DP.22 | Dividend Portfolio Update #22 (February 2026)

Dividend Portfolio Review (Feb 2026): The “Growth Orchard” Strategy Strategy: Quality Compounders & Dividend Growth It’s not often that a beloved portfolio member simply disappears overnight, but that’s exactly what happened with First Savings Financial Group (FSFG) at the end of January. FSFG was unexpectedly acquired and delisted (its last trading day was January 30,…

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D.22 | TMO

Feb 2026 Thermo Fisher Scientific Inc. Executive Summary Thermo Fisher Scientific Inc. (NYSE: TMO) is the world’s leading provider of life science tools, technologies, and services, with a mission “to enable our customers to make the world healthier, cleaner and safer” . Formed via a landmark merger in 2006, Thermo Fisher has evolved into a global…

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