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Portfolio Performance Check: Beating the Market… Almost
How is my portfolio really performing — and how much income is it producing?
In this video, I break down my portfolio performance for the first half of December, comparing it directly against the Dow Jones Industrial Average, S&P 500, and Nasdaq.
While the portfolio is on par with the S&P 500 and Nasdaq, it’s currently lagging the Dow Jones Industrial Average — and we’ll look at why that might be happening.
I also review:
Buys and sells so far this month
Dividend income progress
Why December, as the last month of the quarter, is delivering my highest income month so far
With dividend income already over $1,100, this update shows how income-focused portfolios can perform even when growth benchmarks vary.
📌 What you’ll learn in this video:
How my portfolio compares to major market indexes
What’s driving relative underperformance vs the Dow
Recent buys and sells explained
How quarterly dividend timing impacts income
Why December is a monster income month.
📈 Welcome to Fatal Investing — your weekly edge on the stock market, options trading, and wealth-building strategies.
Every week, we break down:
✅ Market trends and macroeconomic events
✅ Smart money moves from hedge funds and institutions
✅ Options strategies with defined risk and high ROI
✅ Passive income ideas using dividend ETFs like $JEPI and $JEPQ
✅ Real-world trades on $SPY, $QQQ, $SMH, and more
🔔 Subscribe for weekly market insights, earnings plays, and high-conviction trade setups:
➡️https://www.youtube.com/@Fatalinvesting
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• 📊 Stock Picks Sheet → https://docs.google.com/spreadsheets/d/1eBKJd4_eXwTUQQNkxtkThsQgujsFGKHU-2WGVisBd8g/edit?usp=sharing
• 🧮 Free Cash Flow Calculator → https://youtu.be/rxknrwSCCuE
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⚠️ DISCLAIMER:
Fatal Investing is for educational and informational purposes only. We are not registered financial advisors. All investing involves risk, including loss of principal. Do your own research and consult a licensed financial professional before making any decisions.
#StockMarket #OptionsTrading #JEPI #SmartMoney #PassiveIncome #FinancialFreedom #FatalInvesting #QQQ #DividendInvesting #MarketNews
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