Q2 Dividend Moves: What I’m Buying, Selling, and Watching Next

What I’m Doing With My Portfolio. Make This Your Weekend Read for Smarter Income

If you’ve been reading my posts for a while, you know I don’t just talk about dividend investing, I actually live it. Every move I make in my portfolio is based on real income, real risk, and a clear goal: to make work optional by building an income stream that pays me every single month.

May is projected to be another strong month. My dividend income will probably come in at $3,200, and I’m aiming to push that to $3,500 in June. But how I get there matters and that’s what this post is all about.

In this quarter’s portfolio update, I’ll walk you through:

• What I’m buying and why

• What I’ve trimmed and rotated out of

• What I’m keeping a close eye on as we move into Q3

• And the current strategy I’m using to stay consistent, even in a choppy market

This is exactly what I share with paid subscribers. I share real positioning, real cash flow strategy, and the thought process behind how I’m building an income machine that grows month after month.

🔒 Upgrade to read the full breakdown and get access to my exclusive Q2 visual income snapshot and strategy.

As Q2 comes to a close, I want to give my paid subscribers a real-time look at how I’m managing the next phase of my dividend income strategy. This isn’t theory, these are the actual moves I’m making in my portfolio to push my income beyond $3,200/month while building a system that can scale to $8K+ over time.

Below is what I’ve added, what I’ve trimmed, what I’m watching, and where the income stack currently stands.

🛒 What I’m Adding

VICI Properties (VICI)

Still one of my favorite high-yield REITs. I added more in May while the yield hovered near 5.7 percent. VICI’s long-term lease structure, inflation-adjusted rent escalators, and exposure to durable experiential assets like casinos and resorts make it a powerful income generator. It’s boring in the best way. I highlighted VICI here -

Cornerstone Strategic Value Fund (CLM)

Yes, it’s a controversial one but this is a tactical play. I added CLM post-rights offering to take advantage of NAV discount reinvestment. If you DRIP, you’re getting shares at a price well below NAV, and that alone compounds your yield aggressively. It’s not a core position, but I’ll take the boosted income while it lasts. I would highly recommend you read the below article. This explains how you can properly play CLM and compound your wealth exponentially.

Should You Buy More at a Discount? Inside Cornerstone’s 2025 Rights Offering

People might look at the chart of CLM and get spooked. But real ones understand how to utilize this. Working on a separate CLM guide but for now, I want you to read the above article.

Schwab U.S. Dividend Equity ETF (SCHD)

I continue to build this up as my stable middle layer. SCHD is still a top-tier fund for quality, dividend growth, and yield efficiency. With the recent dip, it offered a great entry to dollar-cost into more long-term consistency. I recently wrote about how this is the greatest dividend growth ETF to exist.

Invesco Nasdaq 100 ETF (QQQM)

While not a dividend play on the surface, I’m slowly building a small position in QQQM to participate in growth, tech innovation, and capital gains over time. I’m not relying on this for cash flow, but it provides balance to the high-yield side of my stack. These are the companies that can still provide growth and keep my portfolio balance growing at the same pace of the general indexes.

✂️ What I’m Trimming