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Dividend stocks are currently in focus as Wall Street analysts expect them to rebound in 2025 amid changing market preferences. Bank of America analyst Ohsung Kwon expects dividends from S&P 500 companies to increase by 10% in 2025. But which dividend stocks are safe and reliable for long-term investors? Let’s turn to a case study for ideas.
Earlier this month, a dividend investor shared his income report and milestone on r/Dividends – a discussion board for income investors with more than 644,000 members. He said his average monthly dividend income this year was $1,000.
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The investor said this income was about 30% more than last year.
The investor’s portfolio screenshots showed that his average monthly dividend income was around $978 or $11,742 per year.
“I’m quite happy with that!” he added.
The 35-year-old investor said his portfolio’s current value was $485,000. He also shared screenshots of his portfolio holdings. Let’s take a look at some of his biggest positions.
Broadcom
Number of Shares: 220
According to the portfolio screenshots he shared, the investor had 220 shares of Broadcom (AVGO), one of his biggest positions. Over the past year, AVGO shares have gained about 113%.
Fidelity UCITS SICAV – Fidelity U.S. Equity Income Fund
Number of Shares: 4,092
Fidelity U.S. Quality Income UCITS ETF Inc USD (FUSD) was the second-biggest position in the investor’s portfolio in terms of dollar value. Over the past 12 months, the fund has been up 16%.
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Microsoft
Number of Shares: 91
Microsoft (MSFT) was another low-yield technology dividend stock in the portfolio that generated about $1,000 per month. In a note, Stifel recently said Microsoft is poised for growth in 2025 due to AI monetization. The firm lifted its price target on MSFT to $525 from $500.
Arbor Realty Trust
Number of Shares: 2,731
New York-based mortgage REIT Arbor Realty Trust (ABR) has a dividend yield of just over 12%, according to Benzinga Pro. Last month, the company posted third-quarter earnings that came in ahead of Wall Street estimates.
British American Tobacco p.l.c.
Number of Shares: 932
British American Tobacco plc (BATS) was another high-yield dividend stock in the portfolio. The company has been paying dividends since 1984.
Oracle Corporation
Number of Shares: 160
Oracle (ORCL) shares were up 62% in 2024 through December 28. However, Monness, Crespi, Hardt & Co. recently downgraded the stock to Sell from Neutral with a $130 price target, citing valuation concerns.
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JPMorgan Chase
Number of Shares: 106
The investor, who earned about $1,000 per month in dividends, had 106 shares of JPMorgan in his portfolio. The bank has raised its dividend every year since 2009.
Realty Income Corporation
Number of Shares: 420
Realty Income (O), one of the most famous monthly dividend stocks among Redditors, was also a part of the portfolio as the investor had 420 shares of the REIT. Realty Income raised its dividend by 0.2% earlier in December.
BlackRock
Number of Shares: 19
The investor had 19 shares of Blackrock (BLK) in his portfolio. Earlier this month, Citi said in a note that BlackRock was one of the best asset managers heading into 2025. The firm has a Buy rating on the stock.
Altria Group
Number of Shares: 358
Tobacco giant Altria (MO) was recently upgraded to Buy from Neutral. Analysts believe the company will benefit under the upcoming Republican administration due to lower corporate taxes, tariffs and strong border controls. Its price target was increased to $65. According to Benzinga Pro, Altria has a dividend yield of 7.8%.
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This article 35-Year-Old Dividend Investor Hits Nearly $1,000 Per Month, Shares His 10 Stock Picks – ‘I’m Quite Happy With That’ originally appeared on Benzinga.com
