Category Archives: news01-21

International Dividend Portfolio – Performance Update

Performance update – December 2020 Our International Dividend Portfolio gained 1.63% in US$ and 0.39% in € in December. The full-year performance is 9.69% in US$ for the International Dividend Portfolio. Since its inception in 2009, the portfolio has returned 330% in US$ and 389% in €, excluding reinvesting dividends. Last month’s performance dashboard shows…

Monthly Recap December 2020

Despite the COVID-19 pandemic and the uncertainty of an election year, U.S. equities recovered from their March lows to end the year on a high note based on vaccine hopes. The Dow Jones Index ended up +9.72% and the S&P 500 gained +18.40%. In 2020, the Dividend Aristocrats (8.68%) underperformed the S&P 500 index (18.40%)…