I recently did some backtesting of 2 popular dividend ETF’s and 2 popular dividend stocks (REITs) over the time period of 2024 to now. So approximately 1,5 years.

Emile this is a limited timeframe, most backtesting is done over much longer timeframes, I find the results very interesting and perhaps they might also give some good for thought for the getquin community 🙂

I created 3 fictional portfolio;

Portfolio 1: 100% $TDIV (-2,15 %) (VanEck Dividend ETF)

Portfolio 2: 100% $JEGP (-0,51 %) (JPMorgan Global Equity Premium Income Active ETF)

Portfolio 3: A combination of 50% $NNN (-1,09 %) (NNN REIT) and 50% $O (-0,51 %) (Realty Income)

As said the time period is 2024 to now, a fixed investment at the start and all dividends reinvested.

The CAGR (Compound Annual Growth Rate) between these 3 portfolios was 15,70% for $TDIV (-2,15 %) vs 13,23%
$JEGP (-0,51 %) vs 4,25% for the REIT portfolio with $O (-0,51 %) and $NNN (-1,09 %) .

The clear winner here is $TDIV (-2,15 %) with $JEGP (-0,51 %) as a close second 💰

I fully understand and support diversification, although I’m not sure it’ll benefit the portfolio enough if you also want growth next to cashflow.

All have their individual merits. What would you choose?

New weekly update with another purchase.

#dividend
#dividends
#dividende
#invest
#investing
#etf
#etfs
#realestate
#reit

$JEGP (-0,51 %)
$JEPQ
$NNN (-1,09 %)
$O (-0,51 %)
$JNJ (-1,24 %)

https://youtu.be/rpjSRLH-nlo?si=k-qgZp6ntXo0sq7f

New weekly update with another purchase.

#dividend
#dividends
#dividende
#investing
#invest

$O (-0,51 %)
$ADC (-0,59 %)
$WHA (+0,11 %)
$NNN (-1,09 %)
$MAA (-0,76 %)
$ECMPA (-0,37 %)

https://youtu.be/q4CTuRcK6EU?si=sC-NqHSs_qNRdInr

Bought 7 shares of Realty Income $O (-0,51 %) today at an average price of €49,182 including transaction costs.

I currently own 73 shares.

This gives me an annual dividend of approximately €214 per year.

$O (-0,51 %)
$ADC (-0,59 %)
$NNN (-1,09 %)
$MAA (-0,76 %)
$WHA (+0,11 %)
$ECMPA (-0,37 %)

#dividend
#dividende
#dividends
#invest
#investing
#realestate

New weekly update with 2 purchases

#dividend
#dividends
#dividende
#invest
#investing
#realestate
#etf

$O (-0,51 %)
$JEGP (-0,51 %)
$NNN (-1,09 %)
$JNJ (-1,24 %)

https://youtu.be/uVVqMr-ioc4?si=xZLIELEOXRyskVcW

Bought 7 shares of Realty Income $O (-0,51 %) today at an average price of €49,008 including transaction costs.

I currently own 66 shares.

This gives me an annual dividend of approximately €193 per year.

#dividends
#dividend
#dividende
#realtyincome
#realestate
#investing

$O (-0,51 %)
$ADC (-0,59 %)
$NNN (-1,09 %)
$WHA (+0,11 %)
$MAA (-0,76 %)
$ECMPA (-0,37 %)

$NNN (-1,09 %)

When everyone fears there are nice opportunities, NNN has proven to be steady also in crisis in the past, so I add some more for a nice dividend.

US Labor Data - Let the rate cuts begin!

In August, the US economy added 142,000 jobs

(below the expected 165,000), but unemployment fell to 4.2% (from 4.3% in July), signaling resilience. Wage growth rose by 3.8% YoY, up from 3.6%, hinting at inflationary pressures.

$O (-0,51 %)
$WPC (-0,64 %)
$VICI (-1,79 %)
$ADC (-0,59 %)
$NNN (-1,09 %)
$PLD (-0,94 %)
$TMF