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The first year for the 4 Factor Dividend Growth Portfolio is on the books and what a year it has been. The portfolio outperformed the S&P 500, generating 0.75% of alpha over the benchmark. We are off to the races for year number 2 and thus far the portfolio is off to a great start with a huge gain in November. Through December 4th my portfolio is a little more than 4% ahead of the S&P and up over 25% since inception. Enjoy the update!
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/bO1naq3QsJA
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.
4.3
3737 ratings
The first year for the 4 Factor Dividend Growth Portfolio is on the books and what a year it has been. The portfolio outperformed the S&P 500, generating 0.75% of alpha over the benchmark. We are off to the races for year number 2 and thus far the portfolio is off to a great start with a huge gain in November. Through December 4th my portfolio is a little more than 4% ahead of the S&P and up over 25% since inception. Enjoy the update!
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/bO1naq3QsJA
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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