Inside My $153,000 Dividend Stock Portfolio | NOVEMBER UPDATE 📊

Okay, guys. So, as opposed to the prior 3 months, October was the best month in my portfolio that I've seen in a long, long time. And actually, it might be my best month of performance of all time. But anyway, in this video, we're going to get all caught up to speed. And I'll show you everything like my best and worst performing stocks for the month, all of my recent moves in the portfolio, and we'll discuss what my upcoming plans are here in November. Before we get to that though, guys, I want to hear from you. Leave me a comment below and let me know what's been going on in your portfolio this past month. Were you up? Were you down? Did you hit any crazy milestones? Anything cool that happened to you guys? I want to hear all about it in the comments below. Anyway, guys, getting into how my portfolio performed this past month over here on my dividend portfolio tracking spreadsheet, which you can start using for free to track your own portfolio. There's a link to download this spreadsheet in the description of the video. I hope you check it out. But what we're looking at here is just my main taxable brokerage account over on Charles Schwab. And as we can see, it is currently valued at $116,542. And every single year, this one account is bringing in over $4,000 officially in dividend income. Now guys, this month's numbers represent a pretty substantial gain compared to the beginning of October. Just in the past 30 days, we've added almost $10,000 to the account value. $9,628 to be exact. And over on the income side of things, we added $40 in projected annual income to the taxable account, which is really nice. And that gain was at least in part aided by a few really great dividend increases, like the 9.6% raise from Rollins earlier this month. That was great to see. The 16% raise from Visa and the 5.2% raise from Abby, which marks the company's 55th straight year of growth. Now, with that said, if we look at the breakdown of returns for the month over here on Snowball Analytics, which outside of my free portfolio tracker, Snowball Analytics I think is the best portfolio tracker out there. And if you want to check this out, there's a link to it down below as well, where you can try it out with a 2e free trial, and I highly recommend you do cuz I think you guys will really like this platform. It's got all the bells and whistles. Now, like I was saying at the start of the video, the prior 3 months before October were not great. I was down in July, I was down in August, and I was down a whole lot in September. But here in October, guys, we definitely rebounded and then some. And we were up 8.5% just in the past month, which as we can see makes this my best month of return so far in 2026. And I'll be very interested to see what November brings from here. And if we scroll up a bit, guys, and compare my portfolio's returns to those of the S&P 500, to the NASDAQ, and also to SCD, my portfolio definitely held its own against the rest of the market this past month. I outperformed the S&P by quite a lot in October, the NASDAQ by even more. That's some pretty substantial outperformance, but we did still underperform SCHD by about 1.7%. Now, if we look at the year-to- date performance so far, that's going to have me beating the S&P by about 1.2%, just barely outperforming the NASDAQ by 8/10en of a percent, and we are still just getting crushed by SCHD, who's had a banner year. It's been pretty incredible to see. And I know I always say this, but with SCHD being the largest position in my portfolio, I'm not necessarily mad about its strong performance. So overall, I'm really happy with how my portfolio performed in October, especially after three straight months of negative returns. But honestly, it's also, you know, a little bittersweet because while my portfolio was down, I was really enjoying being able to buy shares of companies like Lowe's specifically at much lower prices than where it's at today. And I think that's something worth keeping in mind. No matter what's going on in your portfolio, whether it is going up or whether your portfolio is going down, there are pros and cons to each situation. And as we just saw, things can change on a dime. But ultimately, my strategy hasn't changed at all. I've continued buying the same stocks and dollar cost averaging into the same ETFs, whether my portfolio was going up or going down. And that's exactly what I plan to continue doing here in November, which we'll talk more about later in the video. But in the meantime, with how my portfolio performed in October, as I'm sure you can imagine, I had quite a handful of stocks put up some pretty impressive returns, which is what we're taking a look at next. [music] So guys, getting into my best and worst performing stocks for the month. It's actually pretty incredible how many of my positions were up double-digit percentages this past month. Starting here with my top dog, my best performing position was none other than Rollins, who was up almost 16% just in the past 30 days. However, it's going to leave the stock down still over 42% year-to- date. Moving on, Chevron also had a pretty incredible month. The stock was up about 14 1.5% and year to date that's going to leave Chevron up 54 1.5%. It's had an incredible run. And looking at my Chevron position real quick, I actually hit a cool little milestone with this one. So I have 33 shares at an average cost of 12708. So if we scroll over and look at my returns, just looking at the share price returns, I'm up, you know, 85.3%. But the milestone is right here on a total return basis, including dividends, I'm officially up over 100% on my Chevron position. So that's pretty cool. And this makes it, I think, the third position in my portfolio where that's the case. With Abby, I'm up 177%, with William Sonoma, I'm up 280%. And there's a couple others that are starting to get pretty close, like Johnson and Johnson is less than 20% away. Snap-on, the same thing. And there was a point in time where Clear Secure was up over 100%, but it's since pulled back a little bit. Anyway, moving on. Visa also had a pretty incredible month, up 14.45%, pretty neck-and-neck with Chevron, actually. And Visa's also had a great year. The stock is up about 18% here in 2026. And then Zoetas, you know, actually did pretty well, too. The stock was up about 13 1.5% just in the past month. However, it is still down 36.6% here in 2026. So, we've got some ways to go. Anyway, next up, this one's kind of bittersweet. Lowe's had a pretty good month. It was up 12.3% and now it's back up above $200 per share. And I say it's bittersweet because yes, it's good to be making some money on the position, but at the same time, I was really enjoying being able to buy shares of Lowe's, you know, under $190 per share. I think that was awesome. We'll see what the share price does from here, though. Looking at the year-to-ate performance, Lowe's is still down 13.3%. So, you know, like I said, we'll see where it goes from here. Moving on, ABV had a pretty incredible month. Also up double digits, was up 11 12% just in the past 30 days, and it's had a great year. The stock is up almost 30% this year. And then, believe it or not, Proctor and Gamble also crushed it this past month. The stock was up over 9% now above $160 per share. And if we look at the year-to-ate performance, once again, it's had a pretty great year. It's up almost 13%. And then William Sonoma had a fantastic month as well. The stock is up almost 8% for the past month. And looking at the year-to-ate performance, once again, very strong performance this year, up 41.5%. Now, in addition to all of those that we just listed, Clear Secure also saw some incredible performance, up 9.6%. KRC was up eight and a half%, EPD up 7%, you know, a few more up mid single digits here. And for the first time in a few months, there weren't any positions in my portfolio that were down, you know, any notable amount. I mean, WP Carry was down a little bit, Blue Owl was down a little bit, Snap-On was down 2%, but this is really nothing. But anyway, that's how everything performed this past month. And now with that behind us, I want to switch gears and show you all of the different stocks that I bought throughout October. All right, guys. Now, getting into all of my buys for the month. And just so you know, this doesn't include any of the stocks that I picked up from my reinvested dividends. These are just the ones that I bought from my weekly contributions. Not much of a surprise, but I continued dollar cost averaging into Rollins throughout October. And for the month, I added 6.35 shares to my position at an average cost of $3229. Then, like I was talking about earlier, I did add some lows. I only added about 1.1 shares to my position, but look at that average cost. $189.81 and I really wish the share price was still back down there. Once again, it's so bittersweet to see it performing well, but I really love being able to average down on it. And then guys, of course, I added some more Zoetas as well. I added about 2.7 shares to my position at an average cost of $76.20. And then over in the Roth IRA, you know, I kept dollar cost averaging into the two ETFs, SHD and VO. I picked up about 8 and a half shares of SHD throughout the month and almost half a share of VO. And these are going to be my total contributions for the month. Rollins, Zoetis, and Lowe's all got an equal share, $25 each. And SHD and V got a bit more, but also equal $288 each, which is going to bring my total contribution dollars for the month of October to just about 1,200 bucks, which is a bit of a lower month of contributions for me. Usually, I come in around $1,500, but in October, it was just a timing thing. And because of the calendar, I only made four weekly contributions instead of five. [music] And with that, guys, now moving on and taking a closer look at my Roth IRA back over here on my spreadsheet. As we can see, this account is sitting at almost $365,000. We're basically right there, and we've officially surpassed $800 in annual dividend income. We're sitting at about 803. And just like in the taxable account, this month's numbers represent a really big increase compared to where we were at the start of October. Just in the past month, we added over $2,000 in value to the Roth IRA, which is great to see. And we added a whopping $9 to the projected annual income. Now, with that said, if we take my main taxable brokerage account value to $116,542 and add that to this $365,000 Roth IRA, that's going to bring my total portfolio value with these combined accounts to $153,37, which is almost a $12,000 increase month overmonth. That is insane. And looking at the year-to-ate numbers, we started out 2026 with a combined portfolio value of just over $120,000. though this month's strong returns, we've added a total of $33,000 to the portfolio value just here in 2026. That's without having to lift a finger. And then over on the income side of things, with the taxable account sitting at just over $4,000 in projected annual income in the Roth IRA, just over $800, that's going to bring my total dividend income for the combined portfolios to $4,814, which represents a $49 gain month- overmonth. That's not too bad. And then looking at the year-to- date numbers, we kicked off 2026 with a projected annual income of $4,75, which means just for the first 10 months, we've added $739 to that projected annual income, which breaks down to about $74 per month added on average. And my goal by the end of this year is to reach a projected annual income of $5,000, which means we have just under $190 to go. And with only two months left in the year, I'll have to increase my projected annual income by about $93 per month on average in November and December if I want to reach that $5,000 goal by the end of the year, which to me seems a bit lofty just based on the stocks and ETFs that I've been buying. It's all good, though. Even if we don't hit that $5,000 goal by the end of the year, we will absolutely be there very early in 2027. Possibly in January, if not January, for sure in February. I'm not worried about it at all. [music] Now guys, as far as my plans here for November, it's just going to be more of the same. More of exactly what I did in October. I'm going to continue dollar cost averaging into Lowe's. Even though the share price is a bit higher than where I'd like it. You know, $210 is still not a bad share price for Lowe's. It was much better in the 180s, but I'll continue dollar cost averaging throughout the month. I'm happy to keep buying Lowe's, especially cuz it is still such a small position in the portfolio. It's only about 3.2% 2% of the taxable account by dollars invested and it's only 2.2% of the taxable account's income. So, I still have so much room to increase this position. And then along with Lowe's, I'll continue dollar cost averaging into Rollins for sure. I still have some shares that I'd like to buy. Right now, I have 126 shares. My average cost is just over $42. So, it's good to see that average cost per share continuing to come down. And we've made so much progress on this since I added the position back in whenever that was, May or June. And then along with those two, I'll continue dollar cost averaging into Zoetas. We still have so much room to bring this average cost per share down. I'm happy to do so, especially because, you know, it's still not super overweight in the portfolio. It's only 5.6% based on dollars invested. Of course, that is skewed a bit because the returns are down so much. But on the income side of things, it's still relatively small. It's only 4.3% of the taxable accounts income. So, we do have room to continue adding to this position from here. But anyway, guys, those are my plans for the portfolio coming up. And if you want to hear about some of my longerterm investing plans, then check out this next video right over here. In this one, I'm breaking down my plan to officially start living off dividends in the next 15 years or less. In this video, I'm going to walk you through the numbers. I'll show you what my portfolio might look like at that time. And I'll also show you how you can figure all of this out for yourself. So, click right over here to check that out. and I'll see you in the next one.