Our retirement portfolio jumped 8.50% in March 2021, which is above the S&P 500 index, which rose 4.38% this month. The benchmark for this portfolio, Invesco’s High Dividend Low Volatility ETF (SPHD), also gained a lot and added 9.53%. Retirement monthly performance Since its inception in January 2017, the initial investment of $10,000 in this…
Here is part 2 on how to creating a successful retirement portfolio. Based on our US retirement portfolio, we will provide more insights into building a European retirement portfolio. In the coming weeks, you can follow along the selection of some solid “retirement dividend stocks”. In part 2, we will add two new dividend stocks.…
Creating a successful retirement portfolio is not an easy task. Based on our US retirement portfolio, we will provide more insights into building a European retirement portfolio. In the coming weeks, you can follow along the selection of some solid “retirement dividend stocks”. This week, we will start with the first three dividend stocks. …
Our retirement portfolio gained 7.32% in November 2020, which is below the S&P 500 index, which rose 10.9% this month, the best November in its history and above the previous record, a 10.2% gain in November 1980. Our benchmark for this portfolio, the Invesco’s High Dividend Low Volatility ETF (SPHD), excelled to a plus of…
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…