Our retirement portfolio gained 5.35% in July 2020, close to the S&P 500’s performance of 5.9% and outperforming Invesco’s High Dividend Low Volatility ETF (SPHD), which was up 2.53%.
Since its inception in January 2017, our portfolio has returned 13.9%, which is behind the S&P 500 (56.8%) but well ahead of our dividend ETF benchmark (-14.2%).
This performance displays the conservative characteristics of this portfolio and the focus on capital preservation. The Maximum Drawdown (MDD) was -18% versus -31% for the benchmark and is clearly visible in the chart below.
The CAGR performance is now 9.86% (annually) versus -0.22% for the benchmark which is the Invesco’s High Dividend Low Volatility ETF (SPHD). The table below lists the performance per month.
More details and the dividend stocks in portfolio are available to members.
