Friday, June 24, 2016

Model Portfolio Update after Brexit

The market took a bit of a stumble on Friday but believe me it didn't tank; at least not yet.  Presented below is a summary of M*MoneyMadam portfolios since 2011.  The first table uses 6/10/2016 prices.

You can see the change from the portfolios update before I left on vacation is minimal.

Actually, the most significant change is the quarterly dividend from the stocks in the VIG fund (VIG is a low cost ETF that is designed to deliver increasing dividend income.)   I calculate VIG's yield based on 4 times most recent quarterly dividend.  Full disclosure, the dividend varies a lot and this could be too optimistic.  However, the VIG dividend growth history presented above is of more interest to me than any effect from Brexit.