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Performance

Last updated: 1 October 2021

I post regular reviews of DivGro's performance — see my most recent monthly, quarterly, and annual reviews. Below, I include some performance-related statistics and charts.

Data and charts are loaded from online spreadsheets and will take a few seconds to populate.

Portfolio Statistics


The following spreadsheet shows some statistics for DivGro.


Here is a chart showing DivGro's market value breakdown. Dividends are plotted at the base of the chart so we can enjoy seeing the growth over time.


Portfolio Holdings


Here is a snapshot of DivGro's status as of the most recent monthly review.


To see a history of end-of-month snapshots, please visit my Snapshots History page.

Sector Distribution


The accompanying chart shows the sector distribution of DivGro's holdings. I have an ongoing goal to balance DivGro's holdings across all 11 sectors. However, I don't subscribe to an equal weighting distribution.


Below is a chart showing the super sector distribution of DivGro stocks:


I'm looking to increase my exposure to defensive stocks and generally diversify my portfolio more evenly among the super sectors. Longer-term, I need to slowly transition to a much more defensive distribution, especially as I approach retirement.

Dividend Income and Projections


Below is a chart showing monthly dividend income plotted along with projected monthly dividend income (PMDI), which is the monthly income I can expect to receive from DivGro, on average, over the next year.


The wildly varying dividend income from month to month makes the above chart rather erratic.

Here's a rolling 12-month average of dividends received (the orange bars) plotted against a rolling 12-month average of DivGro's projected monthly dividend income, or PMDI (the blue staggered line):


I plan to update this page with every monthly review, so check back often!