Ron's portfolio in retirement

[rnsmth]

(06-30-2022, 05:20 PM)rayray Wrote:

(05-28-2022, 01:35 AM)rnsmth Wrote:

(05-27-2022, 08:46 PM)fenders53 Wrote: Ron does DGI as it's supposed to be done.  Buy quality dividend stocks and generally doesn't sell them unless re-balancing.  Most of my port is boring as well.  I discuss the more exciting activity on the trading thread but that isn't a huge part of my port.

Thank you for the compliment.  A decade now into my switch to DGI and I have finally learned enough to feel fairly comfortable muddling though it.  It helps, at the age of 70, to have the household budget made with SS and pensions.  I do not have to get all excited about our portfolio values.  

At the close Friday we were 1.1% off of our portfolio highs.

At the close Friday, our project year forward dividends are at a all time high, both because of the selective reinvestment of accumulated dividends AND the dividend increases we received from RY and CM this past week.

In June I will be making a weekly reinvestment - it is one of our 4 big months.  I do not know what share prices will do during June, but we will be, given no dividend cuts, at another record estimated forward 12 month dividends.

i'm down 18% plus ytd

Here are our investment accounts as of the end of June

Fidelity Performance end of June 

Account 1 is about 30% of our investments
Account 2 is about 70% of our investments

Account 1, minus 9.71% YTD
Account 2, minus 3.2% YTD

S&P 500, minus 19.96% YTD