VTR - The Passive DGI Core Portfolio: The Year-End Review
Obviously, the year 2018 was pretty bad for stocks, especially in the last quarter. The broader market as represented by the S&P 500 ended the year down by -4.57%, dividends included. Eight out of the total 11 sectors of the economy ended negative for the year. However, here's a cause for little celebration. Our Passive DGI portfolio not only beat the S&P 500 in 2018 by about 5 percentage points but ended slightly positive for the year. Sure, one year is too short to make any conclusions (portfolio itself is four-years-old), but it does demonstrate