Welcome to the February 2025 portfolio update with Kyle Morgan. Ever wondered what magic happens in the financial world every month? We’re peeling back the curtain! Dive into our freshly brewed Monthly Portfolio Update video series – or “Mo Po Update”. It’s like Netflix for your portfolio but with a sprinkle of fun and a dash of insight. Each episode is packed with bite-sized, easy-to-digest portfolio news that matters to you. Don’t miss out!
2025 is off to a strong start, with several companies in our portfolios announcing dividend increases. In the DIV30 Portfolio, Black Hills (BKH) and ONEOK (OKE) each increased by 4%, and Energy Transfer (ET) increased by 1%. In our DIV50 Portfolio, Cincinnati Financial (CINF) led the way with a 7.5% increase, followed by Chevron (CVX) at 5%, Kimberly-Clark (KMB) at 3.3%, and Air Products and Chemicals Inc (APD) at 1%. Many of these companies have maintained decades-long streaks of consistent dividend growth—a testament to their financial strength.
On top of that, major holdings like Exxon Mobil (XOM, in both the DIV30 and the DIV50), Apple (AAPL, in the DIV50), Procter & Gamble (PG, in the DIV50), and Johnson & Johnson (JNJ, in both the DIV30 and the DIV50) declared and paid their dividends, reinforcing our portfolios’ focus on steady, income-generating investments.
Looking ahead, 2025 is shaping up to be another solid year, with continued dividend growth on the horizon.