Portfolio Performance

Below is a review of our Retirement Portfolio’s overall performance. The next update will be in October 2017. Feel free to contact us if you would like a more current update.

2017 Portfolio Performance (Jan-June) (more info)

  • Total Return: 2.6%
  • Return from Dividends: 2.4%
  • # of Dividends Paid: 57
  • # of Dividend Increases: 15
  • # of Special Dividends: 2
  • # of Dividend Cuts: Zero
  • # of Dividends Eliminated: Zero

Jan-June 2017 Performance

2016 Portfolio Performance (more info)

  • Total Return: 18.2%
  • Return from Dividends: 4.8%
  • # of Dividends Paid: 105
  • # of Dividend Increases: 28
  • # of Special Dividends: 2
  • # of Dividend Cuts: 1
  • # of Dividends Eliminated: Zero

 

2016 4% portfolio performance

2015 Portfolio Performance (more info)

  • Total Return: 7.2%
  • Return from Dividends: 4.5%
  • # of Dividends Paid: 104
  • # of Dividend Increases: 28
  • # of Special Dividends: 2
  • # of Dividend Cuts: Zero
  • # of Dividends Eliminated: Zero

2015 4% Portfolio Performance

2014 Portfolio Performance (more info)

  • Total Return18.5%
  • Return from Dividends: 4.7%
  • Annual Dividend Income Increased: 8.7%
  • # of Dividends Paid: 104
  • # of Dividend Increases: 26
  • # of Special Dividends: 2
  • # of Dividend Cuts: Zero
  • # of Dividends Eliminated: Zero

2014 4% Portfolio Performance

2013 Portfolio Performance

  • Total Return: 26.6%
  • Return from Dividends: 4.9%
  • Annual Dividend Income Increased: 9.4%
  • # of Dividends Paid: 103
  • # of Dividend Increases: 21
  • # of Special Dividends: 2
  • # of Dividend Cuts: Zero
  • # of Dividends Eliminated: Zero
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4% Portfolio is Currently Yielding