United Rentals is mentioned as a good dividend payer.
Source Post
90k Stock Portfolio Update from 1 Year Ago
Nathan RobertApr 15, 2026
The creator provides a one-year stock portfolio update, detailing performance across multiple accounts. He discusses specific stock movements, dividend income, and his investment strategy of buying and holding high-quality stocks. Key holdings and recent purchases are highlighted, with a particular focus on CareTrust REIT for its growth potential and dividend yield.
Linked Mentions
Tickers discussed in this post
Progressive Corp provided a significant special dividend of $55, far exceeding its normal quarterly payout.
Iron Mountain provided a $3.50 dividend.
ClearSecure is reaching new all-time highs, benefiting from airport wait times, and has provided special dividends.
The creator regrets every share he has ever sold of SoFi.
The creator regrets selling most of his Robinhood shares, having sold at $36 after buying around $8-$11, and wishes he had held on.
AbbVie is a healthcare name with a great dividend that the creator is a fan of and looking to buy more of.
Apple Evans is a software name recently purchased for the first time.
Microsoft was purchased for the first time a week prior to the video and is already performing well.
Uber was purchased for the first time recently.
Amphenol has been an incredible performer, with the creator continuing to add shares despite a rising cost basis due to good valuation.
Simple is mentioned as a benchmark, showing a 176% return money-weighted.
Amazon is a high-quality company the creator continues to dollar-cost average into, despite price increases.
Comfort Systems is nearing an all-time high and has provided a 300% return since purchased a year ago.
Powell Industries is a significant winner in the Moomoo portfolio, with the creator up 700% and holding long-term.
CareTrust REIT is a highly recommended investment due to its strong revenue growth, high margins, low leverage, and attractive dividend yield.
HCA Healthcare is a solid name held in the Roth IRA portfolio and provides decent dividend income.
McDonald's is a decent performer in the portfolio and a source of qualified dividend income.
Carvana is the only stock currently showing a total return loss in the creator's Robinhood portfolio.
Constellation Energy is performing decently despite recent struggles, showing a positive return.
Meta is mentioned as having a positive day with a 3.82% increase.