[Steve19]

Just wondering... how have you (dividend guys) faired against the index this year? How many dividends stocks, and what percentage of them make up your entire portfolio?

Thanks!

 

[scomac]

Just wondering... how have you (dividend guys) faired against the index this year?

Good.

CDN equities YTD 32.2% vs. 27.4% for S&P/TSX Composite.

How many dividends stocks

23 Canadian; a mixture of common shares, preferred shares, REITs and income trusts.

what percentage of them make up your entire portfolio?

About half.

 

[Steve19]

Thanks Scomac.

What makes up the rest of your portfolio? How has that faired against the index?

Thanks!

 

[scomac]

What makes up the rest of your portfolio? How has that fared against the index?

Predominantly nominal bonds followed by US stocks and a single real return bond.

I have no idea how my fixed income investments have fared against the appropriate index. The US stocks have lagged the S&P 500. I don't bother to benchmark segments of my portfolio against indexes. I'm much more interested in how the total portfolio performs against an investable benchmark such as those described here

 

[FinancialJungle]

It's been a good year so far. Quite a relief after 2008.

* Canadian dividend stocks 38.1%
* US dividend stocks 18.3%
* Total 30.3% in Cdn$

~60 stocks. A lot of tiny positions inside RRSP.

About 70% in dividend stocks. 20% in cash. Rest in ETFs and some old mutual funds.

 

[leslie]

The TSX Total Return benchmark was 31.2% ytd yesterday.
http://investdb.theglobeandmail.com...+Detailed&pi_action=+Go+&pi_report_type=BASIC

Benchmarks should always be total returns, not just index returns.