The rollercoaster of 2021 has come to a stop. In this update I look back on Q4 2021 which had some hugely positive developments from a personal finance point of view.
In September 2020 I decided to try my hand at dividend growth investing, in October 2020, the Income Portfolio was born. A year on, these are the lessons I have learned and my takeaways from the experience.
What a crazy month September was. Worst monthly performance to date, but more dividends received than any month previously.
As Ronan Keating says, “Life is a rollercoaster in the financial markets”. (I may have added the last part in). An up and down month but positive overall.
Did the Income Portfolio recover from June’s poor performance? Not really, but it’s not all bad news! Three new additions to the portfolio to discuss.
The rollercoaster of investment life continues! After underperforming the S&P 500 in April, and outperforming it in May, it was back to underperformance in June!
May was a good month! Progress on the house front, a solid return from the Income portfolio and I finally took the plunge into crypto so I’ll cover that too.
April 2021, the month of the Doge! In a month where Dogecoin rose 528%, this mere mortal not only underperformed the mighty Doge, but also the S&P 500!
It may not be the most Stoic thing to say, but money makes me happy. Not necessarily money itself, but what it represents and provides.
March was a fun month! The Income Portfolio had a positive month, and I dipped my toe into the crypto world. Read on to see the performance and details.
After a crazy start to the year, I finally got around to looking at January and February’s returns. Read on to see how the income portfolio performed!
As 2020 draws to a close, this post outlines the performance of the income portfolio in December. We will also look at the overall performance since it’s inception in October 2020.