My Dividend Stock Portfolio: New November Dividend Record - 100 Holdings With 12 Buys

Summary

• I trimmed positions in NVDA and AMD due to valuation concerns and overexposure, favoring BDCs like ARCC, OBDC, and HTGC for yield.
• November dividend income reached a record $653, up 5% Y/Y, with BDCs now comprising 33% of total dividends despite potential sector-wide dividend cuts.
• My 2025 target is $11,000 in annual net dividends (8% growth), with flexibility to raise capital for real estate or travel if opportunities arise.
• I am monitoring BDC dividend sustainability and adjusting purchases, aiming for $1,000+ in December income and continued passive income growth.