Performance

Last updated: 15 March 2017

I post regular reviews of DivGro's performance. This page provides quick access to the most recent monthly, quarterly, and annual reviews. Below, I include some performance-related statistics and charts extracted from the most recent reviews.

Portfolio Statistics


The following spreadsheet shows some statistics for DivGro. As a dividend growth portfolio, the most import numbers are Projected Dividend Income, Average Yield on Cost and Percentage Payback.



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


This spreadsheet shows the status of DivGro as of the most recent monthly review.

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 in my watch list. However, I don't subscribe to an equal weighting distribution – see my watch list page for details.


Dividend Income


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


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

Contact Form

Name

Email *

Message *

Follow by Email