DIVIDEND PORFOLIO
I came across some numbers (actually, I’ve been looking at them for several years) to do with Dividend Stock Investing. The numbers below are from the monthly publication of Morningstar’s (M*) Dividend Stock Investor July 2018 edition. The numbers start from the inception (Nov. 17, 2008) of M*’s Dividend Select Portfolio and run through May 31, 2018. I’m pretty sure my subscription has run out, so this will probably be the last date I will have numbers regarding this portfolio. These are the dates that I have and hopefully they won’t be considered as being “cherry-picked” or at least not consciously “cherry-picked.”
Now, I know that some of the FIRE Forum members are doing just fine with their dividend stocks. They are obviously much[-] luckier [/-]better at this than I am. But, I’ve have the idea that maybe, just maybe, the price is too high to garner whatever dividend stocks benefits are for even the slightly above average hoi polloi (such as I like to see myself) of the dividend investing community (which would not include several FIRE Forum superior dividend stock investors).
M* Dividend Select Portfolio (actively-managed portfolio)
x Year to date: -7.6. (thru May 31, 2018)
xxxx One Year: -4.6
xxx Three Year: 3.8
xxxx Five Year: 6.5
xSince Incept: 11.4 (start date Nov. 17, 2008)
S&P 500
xxxx Year to date: 2.0 (thru May 31, 2018)
xxxxxx One Year: 14.4
xxxxx Three Year: 11.0
xxxxxx Five Year: 13.0
xSince 11/17/08: 15.3
DJ US Select Dividend
xxxx Year to date: 0.0 (thru May 31, 2018
xxxxxx: One Year: 9.7
xxxxx Three Year: 11.6
xxxxxx Five Year: 12.6
Since 11/17/08: 13.9
Comments welcomed (and possibly appreciated).
I came across some numbers (actually, I’ve been looking at them for several years) to do with Dividend Stock Investing. The numbers below are from the monthly publication of Morningstar’s (M*) Dividend Stock Investor July 2018 edition. The numbers start from the inception (Nov. 17, 2008) of M*’s Dividend Select Portfolio and run through May 31, 2018. I’m pretty sure my subscription has run out, so this will probably be the last date I will have numbers regarding this portfolio. These are the dates that I have and hopefully they won’t be considered as being “cherry-picked” or at least not consciously “cherry-picked.”
Now, I know that some of the FIRE Forum members are doing just fine with their dividend stocks. They are obviously much[-] luckier [/-]better at this than I am. But, I’ve have the idea that maybe, just maybe, the price is too high to garner whatever dividend stocks benefits are for even the slightly above average hoi polloi (such as I like to see myself) of the dividend investing community (which would not include several FIRE Forum superior dividend stock investors).
M* Dividend Select Portfolio (actively-managed portfolio)
x Year to date: -7.6. (thru May 31, 2018)
xxxx One Year: -4.6
xxx Three Year: 3.8
xxxx Five Year: 6.5
xSince Incept: 11.4 (start date Nov. 17, 2008)
S&P 500
xxxx Year to date: 2.0 (thru May 31, 2018)
xxxxxx One Year: 14.4
xxxxx Three Year: 11.0
xxxxxx Five Year: 13.0
xSince 11/17/08: 15.3
DJ US Select Dividend
xxxx Year to date: 0.0 (thru May 31, 2018
xxxxxx: One Year: 9.7
xxxxx Three Year: 11.6
xxxxxx Five Year: 12.6
Since 11/17/08: 13.9
Comments welcomed (and possibly appreciated).