Portfolio Update
The FiveTwenty portfolio received no dividends in the past week.
| Past Week Dividend | $174.95 |
| Current Quarter Dividend (Q3 2023) | $257.55 |
| LifeTime Dividend | $12,723.85 |
| Estimated Annual Dividend | $10,025.39 |
The capital allocation for the week of 07/16/2023 to 07/22/2023 will be used to add to our position in Vanguard Dividend Appreciation ETF (VIG) and Vanguard International Dividend Appreciation ETF (VIGI).
Why VIG and VIGI ETFs?
Up until this point for the FiveTwenty portfolio, we have selected companies with a track record of growing their dividends over time. The idea behind this strategy is to generate an increasing stream of dividends to offset the effect of inflation over time.
VIG and VIGI are 2 low-cost ETF funds from Vanguard that allow us to invest in a large basket of domestic and international companies that grow their dividends.
| TTM | Prev. Update | |
| VIG Yield | 1.91% | – |
| VIGI Yield | 2.08% | – |
Allocation
We will allocate 60% of the funds to VIG and 40% to VIGI. This is a simplified market-cap based allocation that matches the allocation of our VT benchmark ETF.
Photo by micheile henderson on Unsplash
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