Some of you have asked about our dividend portfolio return over the years.
Dividend investing isn’t like index investing. Some years you may beat the index and some years may lose out on the index. Index investing is nice in the sense that you are tracking the market minus the fees.
To be as transparent as possible, I thought I should provide the yearly return of our dividend portfolio.
| Portfolio return excluding contributions | TSX return | S&P 500 return | |
| 2012 | +8.67% | +4.0% | +13.41% |
| 2013 | +33.04% | +9.55% | +29.6% |
| 2014 | +24.08% | +7.42% | +11.39% |
| 2015 | -5.97% | -11.09% | -0.73% |
| 2016 | +19.62% | +17.51% | +9.54% |
| 2017 | +12.33% | +6.03% | +19.42% |
| 2018 | -2.38% | -11.64% | -6.24% |
| 2019 | +11.32% | +19.13% | +28.88% |
| 2020 | +3.2% | +2.17% | +16.26% |
| 2021 | +32.8% | +21.74% | +26.89% |
| 2022 | -5.4% | -8.66% | -19.44% |
| 2023 | +10.48% | +7.79% | +24.73% |
| Averages | +12.80% | +5.33% | +12.81% |
Please note, the year returns are excluding any new contributions that we made throughout the year.