Wealth-Builder Model Portfolio (CDN) – Quarterly Review – As of January 31, 2024
Posted by BM on March 2, 2024
“I measure our progress primarily on the basis of the income we are collecting and the growth of that income through dividend increases.”
- Josh Peters
SUMMARY
The Wealth-Builder Model Portfolio (CDN) is a real-money portfolio designed to demonstrate dividend growth investing in action.
Eight companies in the portfolio increased dividends this quarter.
Two new stocks were added to the portfolio this quarter.
The portfolio now generates $2,560 in annualized income.
The portfolio had an annualized total return this quarter of +17.21%.
The portfolio has an annualized total return since inception of +8.05%.
