About this episode

The episode reviews Q2 2026 dividend portfolios, highlighting the performance of Dividend Aristocrats compared to Big Tech.

In episode 302 we review our Q2 2026 dividend portfolios during a quarter where the market quietly rotated out of tech and back into dividend growth. EDGI is now 99.6% of the way to his FIRE number with +14.4% dividend income growth for the quarter, while Derek crossed €7,000 in trailing dividend income, up 14% year over year. On the news desk: why the US Dividend Aristocrats (NOBL) are outrunning software in 2026, Palantir (PLTR) CEO Alex Karp calling AI token pricing a "wealth tax" on business, and whether AI agents should be taxed after OpenAI's reported 5% equity offer to the US government. Stocks we get into include Accenture (ACN), Wolters Kluwer (WKL.AS), VICI Properties (VICI), Vopak (VPK.AS), General Mills (GIS), Paychex (PAYX), ADP (ADP), Big Yellow Group (BYG.L), British American Tobacco (BATS.L), Shell (SHEL.L), Legal & General (LGEN.L), NN Group (NN.AS), Alibaba (BABA), Microsoft (MSFT) and Apple (AAPL). Plus Q2 hikes from JPMorgan Global Growth & Income (JGGI.L), 3i Group (III.L) and LondonMetric (LMP.L). We close with listener Q&A on low-yield growth stocks, the ones that got away, and how we'd invest €500 a year for a newborn. Join us…

More episodes of Dividend Talk

• EP 303: Dividend Investing with Belle Dividends | How to deal with a major cash windfall · July 11, 2026 · 1h 11m
• Ep. 301 | Big Bank Dividend Hikes (JPM, GS, MS, C, WFC) + The Boring Middle Mindset · June 26, 2026 · 1h 2m
• EPS #300 🎉 Live Show, Special Guests & a Toast to the Journey 🥂 · June 13, 2026 · 1h 46m

Explore listener stats, chart rankings, contacts and more on the Dividend Talk podcast page.