High-Yield Dividend Portfolio Beats S&P 500 Over 1, 3, and 5 Years
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Portfolio aims to provide high yield and dividend growth to beat S&P 500 return through selective quality holdings like BDCs, ETFs, and tech funds.
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Average portfolio yield of 9% is 6x higher than S&P 500 with dividend growth over 2x higher at 11% 5-year CAGR.
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Portfolio achieved 16% average total return over 1 year, 80% over 3 years, and 115% over 5 years, beating S&P 500.
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Price return averaged 4.6% over 1 year, 43% over 3 years and 43% over 5 years, outperforming S&P 500.
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Risks include premium valuations, sector correlations, new alternative fund reliance, and macro factors, but quality focus aids risk management.