My Dividend Stock Portfolio in the 2026 Stock Market

In 2026, the stock market started off a little bit rocky, but over the past month, we have rallied nearly 16% from the bottom. And since April 10th, we've gone up another 8 and 1/2% My personal dividend growth stock portfolio that I update every single month on this channel just hit an all-time high earlier this week. It sold off a little bit this past Friday. The current value is $336,000. And overall, we sit at a 72. 79% total return, up 141k. And really, since the market bottomed, I've just been riding the wave up. So, today I'm going to give you a full update on my dividend growth stock portfolio, how the account's been doing, whether I'm buying anything. I'll go over my projected dividend income, and talk about how in the coming week, I'm going to be getting nearly $2,300 in dividends. So, I'll explain my plan for reinvesting that. And with that said, let's roll the intro and get into this portfolio update.

— The following reflects the opinions of a man who spends far too much time thinking about stocks. Please do your own research before making any investment decisions. Nothing in this video is personal financial advice. Continue at your own risk. My name is Zach. This is Dividend Data, and you should leave a like and subscribe to the channel if you want to see more content. And I haven't been uploading

that much lately because I am working on the next version of dividenddata. com. That's the portfolio tracking and stock research software that I show throughout the video. So, I'm probably going to be a little bit later on videos this month. But of course, you guys need your monthly portfolio updates. Oh, and by the way, if you want to track your dividend portfolio in the same way that I do, and you want to do it for free, I have a free portfolio tracking spreadsheet for Google Sheets and Microsoft Excel. Click link in the description and pin comment of the video and you can use that. So, here you can

see a look at my portfolio loaded into the spreadsheet. It produces just over $13,000 in annual dividend income, and this month of May I'm projected to earn $2,300. That's $1,946 from HESM and $349 from MPLX. These are two midstream oil and gas stocks that I bought during 20 25 and I've continued dollar cost averaging in other than the early part of 2026 when energy stocks were booming. But, now energy stocks are starting to take a step back as the rest of the market has been going up over the past month, really being led up by the big tech companies, things like Alphabet, which has been a staple of my portfolio since early 2025. I now have a 148% total return on Alphabet, and that definitely was my best buy of 2025. I went heavy on it and I should have gone even heavier. Overall, it's my third largest position at $63,000 in this account. In this portfolio, there's only six names in this account at the current point. And nearly 75% of it is just in the top three names. That's Google, Microsoft, and HESM. The bulk of HESM I built up in fall 2025, 16. 86% total return. When that gets another $2,000 dividend, that will add to the return this week. And overall, I feel very good about that as a core staple of the portfolio, just continually reinvesting my earned dividends. They just raised the dividend payment again this quarter. They've been increasing it every single quarter, and starting to get more attractive where I'll consider dollar cost averaging once again. 8. 17% starting dividend yield right now. And overall, this portfolio has a very interesting composition of some high-yield dividend growth stocks and then some lower-yield dividend growth stocks, particularly in very dominant big tech companies where I just think they're inherently very valuable businesses that are set to continue growing in the future. And I definitely view these as core positions. That's Alphabet. Alphabet has been crushing the earnings per share growth now, and really all big tech. They did fantastic when they reported earnings, but Google shot up the most because they did the best of the pack. And they've already been on a consistent trajectory of growth. And this latest quarter made it look crazy with the EPS beat that they had. Although this wasn't an outlier to the upside, there were certain financial reasons. I believe they took a lot of investment gains in the quarter. Things like they wrote up their Waymo valuation and their investment in Anthropic SpaceX. So it made their EPS growth look a little bit inflated. So it's going to come down a little bit from that base, but overall they're still on a strong trajectory of growth. One of the most dominant AI companies, they're in a very strong position. So I will continue holding this even though they're becoming the most valuable company in the world, $4. 85 trillion market cap, and they are giving Nvidia a little run for their money. But the top position in this account is actually Microsoft, ticker symbol MSFT. Another big tech giant, more enterprise focused, but it's the same game in that they're hyperscale cloud providers. And as we dive into Microsoft stock, I'll tell you a little bit about my history with the company. So I first started buying them in fall 2022 when they had this sell-off here, and I built up a pretty good position. They're always one of my top positions from that point onward. And I was slowly somewhat dollar cost averaging over time, but not really. I was waiting for more attractive dips, and I did identify this as a very high-quality stock I wanted to have as a core pillar of the portfolio. And they sold off quite a bit going into early 2026. And ironically, in my opinion, that was at the exact time when the bull case for Microsoft was becoming stronger. So I felt very confident loading up as it was selling off here. I did buy a little bit too much in that 410 range, but then I continued buying as it dipped down into the high 300s. And they just reported another quarter of great earnings per share growth, their all-time high. And analysts are projecting continued double-digit 15 to 25% annual earnings per share growth. Microsoft Azure reported another great quarter of growth, 40% year-over-year. Google Cloud for Google, they reported a great quarter as well. They're coming from a little bit of a smaller base, but they saw fantastic growth since they're one of the main cloud providers for Anthropic. They grew 62% year-over-year. Crazy numbers. And overall with Microsoft, I still think it's a pretty attractive fair value right now for the company if you're considering adding. I just loaded up so much already that I'm kind of starting to try and rebuild some dry powder especially as the market's been ripping over the past month and a half. So, overall, I have about a 20% total return on Microsoft stock. That's a $16. 9 thousand gain, and about half of this position was added in early 2026. So, I'm feeling very comfortable about that as a long-term hold as we look 1 2 3 4 5 years out. And overall, I like the way my dividend portfolio is structured. It's very heavy in technology and AI, which I am following intensely. And my opinion is oriented in very secure winners, being Microsoft and Alphabet. And then I have a lot of energy stocks, and I think energy is also a pretty good place to be, but it all depends on how you're planning to attack the market and at what valuation you buy these companies. So, I have Hess Midstream, I have MPLX. This is the midstream side of the market. They trade at much more attractive valuations, high yield dividends, high dividend growth. I haven't bought ExxonMobil in a long ass time since 2020 other than reinvesting earned dividends. As you can see, I have a $32 cost per share. So, that's a 347% total return. And I'm planning just to hold and reinvest earned dividends here. I did like the impact that holding ExxonMobil had in my portfolio in early 2026 when we had a lot of oil price shock. I mean, it's still pretty high right now, the price of oil. In my opinion, the valuation for adding ExxonMobil is not good though right now. And then I have another dividend stock, the Altria Group, ticker symbol MO. This is a high yield consistent dividend grower, 127% total return for me. Haven't really added this since 2024 other than reinvesting dividends. I did recently get paid a $509 dividend from the Altria Group. I reinvested that. That got me about seven more shares in the company. And right now this is just the dividend snowball effect at work. I'm reinvesting all my earned dividends. That increases my future income and ownership stake in the company. And then there's dividend increases on top of that. I won't be buying more Altria Group stock not unless the dividend yield gets closer to the 8% range cuz they're a low growth company. And with companies that are growing slower, you have to buy them at a low valuation. So yeah, my dividend growth portfolio we have the high yield dividend growers. And then I have the big tech giant fast-growing businesses with some dividend growth as well. And I think it's set up pretty well from a total return perspective. And I do like how I'm starting to get some very big dividend income numbers from these midstream holdings. $1,946 from Hess, $348 from MPLX. And those are all being reinvested to acquire more shares in the company. So this week, so during May, I have another $2,300 being reinvested on my behalf. Now I could take it as cash and choose where to reinvest it. Or if you're in the retired lifestyle, you could live off your dividends. But I like these stocks. I think they're still reasonably valued and I'm just going to continue reinvesting my dividends and letting it compound. So overall, this account pays me $13,000 in annual dividend income, $3,250 every quarter. That's about $1,083 a month, $35 a day, $1. 48 an hour. And this month of May will be my highest month of dividend income ever. And overall, I'm just sticking to my plan, continuing. I personally don't invest a set dollar amount every month. I know that works for a lot of people, the dollar cost averaging approach. I tend to pick my spots more, but in general, I'm always adding more money to the market as we look over a multiple month, 6-month, year-long process. I dumped a ton of money into the market in early 2026. And right now, I'm just riding the process. So I have not bought any new stocks in this dividend growth portfolio aside from letting my dividends reinvest. So I hope you guys enjoyed this market update. Let me know how your portfolio is doing, what you're adding to in today's market. I still think there's quite a few good opportunities available. And then there's also a lot of froth and craziness happening in some parts of the market right now as well. And really on any day we have stocks going up 14%. We have Intel hitting crazy numbers. That might deserve its own video. And then we have stocks going down the same amount, 15, 20%. We had HubSpot go down 19% this week. Well, actually that was only in one day, on Friday. With that said, make sure to leave a like, and subscribe to the channel for future portfolio updates.

And if you want a free dividend portfolio tracker, I created a spreadsheet template that's powered by our dividend data spreadsheet add-in. It lets you get live, automatically updating dividend and financial data and prices right in your spreadsheet. So, you can actually track your portfolio and follow all the metrics that I use. The link is in the description and pin comment of the video. Thanks for watching and keep on investing.