Some stocks in our portfolio just made major moves after earnings—dividend cuts, dividend hikes, and some eyebrow-raising guidance changes. In this episode, we break down which positions we’re holding, which we’re buying on dips, and where we’re turning off DRIP to lock in cash.

We cover high-yield BDCs, dividend growth machines, and deep-value plays—all through the lens of this quarter’s earnings results. Plus, we talk about the macro forces shaping these moves—energy prices, tariffs, market psychology—and how we’re positioning ahead of next week’s big-picture portfolio strategy episode.

This isn’t just a stock update—it’s the blueprint we’re using to compound income and build financial sovereignty.
Dividend Cutters:

• ABR
• BSM
• ARLP

Dividend Growers:

• IIPR
• MO
• PEP
• OZK
• VZ
• BTI
• BMY
• BKH
• ES
• EPD
• ADM
• UPS
• LYB

Other Notables:

• HTGC
• SPMC
• TRIN
• AB

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**DISCLAIMER**
Ticker metrics change as markets and companies change, so always do your own research. The content in this podcast is based on personal experience and is for educational purposes, not financial advice. See full disclaimer here.

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