Dividend Hike Portfolio update: +2.2% YTD
Outperformance continues with $395 in Q1 dividends received
The dividendhike.com portfolio continues to outperform broader markets in 2025, despite recent volatility. While major indices are struggling, our portfolio remains in positive territory. As of March 31, 2025 the YTD return is 2.24% vs. a 10% decline this year for both Nasdaq and Russell2000. The biggest gainer in 2025 is Texas Pacific Land TPL 0.00%↑ with a 19.8% Total Return. We also have four stocks down by double digits YTD, including Marriott International MAR 0.00%↑
As of March 31, 2025, the Dividend Hike Portfolio has recorded a year-to-date (YTD) increase of 2.2%. Below is a summary of key stock performances within the portfolio over the past week and their respective total returns.
Top Performers (Total Return & Weekly Change):
Texas Pacific Land TPL 0.00%↑ : +19.8% YTD, +2.6% weekly
Abbott Laboratories ABT 0.00%↑ : +17.3% YTD, +3.5% weekly
Mondelez International MDLZ 0.00%↑ : +13.6% YTD, +5.0% weekly
Cintas CTAS 0.00%↑ : +12.5% YTD, +6.3% weekly
Deere & Co DE 0.00%↑ : +10.8% YTD, -1.5% weekly
Underperformers:
Owens Corning OC 0.00%↑ : -16.1% YTD, -1.3% weekly
Williams-Sonoma WSM 0.00%↑ : -14.6% YTD, -2.9% weekly
Marriott International MAR 0.00%↑ : -14.6% YTD, -0.2% weekly
Westlake Co WLK 0.00%↑ : -12.8% YTD, -1.8% weekly
Amphenol APH 0.00%↑ : -5.6% YTD, 0.0% weekly
Dividend Yields:
The highest yield within the portfolio is PepsiCo PEP 0.00%↑ at 3.6%, followed by EOG Resources EOG 0.00%↑ at 3.0% and Mondelez International MDLZ 0.00%↑ at 2.8%.
Several holdings maintain a lower yield, such as Texas Pacific Land TPL 0.00%↑ at 0.5% and Eli Lilly LLY 0.00%↑ at 0.7%.
Observations:
The portfolio saw mixed performance, with some key dividend growth stocks posting strong gains, particularly in consumer staples and industrials.
Cintas CTAS 0.00%↑ led the weekly gains with +6.3%, while Eaton Corporation ETN 0.00%↑ experienced the largest weekly drop at -7.2%. Please note that we bought ETN on Feb 27, replacing MSCI Inc. MSCI 0.00%↑
Defensive dividend stocks like Mondelez MDLZ 0.00%↑ and Abbott Laboratories ABT 0.00%↑ performed well, benefiting from stability in consumer demand.
In Q1 we received $395 in dividends, including the $2.00 per share special dividend from American Financial Group AFG 0.00%↑ The estimated total income for 2025 is $1586 for our 25 stock portfolio, resulting in a 1.55% dividend yield right now.
All dividends will be reinvested at today’s closing prices, increasing our positions in most stocks for the next update. Notably, we did not receive a Q1 dividend for newly added positions in Applied Materials AMAT 0.00%↑ , Carlisle Companies CSL 0.00%↑ , and PepsiCo PEP 0.00%↑ , as no ex-dividend date was recorded for these stocks during the quarter.
For now, we are satisfied with the portfolio composition and will not be making any changes. If you have any questions about the portfolio or a stock, please leave us a message by chat or email!
Disclaimer: The information provided here is for informational purposes only and should not be considered financial advice. Investors should conduct their own research or consult with a financial advisor before making any investment decisions.