The Portfolio Grew 1.4% in January Before Dividends
For the month of January 2020, my Concentrated High Growth Dividend Portfolio ((CHGD)) returned 1.4%, excluding dividends. The S&P 500 returned -0.2% over the same time period. The portfolio also outperformed the Dow Jones Industrial Average, which returned -1.0% in January. As an additional benchmark I also compare the portfolio's returns to the Vanguard Dividend Appreciation Fund (VIG), which returned -5.0% in January.
It should be noted that this article is being written at a time when the impact of the coronovirus pandemic is rippling