Portfolio Performance Check: Beating the Market… Almost

8 days ago
42

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.

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