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 :)
- Balance: $76,044.20
- Annual Dividends: $2,806.69
- YoC: 4.28%
- XIRR: 14.78%
- Gain/loss: 20.55%
Portfolio Statistics
Year | January | February | March | April | May | June | July | August | September | October | November | December | Portfolio total |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2023 | 5.53% | -0.15% | - | - | - | - | - | - | - | - | - | - | 5.37% |
2022 | -3.12% | -3.74% | 0.59% | -3.73% | 0.69% | -9.10% | 6.86% | -1.94% | -10.86% | 7.51% | 6.52% | -5.63% | -16.57% |
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: