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  • Home
  • The 2022 Dividend Aristocrats
    • Dividend Aristocrats yearly performance
    • Dividend Aristocrats Dashboard
    • Dividend Aristocrats List 2022
    • Canadian Dividend Aristocrats
    • European Dividend Aristocrats
    • Defensive Aristocrats
    • Recession-Proof Dividend Aristocrats
  • Dividend Stock Lists
    • Top IPOs to Buy in 2022
    • Top Picks: 10 Stocks to Buy for 2022
  • Stock Portfolios
    • International Dividend Portfolio
    • Retirement Portfolio Dividend US
    • Bill Gates’ Stock Portfolio
    • Berkshire Hathaway Portfolio
    • Dogs of the Dow Tracker
    • European Dogs of the Dow Tracker

Category Archives: retirement

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retirement dividend portfolio

Dividend Retirement Portfolio Gained 4.76% in October

monthly, monthly-performance, News, retirementBy dividend_investorNovember 7, 2021

Our retirement portfolio gained 4.76% in October and is up 14.12% for this year. The benchmark for this portfolio, Invesco’s High Dividend Low Volatility ETF (SPHD), gained 1.96%.   Since its inception in January 2017, the initial investment of $100,000 in this portfolio would have grown to $168,832, which is well ahead of our dividend…

retirement dividend portfolio

Dividend Retirement Portfolio gained 3.29% in July

monthly, monthly-performance, News, retirementBy dividend_investorAugust 2, 2021

Our retirement portfolio posted a strong gain of 3.29% in July and is up 12.72% for this year. The S&P 500 index rose about 2.38% last month The benchmark for this portfolio, Invesco’s High Dividend Low Volatility ETF (SPHD), lost another 0.60% after the -1.97% drop in June.   Since its inception in January 2017,…

retirement dividend portfolio

Dividend Retirement Portfolio dropped 1.16% in June

monthly, monthly-performance, News, retirementBy dividend_investorJuly 1, 2021

Our retirement portfolio dropped 1.16% in June and is up 9.13% for this year The S&P 500 index rose about 2.33% last month, while the Dividend Aristocrats index dropped -1.18% in June. The benchmark for this portfolio, the Invesco’s High Dividend Low Volatility ETF (SPHD), lost 1.97% in June as well.     Since its…

retirement dividend portfolio

Dividend Retirement Portfolio up 1.58% in May

monthly, monthly-performance, News, retirementBy dividend_investorMay 30, 2021

Our retirement portfolio gained another 1.58% in May after being up 3.1% in April, and after the 8.50% jump in March 2021. The S&P 500 index rose about 0.7% this month, while the Dividend Aristocrats index gained 5.4% in May. The benchmark for this portfolio, Invesco’s High Dividend Low Volatility ETF (SPHD), also gained and…

retirement dividend portfolio

Dividend Retirement Portfolio up 3.1% in April

monthly, monthly-performance, News, retirementBy dividend_investorMay 2, 2021

Our retirement portfolio gained another 3.1% in April, after the 8.50% jump in March 2021, which is in line with the Dow Jones performance. The Dow Jones rose about 2.7% this month, while the Nasdaq Composite gained 5.4% in April. The benchmark for this portfolio, Invesco’s High Dividend Low Volatility ETF (SPHD), also gained and…

retirement dividend portfolio

Dividend Retirement Portfolio up 8.50% in March

monthly, monthly-performance, News, retirementBy dividend_investorApril 5, 2021

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…

dividend growth - dividend increase

Dividend stocks to start (y)our retirement portfolio (part 2)

News, retirementBy dividend_investorFebruary 13, 2021

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.…

dividend growth - dividend increase

3 dividend stocks to start (y)our retirement portfolio (part 1)

News, retirementBy dividend_investorJanuary 26, 2021

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.  …

retirement dividend portfolio

Dividend Retirement Portfolio up 7.32% in November

monthly, monthly-performance, News, retirementBy dividend_investorDecember 4, 2020

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…

retirement dividend portfolio

Dividend Retirement Portfolio -0.89% in September

monthly, monthly-performance, News, retirementBy dividend_investorOctober 10, 2020

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…

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