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…
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,…
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…
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…
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…
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…
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…