Dividends Premium: November 2025

Holiday Dividend Stock Shopping Safely

Editor’s Note: Thank you for reading Dividends Premium and welcome to your issue for November!

Our income and growth portfolio achieved another highwater mark last month, with a total return since inception of 80.9%. The portfolio’s weighted yield is 4.7 %. And the current roster of stocks now has an average year-to-date total return of 30.15%—or 30.5% including positions closed in 2025.

This month’s top fresh money buys are both low valuation stocks that trounced guidance with their Q3 numbers. And they’ll enter 2026 with a great deal of business momentum. I’m taking a partial position in a new stock that’s also coming off a solid Q3 performance, despite turmoil in its key markets caused by tariffs.

Note that we no longer have a position in big pharmaceutical company Abbvie (NYSE: ABBV). The stock passed its ex-dividend date in mid-October still trading over our take profits price of $230.

Have a question? Then join the discussion at my “Dividends Roundtable,” which I host on the Discord application 24-7. To your wealth!--RC

Holiday Dividend Stock Shopping—Safely

It’s a great time to own high quality dividend paying stocks!

Adding in dividends paid, the average year to date return for my portfolio recommendations is now 30.15%, or 30.5% including closed positions. That’s more than 3 percentage points higher than where we were just a month ago, or 12 percentage points above late summer.

I don’t benchmark this portfolio to the Big Tech laden S&P 500. But it’s worth noting the high-quality dividend stocks we own are still hugely outperforming the benchmark index’s pretty solid 17.6% return.

In addition, despite a drop in money market returns, our weighted yield is still 4.7%, or four times plus what an S&P ETF will pay you. And the stocks in this portfolio are by and large considerably cheaper and less volatile than the S&P 500 as well.

This portfolio also has stability of principal as a key objective. And in this uncertain and government data-starved investment environment, that means holding onto a sizeable position in my favorite cash alternative Vanguard Federal Money Market (VMFXX).

After the sales of the remaining position in Abbvie (NYSE: ABBV) and one-third of our Newmont Mining (NYSE: NEM), cash has again moved up to over 20% of the overall portfolio. That’s a little higher than I’d like it to be with the Vanguard fund’s yield dropping to 3.89% currently. And more importantly, several companies we’ve been watching for a while have come down to attractive prices.

So, this month, I’m going to put some of that cash to work by adding