Eps 277 | 2025 Q4 Portfolio Review & Year in Dividends

Eps 277 | 2025 Q4 Portfolio Review & Year in Dividends

In this episode of the Dividend Talk Podcast, we review our 2025 dividend portfolio performance, break down dividend income growth, and reflect on what worked (and what didn’t) for long-term dividend growth investors in Europe.


We cover:

  • 2025 portfolio returns & dividend income growth
  • Currency impact (USD vs EUR) on dividends
  • Biggest wins, mistakes & lessons learned
  • Dividend reinvestment & compounding in action
  • Tax questions, spin-offs & dividend growth tracking
  • Listener Q&A on stocks like Starbucks, Alphabet, HPQ & more
  • What we’ll do differently as dividend investors in 2026

Join our premium dividend newsletter for in-depth European stock deep dives, dividend safety analysis, and long-term portfolio thinking. -> Pricing - Dividend TalkConnect with other dividend investors on ⁠⁠⁠⁠⁠Facebook ⁠⁠⁠⁠or ⁠⁠⁠⁠⁠⁠Discord⁠⁠ to share ideas, ask questions, and stay motivated.


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New episodes every week on dividend investing, portfolio strategy, and building long-term wealth with dividends.

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Ep. 301 | Big Bank Dividend Hikes (JPM, GS, MS, C, WFC) + The Boring Middle Mindset

Ep. 301 | Big Bank Dividend Hikes (JPM, GS, MS, C, WFC) + The Boring Middle Mindset

We're kicking off Season 7! This week we cover Bayer's (BAYN.DE, BAYRY) Supreme Court win in the Roundup case and the reopened Strait of Hormuz, then break down five bank dividend increases: Morgan St...

27 Juni 1h 2min

EPS #300 🎉 Live Show, Special Guests & a Toast to the Journey 🥂

EPS #300 🎉 Live Show, Special Guests & a Toast to the Journey 🥂

Episode 300. We made it 🎉This one was recorded live on our Discord Server, and it felt exactly like it should – a little chaotic, a lot of fun, and genuinely reflective at times.We were joined by two...

13 Juni 1h 45min

Dividend Talk Confessions: Our Dumbest Stock Picks & Biggest Investing Regrets | Ep. 299

Dividend Talk Confessions: Our Dumbest Stock Picks & Biggest Investing Regrets | Ep. 299

In Episode 299, We lay out their worst stock picks, the dividend cuts they didn't see coming, and the companies they were completely wrong about. Walgreens Boots Alliance (WBA), Tupperware (bankrupt),...

6 Juni 1h 6min

Dividend Investing When Market Valuations Are High | Eps 298

Dividend Investing When Market Valuations Are High | Eps 298

May and June are peak dividend season for Europeaninvestors—we get that magical "kaching kaching" as companies distribute annual earnings after shareholder meetings. But this year, everything feels ex...

30 Maj 58min

5 Real Estate Stocks Paying 2%–6% Yields — Are They Worth It? | Ep. 297

5 Real Estate Stocks Paying 2%–6% Yields — Are They Worth It? | Ep. 297

This week we break down five real estate investment trustswe like for dividend growth investors — from the Las Vegas strip to German retail parks. VICI Properties (VICI), Big Yellow Group (BYG.L), Hea...

24 Maj 1h 12min

Stress Testing Your Dividend Portfolio: What Would a Market Crash Do to Your Income?

Stress Testing Your Dividend Portfolio: What Would a Market Crash Do to Your Income?

With earnings season fading and geopolitics heating up, we take a hard look at what could go wrong — and how a well-structured dividend portfolio holds up under pressure. We walk through their full st...

16 Maj 1h 5min

Why Zoetis (ZTS) Dropped 30% — And Shell Hiked Its Dividend Twice | Ep. 295

Why Zoetis (ZTS) Dropped 30% — And Shell Hiked Its Dividend Twice | Ep. 295

Join us at episode 300 for a live episode. Sign up here: https://docs.google.com/forms/d/e/1FAIpQLScSyGjwjj1cl1iAIIp87bJb5u3pq3Ez6yynchPzmxaz0sSLWw/viewform?usp=headerEpisode 295 is a packed one. Shel...

10 Maj 1h 1min

Brookfield’s Big Drop, Starbucks' Return & Shell’s Strategy | Dividend Talk Ep. 294

Brookfield’s Big Drop, Starbucks' Return & Shell’s Strategy | Dividend Talk Ep. 294

We break down a "full-packed session" of earnings and acquisitions.Brookfield Infrastructure (BIPC):A double-digit drop post-earnings. Derek explains the "paper loss" on hedges and the potential BIP/B...

2 Maj 1h 10min

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