As 2023 comes to an end, the third year of the FiveTwenty portfolio experiment is now complete. It’s a moment to review the portfolio’s performance against the easy-peasy benchmark and contemplate any newfound insights.
2023: year in review
2022: the year in review
With the end of 2022, the second year of the FiveTwenty portfolio experiment is in the books. It is therefore time to look back at how the portfolio has performed compared to the easy-peasy benchmark, and reflect of any new learnings from the second year of operations.
Continue reading “2022: the year in review”2021: the year in review
The end of 2021 marks the completion of the first year in the FiveTwenty portfolio experiment. Therefore, it is time to look back at how the portfolio has performed compared to our benchmark and reflect on what we have learned along the way.
Continue reading “2021: the year in review”Learn and evolve
8 weeks have passed since the start of the FiveTwenty experiment. We have established positions in 8 dividend paying companies. We have spend numerous hours pouring over The Dividend Champions List. Furthermore, we have scrutinized financial data on numerous companies. All that has lead us to conclude that it is time for a strategy update.
The changes outlined below go into effect starting with the week of 02/28/2021 to 03/06/2021.
Continue reading “Learn and evolve”And so it begins
FiveTwenty chronicles the journey to build a dividend income portfolio. The portfolio is built by periodic investment of new capital and paid out dividends over a period of 5 years. The 5 year period starts Jan 1, 2021 and ends Dec 31, 2025.
The strategy we follow to build and measure the performance of the portfolio is outlined in the remainder of this post. You can always find an up to date version on the Strategy page. Furthermore we will announce any updates to the strategy in a standalone post.
Continue reading “And so it begins”