dividend growth strategy Archives - The Dividend Guy Blog

Q1 2026 in Review – March Dividend Income Report

In 2016, I made a life-changing decision: I took a sabbatical, put my family in a small RV, and we drove all the way to Costa Rica. Upon my return in 2017, I officially quit my job as a private banker at National Bank and started working full-time on my baby: Dividend Stocks Rock. I also decided to manage my pension account held at the National Bank. I’ve built and managed this portfolio publicly since 2017 to create and track a real-life case study. In August 2017, I received $108,760.02 in a …

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The Two Forces Reshaping Your Portfolio – February Dividend Income Report

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Volatility is Starting the Year – January 2026 Dividend Income Report

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Energy, Infrastructure, Private Capital, and the Debasement Trade—Investment Themes for 2026 Part 2

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In Part 1, we established the big shift for 2026: AI has stopped being “just tech” and become a macro force. It’s driving a capex wave that touches everything—investment spending, supply chains, financing, and the physical constraints of the economy. Now we move to the ripple effects. Because once you accept that AI is macro, the next questions are obvious: Where does the money go next? What breaks first? And which parts of the economy get rebuilt because they have to? Here are the themes …

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