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We present a 2021 half-yearly review of our 8% Income Portfolio.
2020 was a challenging year for this portfolio for obvious reasons, but it has had an excellent run in 2021 so far.
The portfolio has been meeting its income goals handily as well as total returns for more than six years now.
We will provide updates on transactions, dividends collected, and overall performance. As usual, we will compare the performance with a traditional 60:40 stock/bond portfolio.