Berkshire Hathaway just released their form 13f.
This revealed the LAST moves Warren Buffett made before stepping down.
Here's everything you need to know: open.substack.com/pub/dividend...
Everyone loves monthly dividends...
And this is possibly the BEST monthly dividend payer of all time! youtu.be/Gt-ebAetOBc
February's list of Undervalued Dividend Stocks is here!:
$WMT is up over 14% year to date, pushing their market cap above $1 trillion
Nearly all of their growth recently has come from multiple expansion.
Their PE multiple 3 years ago was 22x.
It now sits at 45.8x.
Is that valuation justified?
Covered Call ETFs have the ability to generate massive income...
But can also be dangerous if you don't know what to look for.
There were the Top 3 Performing Covered Call ETFs in the last year:
$SPGI S&P Global is cratering 8.5% today.
- P/E ratio of 27.2
- Projected EPS growth of around 12%
- 95.9% of total revenue is recurring
Is $SPGI an opportunity?
Microsoft experienced the 2nd largest one day market cap loss in history yesterday.
The tax code is MADE for investors.
If you make $126,700 total from only qualified dividends in 2025 (married filing jointly), you pay:
• $0 Federal Tax
• $0 Payroll Tax
If you make $165,000 from W2 income, you pay:
• ≈$26,000 Federal Tax
• ≈$12,600 Payroll Tax
Act accordingly.
“If riskier investments reliably produced higher returns, they wouldn’t be riskier!”
- Howard Marks
thanks!
Dividend Kings are stocks with 50+ years of dividend increases.
You can download the spreadsheet with data on all 57 of them here: dividendology.kit.com/4f12997103
The Entire List Of Dividend King Stocks in 2026:
🏆 January's list of Undervalued Dividend Stocks: open.substack.com/pub/dividend...
The top 10% of households account for almost 50% of total consumer spending!
This is why they call it the 'K Shaped' economy.
Yearly dividend income in year 1 with $1,000,000 invested:
- $QQQ: $4,600
- $VOO: $11,200
- $SCHD: $37,800
- $JEPI: $74,900
- $ICAP: $87,700
- $SPYI: $116,900
If you could only buy 1 of these ETFs forever, which one are you buying?
The Dividendology Brand grew into one of the largest dividend investing platforms in the world in 2025.
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We're closing in on 600,000 followers.
Thanks you for watching and reading!
Las Vegas tourism is down nearly 8% this year.
Is this something $VICI can survive?
🚨 BREAKING: The US Federal Reserve officially cuts interest rates by 25 basis points.
This is their 3rd interest rate cut in 2025.
The decision saw three dissenters, the most since September 2019.
I recently found this free PDF from Aswath Damodaran (NYU’s “Dean of Valuation”) and it’s honestly one of the best resources on intrinsic value I’ve ever read. 💎
You can download it free here: dividendology.ck.page/d6951c8537
Wall Street banks recently released their S&P 500 forecasts for 2026.
Here were the results:
I created a list of 65 stocks that have bought back 10%+ of their outstanding shares in the last decade.
What did I miss?
The price of food and shelter have been outpacing wages for the past 5 years now.
$META is the only MAG7 stock trading at a lower Fwd PE than the S&P 500.
I put together a sheet of 140+ stocks that have grown dividends for 25 or more years.
You can download it for FREE below.
I recently compiled all of Warren Buffett's public writings into 1 PDF (Over 5,000 pages!).
I learned more from this document than my finance degree.
You can get it for FREE here: dividendology.kit.com/1517a1bf24
The S&P 500 is down in the last month-
But under the hood a clear sector rotation is taking place.
