Nelson’s portfolio, weighted by position size.

(Updated on April 1st, 2026)

It is split into several easy-to-read sections, starting with the top 20 positions:

A few FAQs to clear up the obvious questions:

Is this only your portfolio?

No. It includes portfolios I manage for family members which I plan to inherit one day. Saying that, many positions overlap in both my personal portfolio and the ones I manage for family members.

Why so many positions?

I can’t help it. I like to collect businesses that I find interesting and put them in my own little dividend growth ETF.

For me ultimately, I’m looking to build a portfolio that delivers dividend growth over time. Diversification helps to protect my dividend income, so I make sure my portfolio is diversified.

90+ positions is too many to keep an eye on, and so I’m in the process of eliminating some. A few are in the process of being acquired. Others will be sold. Look for more updates as 2026 goes along.