Ep. 301 | Big Bank Dividend Hikes (JPM, GS, MS, C, WFC) + The Boring Middle Mindset
About this episode
The episode discusses recent bank dividend hikes and the mindset of dividend growth investing during slow compounding periods.
We're kicking off Season 7! This week we cover Bayer's (BAYN.DE, BAYRY) Supreme Court win in the Roundup case and the reopened Strait of Hormuz, then break down five bank dividend increases: Morgan Stanley (MS) +15%, Citigroup (C) +11.6%, Goldman Sachs (GS) +11.1%, Wells Fargo (WFC) +11.1% and JPMorgan Chase (JPM) +10%. Our main topic: the dividend growth investing mindset in "the boring middle" — staying motivated through years of slow compounding, why higher-yield names like Intel (INTC) and HP (HPQ) start looking tempting, and why we still buy growers like Accenture (ACN) and PepsiCo (PEP) even though the Magnificent Seven could have beaten our returns. Plus listener questions on diversification, rebalancing, the LDEG Europe dividend ETF, WACC/ROIC, cash-secured puts and more. Join us : Discord group - https://discord.gg/nJyt9KWAB5 Follow us: Twitter - @DividendTalk_ Twitter - @European_DGI Become a Premium Member for just 129 Euros a year: https://dividendtalk.eu Disclaimer: Educational content only. Not financial advice.
More episodes of Dividend Talk
- EP 303: Dividend Investing with Belle Dividends | How to deal with a major cash windfall
- Q2 2026 Portfolio Review: Dividend Aristocrats Beat Big Tech | Ep 302
- EPS #300 🎉 Live Show, Special Guests & a Toast to the Journey 🥂
Explore listener stats, chart rankings, contacts and more on the Dividend Talk podcast page.