A dividend income portfolio chronicle
Year 4 of the FiveTwenty portfolio experiment is in the books with the close of 2024. It’s a moment to review the portfolio’s performance against the easy-peasy benchmark and contemplate any newfound insights.
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As 2023 comes to an end, the third year of the FiveTwenty portfolio experiment is now complete. It’s a moment to review the portfolio’s performance against the easy-peasy benchmark and contemplate any newfound insights.
With the end of 2022, the second year of the FiveTwenty portfolio experiment is in the books. It is therefore time to look back at how the portfolio has performed compared to the easy-peasy benchmark, and reflect of any new learnings from the second year of operations.
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The end of 2021 marks the completion of the first year in the FiveTwenty portfolio experiment. Therefore, it is time to look back at how the portfolio has performed compared to our benchmark and reflect on what we have learned along the way.
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