The Dividend Hike Portfolio Hits New High in 2025
YTD gain jumps to 8.6% in 2025 | we are buying one new stock
The Dividend Hike Portfolio has shown a very strong recovery in recent weeks and is now up 8.6% for 2025—marking a new record high since its inception earlier this year. The seven new additions from May 7 are already performing well, with Watts Water WTS 0.00%↑ standing out as the top performer, delivering a 16.5% gain since our purchase.
Murphy USA MUSA 0.00%↑ has fared less well, issuing a warning just a day after we added it to the portfolio. The stock is currently down 9.4%, but we remain confident in the long-term outlook.
Today, we're adding another new stock to the portfolio. It's a combined defense and aerospace company with a rock-solid balance sheet, a compelling business mix (including involvement in nuclear energy), and—most importantly—tremendous dividend potential. Just last week, the company increased its dividend by 14%, which gives us a strong reason to initiate a position in the Dividend Hike Portfolio now.