EP #190 | Our Q1 2024 Dividend Growth Portfolio performance | & JNJ’s acquisition, $NKE and more!

Welcome to Dividend Talk, where we dive into the world of dividend investing and discuss the latest news, portfolio updates, and listener questions.

In this episode titled “Our Portfolio Review for Q1,” we start with the latest news on the ongoing chip war between the US and China, and Johnson & Johnson’s strategic acquisition moves in the medical devices sector. We also cover recent dividend hikes from companies like The TJX Companies, Utz Brands, and Phillips 66.

Our main topic centers around the performance of our dividend growth portfolio’s, where we analyze the buys and sells of the quarter, discuss diversification strategies, and review dividend income.

We then address listener questions ranging from European dividend companies with strong pricing power to the dilemma of investing in premium services with a limited budget.

Additionally, we provide insights on tracking dividends, managing taxes, and handling stock price fluctuations, along with discussions on specific tickers like AVIVA, VLK, UNH, and Zoetis.

Tune in as we share our expertise and insights on dividend investing, portfolio management, and navigating the complexities of the stock market. Join us for a deep dive into the world of dividends on Dividend Talk.

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Tickers discussed:

• The TJX Companies ($TJX)
• Utz Brands ($UTZ)
• Phillips 66 ($PSX)
• AVIVA (AV.L)
• Van Lanschot Kempen NV (VLK.AS)
• UnitedHealth Group (UNH)
• BASF (BAS.DE)
• Zoetis (ZTS)
• Starbucks (SBUX)
• Nike (NKE)
• McDonald’s (MCD)
• Agilent Technologies (A)
• STAG Industrial (STAG)
• AvalonBay Communities (AVB)
• Pernod Ricard (RI.PA)
• Booking Holdings (BKNG)
• Scanfil (SCANFL.HE)