Bonus: Wide-Moat Stocks We Bought on Monday

In the screenshot below are the wide-moat stocks we bought on Monday for our Wide-Moat Stock Portfolio. Our dividend strategies are my personal favorite, but we are always researching different ways to beat the market.

Wide-Moat Stocks Purchased on Monday:

Similar to our High-Yield Stock Portfolio and Capital-Light Portfolios, we are now using 2 strategies for the Wide-Moat Portfolio.

Strategy 1 in red emphasizes how undervalued a company is, while strategy 2 in green places a higher emphasis on quality as a factor. So you will usually see higher-quality companies in strategy 2. It will be interesting to see which strategy does better in the long run.

Performance Summary of our Strategies:

Here is a summary of our strategies through today, July 9. In the tech-stock portfolio (purple box below), it’s interesting to see that the dividend-paying tech stocks are performing much better than the non-dividend-paying tech stocks.

This Substack is focused on dividend-growth stocks, so let me know if you like/dislike these “non-dividend” posts … I don’t want to fill your inbox with annoying content.