Over the same period, from May of 2015 to now, the S&P is down about 5%. My portfolio here is down only about 0.5%. Neither of these numbers include dividends paid over the same amount of time.
I dont really focus on gain/loss because I am looking to accumulate passive income, however it is still nice to see better overall performance than the S&P. I don't know if it will continue... I actually doubt it will long term, but it is still data I like to look at and an argument for buying the right companies and dividend growth investing in general.
Here is my complete portfolio value sorted by gain:
|Portfolio Gains - March 4, 2016|
What do you think of my results? Are they relevant? I would love to hear what you think.
Disclaimer: I am not a licensed investment professional. I am not liable for any losses suffered by any parties. Any information on this site is my opinion only and should not be used for investments of any kind.