Source Post

Inside My $146,500 Dividend Stock Portfolio | SEPTEMBER UPDATE 📊

Sep 6, 2026

The creator provides a September update on their dividend stock portfolio, highlighting August's performance. They discuss their portfolio's slight gains, dividend income increases, and compare their performance against the S&P 500, Nasdaq, and SCHD, noting underperformance in August but overall year-to-date figures. The video also details the best and worst performing stocks in the portfolio for August, with Chevron being the top performer.

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Tickers discussed in this post

WSONeutralLow ConvictionResearch Only

Watsco experienced a slight decline of 1% for the month.

ROLBullishHigh ConvictionSignal-backedPrimary

The creator added approximately 24 shares of Rollins at an average cost of $36.73, continuing their dollar-cost averaging strategy.

WSMNeutralMedium ConvictionSignal-backedPrimary

Williams Sonoma saw a significant decline of 7.4% after reporting quarterly earnings that beat expectations and raising full-year guidance.

YOUNeutralMedium ConvictionSignal-backedPrimary

Clear Secure experienced a significant 22% drop due to its recent quarterly earnings report, despite beating revenue and earnings expectations.

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Tracked calls opened from this post

ROL
buy opened Sep 6, 2026
-5.16%