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EPS 241| Q1 2025 Quarterly Review | Trumps Tariffs
Description
In episode 241 of the Dividend Talk podcast, we discuss our Quarter 1 2025 dividend portfolio performance, including dividend income growth and recent stock purchases.
We also dive into SCHD ETF in Europe and the corporate response from Charles Schwab.
The conversation then shifts to the impact of recent tariffs on various sectors, analysing which companies might be most affected and how to navigate the market volatility. We discuss strategies for long-term dividend growth investing amidst uncertainty, including the importance of staying disciplined and not panicking.
Additionally, we answer listener questions on topics like dividend initiators, high-flying stocks, and individual stock picks.
📈 Stocks mentioned: ASRNL.AS, NN.AS, GLB.L, BA.L, LGEN.L, O, IBE.MC, RED,MC, HSY, SILA, TGT, UKW.L, HPQ, MKE, NOVO, SHELL, APPL, MMM, V, MSFT, LVMH, SWK, SIE.DE
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