February Dividend Report🚨: Lower Income, Higher Performance
I collected $2,435 in dividends. Here's what paid me & what I've added during the month.
February is notoriously the shortest month of the year, and in the dividend world, those missing two or three days make a noticeable impact on monthly payout cycles. Combine that with the natural timing of quarterly payers, and you get a seasonal dip.
Despite that lull, my portfolio generated $2,435.54 in passive income this month.
Yieldly estimates that my dividend income will rebound nicely, landing somewhere around ~$4,000+ as we head into March.
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I want to be clear about what that $2,435 number represents. While this is a lower-income month for me, it was completely expected and largely due to strategic shifts within my portfolio. I have been aggressively reallocating capital away from select high-yield funds and funneling it into high-conviction growth positions.
But let’s not lose sight of the big picture: $2,435 is still a mortgage payment. It is still groceries for a family of four. It is tangible, functional cash flow that arrived in my account without me selling a single hour of my time to get it.
The goal for 2026 isn’t just to stack more cash; it’s to make that cash safer and leverage it for total return. The blueprint is simple:
Buy income → funnel dividends to growth stocks → increase account equity → outperform.
Looking at the performance below, we can see how this approach continues to lead outperformance against the indices.
In this update:
Portfolio Snapshot: My top weightings heading into March.
The Breakdown: Exactly which stocks and funds paid out in February.
The Growth Pivot: Why I am heavily shifting capital into growth engines.
Brief Margin Update: An update on my margin use and house money status.
Let’s get into the numbers.
Portfolio Weight Snapshot
My strategy is evolving. I still utilize option ETFs for cash flow, but I am becoming ruthless about which ones deserve a spot in the portfolio. Reinvesting dividends into growth positions is the key method I am using to offset NAV erosion and build my Net Liquidation Value (which gives me significantly more margin power).
As you’ll see below, my portfolio leans heavily towards technology, financial investments, and disruptive infrastructure.
Top Holdings by Weight (via Yieldly):
Invesco NASDAQ 100 ETF QQQM 0.00%↑
ASML Holdings ASML 0.00%↑
Amazon AMZN 0.00%↑
Meta Platforms META 0.00%↑ – Position Increased
Alphabet GOOG 0.00%↑
Microsoft MSFT 0.00%↑ – have slowly accumulated more.
Mastercard MA 0.00%↑
Costco COST 0.00%↑
I try to put out buy alerts as soon as I initiate a position.
So far, subscribers have been able to benefit from the following alerts:
Bloom Energy BE 0.00%↑: Now up more than 53% since the buy alert.
Meta Platforms META 0.00%↑: Up 12% since buy alert.
AST SpaceMobile ASTS 0.00%↑: Up more than 34% since the original buy alert (and I just issued an update that I am doubling down).
During the month, I also added a sizeable position (~$11k) in NEOS MLP Energy Infrastructure High Income ETF MLPI 0.00%↑. I released a dedicated buy alert on this fund. Since then, the position is outpacing the S&P 500.
The High Yield Database declares this a 4-star fund due to its stability, direct equity exposure, and consistent yield.
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Instant access to the Yieldly Dashboard to optimize your monthly dividend income.
Priority alerts for buys and sells.
Covered Call Option ETF Database (dividend yields above 15%).
In-Depth Research & Reports on dividend funds and growth stocks.
Access to monthly dividend reports and portfolio reveals.
Not ready to upgrade? That’s fine! You can still get a shortcut on your investing journey with this starter guide. You can get the dividend starter bundle so that you can skip the mistakes that I made.
👉 Here is what’s included:
✅ The Dividend Blueprint (ebook)
A step-by-step guide showing how I structure my portfolio, grow monthly cash flow, and reinvest for long-term income.✅ Monthly Dividend Map
50+ hand-picked tickers that pay monthly so you can ladder your income all year long.✅ Dividend Tracker (Google Sheet)
The exact spreadsheet I use to track yield, forward income, reinvestment, and portfolio growth.✅ Dividend Growth Legends: 50+ Stocks
50 stocks that have an established history of dividend increases.✅ List of ETFs for Beginners To Start With
Holdings That Paid Me in February 💰
With February being a short 28-day cycle, the heavy lifting was done by my “Monthly Payers” and covered call ETFs.
Note: The shift of capital out of some of these option funds and into my growth engines is the primary reason for the lower aggregate payout this month compared to January.
The following positions paid me a dividend in February:
