Dividend Growth Is a Mindset, Not a Yield

The Dividend Mailbox®

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23d ago 38:26

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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 [email protected].
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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51 episodes

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