EPISODE · Mar 16, 2023 · 9 MIN
E155 - 4 Factor Dividend Growth Portfolio - Still Beating the S&P 500!
from Dividend Investing with Longacres Finance · host Longacres Finance
In November of last year I launched my 4 factor dividend growth portfolio built on a modified SCHD stock selection process. The portfolio got off to a nice start, outpacing the S&P 500 by 7.66% in November. In December it added 0.28% to this outperformance. January and February saw some of the alpha disappear but we are back on track in March. I really like this dividend growth stock selection process and I'm excited to see what this portfolio can deliver during its first year. I hope you enjoy the review. This episode was originally broadcast on my YouTube channel if you'd prefer to consume the content in video format you can use the link below https://youtu.be/1rU4LnXE_Ag M1 Finance referral link: https://m1.finance/UNbCUpuP36lm Here is a link to my YouTube channel if you'd like to see more content from me https://www.youtube.com/c/LongacresFinance And a link to my Patreon page if you feel inclined to support the channel https://www.patreon.com/LongacresFinance Disclaimer: This is intended for entertainment purposes only and should not be taken as investment advice.
What this episode covers
In November of last year I launched my 4 factor dividend growth portfolio built on a modified SCHD stock selection process. The portfolio got off to a nice start, outpacing the S&P 500 by 7.66% in November. In December it added 0.28% to this outperformance. January and February saw some of the alpha disappear but we are back on track in March. I really like this dividend growth stock selection process and I'm excited to see what this portfolio can deliver during its first year. I hope you enjoy the review. This episode was originally broadcast on my YouTube channel if you'd prefer to consume the content in video format you can use the link below https://youtu.be/1rU4LnXE_Ag M1 Finance referral link: https://m1.finance/UNbCUpuP36lm Here is a link to my YouTube channel if you'd like to see more content from me https://www.youtube.com/c/LongacresFinance And a link to my Patreon page if you feel inclined to support the channel https://www.patreon.com/LongacresFinance Disclaimer: This is intended for entertainment purposes only and should not be taken as investment advice.
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E155 - 4 Factor Dividend Growth Portfolio - Still Beating the S&P 500!
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