Portfolio Holdings: Dividend-Growth Stock Portfolio
Attached are the holdings of our Dividend-Growth Stock Portfolio after we made our weekly investments on Monday.
The portfolio consists of 2 strategies:
Dividend-Growth Stocks (high-quality companies with a history of paying and increasing dividends … this is the majority of the portfolio).
Under-the-Radar Dividend-Payers (companies that have recently started paying dividends and the hope is they eventually become the future dividend-growers; these companies, along with companies that increase their dividends, have historically out-performed the market).
Through the end of today’s trading, the portfolio has an annual total return of +19.46% (the portfolio was started on January 3, 2022).
However, the Under-the-Radar Dividend-Payers have been a slight drag on the portfolio’s return, with an annual total return of +14.70% over the same time period.
Going forward, there’s a decent chance that I will only make weekly investments in Dividend-Growth Stocks since their performance has been better, and they generally tend to be higher quality than the Under-the-Radar Dividend-Payers.
Anyway, this is my first attempt at attaching a file to a Substack post, so let me know if it works!
Worked for me. Thanks Professor!
Worked for me. Nice job as always!