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

Page: https://stenobird.com/podcast/dividend-talk-939974/our-q1-2026-dividend-portfolio-review-nike-s-dividend-risk-evolution-ab-drama-ep-290
Text version: https://stenobird.com/podcast/dividend-talk-939974/our-q1-2026-dividend-portfolio-review-nike-s-dividend-risk-evolution-ab-drama-ep-290.md
Podcast: [Dividend Talk](https://stenobird.com/podcast/dividend-talk-939974)
Published: 2026-04-04T06:00:00+00:00
Episode link: https://podcasters.spotify.com/pod/show/dividend-talk/episodes/Our-Q1-2026-Dividend-Portfolio-Review--Nikes-Dividend-Risk--Evolution-AB-Drama--Ep--290-e3hbkeh
Audio file: https://traffic.megaphone.fm/APO8605317208.mp3
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Duration seconds: 3851

## Resource

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 Group⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Discord group - ⁠⁠⁠https://discord.gg/nJyt9KWAB5⁠⁠⁠ Follow us: Twitter - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@DividendTalk_⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter - ⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠@European_DGI⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠ Become a Premium Member for just 129 Euros a year: ⁠⁠https://dividendtalk.eu⁠⁠ Disclaimer: Educational content only. Not financial advice.

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## Transcript

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