Q2 2026 Portfolio Review: Dividend Aristocrats Beat Big T...

What this episode covers

In episode 302 we review our Q2 2026 dividend portfolios during a quarter where the market quietly rotated out of tech and back into dividend growth. EDGI is now 99.6% of the way to his FIRE number with +14.4% dividend income growth for the quarter, while Derek crossed €7,000 in trailing dividend income, up 14% year over year. On the news desk: why the US Dividend Aristocrats (NOBL) are outrunning software in 2026, Palantir (PLTR) CEO Alex Karp calling AI token pricing a "wealth tax" on business, and whether AI agents should be taxed after OpenAI's reported 5% equity offer to the US government. Stocks we get into include Accenture (ACN), Wolters Kluwer (WKL.AS), VICI Properties (VICI), Vopak (VPK.AS), General Mills (GIS), Paychex (PAYX), ADP (ADP), Big Yellow Group (BYG.L), British American Tobacco (BATS.L), Shell (SHEL.L), Legal & General (LGEN.L), NN Group (NN.AS), Alibaba (BABA), Microsoft (MSFT) and Apple (AAPL). Plus Q2 hikes from JPMorgan Global Growth & Income (JGGI.L), 3i Group (III.L) and LondonMetric (LMP.L). We close with listener Q&A on low-yield growth stocks, the ones that got away, and how we'd invest €500 a year for a newborn. Join us :Discord group - ⁠⁠⁠⁠⁠⁠⁠https://discord.gg/nJyt9KWAB5⁠⁠⁠⁠⁠⁠⁠Follow us: Twitter - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@DividendTalk_⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@European_DGI⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Become a Premium Member for just 129 Euros a year: ⁠⁠⁠⁠⁠⁠https://dividendtalk.eu⁠⁠⁠⁠⁠⁠Disclaimer: Educational content only. Not financial advice.

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Frequently Asked Questions

How long is this episode of Dividend Talk?

This episode is 1 hour and 5 minutes long.

When was this Dividend Talk episode published?

This episode was published on July 4, 2026.

What is this episode about?

In episode 302 we review our Q2 2026 dividend portfolios during a quarter where the market quietly rotated out of tech and back into dividend growth. EDGI is now 99.6% of the way to his FIRE number with +14.4% dividend income growth for the quarter,...

Can I download this Dividend Talk episode?

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