The Dividend Mailbox®
We want to stuff your mailbox with dividends! Our goal is to show you the power of dividend growth investing, and for each year's check to be larger than the last. We analyze specific companies and look at the mindset this strategy requires to be successful long-term. Come explore this not-so-boring world and watch your portfolio's value compound.
The Dividend Mailbox®
Dividend Growth Is a Mindset, Not a Yield
How strong is your dividend growth portfolio? Send it to us for a free evaluation at dcm.team@growmydollar.com. Plus, join our market newsletter for more on dividend growth investing.
If you’ve ever struggled to stay disciplined in a world chasing growth or yield at all costs, this episode is for you. Whether you’re a seasoned dividend investor or new to the strategy, clarity, intention, and long-term thinking are essential to compounding your wealth over time.
In this month’s episode, Greg reflects on a personal story about trying to sell his daughter’s old Honda CR-V. What begins with a frustrating lowball offer turns into an unexpected reminder of the core principles behind successful dividend investing. It’s a story that sets the stage for a broader discussion on the power of focus and the cost of distraction.
Greg then connects this lesson to recent decisions within the portfolio:
- Why we sold Emerson Electric ($EMR), even after years of ownership and recent price gains.
- A quick update on Rémy Cointreau ($REMYY) and why the story has improved.
- Whether Stanley Black & Decker ($SWK) is a value play or a value trap.
📩 Want your dividend portfolio reviewed?
Email a list of your holdings (no dollar amounts necessary) to dcm.team@growmydollar.com.
We’ll rate it from 1 to 5 and include a few helpful bullet points to show how well you're aligned with long-term dividend growth principles.
Topics Covered:
00:41 - Core theme of the episode: Clarity in investing, in mindset, and in strategy
02:01 - New offer: Get your dividend portfolio rated 1–5 by our team
03:17 - The $400 CR-V story and what it reveals about opportunity cost
11:32 - Applying the lesson: Compounding capital vs. chasing small gains
12:46 - Why clarity matters when dividend-based strategies lag
15:08 - Three paths: Pure growth, high yield, and dividend growth
16:08 - Why we sold Emerson: Weak dividend growth, poor capital efficiency
21:49 - Rémy update: Positive developments in the China tariff situation
23:23 - Stanley Black & Decker review: Great yield, but fading margins
30:21 - Dividend growth math: What would it take for Stanley to meet our hurdle?
34:32 - The truck analogy: Growth vs. yield vs. the dividend growth “sweet spot”
36:03 - Final thoughts: Clarity and discipline are non-negotiable
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RESOURCES:
Schedule a meeting with us -> Financial Planning & Portfolio Management
Getting into the weeds -> DCM Investment Reports & Models
Visit our website to learn more about our investment strategy and wealth management services.
