Launching The High Yield Portfolio
Tomorrow the Compounding Dividend High Yield Portfolio with launch.
Our first stock has a net cash balance sheet, strong management, and a leading market position with room to grow.
Today I want to tell you about the portfolio and how it will work.
The High Yield Portfolio
Even though this portfolio will be focused on High Yield Companies, we’re still looking for good businesses.
Sustainable competitive advantages
Quality management
Healthy balance sheets
Attractive histories of growth
“The prime purpose of a business corporation is to pay dividends regularly and, presumably, to increase the rate as time goes on.”
- Benjamin Graham
Why High Yield Companies Are Interesting
Over time, the High Yield Portfolio should provide attractive returns.
Here’s 3 reasons why:
1️⃣ High-Yield Companies Perform Well
Wellington Management found that companies in the top 40% of dividend yields outperform the S&P most often:
2️⃣ High-Yield Doesn’t Mean High Payout Ratio
Investors think that a high yield automatically means the business is risky, or that it doesn’t reinvest enough capital to grow.
The same study found this isn’t always true.
3️⃣ Reinvestment
The beautiful thing about High Yield Companies is that they’ll reliably provide you income.
This allows you to retire comfortably.
But until you retire, you can reinvest your dividends.
This fuels compounding over time.
Portfolio Rules
Good agreements make good friends.
Because we are Partners, I will treat you the same way I would like to be treated.
“We have an attitude of partnership. Charlie Munger and I think of our shareholders as Owner-Operators.” – Warren Buffett
Here are the Portfolio Rules:
You can follow the Portfolio 24/7 with 100% transparency
Every month we’ll invest a fictional amount of $5,000
This could be in an existing holding, or a new one
No front-running
Compounding Dividends will never buy a stock before you have the chance to do so (after doing your own research - please read the disclaimer)
New transactions will be executed the next trading day after being announced.
Excited For This Next Chapter
This portfolio is launching because you, our partners, asked for it.
It’s part of our efforts to bring even more value to you in 2026.
I hope you’re as excited about it as I am.
Tomorrow is a big day.
A brand-new chapter for us.
And maybe for you too.
Because once this High Yield Portfolio goes live…
things can move fast.
And I don’t want you to miss a thing.
So here’s what happens next.
If you already know you want to be a Paid Partner, and you want access from Day One…
then now is the moment.
Click the link below and join us today.
That way you won’t miss the launch of the High Yield Portfolio.
But maybe you’re not ready yet.
Maybe you want to wait for the next opening.
Maybe you just want to be notified when discounted spots appear.
Totally fine.
We will have a limited number of discounted memberships that will reopen later in 2026.
If you want your name on the list, so you get notified before anyone else,
you can do that here:
You’ll also get a copy of my 10 favorite cannibal stocks when you do.
Tomorrow we begin.
I’m excited.
I’m grateful.
And I’m ready to build this together.
One Dividend At A Time,
-TJ
Used sources
Interactive Brokers: Portfolio data and executing all transactions
Fiscal.ai: Financial data
Disclaimer
As a reader of Compounding Dividends, you agree with our disclaimer. You can read the full disclaimer here.