I add money to my retirement account each month. That gives me the cash to increase my existing positions and add new ones to my portfolio. However, since I already own more than 100 stocks, I must have a very high conviction about a new company to bring it into the fold.

(NASDAQ: ADP) and EQT (NYSE: EQT) have become two high-conviction stocks for me. That's why I plan to add them to my retirement portfolio this January. A big factor driving my confidence in their future performance is their ability to pay a growing dividend.

I've refocused the investment strategy of my retirement portfolio over the past few years. I'm concentrating it on stocks that pay a growing dividend. That's because dividend growers have historically delivered the highest average annual total returns:

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Source Fool.com