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The Dividend Guy Blog

Unconventional Lifestyle and Dividend Growth Strategy

how to review your investment portfolio

ETFs + Dividend Stocks = Smarter Portfolio? How to Analyze Mixed Strategies

Blog, Investing Strategy, Podcast

Many investors combine multiple strategies in their portfolios. One of the most common combos? ETFs and individual stocks. But here’s the real question: how do you analyze your portfolio when you mix both? Does it make your life easier… or way more complicated? We explore what each strategy brings to the table, how to properly review and balance your holdings, and how to avoid turning your portfolio into a confusing mess. Whether you’re 100% ETF, 100% stocks, or somewhere in between—this one …

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How I Outperformed the Market by 2.50% Annually Since 2017 – Mike’s Portfolio Yearly Update [Podcast]

Blog, Podcast

As the last episode of 2023, Mike looks back at his dividend pension plan portfolio to see what generated his results. Get tips on how to review your own along the way and identify the next actions to make or not to make!  You'll Learn Mike often mentions he reviews his portfolio quarterly. How is the yearly update different and why is it important? Which tools and metrics does the investor use to pull out his results? What benchmark does Mike use and what is his goal: beating the …

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