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 ETF benchmark (0.27%).
The portfolio growth chart also clearly displays the results of the quality of the stocks in this portfolio and the smaller draw-down compared to the SPHD.
More details and the dividend stocks in portfolio are available to members.
