Dividendhike.com portfolio: Outperforming with strong dividend growth

Average increase of 15.3% YTD with now seven double digit hikes

We love our portfolio! It’s been another fantastic week, with 3 double-digit gainers led by Amphenol APH 0.00%↑ , which delivered impressive quarterly results. Our semiconductor stocks also had an outstanding week. The overall return is now 1.5% in 2025 – which might seem modest, but keep in mind the S&P 500 is down 6% this year, and the Russell 2000 (-14%) and Nasdaq (-10%) are facing double-digit losses. Even the Dividend Aristocrats are underperforming, with an average of -2.4% in 2025.

Our secret? Top stocks with rock-solid dividend growth. The numbers speak for themselves: In 2025, 7 out of the 25 stocks in our portfolio have increased their dividends. All increases were over 10%, with one industrial stock raising its dividend by 25% – a stock we also highlighted as a focus stock in 2024. On Friday, Parker Hannifin PH 0.00%↑ raised its dividend by 10.4%.

With 69 consecutive years of increases, it holds our portfolio's best track record. The average dividend growth for the portfolio now stands at 20.6%. In 2025, the average dividend growth is 15.3% (EAT THAT!), and over the last 5 years, it’s even been +19.4% for all 25 stocks combined.

We told you: only the absolute best stocks in our portfolio. Below, the current stats!