2015 Portfolio Updated 10/13/2017

During 2015, I used the same four screening criteria as I used 2014.  I changed the dividend yield hurdle to 3.5% from 3.0% in 2014 and continue to require 3.5% in 2015.  Also presented is a comparison of the two ETFs that specialize in dividend stocks, SDY and VIG, and my holdings.

VIG is lagging this portfolio.  Notice that I do not use the SEC (securities and exchange commission) measure of performance for VIG or SDY.  Investors do not buy their shares on the first day of the year, they buy as the year goes on.  Sometimes investors use dollar cost averaging and sometimes they buy when money is available to invest.

As with all my portfolios, when I buy a stock, I record the number of shares of VIG and SDY that investment would buy.  Then I track how the sum of my stocks performed as compared with the sum of the VIG and SDY shares purchased.  See the results below.


M* MoneyMadam