Portfolio Performance

Measuring your portfolio's performance is an important step of being a dividend growth investor. Our portfolios can be affected continuously by surges in the market, economic downturns, upturns, or even buying and selling if not done carefully. This causes the need to consistently take a look at your portfolio to bench mark the progress - a step missed a lot by the DGI community because of the thought that the dividend payments reign supreme and the portfolio as a whole can be ignored. It is important however to always be checking your portfolio to make sure that none of your assets are looking to strip you of more than your dividend payments could ever make up for.

Creating a Legacy Portfolio

As a dividend growth investor, my primary focus is on analyzing and selecting solid companies that pay raising dividends over time. By doing so, the hope is to ensure that the portfolio rolls downhill in the same manner as a small snow ball. Over time, the snow ball collects more and more dividend payments (snow) and therefore becomes bigger and bigger. Eventually, the snowball then becomes big enough where the payments made by it are so big that it covers living expenses and allows one to retire on them. I feel like this is the eventual dream of every dividend growth investor. But what happens after the snow ball reaches that point? Yes, your retirement appears very solid but what happens after you kick the bucket?