Dividend Hike Portfolio Update: Solid 7.3% Gain
Curtiss-Wright and Amphenol Gain While Dividend Growth Averages 12.9%
The Dividend Hike Portfolio continues to perform well with a 7.3% return so far in 2025. The biggest gainer in 2025 is Amphenol APH 0.00%↑
Key Points in this Article
📈 Portfolio up 7.3% YTD – Strong gains from Curtiss-Wright, Amphenol, and semiconductor names like Applied Materials and KLA fuel performance.
🛢️ Weak spots in oil & retail – Murphy USA is down 17% after a poorly timed entry, though it continues to raise dividends.
💸 Dividend growth stays solid – Average increase of 12.9% among raisers so far, with more double-digit hikes expected later this year.
Our latest purchase, Curtiss-Wright CW 0.00%↑ , started off strong, but many other stocks are also doing excellently. The biggest weekly gainer is Amphenol, which reached an all-time high, while semiconductor stocks like Applied Materials AMAT 0.00%↑ and KLA KLAC 0.00%↑ also performed very well.