Our portfolios showed a mixed performance in November. Here is a performance summary on our “Moneyinvestexpert” portfolios:
Our International Dividend Portfolio lost 1.06% in US$ and gained 1.08% in euros in November. Year-to-date the performance is now 29.22% in euros for this Dividend Portfolio. The performance in euros is significantly higher due to exchange rates, in this case, a strong dollar versus the euro.
The Defensive Dividend Aristocrats dropped just 0.66% in November, and the total return is now 10.88% in 2021.
Our retirement portfolio (US) dropped 1.67% in November, which results in a 12.21% for this year. The benchmark for this portfolio, Invesco’s High Dividend Low Volatility ETF (SPHD), lost 2.61% this month but is still showing a stronger performance year-to-date.
Since the start of our retirement portfolio, the outperformance is however significantSubscribe to see all details!