My Dividend Portfolio. Month 26, Week 2 (+Video)

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Hi partners — Max here!

It’s been a calm but very productive week.

The market continued moving higher, several companies in my portfolio announced new dividend increases, and the portfolio reached another important milestone.

My projected annual dividend income has now officially crossed $14,000 per year.

That means the portfolio can already fully cover one month of living expenses every year, and it's about 15% of the way toward covering a second month. My long-term goal remains unchanged: $12,000 per month in dividend income. Every new dividend increase and every weekly investment brings that finish line a little closer.

I’m sticking to the plan because I simply don't see a reason to change it. The system continues doing exactly what it was designed to do, and as the portfolio grows, the pace of income growth keeps accelerating. That's the beauty of compounding—the bigger the income stream becomes, the faster it starts growing on its own.

But this week's update is special for another reason.

Below, you'll find the usual detailed breakdown of what I bought this week, how the portfolio is positioned today, and what I'm planning for next week and beyond.

And this time, you'll also find the complete video review with my personal commentary and the full investment process behind this week's decisions.

My portfolio is a fully transparent, real-time journey — no polishing the numbers and no adjusting results after the fact.

It’s a path anyone can follow with the right system, such as the MaxDividends Income System, and the MaxDividends Platform.

Alright — let’s get to today’s buys. So grab a coffee — let’s dig in ☕💪

What I Bought, How Things Look

Every Friday, I put $3,000 plus dividends to work with one clear mission: reach $12,000 a month in dividends within 120 months.

But the real reason this works isn’t willpower or motivation. It’s the system — and the technology behind it.

The MaxDividends Income System defines what to buy, when to buy, and what to ignore. The MaxDividends Platform keeps the compass steady — tracking income, scores, risks, and signals whether I’m at my desk, out walking, or fast asleep.

The portfolio doesn’t need me to be “on.” It doesn’t care if I’m busy, tired, traveling, or doing absolutely nothing. The process keeps running.

What I enjoy most is watching the portfolio do its job — seeing which positions keep quietly compounding, and which names stay on the watchlist until the data finally lines up.

That’s how the snowball really builds. Just repeatable decisions, steady dividend deposits, and a system that keeps stacking progress week after week.

When you step back and look at the full picture — essentials, lifestyle, family needs, small trips, and a buffer — dividend income stops being a theory and turns into a practical roadmap.

Here’s where the journey stands today:

Freedom Bar:
█████████████░░░░░░░░░░░░░░ ~46% complete (+1% vs last week)

(based on current projections)

My dividend income is now running at about $1,180 per month. It’s not a headline number. It won’t trend on social media. But it does matter.

Because this is what real progress looks like when income is built the right way. Quiet. Measurable. The income base keeps rising.

Every reinvested dollar tightens the structure. Every dividend hike raises the floor. And over time, that turns into momentum you can actually feel.

Accenture is one of the world's leading professional services companies, helping businesses modernize through consulting, cloud computing, artificial intelligence, cybersecurity, and digital transformation.

With clients spanning virtually every major industry, the company has built a globally diversified business supported by long-term customer relationships and a steady stream of recurring revenue.

Why today?

This week's choice was not random. As my portfolio becomes more mature and well established, I continue building it with two things in mind: diversification and the best available opportunities.

These days, my Fridays begin with a visit to the Breakdown section of my portfolio, where I look at which sectors could use a little more weight to improve the overall balance. Before today's purchases, my position looked like this:

To put it simply, the economy is generally divided into 11 major sectors. To build a resilient portfolio without making things overly complicated, maintaining balanced exposure to five or more sectors is usually enough. That still leaves plenty of room for flexibility and makes the search for new dividend stock ideas both interesting and enjoyable.

At MaxDividends, we highlight the five largest sectors in the portfolio and calculate the weight of each one. This is especially helpful to me from a diversification standpoint. Five major sectors plus everything else makes the picture simple, clear, and easy to understand.

Coming back to my current allocation, as you can see, Industrials and Consumer Cyclical are currently leading the portfolio, while Technology is lagging behind. So I decided to dig deeper into the sector using the MaxDividends Platform Stock Screener, and I found an excellent solution: Accenture, or ACN.

So what was I looking for?

First, I wanted a business with a long history of paying and increasing dividends.

Accenture has raised its dividend for 20 consecutive years. That's a meaningful track record. The company has successfully navigated multiple economic cycles while continuing to reward shareholders with higher dividend payments year after year. That's exactly the kind of consistency I like to see.

Second, I wanted to make sure the business itself remains in excellent shape and that management is still committed to growing shareholder income.

The Business Quality Score (Financial Score) and the Dividend Policy Score made that decision easy. Accenture scores above 90 on Business Quality and earns a perfect 10 out of 10 Dividend Policy Score - exactly what I'm looking for before committing new capital.

Third, I wanted to understand what today's investment could realistically generate in future dividend income.

Today, every $100 invested in Accenture produces roughly $3.86 in annual dividends. But I'm not investing only for today's yield. I'm investing for the income that position can produce ten years from now. That's where MaxRatio becomes incredibly useful.

MaxRatio estimates a company's future dividend income potential based on its current fundamentals and long-term dividend growth record.

Accenture currently has a MaxRatio of 10+, meaning that every $100 invested today could potentially generate about $10+ in annual dividends over the next decade if the business continues performing as expected.

That represents dividend income well ahead of inflation, while also giving me the opportunity to benefit from long-term share price appreciation.

Finally, there's valuation.

At MaxDividends, we compare each company's earnings valuation against its closest industry peers.

When a high-quality business trades at a meaningful discount to comparable companies while maintaining stronger fundamentals, we view that as an attractive entry point rather than a warning sign.

Today, Accenture is rated Undervalued by the MaxDividends Research Platform, which tells me I'm buying an exceptional business without paying a premium.

On top of that, Accenture continues to generate strong profitability, healthy free cash flow, and significant cash returns to shareholders through dividends and share repurchases.

➡️ New Capital Invested: ~$3,156

🔗 View the live portfolio: MaxDividends $12K in 120 Months Strategy Portfolio

The snowball keeps rolling — heavier every week.

Each raise locks in more lifetime income and lifts my yield on cost. Quiet, steady, automatic.

This is what a real dividend roadmap looks like. No guessing. No spreadsheets. Just a clear plan — tracked, forecasted, and executed inside the MaxDividends Platform.

Here’s a look inside my portfolio this week:

Passive income now covers ~44% of my grocery expenses. The snowball keeps getting bigger every week.

All of this is tracked inside the MaxDividends Research Platform | Portfolio Tracker — my roadmap and compass. It shows payouts, raises, and exact progress toward the $12K/Month’ finish line.

If you’re not using it yet, you’re leaving a serious edge on the table.

08/07 Update — email me anytime: [email protected]

Alright partners, there's quite a bit to talk about this week.

Overall, it was a fairly calm week, and this week's investment decision felt quite straightforward given where my portfolio stands today.

I also spent some extra time this week writing a comprehensive deep dive on Accenture. If you're interested in understanding why I chose to add more shares and how I evaluate businesses before investing, you'll find the link above.

That said, please don't misunderstand my enthusiasm for the company. Just because I'm buying Accenture doesn't mean everyone else should.

This is never investment advice. It's simply my personal investment process, my own research, and the reasoning behind the decisions I make with my own money. Every investor's situation is different, and that's exactly why I always encourage doing your own research before making any investment.

Looking ahead to next week, I'll continue focusing on opportunities across Healthcare, Financials, Utilities, Energy, Basic Materials, and Technology. Those sectors currently offer the best opportunities to further improve the balance and diversification of my portfolio. If the right businesses become available at the right prices, I'll be happy to put more capital to work.

The system stays the same. Capital stays disciplined. We keep building. Steady steps. Clear roles. Long horizon. That’s the rhythm.

The MaxDividends Income System — combined with selecting high-quality dividend companies using our 5-step secret formula, and supported by the MaxDividends Platform — allows me to build my own path toward financial freedom.

Every week I place another brick into the foundation of that future freedom. And today those bricks are already hard to miss. The results are becoming visible. They are becoming tangible.

The most remarkable thing about this seemingly simple formula for success is that it’s repeatable. I invest in businesses I genuinely like. I choose companies I trust. And my passive dividend income keeps growing.

Live off dividends on your terms! 💪💰

This week, our primary focus has been integrating the MaxDividends Pulse system into the MaxDividends Research Platform.

A little while ago, I introduced several new metrics that were designed as stepping stones toward a much bigger upgrade. Features like Buy–Hold–Sell Consensus, Best For, and the Dividend Safety Score have already been successfully rolled out in the Dividend Radar list.

The next step is bringing all of that data into the core of the platform and making these insights available everywhere they matter - inside portfolios, stock screeners, Top Stocks lists, and individual company analysis pages.

This will be our main development priority over the next four to six weeks. The goal is to have the entire Pulse framework fully integrated across the MaxDividends Research Platform by the end of September.

I'm really excited about this release because it will make finding high-quality dividend opportunities faster, simpler, and much more consistent across the entire platform.

This isn’t gambling or chasing hype. It’s a proven system:

That’s why the income snowball keeps rolling — heavier each month, stronger each year.

Every quarter I put $300 into each of my three kids’ portfolios — building generational wealth one brick at a time.

Kids’ Portfolios:

Donaldson is a global leader in filtration systems used across industrial equipment, transportation, aerospace, and life sciences. The company benefits from a large installed base and recurring replacement demand, supporting steady cash flow and consistent long-term growth.

IDEX manufactures highly engineered products used in healthcare, industrial, water, and scientific applications. Its portfolio of niche market leaders, combined with disciplined acquisitions and strong margins, has made IDEX a reliable long-term compounder.

Lindsay is a leading provider of irrigation equipment and transportation infrastructure solutions. The business is supported by long-term demand for water efficiency, agricultural productivity, and infrastructure investment, providing a solid foundation for future growth.

Aptar specializes in dispensing and packaging solutions used across healthcare, beauty, and consumer products. The business is supported by recurring demand, innovation, and long-term customer relationships, creating a solid foundation for steady growth.

Gorman-Rupp designs and manufactures pumps used in water, wastewater, construction, industrial, and municipal applications. The company serves essential infrastructure markets, generating resilient cash flow and supporting steady long-term dividend growth.

This is where the long game plays out. Beyond the weekly $3,000 experiment, my family’s core portfolio is the real backbone — built for high-yield dividend growth, steady compounding, and financial security for years to come.

Here I’ll break down where things stand today, how the plan for this quarter looks, and why this portfolio is designed to cover every family expense while still growing stronger over time.

I’ve spent the past 20 years building businesses. That’s where most of my capital came from. But now, at 40 and with three kids, I want to stay involved in business and investing on my terms.

My goal? More time with family, freedom to focus on what matters, and a portfolio that pays me whether I’m working or not. That’s why in 2025, I’ve started transitioning to fully living off dividends.

The mission hasn’t changed: build a high-yield, dividend-growing portfolio that delivers steady cash flow and strong long-term returns.

With the MaxDividends Concept, my team and I scan markets across the U.S., Europe, and Asia to find financially strong companies with a track record of raising dividends. This way, I’m not just chasing price growth — I’m building a paycheck that grows by itself.

(*Dividend totals vary slightly due to exchange rates.)

This portfolio alone now pays over ~$8,008/month in dividends. Every dollar is reinvested, fueling even faster growth.

This week, I also added Accenture to my Core Family Portfolio. I explain the decision, the research behind it, and my investment thesis in the detailed article below:

✅ 90% High-Yield Dividend Growth Stocks – These names pay me consistently and raise dividends year after year.

✅ 10% Capital Growth Stocks – A smaller bucket for faster-growing companies. When I sell, half the profits go into new growth stocks and half into high-yield dividend payers.

Each hike locks in more income for life — steady raises with zero extra work.

My plan for 2026 is simple: keep adding new money and keep reinvesting every dollar of dividends.

A new quarter means it’s time to update the plan.

Looking back — starting from Q4 2025, my goal was to cross $7,000 in monthly dividend income. Then I set a more conservative target of $7,300 per month by the end of Q1 2026.

As of today, my portfolio generates about $7,700 per month in dividends. That means I’ve hit my targets — and I’m running ahead of schedule.

For Q2 2026, my goal is to cross $8,000 per month in dividend income.

This projection is based on the May and June payouts — typically the strongest months of the year. I expect total dividends during this period to come in around $40,000, plus additional increases from Japanese companies following their fiscal year-end.

All in, I believe it’s very realistic to reach this milestone by mid-summer.

At the start of Q3, my projected monthly dividend income is fluctuating between about $7,930 and just over $8,000, depending on currency exchange rates. At the same time, dividends continue accumulating in my brokerage account, waiting to be reinvested.

That makes July a great opportunity to finally establish a consistent $8,000+ monthly income run rate before setting the next milestone at the beginning of August.

That's how this works: steady contributions, rising payouts, and the snowball doing the rest.

The strategy doesn’t change. I’m looking for stable, undervalued Dividend Eagles that start with solid yields and have the strength to keep paying and raising over time. Dividends are my lever — I collect them, reinvest them, and let compounding do the heavy lifting.

I won’t lock in specific tickers right now — opportunities shift as the quarter unfolds. What matters is scanning the best markets worldwide: the U.S., Canada, Japan, Australia, the U.K., and Europe, and picking financially strong companies that fit the MaxDividends Income System.

And for my kids? The playbook stays the same: $300 each, every quarter. Three kids, three portfolios, one steady strategy to build generational wealth.

The mission stays the same too: steady income, steady growth, and the freedom that comes from reinvesting.

Right now, it’s all about speeding up the cycle — dividends keep rising, capital keeps compounding, and every reinvested payout brings us closer to true financial freedom.

By 2033–2035, I expect my Core Portfolio alone to generate $16K–$18K/month in dividends. Combine that with my $12K-in-120-months experiment, and the total passive income goal is $30,000/month.

That’s full financial independence: family expenses covered, reinvestment rolling, and freedom secured.

That’s all for today’s update.

Wishing you steady growth and financial peace,
Max

💌 Questions or thoughts? Reach me anytime at [email protected]

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