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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 Undervalued Dividend Stocks (November '26) · 🚨Amazon Stock Once Fell 80%!
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.
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Most-reacted post we have seen: 🌪️ The REITpocalypse is HERE! — 48 reactions on Oct 10, 2026.
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. 🛢️ MPLX (MPLX) MPLX has now increased its quarterly distribution by 12.5% for three consecutive years! Incredible distribution growth… But even more incredible considering that it’s current yield is 8.2%. The Chowder Rule adds a stock’s dividend yield to its annual dividend growth rate to assess its combination of income and growth. Using MPLX’s 8.2% yield and 12.5% distribution…
One of the goals for our Dividend Growth Portfolio is simple- We want to buy high quality companies, ideally at undervaluations. Today, we will build on that idea by looking at how quality translates into compounding- Not just in earnings, but across every layer of a company’s financial engine. 💥 Amazon in 2000 In the year 2000, Amazon stock dropped by 80%. Sentiment toward the stock market, internet companies, and Amazon was at an all-time low. Then, Jeff Bezos shocked everyone with this letter to shareholders. Instead of panicking, he highlighted how the company had never been stronger. At…
Last week, we discussed the key differences in High Yield stocks vs Dividend Growth stocks- The message was obvious: High yield stocks payout more in dividends… In the short term. But we also mentioned we would dive deeper into a High Yield asset class that is currently being completely overlooked. In fact, overlooking High yield stocks happens frequently- And that’s what leads to opportunity. Today, we will be unveiling some of those opportunities. 🏆 Buying High Yield Stocks I see this quote all the time: ‘High yield means high risk’ While that can certainly be the case, I can assure you it…
The most common mistakes I see dividend investors make? Not knowing where they are on the dividend growth pyramid. If you want to maximize your income, you must understand the dividend pyramid. 📝 How You Should Invest The end goal for most interested in dividends, is to be able to one day live off dividends. However, the path to achieving that goal looks different for everyone. Fortunately, the dividend growth pyramid tells you exactly: How to invest When to invest Where to invest If we had to summarize what this means, this is the key concept: The longer your time horizon, the more you…
Over the last year, we’ve been in the midst of building out our Dividend Growth Portfolio. The goal is simple: To achieve dividend income growth of 7–10%+ annually, while maintaining capital appreciation in line with or better than the S&P 500 over a full market cycle. This of course is exactly what dividend growers have done over the last 50+ years- And have done so with lower levels of volatility than the market. So far, I’ve been exceptionally pleased with the way our portfolio is shaping up. While the portfolio slightly lagged the market to start the year- It has come roaring back over…
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…
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