Adding Meta Platforms and Deutsche Post to the Dividend Income Accelerator Portfolio for Growth and Yield
ByAinvest
Tuesday, Aug 26, 2025 3:05 pm ET1min read
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Meta Platforms, Inc. (NASDAQ:META) was added to the portfolio following a 7.5% reduction in Dodge & Cox's stake, which now owns approximately 3.52 million shares valued at $2.03 billion [1]. Wall Street analysts have shown optimism, with firms like Wedbush and Roth Capital raising their price targets, resulting in a consensus target of $822.41 and a rating of "Moderate Buy" [1]. The addition of Meta Platforms aligns with Cheung's strategy to include high-conviction picks, leveraging the company's strong earnings and revenue growth.
Deutsche Post AG (ETR:DPG) was also added to the portfolio, benefiting from the company's recent certification under the Production Linked Incentive (PLI) scheme for its Gen 3 scooter portfolio [2]. The certification, granted by the Automotive Research Association of India (ARAI), enhances the company's cost structure and profitability, directly impacting its dividend payouts. This move is in line with Cheung's focus on companies with strong dividend growth prospects.
These additions to the Dividend Income Accelerator Portfolio reflect Cheung's commitment to achieving robust growth and yield through strategic investments. As of the current date, July 2, 2025, these new positions are expected to contribute significantly to the portfolio's performance, aligning with Cheung's targeted growth and yield objectives.
References:
[1] https://www.marketbeat.com/instant-alerts/filing-dodge-cox-has-203-billion-stock-holdings-in-meta-platforms-inc-meta-2025-08-24/
[2] https://www.business-standard.com/companies/news/ola-electric-secures-pli-certification-for-gen-3-scooter-portfolio-125082600286_1.html
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Kenneth Cheung has added Meta Platforms and Deutsche Post as new positions to his Dividend Income Accelerator Portfolio. These additions aim to increase the portfolio's growth and yield, with a focus on high-conviction picks. The portfolio targets a 7.73% growth rate and a 4.22% yield.
Investor Kenneth Cheung has made strategic additions to his Dividend Income Accelerator Portfolio, including Meta Platforms and Deutsche Post. These new positions aim to bolster the portfolio's growth and yield, targeting a 7.73% growth rate and a 4.22% yield [1].Meta Platforms, Inc. (NASDAQ:META) was added to the portfolio following a 7.5% reduction in Dodge & Cox's stake, which now owns approximately 3.52 million shares valued at $2.03 billion [1]. Wall Street analysts have shown optimism, with firms like Wedbush and Roth Capital raising their price targets, resulting in a consensus target of $822.41 and a rating of "Moderate Buy" [1]. The addition of Meta Platforms aligns with Cheung's strategy to include high-conviction picks, leveraging the company's strong earnings and revenue growth.
Deutsche Post AG (ETR:DPG) was also added to the portfolio, benefiting from the company's recent certification under the Production Linked Incentive (PLI) scheme for its Gen 3 scooter portfolio [2]. The certification, granted by the Automotive Research Association of India (ARAI), enhances the company's cost structure and profitability, directly impacting its dividend payouts. This move is in line with Cheung's focus on companies with strong dividend growth prospects.
These additions to the Dividend Income Accelerator Portfolio reflect Cheung's commitment to achieving robust growth and yield through strategic investments. As of the current date, July 2, 2025, these new positions are expected to contribute significantly to the portfolio's performance, aligning with Cheung's targeted growth and yield objectives.
References:
[1] https://www.marketbeat.com/instant-alerts/filing-dodge-cox-has-203-billion-stock-holdings-in-meta-platforms-inc-meta-2025-08-24/
[2] https://www.business-standard.com/companies/news/ola-electric-secures-pli-certification-for-gen-3-scooter-portfolio-125082600286_1.html
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