A little ribbing pm from an old friend on the dividend board this morning.
Maybe I should go back to dividend investing. lol!
Last time I trailed the S&P for the year: 2018.
After which I moved majority to growth.
S+P 500 2674 to 2760 =.............. -6.6%%
My IRA $323,958 to $278,537 = ...… -19%
Since then:
2019 returns:
S+P 500 2507 to 3231 =….......+28.88%
My IRA $278,537 to $434,148 = +55.86%
2020 returns:
S+P 500 3231 to 3756 =…...…...+16.25%
My IRA $434,148 to $645,138 = +48.60%
2021 returns:
S+P 500 3756 to 4766 =….......+28.70%
My IRA $645,138 to $967,388 = +49.94%
2022 returns
S+P 500 4766 to 3840...... -18.2%
My IRA 967,388 to 945,116 = -2.3%
Since Dec. 31, 2019:
S+P: +91.3% ( per etf replay with divs reinvested )
My IRA: +214.3% $278,537 to $875,507.
Don't think it is time to change anything. |
