
The RoseNose Investing Group's March review of its RIG portfolio reported 6 dividend increases and 2 cuts among 38 dividend-paying stocks, resulting in a forward yield of 6.3%. Notable dividend raises include ENB, WEC, CVX, HSY, EQIX, and SHEL, all recommended by RoseNose. LYB cut dividends and is recommended for exit due to poor earnings, while GBDC cut dividends but remains a speculative buy. The RIG portfolio has outperformed the SPY index year-to-date, gaining 4.11% compared to SPY's -4.37%, and has outpaced SPY by 9.81% since its November 2021 inception. This performance highlights the portfolio's focus on quality, income growth, and risk management.