The value of our Dividend Yield Portfolio continued to post new all-time highs during March, ignoring any negative implications concerning the Russian-Ukraine conflict. By month-end, the Portfolio’s value had registered a gain since Inception on June 1, 2021 of 21.4%, or 25.7% on an annualized basis. [more]
The value of our Dividend Yield Portfolio reached a new high in mid-February, just before the Russian invasion of Ukraine. The Portfolio followed the gyrations of the market as the attack by Russia unfolded. However, by month-end, the Portfolio’s value had almost regained its recent high. Since Inception on June 1, 2021, our Portfolio is up 16.7%, or 22.3% on an annualized basis. [more]
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