Portfolio Update
The FiveTwenty portfolio received no dividends in the past week.
| Past Week Dividend | $269.06 |
| Current Quarter Dividend (Q3 2023) | $912.36 |
| LifeTime Dividend | $13,378.66 |
| Estimated Annual Dividend | $10,162.05 |
The capital allocation for the week of 08/27/2023 to 09/02/2023 will be used to add to our position in Vanguard Dividend Appreciation ETF (VIG) and Vanguard International Dividend Appreciation ETF (VIGI).
VIG & VIGI – Position Update
| TTM | Prev. Update | |
| VIG Yield | 1.92% | 1.94% |
| VIGI Yield | 2.14% | 2.11% |
Thesis
Why are we adding to our position in VIG & VIGI?
With limited time over this past week to evaluate individual stocks, we continue to build our position in VIG and VIGI. In addition, this week we are redeploying 2/3 of the capital that got returned to as when closing out our position in KNF & WBD.
Previous Articles
- 2023 Week 34: VIG & VIGI
- 2023 Week 33: VIG & VIGI
- 2023 Week 32: VIG & VIGI
- 2023 Week 31: VIG & VIGI
- 2023 Week 30: VIG & VIGI
- 2023 Week 29: VIG & VIGI
Photo by micheile henderson on Unsplash
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