Dividend growth investing
In my dividend growth investing portfolio, the goal is to build a passive income from dividends. Currently, the strategy is to just buy and hold forever, but as I learn to better estimate stock value, some dividend stocks might be sold in favor of other dividend stocks :)
- Value: $91,657.08
- Annual Dividends: $3,471.73
- YoC: 4.09%
- XIRR: 12.25%
- Gain/loss: 26.16%
Portfolio Statistics
Year | January | February | March | April | May | June | July | August | September | October | November | December | Portfolio total |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2023 | 5.73% | -5.86% | 0.73% | 0.54% | -4.81% | 4.98% | 2.89% | -3.67% | -4.94% | -1.55% | 9.11% | 1.56% | 3.53% |
2022 | -3.09% | -3.76% | 0.58% | -4.37% | 0.68% | -9.15% | 6.82% | -1.95% | -10.79% | 7.27% | 6.60% | -5.75% | -17.38% |
2021 | Only available to supporters | ||||||||||||
2020 | Only available to supporters | ||||||||||||
2019 | Only available to supporters | ||||||||||||
2018 | Only available to supporters | ||||||||||||
2017 | Only available to supporters | ||||||||||||
2016 | Only available to supporters |
It's calculated as monthly capital gain without buy/sell transactions of the month.
Dividends are not included.
Calculated as: