Dividend Don

26 I UK 🇬🇧 ~ BSc Economics 🎓 ~ Dividend Growth & Quality Investing 📈 ~ PADI: £727.88 💷

[Dividend Don @dividend_don]

June 2026 Update 🗓️

Another great month in the markets and a huge milestone of £75k portfolio value has been reached 🎉

The “SaaSpocalypse” narrative seems to be coming to an end.

Watch list:

$META
$MA
$NFLX
$MELI
$UBER

[Dividend Don @dividend_don]

@DividendDynasty Yeah would do this, Berkshire without Warren isn’t quite the same!

[Dividend Don @dividend_don]

@JamesP728 Thanks let’s see if you can get to 300k before I get to 100k! 🙌📈

[Dividend Don @dividend_don]

June 2026 Update 🗓️

Another great month in the markets and a huge milestone of £75k portfolio value has been reached 🎉

The “SaaSpocalypse” narrative seems to be coming to an end.

Watch list:

$META
$MA
$NFLX
$MELI
$UBER

[Dividend Don @dividend_don]

@frcryptonewsfr Great to hear, I’m annoyed I missed out on the $MU run having researched it earlier this year. $AXP is also a brilliant business 📈

[Heisenberg @Mr_Derivatives]

Of the 90 largest companies in the world, $MA is the worst performer ytd.

Just hit a fresh 52 week low today too.

Weird.

🤔

[Dividend Don @dividend_don]

@Dom_Investing Thanks Dom 🎉

[Dividend Don @dividend_don]

$CRWD and $DDOG 2x

Some of these AI-related valuations are looking a bit toppy in this market imo 🤔

[Dividend Don @dividend_don]

@incomepills Thanks 🙏

[Dividend Don @dividend_don]

@DividendDynasty Thanks 🙌

[Dividend Don @dividend_don]

@DividendDynasty Wow big dividend, have you re-invested?

[Dividend Don @dividend_don]

@WillBiddy_ 20 billion advertisers?

[Dividend Don @dividend_don]

@2147mill Looks like 5 to me 😄

[Dividend Don @dividend_don]

@DimitryNakhla Great to see him adding $SPGI at these levels, surprised on $GOOGL buy after previous cut in Q3.

[Dividend Don @dividend_don]

@DimitryNakhla Great rotation - following the free cash flow yields 📈

[Dividend Don @dividend_don]

@DividendDynasty I’m a big fan of holding duopolies

I have $MA and $V
$SPGI and $MCO
$LLY and $NVO
$DDOG and $DT

Has served me well so far, so would defo recommend 👍

[Dividend Don @dividend_don]

@Dom_Investing Lol I haven’t posted in a while 🤣

Yes it does look like it, Google Cloud growth has been insane so I will be holding onto all my shares!

[Dividend Don @dividend_don]

May 2025 Update 🗓️

Great to finally see a green month for the portfolio.

$GOOGL has now grown to a £5k position after monster earnings.

Watch list:

$FICO
$SPOT
$LLY
$NOW
$NFLX

[Dividend Don @dividend_don]

@DividendDynasty Nice mine is $487, need to average down as well 👌