2026 Week 1: End of Experiment

Portfolio Update

The FiveTwenty portfolio received $1,628.42 in dividends in the past week. VIG and VIGI paid their quarterly dividend during the week.

Past Week Dividend$1,628.42
Current Quarter Dividend (Q4 2025)$4,677.55
LifeTime Dividend$45,109.46
Estimated Annual Dividend$15,461.13
Dividend Scorecard

The FiveTwenty portfolio experiment has reached its end after 5 full years with the end of 2025. We will make on last capital allocation during the week of 12/28/2025 to 01/03/2026 and add to our position in Vanguard Dividend Appreciation ETF (VIG) and Vanguard International Dividend Appreciation ETF (VIGI) in order to reinvest the remainder of the proceeds we received from the K acquisition.

VIG & VIGI – Position Update

TTMPrev. Update
VIG Yield1.60%XX%
VIGI Yield2.13%XX%
Entry Criteria Scorecard

Photo by micheile henderson on Unsplash