03-05-2014, 03:06 PM
I love it too, DW. The start of March brought a bunch of dividends in for me as well. Paydays from PFE, COP, INTC, AFL, PSX, WFC, and F in the past few days.
To fiveoh's point, I do believe in benchmarking, but I worry that two years is not a good sample size. If one's dividend growth portfolio, like mine, is concentrated in large blue-chips, then I think it is not unlikely to trail the market a bit in gangbuster years like 2013. But when the next correction hits -- and it will -- I expect the same stocks to hold up a little better than the overall market. It is not that such stocks chronically underperform the market, it is that they are a bit less volatile.
To fiveoh's point, I do believe in benchmarking, but I worry that two years is not a good sample size. If one's dividend growth portfolio, like mine, is concentrated in large blue-chips, then I think it is not unlikely to trail the market a bit in gangbuster years like 2013. But when the next correction hits -- and it will -- I expect the same stocks to hold up a little better than the overall market. It is not that such stocks chronically underperform the market, it is that they are a bit less volatile.