My Dividend Portfolio. Month 27, Week 2 (+Video)

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Hi partners — Max here!

Summer is officially handing things over to fall, but the weather is still great.

Our family has been caught up in the usual whirlwind of September. My oldest son started first grade, the kids’ sports and activities are back in full swing, and even my daughter has started music lessons and swimming — with Mom, of course.

That’s what everyday life looks like around here. And then Friday comes, and I always enjoy getting back behind the wheel of my dividend ship.

All week long, it runs on autopilot. Once a week, I simply add a little more fuel by investing new savings.

In August, my dividend ship delivered another $884 in dividends, and this week I’m putting every dollar of that money right back to work.

The week also brought another dividend raise. That means the companies I own are once again paying me more in dividends than they were just a week ago.

News changes. Headlines come and go. We go about our lives and the income keeps growing.

That’s what my journey looks like today, and I like it.

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 $1,210 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.

Badger Meter is a global leader in smart water management solutions, helping utilities, municipalities, and industrial customers measure, monitor, and manage water more efficiently through connected hardware, communications, software, and data analytics.

The company continues to evolve beyond traditional water meters. Its BlueEdge portfolio brings together measurement and control hardware, connectivity, data visualization, software, and actionable insights — creating a broader technology platform around water management.

Why today?

I already added Badger Meter to the portfolio last week, and this week I continued building the position.

The investment case hasn’t changed. I like the company’s exposure to several long-term trends: aging water infrastructure, utility digitalization, water efficiency, and the continued shift toward connected water-management systems.

T. Rowe Price is a global investment management company serving individual and institutional investors, retirement plans, and financial intermediaries through mutual funds, separate accounts, subadvisory services, and other investment solutions.

Founded in 1937, the company had approximately $1.86 trillion in assets under management as of July 31, 2026. Its business is built around long-term investment management, fundamental research, and a broad base of individual and institutional clients.

Why today?

Financials remain one of the sectors where I want to continue adding exposure, and this week T. Rowe Price was one of the opportunities that made the cut.

I’m adding to an established investment manager with a large asset base and a business model that can generate substantial cash flow without requiring heavy capital investment.

Bank OZK is a regional U.S. bank with operations across multiple states and a long operating history dating back to 1903. As of June 30, 2026, the bank reported approximately $41.7 billion in assets, $34.0 billion in deposits, and $32.6 billion in loans.

The bank has built its business around disciplined lending, deposit growth, asset quality, and profitability. For my portfolio, it provides additional exposure to Financials through a dividend-paying business I already know and own.

Why today?

Just like T. Rowe Price, Bank OZK helps me continue strengthening the Financials side of the portfolio.

This isn’t a new position. I’m adding more shares to an existing holding while continuing to follow the same portfolio-building plan: put capital into sectors that need more weight, but only when I find a business that meets my criteria.

This purchase is a little different from the other three.

The $839 invested in Zoetis came from dividends generated by the portfolio itself — money my companies paid me in August that is now going straight back to work.

Zoetis is the world’s leading animal health company, with a diversified business spanning medicines, vaccines, diagnostics, biopharmaceuticals, and digital solutions for pets and livestock in more than 100 countries.

Its business serves veterinarians, pet owners, and livestock producers across major animal-health categories and multiple species, giving Zoetis broad exposure to the long-term demand for animal care and health.

Why today?

This week I had August dividends ready to be reinvested, and I chose Zoetis as the place to put that money back to work.

This is exactly the part of dividend investing I enjoy watching: the portfolio generates cash, that cash buys more shares, and those shares become another source of future dividends.

➡️ New Capital Invested: ~$3,075

🔄 Dividends Reinvested: ~$839

💰 Total Put to Work This Week: ~$3,914

🔗 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 ~49% 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.

09/04 Update — email me anytime: [email protected]

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

The week went according to plan. I’m continuing to follow my diversification strategy, focusing first on attractive Income-Focused dividend opportunities in sectors that are still underrepresented in my portfolio.

I also reinvested my August dividends this week, adding more shares of Zoetis. If the current opportunity is still there next month, I think I’ll continue adding.

In September, I’m expecting nearly $1,400 in dividends, which is becoming a meaningful amount of additional capital to put back to work.

Every time those dividends are reinvested, they buy more shares, those shares produce more dividends, and the income stream gets a little stronger.

That’s the snowball I’m building month after month.

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.

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! 💪💰

Recent weeks, 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 ~$8,046/month in dividends. Every dollar is reinvested, fueling even faster growth.

This week, I didn’t invest or reinvest any dividends in my Core Family Portfolio.

For now, I’m accumulating some cash for personal needs, and I may gradually start putting additional capital to work again a little later.

✅ 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-Q3 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-August a great opportunity to finally establish a consistent $8,000+ monthly income run rate before setting the next milestone at the beginning of September.

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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