- September dividends roll in bringing the 3 quarters of 2020 to 11% income rise over 2019.
- Dividends for Q3 were 2.5% more than Q2 with September being 1.9% more than June of Q2.
- Portfolio value with dividends included is down ~8.2% y/y from January and has yield of 5.25%.
- Transactions were 8 add on buys, 4 new with 2 so tiny they were not counted in the portfolio tally; no sells.
- A review of the portfolio is done by sectors and compares suggested % value allocations to it, as well as showing % income generated.
For further details see:
The Rose 91 Stock Portfolio Q3 Review With September Transactions