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A newsletter about Dividend Investing from an ex-professional investor | REAL money is invested in the Portfolio.

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Substack
PricingOnly free issuesPublishesDaily
Issues323Founded2 years agoLast Issue7 days ago
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Latest Issues

Who Will Buy If Passive Sells?

Welcome back to Part 2 of our series on the structural shift happening in the stock market.

In Part 1, we looked at why Terry Smith, one of the world’s best quality investors, was forced to change his strategy

We also broke down how index...

7 days ago
131
3

Why Terry Smith is Changing His Strategy

Terry Smith made a lot of waves with his latest investment letter.

He doesn’t typically trade much, but in the first 6 months of 2026, he turned over more than 50% of his portfolio, and announced a shift in his investment style.

It seems...

9 days ago
134
9

Best Buys July 2026

A new month, a new Best Buys List.

Each month, I’ll give an overview of my favorite stocks of the month.

Let’s dive into this update and show you some of my favorite stocks.

Subscribe now

June 2026

The S&P 500 fell -1.6% in June.

So...

11 days ago
106

Buy-Hold-Sell List Update July 2026

👋 Howdy Partner,

Our investable universe currently contains 176 stocks rated ‘buy’.

Last month there were 173.

Let’s look at this month’s Buy-Hold-Sell list update and see what interesting opportunities we can find!

Subscribe now

Bu...

14 days ago
87

👀 Live In Just Hours

Hi investor 👋

I hope everything’s going well with you!

This Thursday at 1:30 PM ET (7:30 PM CET), we’re hosting the last webinar before the summer break.

Here’s what you can expect:

  • Which stocks are the most interesting today?

*...

15 days ago
91
1

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Authors

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  • Compounding Dividends

    Focus on superior dividend investments.

  • TJ Terwilliger

    Long time student of investing.

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