HESM is more attractive due to a recent price drop lowering valuation and raising yield to 8.36%, supported by consistent dividend growth.

The second largest holding is Hess Midstream, ticker symbol HSM. This is a high yield dividend stock. currently has a market value of $98,000. I have a 20.23% total return. I bought this a lot in fall 2025 and I've been reinvesting my dividends on it.

I've been getting a few questions about Hes Midstream and whether or not I've been adding to it. And I definitely think it's gotten more attractive over the past month. The stock price is down 5.41% over the past month.

And in general, when it's a company you understand like this and you've done a lot of deep dive and research into it and you like most of the financials, it's a good thing when the stock price is getting cheaper.

It means you're buying into the company at a lower valuation. Now, I was buying in the low30s, but $37 is starting to get to a much more attractive range. The stock currently has an 8.36% forward-looking dividend yield.

And on our yield analyzer tool with the 5-year look, this is currently in the 88th percentile. And outside of when I was buying in fall 2025, the yield has not been this high recently.

And this is my highest dividend payer by far. That stock pays me $8,197 of annual dividends. I reinvest all of these.

HSM will pay me $2,049. This is estimated because they haven't declared their payment yet. And HSM's interesting. they increase their dividend every single quarter.