šŸ’°Dividend Universe

The dividend stocks I’d buy first if I were starting from scratch. Three categories. Updated as my conviction shifts.

How the universe stacks up against the S&P 500

Portfolio comparison vs S&P 500

The universe isn’t just a curated list of dividend stocks. It’s built to outperform the index on the metrics that matter for income investors:

  • Higher yield. The portfolio’s blended yield is meaningfully above the 1.10% on the S&P 500, giving more income from every dollar invested.

  • Faster dividend growth. The companies in the universe grow their payouts faster than the index average, turning a small advantage today into a much larger one over time.

  • Higher quality. Every holding has passed the six-step framework: durable business, real moat, safe dividend, healthy balance sheet.

Here’s what you see when you become a member.

Dividend School Universe table

A look at the universe. Members see every stock with my full reasoning on each.

Plus, every month, members get my 5 Best Buys Now — the most attractive opportunities in the universe right now, with my reasoning for each.

Every stock in the universe includes my full investment thesis, dividend safety score, fair value estimate, Stock Simplifier analysis, and updates whenever my view changes.

Below the line is the full Dividend School Universe.

Every name in one sortable table: tier, strategy, current price, my buy-below price, yield, and safety score. Sort by tier, start with the Best Buys, and check each one against today’s price.

That table is your map.

This post is for paid subscribers