This episode is our Q4 dividend income update for the conservative retirement portfolio — the portfolio built for stability, capital preservation, and reliable income.
We compare Q4 dividend payouts against Q3 and break down exactly how much income this portfolio generated, how it has grown, and which holdings are pulling their weight.
What we cover in this episode:
• Total dividends collected this quarter: $4,532.11 (up 7.55% from Q3)
• Full-year income: $18,416.86 — averaging $1,534.74/month
• What we sold (AFG, half of ABR), what we took profits on (BTI, MMM), and why
• New positions: AEF, KMB, DX
• Which holdings are currently overvalued vs. undervalued
• Early dividend warning signs and what decreasing payouts can tell you
• Stocks to watch heading into our upcoming 2026 macro trends & stock picks episode
• How tracking your dividends reduces research time and exposes risk early
This episode is perfect for anyone building a retirement income portfolio, dividend investors, or anyone wanting to understand how to evaluate what’s working — and what isn’t — in a portfolio designed for long-term stability.
We also walk through attached spreadsheets showing the full numbers and our valuation chart with:
✔ Buy-up-to prices
✔ Target prices
✔ Undervalued opportunities heading into 2026
✔ Stocks to avoid right now due to sentiment, fundamentals, or looming dividend risk
If you're a conservative investor who wants a clear roadmap of what to add, avoid, or research before the new year, this episode is your guide.
Questions? Email Tim at debrine9@gmail.com
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**DISCLAIMER**
Ticker metrics change as markets and companies change, so always do your own research. The content in this podcast is based on personal experience and is for educational purposes, not financial advice. See full disclaimer here.
Episode music was created using Loudly.
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