Dividend Informer Stocks Continue to Deliver Results [May 2026 Performance Update]
Our dividend approach is the antidote to the roller coaster volatility of the current market.
Hello, informed dividend investors!
While the broader stock market has experienced significant turmoil during the first five months of 2026, the Dividend Informer has delivered outsized results for its subscribers. Through May 31, 2026, I am pleased to report that our Dividend Informer stocks continue to deliver significant outperformance for the year compared to the S&P 500 Dividend Aristocrats.
Our carefully selected coverage list of dividend-paying equities has proven the immense value of a disciplined investing approach when markets turn rough. Year-to-date, our covered stocks delivered an 8.28% return (including dividends), compared to the Aristocrat’s 2.77% return (with distributions) in the period.
How did our selections outperform during such a difficult environment? It comes directly down to our newsletter’s primary objective: providing a combination of income and long-term appreciation potential while actively working to reduce portfolio volatility.
We have consistently warned that blindly chasing high yields is a dangerous strategy that often harms total returns. Instead, our stock selection relies on a rigorous, “quality-first” philosophy.
During periods of market turmoil, a highly-disciplined dividend investing approach is more vital than ever. We focus exclusively on mature, reasonably-valued companies with solid balance sheets and the significant free cash flow required to support consistent dividend payouts.
To find these opportunities, we meticulously evaluate potential investments across four criteria: Capital Return, Growth, Stability, and Governance. This deep analysis allows us to filter out companies that rely on debt to finance payouts or possess high exposure to economic down cycles. We specifically seek out highly stable businesses that demonstrate consistent growth and lower volatility than the broader market.
As our results for the first five months of 2026 demonstrate, our Dividend Informer strategy of targeting a modern, “all-of-the-above” approach to capital return—focusing not just on dividends, but also on opportunistic share buybacks and debt reduction—provides a sturdy shield against market downturns. We help investors “ease up on the throttle” and reduce risk without sacrificing adequate total returns or moving entirely to cash.
Join us today to escape the roller coaster of broad market indices and build a resilient portfolio of high-quality dividend stocks!
