This Strategy Trounced the S&P 500 in 2023. Here's How.

Back in December 2012, I launched the Inflation Protected Income Growth Portfolio. It was a real-money investment portfolio that attempted to invest in a way to provide dividend-like income that increased in value faster than inflation every year.

While the editorial feature around the portfolio shut down, the invested capital remains my own money. Since I believe in the strategy behind it, I'm continuing to operate the account behind that portfolio in largely the same way.

When it comes to providing that income growth, 2023 was a great year for the account. Not only did its income beat the official inflation rate, but its dividend growth trounced the S 500's, as measured by the SPDR S 500 ETF (NYSEMKT: SPY), which seeks to track that index. Here's how this strategy trounced the S 500 by that dividend growth measure this year.

Continue reading


Source Fool.com