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I invest almost everything I earn into dividend growth stocks. They offer steady income, (potentially) market-beating returns, and help reduce volatility over time. While FIRE is about retiring early on a shoestring budget, I'm aiming higher. Fat FIRE means building enough passive income to retire in comfort, not just survival. To reach Fat FIRE, I focus on quality dividend stocks with solid yields and growth. I share two of my all-time favorites that help me stay on that path.

Antero Midstream Corporation (AM) Q1 2025 Earnings Call Transcript

AM's Q1 earnings and revenues top estimates due to higher processing volumes and increased average fees realized across major segments.

Antero Midstream's free cash flow and earnings growth have exceeded expectations over time. Strategic acquisitions have enhanced profitability and operational volumes. They also lowered the capital budget over the years. Cash flow from operations is growing. The same goes for free cash flow.

DENVER , April 30, 2025 /PRNewswire/ -- Antero Midstream Corporation (NYSE: AM) ("Antero Midstream" or the "Company") today announced its first quarter 2025 financial and operating results.  The relevant unaudited condensed consolidated financial statements are included in Antero Midstream's Quarterly Report on Form 10-Q for the three months ended March 31, 2025.

Gold is experiencing a strong rally, with rising demand due to economic uncertainty and market volatility. However, despite its appeal as a safe haven, I prefer dividend stocks over gold. Gold has a long history of preserving wealth, but it lacks the consistent returns and cash flow that dividend stocks provide. I believe high-quality dividend stocks are better investments. Real estate, energy, and utilities offer the highest yields, and I particularly favor midstream energy companies and safe net lease REITs. These stocks offer steady income and growth potential.

One has grown its dividend for 48 consecutive quarters and just authorized a buyback of 7.5% of its outstanding shares. The other trades at a 17% discount to NAV and is backed by a legendary billionaire investor. Both yields are comfortably covered by cash flow and supported by strong balance sheets.

Trade uncertainty, Fed drama, and stretched valuations are driving a powerful capital rotation away from U.S. assets, impacting the dollar, debt, and equities. Despite headwinds, I remain confident in the structural strengths of the U.S. economy, emphasizing value stocks and real businesses over market noise. The U.S. still offers some of the best investment opportunities, particularly in value and dividend stocks, even as global investors seek international value.

The 50/50 strategy blends the simplicity of ETFs with the customization of individual dividend stocks, optimizing returns while managing risks. This approach suits a wide range of investors, from beginners to experienced, aiming to balance quality dividend growth with exposure to long-term trends. Investing should be creative, like playing with Lego bricks, allowing for personalized portfolios that align with specific financial goals.

March investments totaled around $1,200, mainly in BDCs like Blue Owl Capital and Ares Capital, boosting annual dividend income by $100. Dividend income hit a new all-time record of $1,404, up 17% Y/Y driven by substantial purchases over the last twelve months. Focus remains firmly on maintaining rising BDC dividends and achieving a monthly increase of at least $100 in dividend income.