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Dividend investing centred on monthly spreadsheets of stocks the author considers undervalued. Recurring features include dividend growth portfolio updates, analyst price-target screens, databases of option-income funds, and coverage of what well-known investors have been adding. Also covers retirement withdrawal rules.
Recent examples: 🧾 List of Most Upside Dividend Stocks · 🎯 How to Value a Dividend Stock!
Written from Dividendology’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.
94K on Sep 10, 2026 → 95K on Oct 20, 2026
Rank in Substack’s finance leaderboard: #23 today · #25 a week ago · #23 a month ago
Tracked since Sep 10, 2026 — 41 daily snapshots so far. The card below is built from what we track and refreshes nightly.
of 525 ranked finance newsletters
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Most-reacted post we have seen: 🌪️ The REITpocalypse is HERE! — 47 reactions on Oct 10, 2026.
Every month, I compile data on the dividend stocks with the most upside based on Wall Street analysts price targets. Members will get access to the full list every month, as well as all other Dividendology features. This month, we have 74 stocks on the list. Let’s dive in. 1. 🔬 ASML Holding (ASML) Wall St. Price Target: $2,584.04 | Upside: 55.59% We originally added shares of ASML into our portfolio in 2025 at close to $700 a share- And the stock has climbed well over 100% since then. The exact same thesis then is still playing out today, making this an interesting opportunity. The AI…
One of the most important parts of investing? Understanding valuation. “Price is what you pay, value is what you get.” - Warren Buffett And today, I’m happy to have my friend, Dave Ahern from Dividend School walk us through 3 ways to value a dividend stock. With that being said, I’ll let Dave take it from here! Valuation A 6.9% yield sounds too good to be true or a gift, while a 1.5% yield sounds like a waste of time. Both thoughts can cost you money, because yield tells us about profits. It tells us nothing about the price or whether it makes sense. In today’s article, we will cover: Why…
The REITpocalypse isn’t just here- It’s already happened. Since last August, the Vanguard real estate ETF is down by 11.5%, while the broader market is down by 4.53%. This is of course primarily due to one thing: A substantial rise in treasury rates in a very short period of time. Over the past month alone, the 2-year Treasury yield has climbed roughly 38 basis points. The 10-year is up 45 basis points, and the 30-year has increased 35 basis points. For perspective, 100 basis points equals one percentage point. The increases are even larger compared with a year ago. This of course impacts…
The S&P 500 just hit another all-time high- And so far it has recorded 28 all-time highs so far in 2026. But where is the market headed next? Well, JP Morgan just recently released their Q4 Guide to the Markets. It's over 71 pages of institutional-grade research with hundreds of charts and data points. I just went through the entire document and compiled the 7 most important charts for us to review. Let’s dive in. 1. 📊 Market Valuation At the January 2022 stock market peak: S&P 500 forward P/E: 21.4x 10-year Treasury yield: 1.6% As of the end of September 2026: S&P 500 forward P/E: 19x…
At the beginning of each month, I send out a spreadsheet that lists out the dividend stocks that I believe to be undervalued. This is the end result of 100’s of hours of research every month. It’s time to dive in. 1. 📊 S&P Global (SPGI) S&P Global is now down around 26% so far in 2026. This sell off has caused a stock that has historically traded at a premium, to now be at it’s lowest valuation multiple in the last 5 years. Meanwhile, its Ratings and Indices businesses just reported revenue growth of 17% and 20%, respectively. That’s a pretty significant disconnect between the stock price…
Around 1.5 years ago, we launched the Dividendology Covered Call ETF Database- A database that tracks in-depth data on these high yielding ETFs to help you make the best decision possible. And last month, we officially released our European version! This database is currently tracking over 83 funds- With 56 of them being from IncomeShares! Over the past few months, we’ve expanded our educational coverage on these assets to make sure investors have a clear understanding of how they work. We’ve covered topics like: What is a Covered Call option The difference between ETFs vs ETPs While also…
Around a year ago, we began the process of building out our real money Dividend Growth and High Yield Portfolios. So far, I’ve been very pleased with the way these portfolios are shaping up. Our Dividend Growth Portfolio currently has much stronger fundamentals than the S&P 500- While trading at a more attractive valuation relative to its expected earnings growth. The companies we own are growing faster and generating higher returns on invested capital than the broad market. Meanwhile, our High Yield Portfolio is producing a 9.32% yield on our invested cost, while also seeing share-price…
Options based ETFs have now gone from under $10B in assets under management in 2020, to over $300B in 2026. That is a 30x increase! Of course, a large portion of this growth is coming from ‘option income ETFs’. Investors are starved for high yield opportunities. However, not all covered call ETFs are created equal. In fact, as I’ve tried to warn many times before- Many covered call ETFs are incredibly dangerous. Even funds that have historically had periods where they performed very well can be structured in a way where that performance will certainly NOT last. Take YieldMax’s MSTY for…
Is Nike finished, or the buy of the decade? Everyone can see Nike crashed 80%. What they can’t agree on is what happens next. The most recognizable brand on earth, and yet nobody’s sure if it’s a dying giant or the deepest value in the market right now. That’s the kind of question Carbon Finance is built for. Sharp, detailed research on the companies everyone’s arguing about. 50,000 investors already read it, and you should too. Subscribe Here Now Thanks to Carbon Finance for sponsoring. 🧾 List of Most Upside Dividend Stocks Every month, I compile data on the dividend stocks with the most…
Everyone wants to turn their portfolio into a Dividend Kingdom in 2026. One that generates MASSIVE dividends day after day. Dividends are, of course, the most passive form of income all time. For example, when you buy the S&P 500, you have roughly 28.9 million employees working at all hours to maximize shareholder value. Today, we will review the 10 principles you MUST understand to turn your portfolio into a Dividend Kingdom in 2026- 1. 🏅Dividend Growth Outperforms The most in depth research study on dividend growth stocks was recently performed by Hartford Funds. One of the main takeaways?…
Dividend Growth investing is simply amazing. You can make a one-time investment, and get paid a growing stream of income for the rest of your life. And on top of this? Dividend growers have historically outperformed. Today, we will be looking at the characteristics we need our dividend growth portfolio holdings to have in order for us to outperform over the long term. 🧮 Sources of Returns It’s always important to review the 3 potential sources of returns: Earnings per share growth Multiple expansion/contraction (Price to earnings ratio growing/shrinking) Dividends For example, here is what…
At the beginning of each month, I send out a spreadsheet that lists out the dividend stocks that I believe to be undervalued. This is the end result of 100’s of hours of research every month. It’s time to dive in. 1. 🌿 Innovative Industrial Properties (IIPR.PR.A) Innovative Industrial Properties (IIPR) is a specialized REIT that owns cultivation and processing facilities leased to licensed cannabis operators across the United States. The common stock still offers a very high yield, sitting at roughly 13.3%. However, I’m not interested in the common stock here. I’m far more interested in the…
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