Welcome and thanks for reading!
In this review, I
will make a summary of important and interesting news and events over
the last week related to my portfolio holdings. Also, I will put
together some interesting articles from other websites that caught my
attention during the past week.
Received
Dividends:
December 30, 2025
€19.95 –
Gilead Sciences, Inc. (GILD)€43.58 –
Lockheed Martin Corporation (LMT)€26.14 – Union
Pacific Corporation (UNP)€56.33 – T.
Rowe Price Group, Inc. (TROW)€20.53 –
Canadian National Railway Company (TSE:CNR)
December 31, 2025
€38.09 –
Eversource Energy (ES)€59.69 – Ares
Capital Corporation (ARCC)€12.03 – LTC
Properties, Inc. (LTC)€55.86 –
Pembina Pipeline Corporation (TSE:PPL)
January 2, 2026
€28.47 – UGI
Corporation (UGI)€75.86 –
Brookfield Renewable Corporation (BEPC)€114.79 –
Brookfield Infrastructure Corporation (BIPC)
Week 1: Total net
dividends €551.32
Dividend
income is reported after the deduction of taxes. Check more at my
Monthly
Dividend
sheet.
Portfolio Holdings
News:
December 31, 2025
NextEra
Energy, Inc. (NEE) launches an at-the-market equity program; NEE
announced that on December 31, 2025, it entered into an Equity
Distribution Agreement that allows the company to offer and sell up
to $4 billion of common stock through an at-the-market (ATM) equity
issuance program.
January 2, 2026
Strategic
partnership between UPM-Kymmene Corporation (UPM) and Versowood
finalized; The strategic partnership agreement between UPM and
Versowood, announced in September 2025, has received the necessary
regulatory approvals and the contract has entered into force on
December 31, 2025. Under the agreement, UPM will receive high-quality
pulpwood and sawmill by-products from Versowood, which will
strengthen UPM’s wood supply for its pulp mills in the tight Finnish
wood market. UPM, in turn, will supply logs sourced through its own
wood procurement to Versowood’s sawmills. In addition, UPM’s
Korkeakoski sawmill has been transferred to Versowood’s ownership and
UPM has received a minority shareholding in Versowood.
Bank
OZK (OZK) Announces Increase Quarterly Dividend; OZK announced
its Board of Directors declared a quarterly cash dividend on the
Bank’s common stock of $0.46 per share, up $0.01, or 2.22% from the
prior quarter. The common stock dividend is payable on January 20,
2026, to shareholders of record as of January 13, 2026. Bank OZK has
increased its quarterly cash dividend on its common stock in each of
the last sixty-two quarters.
Articles that
caught my attention:
Undervalued
Dividend Growth Stock of the Week: UnitedHealth (UNH) by Jason
Fieber at Daily Trade AlertMy
market predictions for 2026 – I don’t have a clue by Dale
Roberts at Cut the Crap Investing2026
Economic and Market Predictions by Kyle Prevost at Million Dollar
JourneyThese
Are Some Of My Favorite Investment Picks For 2026 by Leo Nelissen
at Seeking Alpha2025
Wrap up by Bob at Tawcan10
Best Dividend Stocks For 2026 by Bob Ciura at Sure DividendDividend
Traps, Yield Chasing & Safety Metrics — What to Watch Out For
With Russ Knopf (Dapper Dividends) [Podcast] by Mike at The
Dividend Guy BlogMain
Street Capital: The Only Blue Chip BDC You’ll Ever Need by
Silicone Scrooge Insights at Seeking AlphaI
Am Betting Big On These Top-Rated 5-8% Yielding Dividend Growth
Machines by High Yield Investor at Seeking AlphaHow
do you intend to retire? by Mark at My Own AdvisorThe
50 Most Popular Stocks at Dividend Stocks Rock (and what they say
about building wealth) by Mike at The Dividend Guy BlogTrue
North, Strong & Stable: Canada’s Blue Chip Powerhouses by
Dylan Callaghan at Stocktrades CanadaVICI
Properties Is A Buy-The-Dip Opportunity by Jussi Askola, CFA at
Seeking AlphaBuilding
a Position and Risk Management by Dividend Growth InvestorIf
I Were To Retire Today, This Is The 20-Stock Portfolio I’d Own by
Leo Nelissen at Seeking Alpha
Thanks for
stopping by!