Sunday, December 31. It’s hard to do a real head to head comparison; a true apples to apples, but I’ll give it my best.
The S&P 500 rose 19.42% in 2017. The average appreciation for my safe-dividend growers was 25%. I didn’t necessarily hold all of these all year long, but I don’t keep such a record that I could calculate just how much appreciation I actually experienced. But, I can do this: There are presently 17 safe-dividend growers on our portfolio. I’ll list them alphabetically, and how each one did.
AFG rose 23.17%, AOS by 29.42%, AVGO by 45.33%, BMY by 4.86% (which I bought, not as a result of my search, but because they are expected to have a tremendous cancer treatment breakthrough according to research I read and trust), CHD by 13.15%, CVS lost 8.12%, FDS rose by 17.95%, HRL up by 4.54%, JKHY rose 31.74%, KINS by 37.73%, MA rose 46.60%, OZRK lost 7.87%, ROL gained 37.74%, ROST up 22.33%, SNX by 12.34%, SYK rose 29.24%, finally, UNH increased by 37.75%. The average gain for all 17 symbols for 2017 was, as I said, 25%. But I sold some in the year, TJX and UGI come to mind. I didn’t own all of these 17 throughout the entire year… some were acquired at some point within 2017. So, like I stated in the beginning, it’s hard to make a true head-to-head comparison; and I don’t really care to, because “growing a nest-egg” is not at all what I am even about.
The really important thing was how that the average dividend increase among my safe-dividend growers was 24.41%! The Rule of 72 says that growth, at that rate, were it to continue, would double our income to us in 2.95 years! That’s what I get excited about! And, then, we hasten that number and cut the time to double, so as to make it even shorter, by adding more shares each time a lo-risk market entry opportunity make it possible to do so. We actually had a couple of those in 2017.
The OEXpert 7 Market Timer called a lo-risk entry in the middle to later part of April, and again in August. There hasn’t been any other such opportunities since, but I suspect we’ll see one, possibly in the first quarter of 2018. In any case, I’ll wait on the timer to call one.
More later, as the only thing actually matters, is just how much our portfolio dividend income grew in 2017, and how much closer did the year bring us toward our retirement income goal… all else is secondary!