I have spent the better part of the last month documenting many of the changes that I have seen in my clients' John and Jane's Taxable and Retirement portfolios for the month of December and also for FY-2019. This will be the article that wraps everything together and also explores the changes we expect to see in 2020 by examining how different dividend growth levels would impact the income generated.
As mentioned in previous articles (links listed below), the goal of John and Jane's portfolio is to generate dividend income while also providing capital appreciation