Our retirement portfolio lost a bit (-0.89%) in September 2020, which is good compared to the S&P 500’s performance of -3.80% and also outperforming Invesco’s High Dividend Low Volatility ETF (SPHD), which was down -3.41%. Since its inception in January 2017, this portfolio has returned 9.81% per year, which is well ahead of our dividend…
Our retirement portfolio gained 2.77% in August 2020, which is below the S&P 500’s performance of 5.9% and outperforming Invesco’s High Dividend Low Volatility ETF (SPHD), which was up 1.81%. Since its inception in January 2017, this portfolio has returned 10.58% per year, which is well ahead of our dividend ETF benchmark (0.27%). The portfolio…
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…