U.S. equities ended July in positive territory, with the S&P 500 (SPX) posting a gain of 2%, despite concerns about the COVID “delta variant”, and rising inflation. Several Dividend Aristocrats reported strong Q2-2021 earnings and improved outlooks for 2021 in the last two weeks. In July, the Defensive Aristocrats outperformed the S&P 500 index. …
The U.S. equities showed mixed results, with the S&P 500 posting a gain of 2% last month while the Dividend Aristocrats dropped just a bit more than 1%. For the first half of 2021, the results are overall very strong. Year-to-date, the Dividend Aristocrats are up 15.25%, while the S&P 500 is up 14.52%. Performance…
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 U.S. equities ended Q1-2021 on a positive note, with the S&P 500 posting a gain of 4.4% last month and 6.17% in Q1-21, driven by continued optimism on COVID 19 vaccines, as well as by Biden’s fiscal and monetary stimulus. The Dividend Aristocrats posted a strong gain of 7.54% and 8.5% in Q1-2021, outperforming…
Despite a sell-off in the last week of February, the month of February ended positively with the S&P 500 index posting a gain of 2.76%. This was driven by optimism on COVID-19 vaccines, as well as hopes for more fiscal stimulus. The Dividend Aristocrats (NOBL) posted a modest gain of 0.72%, underperforming the S&P 500.…
The S&P 500 (SP500) rose 10.9% this month, the best November in its history and above the previous record, a 10.2% gain in November 1980. The Dow Jones (DJI) had the best month since 1987 and gained 11.9%. The Dividend Aristocrats (NOBL) even outperformed the best month of the S&P500 and gained 11.99% in November.…
US equities struggled in September but managed to end the third quarter with gains. The S&P 500 gained another 9% in the last quarter, after losing 3.8% in September. The Dividend Aristocrats ended this month down -1.39% and are up 7.8% for the last three months. The investors were more optimistic after the Fed stimulus…
US equities continued their rally in August, the S&P 500 gained another 7% after the +5.6% in July, this is the best monthly performance since April. The Dividend Aristocrats ended this month up 4% after 5.13% in July. The investors were more optimistic after the Fed stimulus and a shift in policy to average inflation…
The Defensive Dividend Aristocrats rallied again and outperformed the S&P 500 index last month. US equities continued their rally in July, the S&P 500 gained 5.6% and the Dividend Aristocrats followed closely with 5.13%. The investors struggled a bit mix signals, weak macroeconomic data, concerns on the COVID-19 virus combined with Fed stimulus, and some…
The S&p 500 closed the year 2018 with a total return of -4.38% and the Dividend Aristocrats ended the year with -2.73%. The Defensive Dividend Aristocrats ended the year up with 3.27% showing the strength of defensive power in a negative year! Defensive Dividend Aristocrats approach The Dividend Aristocrats are a select group of currently…