Exxon Mobil (XOM) has been trimmed due to being overpriced, despite a strong past return since purchase in 2020.
Source Post
What a $368,573 Dividend Portfolio Paid Me This Month: Passive Income August 2026
The creator discusses their dividend portfolio's growth from $291,794 to $368,000 in eight months, highlighting passive income generation. They detail August's dividend earnings, specifically mentioning MPLX and Hes Midstream (HSM) for their high yields and dividend growth, and discuss reinvesting dividends to fuel compounding growth.
Linked Mentions
Tickers discussed in this post
The Altra Group (M) is a high-yield dividend stock with a 111% total return, consistently bought since 2020.
Nvidia (NVDA) is a newer addition to the dividend portfolio with a $34,000 stake and a 13% total return, and is the creator's top position across all accounts.
Alphabet (GOOGL) has provided a 110% total return, and the creator regrets not investing more during a 2025 sell-off.
Microsoft is the creator's largest position at $110,000, with a 53% total return, indicating a strong buy sentiment.
MPLX is a midstream oil and gas stock with a 7.2% dividend yield that has been growing its dividend more than 10% a year, making it a top payer in the creator's portfolio.