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: $59,178.51
- Annual Dividends: $2,364.96
- YoC: 4.74%
- XIRR: 12.07%
- Gain/loss: 20.15%
Portfolio Statistics
| Year | January | February | March | April | May | June | July | August | September | October | November | December | Portfolio total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | -3.17% | -3.77% | 0.57% | -3.72% | 0.65% | -9.10% | 6.88% | -1.91% | -6.78% | - | - | - | -19.33% |
| 2021 | 4.36% | 4.35% | 6.38% | 2.19% | 2.25% | 1.06% | -1.48% | 4.04% | -4.52% | 4.62% | 0.27% | 4.62% | 31.39% |
| 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: 