Portfolio Update
The FiveTwenty portfolio received $177.71 dividends in the past week. BEN and LEG paid their quarterly dividend during the week.
| Past Week Dividend | $177.71 |
| Current Quarter Dividend (Q1 2024) | $312.90 |
| LifeTime Dividend | $18,094.82 |
| Estimated Annual Dividend | $10,962.21 |
The capital allocation for the week of 01/14/2024 to 01/20/2024 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 | 1.89% | 1.90% |
| VIGI Yield | 1.93% | 1.95% |
Thesis
Why are we adding to our position in VIG & VIGI?
For yet another week, we are using our capital allocation to build our position in VIG & VIGI. The reasoning remains the same as in past weeks: we do not think that we can pick individual stocks that will overperform the ETFs in the long run.
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Photo by micheile henderson on Unsplash
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