Performance

Last updated: 3 July 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.

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!