The creator is long on Carrier (CARR).
Source Post
PPC Ian Dividend Investing Update (Q3 Income Growth & Future Plans)
Oct 5, 2026
The creator discusses their Q3 dividend investing update, reporting a 10.78% year-over-year dividend income growth, slightly below their 12% target. They outline three strategies: dividend reinvestment (around 3.5% yield), dividend growth (4.5% CAGR from 45 companies), and new capital investment, where they are struggling to meet their 4% target due to living expenses. The creator mentions seeking higher-yield stocks to compensate and notes that some quality stocks like PepsiCo are offering higher dividends due to price corrections.
Linked Mentions
Tickers discussed in this post
The creator is long on British American (BTI).
The creator is long on Raytheon Technologies (RTX).
The creator is long on Altria (MO).
The creator is a long-term investor in Starbucks (SBUX).
The creator is a long-term investor in Campbell Soup Company (CPB).
Coca-Cola is trading at a high forward PE of ~26 and ~24 for this year and next, with a low yield of 2.48%, suggesting it is expensive compared to PepsiCo.
Alphabet has performed exceptionally well as a secondary investment, providing a connection to the future.
Marriott Vacations Worldwide has doubled since the creator purchased it, indicating strong performance among ancillary positions.
Caterpillar (CAT), considered a technology investment accelerating the AI revolution, has performed very well over the years and is now a top 10 holding.
