Review of Jane’s Retirement Dividend Growth Portfolio – January 2024

by | Mar 2, 2024 | Traditional IRA

Review of Jane’s Retirement Dividend Growth Portfolio – January 2024




This video is a review of my retirees Jane’s Retirement Portfolio for the month of January. This series of videos looks at a real dividend growth stock portfolio held by retirees John and Jane and discusses the changes made in the portfolio and looks at potential risks and benefits of managing your own investment portfolio. The goal of this video is to help other investors see how a portfolio has performed with six years of documented history.

I am not a financial advisor and I don’t claim to be one. This video reflects my own personal views and I am not giving any specific or general advice. All advice that is given is done so without prejudice and it is highly recommended that you do your own research. This article was written on my own and does not reflect the views or opinions of my employer.

#retirement
#dividendstocks
#dividendinvesting
#passiveincome…(read more)


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The Retirees Dividend Growth Portfolio – Jane’s Retirement January 2024 Review

As we enter the new year, it’s time to take a closer look at Jane’s Retirees Dividend Growth Portfolio. Jane, a retiree who has been diligently saving and investing for the future, has once again seen positive results in her portfolio as we review her investments in January 2024.

Jane’s portfolio is focused on dividend growth stocks, which provide her with a reliable source of income in retirement. These stocks have a history of increasing their dividends over time, giving Jane a steady stream of passive income to support her lifestyle.

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In January 2024, Jane’s portfolio saw a significant increase in value compared to the previous year. This can be attributed to the strong performance of the stock market overall, as well as the continued growth of the companies in which she has invested.

One of the standout performers in Jane’s portfolio was Johnson & Johnson. This healthcare giant has a long history of dividend growth and continues to deliver solid returns for Jane. With a diversified business model and strong financials, Johnson & Johnson is a cornerstone of Jane’s portfolio.

Another top performer for Jane in January 2024 was Coca-Cola. As a consumer goods company with a global presence, Coca-Cola has proven to be a reliable dividend payer for Jane. The company’s solid brand recognition and consistent performance have helped drive strong returns for her portfolio.

While Jane’s portfolio has seen overall growth in January 2024, there have been some challenges as well. The energy sector, in particular, has been volatile in recent months, impacting some of Jane’s investments. However, Jane remains confident in her long-term investment strategy and is willing to ride out the ups and downs of the market.

Looking ahead to the rest of the year, Jane plans to continue monitoring her portfolio and making adjustments as needed. She understands the importance of staying informed about market trends and remaining flexible in her investment decisions.

Overall, January 2024 has been a positive month for Jane’s Retirees Dividend Growth Portfolio. With a focus on dividend growth stocks and a long-term investment horizon, Jane is well-positioned to continue growing her wealth and enjoying a comfortable retirement.

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