Source Post

Inside My $138,300 Dividend Stock Portfolio | MAY UPDATE 📊

May 5, 2026

The creator provides a monthly update on their dividend stock portfolio, highlighting significant gains in April driven by purchases of higher-yielding stocks like Main Street Capital Corporation, Blue Owl Capital Corporation, and Vichy Properties. While the portfolio underperformed major indices like the S&P 500 and NASDAQ in the past month, it is outperforming them year-to-date. Visa was noted as a top performer in April.

Linked Mentions

Tickers discussed in this post

BMIBullishMedium ConvictionSignal-backedSecondary

Badger Meter is considered a solid buy due to its substantial recent price decline and aggressive dividend growth.

VRSKBullishMedium ConvictionSignal-backedSecondary

Verisk is a potential buy due to its significant share price drop, above-average dividend yield, and accelerating dividend growth.

XOMNeutralLow ConvictionResearch Only

Chevron was down 8.3% last month but is up 24% year-to-date.

JNJNeutralLow ConvictionResearch Only

Johnson & Johnson was down 5.3% last month but is up 11% year-to-date.

ZTSBullishMedium ConvictionSignal-backedSecondary

The creator added 3 shares of Zoetis at an average cost of $118.55.

PGBullishMedium ConvictionSignal-backedSecondary

The creator bought 2 shares of Proctor & Gamble at an average cost of $143.71.

WSCNeutralLow ConvictionResearch Only

Watskco was the best performing stock last month, up 25.4%, leaving it up 26% year-to-date.

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