4 Factor Dividend Growth Portfolio Wins Year Number 1!!

The first year for the 4 Factor Dividend Growth Portfolio is on the books and what a year it has been. The portfolio outperformed the S&P 500, generating 0.75% of alpha over the benchmark. On November 1, 2023 I ran the 4 Factor stock selection process once more and chose the 25 best dividend growth stocks that will be part of this portfolio in its second year. Today I want to provide an update on how the portfolio performed in its first year and what changes were made for year number 2. Spoiler, the portfolio is off to a pretty good start for year two. Enjoy!

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Disclaimer: This video is intended for entertainment purposes only and should not be taken as investment advice.