Saturday, January 4, 2020

2019 December Dividend Summary

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.