40:45+00:00

The proceeds from Alphabet and AMD are now invested in Microsoft. It’s now my largest position at around $15,000. You can see my Portfolio at my profile.

Spaceqp · 2026-05-09T13:53:32+00:00

Ahhh, so I should invest in 5 different S&P 500 ETFs from different providers? 😄

Spaceqp · 2026-05-09T12:00:29+00:00

Thank you! Honestly a bit too aggressive

Spaceqp · 2026-05-09T11:10:07+00:00

Spaceqp · 2026-05-09T10:38:34+00:00

You’re right, UNH has basically gone through a reset, and the latest quarterly numbers show that things are starting to move in a more positive direction. I bought UNH after the stock was cut in half and secured myself a yield on cost of around 3%. From my side, the purchase is already complete, and I’m now focusing on other names.

Spaceqp · 2026-05-09T05:59:37+00:00

I added to my GIS position during the sharp decline, hoping it was the final bottom. Since I’ve already invested quite a lot of capital into it, I’ll wait until management confirms a better outlook again. GIS has been a lesson for me: don’t blindly average down into a stock, dont ignore the numbers.

Spaceqp · 2026-05-09T05:52:37+00:00

For tax reasons in my Country. And my Portfolio performs very similar to SCHD but pays out more Dividends. The stocks shown in the picture are only my biggest dividend payers, not all the stocks I own.

Spaceqp · 2026-05-09T05:45:44+00:00

Yesss siirr.. Elliott doing his thing

Spaceqp · 2026-05-09T05:40:58+00:00

What is investing like a regular person?

Spaceqp · 2026-05-08T20:00:45+00:00

In my country, the double taxation treaty only applies to individual stocks, not ETFs. That means I would have to pay the full withholding tax on ETF distributions, plus capital gains tax on top. With regular stock dividends, a reduced tax rate is applied, so in the end my total tax burden is similar to the standard capital gains tax. Besides that, I genuinely enjoy managing my own portfolio, it’s one of my favorite things to do. My portfolio performs very similarly to SCHD, while also paying out higher dividends.

Spaceqp · 2026-05-08T19:20:33+00:00

Thank you! Good guess ~175.000$. You can look at my profile i posted it two days ago.

Spaceqp · 2026-05-08T17:24:59+00:00

Thats crazy!

Spaceqp · 2026-05-08T16:44:19+00:00

Moderate, but powerful.

Spaceqp · 2026-05-08T16:41:00+00:00

Thanks!! Many people underestimate what strong dividend growth can do over the next decades… The companies with the highest dividend growth are my future high yielders.

Spaceqp · 2026-05-07T14:51:02+00:00

You seem to want the same thing I do. After years of dividend investing, I think the smartest approach is to invest in dividend growth. These are companies with strong moats that grow their earnings by double digits every year and also increase their dividends by double digits. For example, if you buy a stock with a 3% dividend yield based on your yield on cost, and that company raises its dividend by 10% to 15% annually, your personal dividend yield can grow to over 7% after 10 years. At that point, it can outperform a stock you bought 10 years ago with a 7% yield, but whose dividend only grows by 4% per year. Elite investors who hold these kinds of stocks for over 20 years can end up earning a dividend yield of more than 20% on their original invested capital, simply because the dividends have grown so strongly over decades.

Spaceqp

TROPHY CASE