Our Q1 2026 Dividend Portfolio Review | Nike's Dividend Risk & Evolution AB Drama | Ep. 290

It's Easter weekend and we're reviewing our Q1 2026 dividend portfolios. Derek's portfolio hit €130K, with projected annual dividend income of €25.2K, while EDGI saw 18.7% quarter-over-quarter dividend income growth and a portfolio that's doubled in just three and a half years.We kick things off with some market news as billionaire Kenneth Dart's stake in Evolution AB crossing 30% via equity swaps (and why that matters), plus why EDGI is seriously unimpressed with Evolution's annual report copy-paste job. Then it's onto Nike: with EPS below the dividend and activist investors circling, how safe is that payout really?In the main segment, we walk through our full Q1 portfolios – what we bought, what we sold, and why Derek is on a tax efficiency drive. We also discuss the rotation from tech into value stocks and why dividend growth portfolios quietly shone when markets wobbled.Listener questions cover: Carrefour as a dividend play, the DRIP timing debate on Interactive Brokers, covered call ETFs vs. organic dividend growth, the Unilever/McCormick sale and what it means for shareholders, whether to trade value stocks, and the Easter Bunny stock pick of the episode.Subscribe, leave a review, and join the conversation on Discord. Happy Easter! 🐣Join us :Facebook Community - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Dividend Talk Facebook Group⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Discord group - ⁠⁠⁠https://discord.gg/nJyt9KWAB5⁠⁠⁠Follow us: Twitter - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@DividendTalk_⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@European_DGI⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Become a Premium Member for just 129 Euros a year: ⁠⁠https://dividendtalk.eu⁠⁠Disclaimer: Educational content only. Not financial advice.