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FiveTwenty

A dividend income portfolio chronicle

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Tag: annual review

Posted on January 16, 2023January 13, 2023

2022: the year in review

2022: 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”
Posted on January 7, 2022April 10, 2022

2021: the year in review

2021: 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”

portfolio scorecard

estimmated annual dividend $7,847.73
lifetime dividend $8,189.16

benchmark vs Easy Peasy

total value (delta) $26,325.13
lifetime dividend (delta) $3,470.24
Q1 2023 (delta) $80.72

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About This Site

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. more…

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