June 2026 Dividend Report: Portfolio Rotation Toward Growth
$3,628 in passive income as capital rotated into undervalued growth.
June was a month of intentional pullback on the income side, and a deliberate push on the growth side. As the market focused on AI growth, I deployed new capital into new undervalued positions that the market was sleeping on. For instance, I rotated $12,000 into Robinhood HOOD 0.00%↑ and Rivian RIVN 0.00%↑ at the beginning of the month. Both of these positions are now up by roughly 25%. I also initiated a buy alert on another undervalued company last week, which you can read below.
My portfolio is up nearly 40% on a YTD basis, compared to US stocks broadly at 10.16%. The income generated this month was lower than May, and that's by design. Rather than letting fresh dividend and premium income sit idle, I funneled a larger share of it into growth positions I see as undervalued at current prices.
My portfolio is up 40%, compared to US Stocks being up 10.16%
This is the strategy working as intended, just running in the other direction this month. Collect income, identify where the market is mispricing quality growth, and rotate capital there even if it means a lighter total on the income line. During the month, here were the shifts that occurred, which I will cover here:
New Growth Positions
Actively writing covered calls for extra income & how I am reinvesting those premiums.
Rotated income into undervalued growth names.
Planning to accumulate more high yield names like QDTY 0.00%↑ , GPTY 0.00%↑, and XDTE 0.00%↑ going forward.
This month, my passive income from dividends AND covered calls totaled $3,628, down from May’s $3,772.
The drop reflects a rotation decision, not a deterioration in the underlying income engine.
Regardless, the Yieldly Dashboard estimates that will collect more than $44k in dividends this year.
👉 Want to see what’s in my portfolio? Paid subs can get access to the full list of holdings in the Yieldly Dashboard.
👉 Upgrade Your Subscription - $0.82 per day to become a better investor.
Portfolio Highlights — Top Holdings
Invesco NASDAQ 100 - QQQM 0.00%↑
ASML Holdings ASML 6.13%↑
Meta Platforms META 0.60%↑
Amazon AMZN 2.90%↑
Microsoft MSFT -1.66%↓
AST Space Mobile ASTS 16.55%↑
Alphabet GOOG 3.57%↑
Mastercard MA 0.00%↑
Robinhood
The Breakdown: Who Paid Me in June? 💰
The following positions paid me a dividend in June:
Keep reading with a 7-day free trial
Subscribe to Dividendomics to keep reading this post and get 7 days of free access to the full post archives.