Dividend Growth Is a Mindset, Not a Yield

How strong is your dividend growth portfolio? Send it to us for a free evaluation at [email protected]. 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 [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-negotiableSend us Fan Mail________ Resources:📅 Schedule a meeting: Financial Planning & Portfolio Management 📊 Getting into the weeds: DCM Investment Reports & Models ________If you found this valuable, subscribing and leaving a review helps more investors find the show.Instagram | Facebook | LinkedIn | X________ Disclaimer: Past performance does not guarantee future results. Every investor should consider whether an investment strategy is right for them and all the risks involved. Stocks, including dividend stocks, are volatile and can lose money. Denewiler Capital Management may or may not have positions in the publicly traded companies mentioned herein.