Our retirement portfolio gained another 1.58% in May after being up 3.1% in April, and after the 8.50% jump in March 2021. The S&P 500 index rose about 0.7% this month, while the Dividend Aristocrats index gained 5.4% in May. The benchmark for this portfolio, Invesco’s High Dividend Low Volatility ETF (SPHD), also gained and…
The U.S. equities showed modest gains, with the S&P 500 posting a gain of 0.7% last month and 12.6% year-to-date, driven by continued optimism on COVID 19 vaccines, but concerns on inflation. The Dividend Aristocrats posted a strong gain of 5.3% and are up 16.16% year-to-date, outperforming the S&P 500. Performance Update The Defensive Dividend…
The Dividend Aristocrats are a select group of currently 65 S&P 500 stocks with 25+ years of consecutive dividend increases. These 65 are large, US companies that have historically provided (slightly) better performance and (slightly) lower volatility than the S&P 500 as a whole. By showing the recent performance of the Dividend Aristocrats, some active…