The creator states they are long Campbell's company.
Source Post
My Dividend Stock Portfolio Is Up 28.34% In One Year (PPC Ian Portfolio Update)
Jul 6, 2026
The creator discusses the relevance and performance of Dividend Growth Investing (DGI), highlighting that their portfolio has achieved a 28.34% return in one year. They emphasize that DGI, which involves investing in quality businesses that increase dividends over time, remains a viable strategy for generating passive income and capital appreciation, even amidst the popularity of other strategies like covered calls and AI/tech stocks.
Linked Mentions
Tickers discussed in this post
The creator mentions being long SCD as part of their personal dividend stock portfolio.
Raytheon Technologies is a top five position in the creator's dividend stock portfolio.
British American is listed as one of the creator's top five dividend stock holdings.
Altria is a significant position within the creator's dividend stock portfolio.
Starbucks is among the creator's top five dividend stock holdings.
Johnson and Johnson is a top holding in the creator's dividend stock portfolio.
Caterpillar is now the creator's ninth largest position, demonstrating significant upside optionality and long-term investment success.
Meta is a long-term growth stock with low starting yield, chosen for future dividend growth potential.
Linked Signals
Tracked calls opened from this post
CATbuy opened Jul 6, 2026
-9.24%