A Dividend Growth portfolio is well suited to be viewed as a mini-mutual fund since it’s an allocation to a specific set of dividend growth stocks held with a long-term buy and hold strategy in mind. Here’s how you can make your own mutual fund from your stock portfolio.
After writing the review of my portfolio performance, I realized that the dividend growth performance chart I put in was completely inaccurate. So here’s an updated look along with a couple of obvious but perhaps overlooked points.
In the summer of 2014, some 18 months ago, I reviewed the performance of my stock portfolio. I’ve hesitated to do it again because I was more interested in dividend income and I wasn’t worried about trying to beat the market with my stock selection. I have since ‘evolved my position’ (as a politician might say) because I was wrong (as a politician wouldn’t say) and I only just realized that this week…
Following on from my last post about new Financial Plan / Charter, here’s the final installment describing some changes in my Retirement Portfolio which follows a “Bogleheads” strategy, a strategy named after the father of index funds, Jack Bogle.
Continue reading “My Financial Plan (part 2) – A look at Total Return Investing”
I’ve been wanting to update my personal finance plan for a while now, but I finally made time to sit down and actually do it. Here’s a summary of the more interesting changes since it’s a pretty dry read and I’ve focused more on my Income Fund in this post.
A while back now, I looked at US stock sectors and the number of dividend champions they produced to see if there were any dividend-champion friendly sectors. I’ve used this train of thought to overhaul how I am weighting my stock portfolio. Are you sitting comfortably? Then I’ll begin…