Ep. 305: Should Cyclical Stocks Be in Your Dividend Portfolio? (BHP, Exxon, Rio Tinto)
Dividend Talk
- Published
- September 5, 2026
- Duration
- 1h 12m
- Summary source
- description
- Last updated
- Oct 4, 2026
Discusses investing.
Summary
We're back after our first-ever summer break! This week: should cyclical stocks have a place in a dividend growth portfolio built for financial independence? We use BHP, Rio Tinto, and ExxonMobil as real examples of the trade-offs.Also covered: a Guinness heist making headlines, the Netherlands moving its gold reserves home, fresh dividend hikes from Altr…
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Show notes
We're back after our first-ever summer break! This week: should cyclical stocks have a place in a dividend growth portfolio built for financial independence? We use BHP, Rio Tinto, and ExxonMobil as real examples of the trade-offs.Also covered: a Guinness heist making headlines, the Netherlands moving its gold reserves home, fresh dividend hikes from Altria, NN Group, and Wolters Kluwer, plus listener questions on Nike, LVMH, Swiss stocks, Clorox, and Philips.📩 premium research: https://dividen
Themes
- investing