Compounding Dividends
A newsletter about Dividend Investing from an ex-professional investor | REAL money is invested in the Portfolio.
- Top in Finance
- #10
- Subscribers
- 275K
- Podcast
- Yes
rounded by Substack
What they write about
Dividend investing from a former professional investor, built around a rated investable universe and a monthly buy-hold-sell list. Recurring features include high-yield portfolio tracking, valuation work, and profiles of well-known fund managers such as Tom Gayner and David Einhorn.
- dividend investing
- high yield
- portfolio updates
- valuation
- fund managers
Recent examples: 🎓 Invitation: LIVE MASTERCLASS · 💸 SCHD Shifts to Tech
Written from Compounding Dividends’s own published post titles and openings in Sep 11, 2026. It describes the subjects the newsletter covers, not its views, and is not investment advice.
Growth history
Subscribers (thousands, nightly)
275K on Sep 10, 2026 → 275K on Oct 1, 2026
Followers (thousands, nightly)
Rank in Substack’s finance leaderboard: #10 today · #11 a week ago
Stats worth sharing
Tracked since Sep 10, 2026 — 22 daily snapshots so far. The card below is built from what we track and refreshes nightly.
- Percentile
- Top 2%
- Best rank seen
- #10
- Rank, 7 days
- +1 place
- Posts
- 19
- Reactions per post
- 84
- Reactions tracked
- 2.3K
of 525 ranked finance newsletters
on Oct 1, 2026
last 30 days
average, recent posts
across 27 posts
Most-reacted post we have seen: 💸 Who is really to blame for Nike's collapse? — 126 reactions on Aug 24, 2026.
Recent posts
- 🎓 Invitation: LIVE MASTERCLASS
Hi Partner 👋 For years I’ve written about the companies I own. What I’ve never done is walk anyone through the entire process . The actual formula I run every business through before I invest a single dollar. Tomorrow, on Tuesday, September 29 I’m doing exactly that, live, for one hour. You’ll learn in which companies I personally invest my money. And on top of that I’m giving away $10.000 (!) worth of prizes. It’s free for you and there’s a live Q&A at the end. I’ll answer every single question you might have. Here’s what you will learn: The six things I check before buying a stock The…
- 💸 SCHD Shifts to Tech
Today is Dividend Day. The series where I teach you 5 things about dividend investing in less than 5 minutes. 1️⃣ SCHD Shifts to Tech The Schwab U.S. Dividend Equity ETF (SCHD) rebalances its portfolio every quarter to make sure no single stock or sector exceeds its index caps. The latest Q3 rebalance involved a sharp rotation back into Technology , increasing the sector's weight from 8.90% to 12.00%. Health Care got trimmed from 20.99% down to 18.77%. Individual stocks saw some big moves too: QCOM went from #18 to become the #1 holding at a 4.74% weight TXN went from #12 to the #2 spot at…
- Buying The Hidden Tollbooth in the Global Food Supply Chain
Walk down almost any aisle in your local grocery store , and you are looking at products made by a company you’ve probably never heard of. But the manufacturers of all that food know them well. They make the patented, specialized ingredients that give your favorite foods their texture, crunch, and sweetness. Right now, Wall Street is looking the other way. • The stock is trading at a significant discount to intrinsic value • Management estimates a single operational fix embeds ~$20/share in upside • The dividend yield sits above 3% with more than a decade of consecutive hikes • A pending…
- The Second Quintile Strategy
👋 Howdy Partner, Screens are a great tool to find investing ideas. When you screen for income, it’s easy to get pulled towards the highest yields you can find. But there’s a much better way, and today I’ll show it to you. The Second Quintile Historically, the secret to outperforming the market isn’t buying the top 20% of high dividend yielders. It’s buying the next 20%, the Second Quintile . Hartford Funds looked at the performance from 1930 to 2023. $1,000 in the S&P 500 grew to $8.6 million $1,000 in the Second Quintile grew to $31.2 million That is nearly 4x more wealth. Source: Hartford…
- Ends Tonight
Hi friend 👋, Tonight at midnight, we are closing this invitation. Join Compounding Dividends right now, and you’ll get: ✅Company Deep Dives : Deep dives on great dividend stocks (Value: $1,399) ✅ Portfolio: Our Portfolio with 15-20 dividend growers (Value: $999) ✅ Investment courses: How to Analyze Stocks, How to Analyze Financial Statements… (Value: $999) ✅ Onepagers: The essence about interesting dividend stocks (Value: $799) ✅ ETF Portfolio: An insight in our ETF Portfolio (Value: $499) ✅ 8 Articles: At least 8 articles per month (Value: $399) ✅ News Report: Weekly stock news (Value…
- My friend did something crazy
Hi friend 👋, In 1996, a friend of mine did something strange. He put $10,000 into McDonald’s stock and completely forgot about it. The investment now pays $12,300 every year in dividends. That’s more than his initial total investment! And the shares themselves are worth more than $700,000. It remains one of the greatest investments in modern history. Source: Fiscal.ai And right now, the market is handing us a similar setup. At first glance, this company runs a boring business. It sells natural sugar alternatives to packaged food brands. But it generates roughly $7 billion every single year…
- 💸 Damodaran On Why AI Growth Might Destroy Shareholder Value
AI and the related bottlenecks and infrastructure are still driving the market right now. Today I want to walk through two possible outcomes for AI brought up by Professor Aswath Damodaran. Let’s see if either one can justify today’s level of investment, or stock prices. The AI Buildout It’s no secret that companies are spending massive amounts of money building AI. 2027 CapEx is projected to be more than $1 Trillion. Between now and 2031, the total spend is projected to be more than $7.5 Trillion. Source: Goldman Sachs If you had $7.5 Trillion, you could buy all of Microsoft and Amazon, and…
- This company doesn’t lose
Hi friend 👋 Great companies do two things very well. They earn high returns on invested capital. Then they return excess cash to shareholders. Most companies only manage one of these. But the company we’re now buying is doing extremely well on both. It consistently posts a 10%+ return on invested capital. And it’s been increasing its dividend since the year 2000. As an investor, this means you get a reliable income machine for life. Just look at this chart: Source: Fiscal.ai The company generates roughly $7 billion every year. And it is returning more than 50% of cash to shareholders. What’s…
- You vs. Food giants (how to profit)
Hi friend 👋 You’ve probably seen it in the news. We are witnessing the biggest dietary shift in history . And if you want to lock in a high-yield income for the next 10 years… This is an excellent opportunity to do it (but only if you act fast). Here’s why: People are demanding less sugar and simpler ingredients. And food conglomerates have been forced into a tight corner. They must reduce sugar without sacrificing taste or texture. Or else, they risk losing customers. This is a very difficult puzzle to crack. But one company has the perfect solution. It is a global leader in natural sugar…
- The company inside your food
Hi friend 👋 Walk down any grocery store aisle today. You’ll see dozens of food brands fighting for market share. Anyone with a smartphone can try to guess which brand will win. But let me ask you a question: If you own the company supplying ingredients to the biggest food brands… Do you care who wins the grocery store war? Probably not, because you’ll get rich no matter what. That’s the case with a company we’re investing in right now. It doesn’t own a single consumer brand on supermarket shelves. But it consistently returns +10% on Invested Capital every year. And on average, it generates…
- Get paid while others do the work
Hi friend 👋 The average investor thinks McDonald’s sells burgers. This is a common misconception, and if you believe it… … You’ll miss one of the best income opportunities of our time. Here’s why: 95% of McDonald’s restaurants are run by franchise owners They handle the labor costs, rising food prices, and store operations. Meanwhile, McDonald’s just collects the rent and a royalty on every sale. What does this mean? The company gets paid whether the economy is booming or slowing down. That’s why it raised dividends through every recession for the last 50 years. Source: Fiscal.ai It’s the…
- They cut your pay without warning
Hi friend 👋, A sky-high yield may look like free money. But it usually comes at a cost: unexpected dividend cuts First, the income you’ve been counting on vanishes overnigh Then you lose capital as the stock falls on news of the dividend cut That’s why many high-yielding stocks can be so risky. On the other hand, world-class dividend growers are different. They give you the best of safety and consistent income growth. That’s why Warren Buffett calls them perpetual cash machines. For example, McDonald’s paid its first dividend in 1976. It has increased its payout every year for 50 years. And…
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