EP 225: Our Approach to Managing and Growing our Dividend Portfolio | & Broadcom's Impressive Surge
Dividend Talk16 Dec 2024

EP 225: Our Approach to Managing and Growing our Dividend Portfolio | & Broadcom's Impressive Surge

In this episode of Dividend Talk, Derek and the European Dividend Growth Investor share how they manage and grow their portfolios and how this has evolved over time

  • Timestamps 1:19 - Broadcom Earnings (AVGO)

  • 5.23 - Kroger Merger declined (KR)

  • 7.30 - Dividend Hikes

  • 10:17 -EDGI Strategy

  • 33:00 - Derek's Strategy

  • 46:00 - Listener Questions

  • Det här avsnittet är hämtat från ett öppet RSS-flöde och publiceras inte av Podme. Det kan innehålla reklam.

    Avsnitt(310)

    First Fed Hike Since 2023: Are REITs Still Worth Buying? | Ep 307

    First Fed Hike Since 2023: Are REITs Still Worth Buying? | Ep 307

    The Fed has raised rates for the first time since 2023. So what does that mean for REITs like Realty Income, Agree Realty and VICI? We explain why real estate stocks are so sensitive to interest rates...

    19 Sep 58min

    The Art of the Turnaround and What We Learned Along the Way

    The Art of the Turnaround and What We Learned Along the Way

    This week on Dividend Talk, we get into the art of the turnaround investment .What worked, what didn't, and what we've learned the hard way. We share real stories from Walgreens, Intel, and Texas Inst...

    12 Sep 1h 12min

    Ep. 305: Should Cyclical Stocks Be in Your Dividend Portfolio? (BHP, Exxon, Rio Tinto)

    Ep. 305: Should Cyclical Stocks Be in Your Dividend Portfolio? (BHP, Exxon, Rio Tinto)

    We're back after our first-ever summer break! This week: should cyclical stocks have a place in a dividend growth portfolio built for financial independence? We use BHP, Rio Tinto, and ExxonMobil as r...

    5 Sep 1h 12min

    Quick Update

    Quick Update

    Hey Everyone! We're taking a quick 4-week break from releasing new episodes due to some personal stuff on our end.We will be back in SeptemberThank you for understanding while we step away for a momen...

    1 Aug 29s

    Q2 2026 Earnings Season: IBM Crashes, TotalEnergies Shines | EP 304

    Q2 2026 Earnings Season: IBM Crashes, TotalEnergies Shines | EP 304

    Q2 2026 earnings season has started, and it opened with a bang: IBM (IBM) dropped 25% in a single day. We dig into why, and land on an uncomfortable answer — it isn't the technology that keeps failing...

    25 Juli 1h 22min

    EP 303: Dividend Investing with Belle Dividends | How to deal with a major cash windfall

    EP 303: Dividend Investing with Belle Dividends | How to deal with a major cash windfall

    This week we welcome our first Belgian guest to the show: Belle Dividends (Kim). Kim's story starts almost by accident. In January 2022, after a failed attempt to become a crypto trader, he opened an ...

    11 Juli 1h 11min

    Q2 2026 Portfolio Review: Dividend Aristocrats Beat Big Tech | Ep 302

    Q2 2026 Portfolio Review: Dividend Aristocrats Beat Big Tech | Ep 302

    In episode 302 we review our Q2 2026 dividend portfolios during a quarter where the market quietly rotated out of tech and back into dividend growth. EDGI is now 99.6% of the way to his FIRE number wi...

    4 Juli 1h 5min

    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

    Populärt inom Business & ekonomi

    framgangspodden
    varvet
    rss-jossan-nina
    rss-borsens-finest
    svd-tech-brief
    uppgang-och-fall
    24fragor
    badfluence
    rss-inga-dumma-fragor-om-pengar
    avanzapodden
    fill-or-kill
    lastbilspodden
    bilar-med-sladd
    rikatillsammans-om-privatekonomi-rikedom-i-livet
    rss-kort-lang-analyspodden-fran-di
    rss-wallnor-pm
    rss-dagen-med-di
    borsmorgon
    tabberaset
    rss-veckans-trade