The market dropped nearly 15% this spring... but our conservative dividend portfolio? It grew income by almost 10%.

In this episode, we walk through our Q2 2025 Retirement Portfolio update—showing how even as the market got wrecked by tariffs, volatility, and policy chaos, we stacked more income, reinvested smarter, and stayed unbothered.

We break down:

• 🔻 How the portfolio value dipped 8% but the income surged
• 📈 How strategic DRIP and weekly income ETFs gave us an edge
• 🚩 Which holdings are red flags (OGN, QVCGP...) and which ones are screaming buys
• 🧠 The logic behind our high-yield + dividend growth strategy for retirement
• 🛑 Why market drops don’t matter if you invest for income, not headlines

If you want a portfolio that performs through chaos—not because you timed the market but because you built it right—this one’s for you.

Conservative Portfolio Q2 Dividends

--> Spreadsheet Here <--

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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.

With Q1 earnings in the rearview, and warnings flashing for Q2 and beyond, we scoured the sectors forecasted to underperform—and uncovered a goldmine of dividend-growing stocks. In this episode, we break down high-quality dividend growers in all 11 sectors—from Energy to Tech to Real Estate—highlighting those with long dividend streaks, strong fundamentals, and yields ranging from 3% to over 7%.

Whether you're looking for steady income, value plays, or future upside, these stocks deserve a spot on your buy or watchlist. We cover:

✅ Yield & Dividend Growth History
✅ Analyst Price Targets & 12-Month Projections
✅ Payout Ratios & Valuation Signals
✅ Sector-by-Sector Breakdown of Opportunities

Plus, we wrap with a model portfolio concept that balances growth, income, and sector exposure. If you want to protect your portfolio while positioning for what's next, this episode is your cheat sheet.

Speaking of cheat sheets, get access to the list and all the metrics we covered in this episode --> HERE

Text Us 📲

Want FREE weekly market updates, Tim's top 10 dividend picks, and our portfolio updates delivered right to your inbox? Subscribe to our email list.

Stay connected. Follow us on social!

**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.

As Q1 earnings wrap up, we’re diving deep into what the data is actually telling us about where the economy — and the stock market — are headed next.

✔ 78% of S&P 500 companies beat earnings
✔ EPS growth is up 13.4% YOY
✔ But company guidance is barely trickling in
✔ Consumer sentiment just hit its second worst score ever
✔ And tariffs might not be fully priced into inflation yet

We break down sector-by-sector growth, expert forecasts for 2025 and 2026, and explain why the numbers might not match the mood. Is the market set to roar... or are we all just whistling past the graveyard?

Whether you’re positioning for the second half of 2025 or trying to cut through the hype, this episode gives you the real story behind the data.

🔍 Topics Covered:

• EPS and revenue growth trends
• Sector winners and losers for Q2 and beyond
• Why most companies aren’t giving guidance
• Consumer sentiment collapse
• Tariff effects on future inflation
• What rising P/E ratios could mean for your returns

Text Us 📲

Want FREE weekly market updates, Tim's top 10 dividend picks, and our portfolio updates delivered right to your inbox? Subscribe to our email list.

Stay connected. Follow us on social!

**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.