HubSpot experienced a significant price drop of 19% in one day.
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My Dividend Stock Portfolio in the 2026 Stock Market
May 10, 2026
The creator provides an update on their dividend growth stock portfolio, which has reached an all-time high. They discuss their projected dividend income, reinvestment plans, and the performance of key holdings like Alphabet (GOOGL), Microsoft (MSFT), and HESM. The portfolio is composed of a mix of high and low yield dividend growth stocks, with a focus on dominant big tech companies.
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Tickers discussed in this post
Notes Intel hitting 'crazy numbers' that might warrant its own video.
Receiving dividend income from MPLX, which is being reinvested.
Won't buy more Altra Group unless dividend yield reaches 8% due to low growth.
Altria Group is a high-yield dividend stock, but the creator won't buy more unless the yield reaches 8% due to low growth.
Exxon Mobil has provided strong returns, but its current valuation is not attractive for adding new positions.
Alphabet is a secure winner in the AI and cloud space, showing strong growth in Google Cloud.
HESM is a core staple with an 8.17% dividend yield, and the creator is considering dollar cost averaging more due to dividend increases.
Microsoft is a core position in the portfolio, contributing to its overall strength and growth.
Alphabet is a core portfolio staple with a 148% total return and strong EPS growth, making it the best buy of 2025.
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Tracked calls opened from this post
GOOGLbuy opened May 10, 2026
-13.48%