Creator Post Archive
Dividend Compounders with Cheese
Browse the full post archive, then jump into the source post to inspect linked mentions and linked signals.
Mar 29, 2026
What is Stagflation? Why I’m Buying the Dip
The creator discusses stagflation risk and valuation pressure, calls out Nike and Tesla concerns, and frames his dip-buying approach around quality names.
Mar 28, 2026
2026 SCHD Reconstitution: Still the Gold Standard?
The creator evaluates SCHD’s major reconstitution changes and remains positive on SCHD long-term while also favoring Microsoft and Meta as value ideas.
Mar 28, 2026
“MSFT is trading for a premium because they’re over $350!!” (How to value a stock)
The creator argues Microsoft is not expensive on valuation-adjusted metrics and frames price-per-share arguments as a mistake.
Mar 27, 2026
Catching the Falling Knife? MSFT Keeps Dipping & I Keep Buying :(
The creator stays bullish on Microsoft and says he is actively buying the dip due to fundamentals and valuation.
Mar 22, 2026
The Market Meltdown is Happening. What I Plan to Do.
The creator discusses drawdown conditions and emphasizes continuing a dollar-cost-averaging approach rather than panic selling.
Mar 21, 2026
Dividend Growth Investing: The "Snowball" Strategy Explained (Ep. 5)
The creator shares portfolio updates and explains why he is combining dividend growth principles with selected software names.
Mar 19, 2026
Some of These Dividend Raises Changed My Mind… (Part 2)
The creator reviews recent dividend hikes and discusses quality versus yield across multiple names.
Mar 18, 2026
The Best (and Worst) of the Recent Dividend Hikes (Part 1)
The creator ranks recent dividend raisers and quickly separates attractive setups from names he wants to avoid.
Mar 18, 2026
I’m nervous.
The creator discusses short-term correction risk but remains structurally bullish on broad U.S. equities and dip-buying discipline.
Mar 17, 2026
How I’m Building an $800k Portfolio with "Dividend Compounders" (Ep. 4)
The creator details portfolio repositioning, including several profitable exits to raise cash and a continued focus on high-quality compounders.
Mar 15, 2026
Why This Earnings Week Matters More Than You Think
The creator reviews the upcoming earnings slate and highlights OneMain Financial as a high-yield name that moved onto his watchlist.
Mar 12, 2026
Dividends are useless.
The creator defends dividend investing and points to SCHD and broad-market exposure as practical long-term income and compounding tools.
Mar 12, 2026
Is OneMain Holdings ($OMF) a Better Version of Main Street Capital?
The creator analyzes OneMain's high-yield lending model and weighs income appeal against credit-quality risk.
Mar 8, 2026
This Week’s Earnings: Themes, Trends, and Rants
In this earnings-week review, the creator shares retail and beverage watchlist commentary and flags Keurig Dr Pepper as his preferred beverage name.
Mar 7, 2026
Buy the Dip? Help! (Part 2)
The creator discusses dip-buy candidates and compares uncertainty in growth names against long-term platform potential.
Mar 7, 2026
Buy the Dip? Help! (Part 1)
The creator reacts to a major obesity-drug partnership and contrasts beneficiary upside with competitive downside for incumbents.
Mar 6, 2026
If I Suddenly Got $1 Million… Here’s the Passive Income Plan (Ep. 3)
The creator outlines a hypothetical large-capital deployment plan and repeatedly frames SCHD as his preferred core vehicle for long-term dividend compounding.
Mar 5, 2026
My 2026 Portfolio vs the Nasdaq-100 (Up 18% So Far)
The creator compares his portfolio performance against major benchmarks and frames the update as relative outperformance commentary.
Mar 5, 2026
Perhaps the market caught on to my SaaS Tier System?
The creator reviews software-stock rebound behavior and reiterates that he has been buying into the sector selloff.
Mar 3, 2026
Best QQQ Income ETFs (Data-Driven Analysis)
The creator ranks Nasdaq-100 income ETFs and compares distribution quality and long-run mechanics, with a negative take on some popular options.
Mar 1, 2026
Price hits, I commit.
The creator reviews earnings-week opportunities, discusses tactical buying behavior around volatility, and references current portfolio risk positioning.
Mar 1, 2026
JP Morgan's JEPI is OVERRATED.
The creator argues JEPI is overhyped versus peers in the S&P 500 income ETF segment and favors alternatives based on his ranking analysis.
Mar 1, 2026
Best S&P 500 Income ETFs (Data-Driven Analysis)
The creator revisits S&P 500 income ETF rankings and argues that widely promoted choices do not always hold up under his performance and distribution criteria.
Feb 27, 2026
Roasting a $169K Portfolio: Too Bearish on America?
The creator reviews a subscriber portfolio allocation and discusses U.S. versus international equity balance, emphasizing simple long-term structure over complexity.
Feb 26, 2026
I just went BIG into a stock. ($5600)
The creator signals a high-conviction buy into a discounted mega-cap tech name and frames the decision around valuation and resilience.
Showing 51-75 of 294 posts · Page 3 of 12