Rose's Income Garden (RIG) portfolio delivered a 12.97% value increase in 2025, matching the DOW and driven by dividend income with a 6.29% forward yield. Eight holdings, including AVGO, MSFT, V, MCD, LMT, XOM, SPG, and DFP, announced dividend raises ranging from 3.8% to 13.6%. Several core holdings like MSFT, XOM, and LMT are considered quality stocks to accumulate on dips, though many trade n...
The ProShares S&P 500 Dividend Aristocrat ETF (NOBL) underperformed SPY in 2025, gaining 7.2% versus SPY's 18.42%. Despite average underperformance, select Aristocrats like CAH (+74.18%), ALB (+66.90%), and CHRW (+61.22%) delivered strong double-digit returns. Dividend growth for the Aristocrats slowed to 5.52% in 2025, down from 5.78% in 2024, with 68 of 69 raising payouts.
When inflation drops, as we saw in the November consumer price index report, the Federal Reserve typically continues to cut interest rates, making fixed-income alternatives less attractive.
Continued award recognition for work with brands including McDonald's, Leslie's Pools and NordicTrack speaks to SHIFT's strength as a consumer PR agency.
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