Dividend Stocks (and ETFs) Are Surging In Share Price - PPC Ian Investing Update

I'm excited to share 17 dividend stocks and ETFs that I personally own in today's dividend investing video. Learn about my personal investing strategy for 2026 (which has just been updated), along with some huge recent news (including the fact that SCHY 2025 distributions appear to be mostly qualified). Not investment advice and not tax advice. I hope you enjoy the video!
#dividend #stock #investing

Timestamps:
0:00 Introduction and Disclaimer
0:28 SEGMENT 1: HIGH-QUALITY DIVIDEND STOCKS (AND ETFs) HAVE BEEN SURGING
0:55 Higher share prices means lower starting dividend yields.
1:39 New all-time record highs from some of my favorite dividend stock holdings: CAT, WMT, JNJ, MCD, and KO.
2:40 KEY TAKEAWAYS: Patience, capital growth is possible with DGI, quality is key, tune out the noise.
4:42 SEGMENT 2: NEWS WITH DIVIDEND STOCKS I OWN
4:51 British American (BTI) delivers a solid 2% dividend increase.
5:55 PepsiCo (PEP) delivers a solid 4% dividend increase.
7:22 Kimberly-Clark (KMB) huge $1 million Director buy.
7:41 Todd Maclin, Director purchased over $1MM in shares.
8:30 Pfizer (PFE) holds dividend steady, but there could be future dividend growth.
9:34 General Mills (GIS) offers lackluster guidance, with fundamentals facing some challenges.
10:08 Revised 2026 outlook is not great. Adjusted diluted EPS is expected to be down -10% to -15%.
11:40 Core and ancillary positions
12:16 SEGMENT 3: SCHY UPDATE (QUALIFIED DIVIDENDS)
13:21 Not tax advice
13:52 SCHY dividends are coming through as mostly qualified, for the 2025 tax year.
15:36 Back-of-envelope calculation: About 97.8% of distributions appear to be qualified, and about 2.2% non-qualified.
16:48 SEGMENT 4: MY 2026 DIVIDEND INVESTING PLAN (UPDATED)
17:24 My updated 2026 plan
17:56 I'm simplifying my strategy
18:07 CLX
18:15 PFE
18:17 GIS and CPB
18:30 UTZ
18:44 VTRS
18:53 KMB (Still on my buy list)
19:03 SCHD and SCHY (Still on my buy list)
19:08 META (Still on my buy list)
19:29 Why am I buying SCHD and SCHY, even though they have gone up?
29:54 ETFs are diversified.
20:02 Algorithms that search for value.
20:21 Tax-efficient (Not tax advice).
20:47 Reconstitution has not historically driven capital gains distributions.
21:33 I am being a little more conservative with capital deployment.
22:01 Shout-out to my Backyard and Corner Patrons.
22:39 DISCLOSURE AND DISCLAIMER

DISCLOSURE: I'm long SCHD, SCHY, Meta (META), Kimberly-Clark (KMB), Clorox (CLX), Pfizer (PFE), General Mills (GIS), The Campbell’s Company (CPB), Utz (UTZ), Viatris (VTRS), Caterpillar (CAT), Walmart (WMT), Johnson & Johnson (JNJ), McDonalds (MCD), Coca-Cola (KO), British American (BTI), and PepsiCo (PEP). I own these stocks and ETFs in my personal dividend stock portfolio. I'm long Blossom Social.

DISCLOSURE: I'm an affiliate of Blossom Social. I'm compensated for Blossom sign-ups. I'm long Blossom.

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Because the information herein is based on my personal opinion and experience, it should not be considered professional financial investment advice or tax advice. The ideas and strategies that I provide should never be used without first assessing your own personal/financial situation, or without consulting a financial and/or tax professional. My thoughts and opinions may also change from time to time as I acquire more knowledge. These are, as discussed above, solely my thoughts and opinions. I reserve the right to delete any comments for any reason (abusive in nature, contain profanity, etc.). Your continued reading/use of my YouTube Channel, blog, email newsletters, whitepapers, Excel files, and other materials constitutes your agreement with and acceptance of this disclaimer.

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