January 2025 Performance Summary Model Portfolio (USA)

Last Updated by BM on March 13, 2025

📢 Dividend Growth Model Portfolio (USA) Update – January 31, 2025 📢

Welcome to the latest update on our American real-money dividend growth portfolio! As we track our progress, I’m excited to share how we measure up against our long-term projections.

🚀 Portfolio Overview
Launched on May 1, 2023, this portfolio was built with a clear vision: to create a reliable and growing income stream. Our investment approach includes:
✅ An initial capital commitment of $100,000 (deployed over four years)
✅ Annual contributions of $12,000
✅ Full dividend reinvestment to maximize compounding

🎯 Our 10-Year Goal
We aim to generate $1,000 in monthly dividend income by our tenth anniversary—a milestone that will demonstrate the power of disciplined, long-term investing.

📊 How We Invest
We focus on America’s highest-quality dividend growth companies, using a disciplined selection process to deploy and monitor capital effectively. If you're interested in our strategy, you can download our business plan, which details our investment framework.

💡 For Conservative DIY Investors
This project is designed for long-term, income-focused investors who believe in building wealth the old-fashioned way—by owning assets that generate growing income. While dividend growth is our primary focus, history shows that rising income eventually leads to capital appreciation.

In this update, I’ve included:

✅ Total returns
✅ Current holdings & position sizes
✅ Sector weightings
✅ Illustrative charts tracking our journey

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Portfolio Total Returns (USA)

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