Well folks, that's a wrap for 2019. According to Forbes, the last trading session for 2019 "...capped off a strong year for the stock market: In 2019, the S&P 500 rose by 29%, the Nasdaq by 35% and the Dow Jones Industrial Average by 22%. Both the S&P 500 and Nasdaq posted their biggest one-year gains since 2013, while the Dow’s performance was its best since 2017." Quite a year indeed and few would complain about their portfolio's climb in valuation if they were anywhere near or above the 29% return for the S&P index, especially in light of the average annual return for the S&P since 1957 which is roughly 8%. Without further ado, let's take a look at the dividend income for this past month as well as where the portfolio stands in terms YoY and YTD dividend trends, portfolio diversification and total value.
Saturday, January 4, 2020
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Although January 2020 ended with a volatile week of trading largely attributed to the coronavirus, no on would be able to tell based the mo...
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Well folks, that's a wrap for 2019. According to Forbes, the last trading session for 2019 "...capped off a strong year for t...
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Two months in to the new year and the markets are experiencing some significant volatility, down over 20% from their recent highs. It is d...