DividendInvesting

Forum 2009-03 business active
Also known as: DividendGrowthDividendStocksDGIDividendAristocrats

Investment strategy focused on stocks paying regular dividends (quarterly cash distributions), appealing to income-seekers and retirees. Dividend Aristocrats (S&P 500 companies with 25+ years of dividend increases) became quality benchmark.

  • Coca-Cola (KO): 60-year dividend growth streak, 3% yield
  • Johnson & Johnson (JNJ): 60-year streak, healthcare stability
  • Procter & Gamble (PG): 65+ years, consumer staples
  • Realty Income (O): “The Monthly Dividend Company,” REIT paying monthly
  • AT&T (T): 7-8% yield (pre-2022 cut), telecom dividend darling turned cautionary tale

Dividend Growth Investing (DGI)

r/dividends community (300K+ members) focused on companies raising dividends annually. Strategy: reinvest dividends (DRIP) to compound holdings. Portfolio tracking became ritualistic—spreadsheets showing projected annual income growth.

2020-2022 Dividend Cuts

Pandemic forced dividend suspensions:

  • Boeing: Suspended after 737 MAX + COVID
  • Disney: First cut since 1930s
  • AT&T: Slashed 47% in Warner Media spinoff (2022)

Reminded investors dividends aren’t guaranteed; total return (price appreciation + dividends) matters more than yield chasing.

Sources:

  • Dividend Aristocrats list (S&P)
  • r/dividends community case studies
  • Seeking Alpha dividend analysis

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