Subscribe to Portfolio Insight and Save!

Use my affiliate link to sign up for a free 14-day, no-obligation trial of Portfolio Insight. No credit card required. If you decide to subscribe during the trial period, you'll receive a 20% discount on the first year's annual subscription price of $330. Please note the 20% affiliate discount does not apply to the monthly rate.

Performance

Last updated: 5 January 2022

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!

Subscribe to: Posts ( Atom )