Also in the past I wrote about Recovery from Bears where I looked to see how well my portfolio recovered from bear markets. I also wrote about Me and CDZ on how my portfolio compared to the Dividend Aristocrat Index ETF of CDZ.
In this post I thought the next step was to see if income kept pace with my stock portfolio. So now I am looking at income from my accounts and how it grew over this same period. I use Quicken, so this is where I got my information from. My income comparison shows that growth was not even, but income does keep pace with portfolio values. My chart is below.
|Date||Time YoY||Y to Beg||Trad Accts||YoY||Y to Beg.||Income||YoY||Y to Beg.|
What is interesting to me is that income appeared to grow before the stock market. That is the income seemed to recover first and then waited for the market. My portfolio had recovered by August 2010 but the TSX had not. My portfolio was up just 1.5%, but income was up by 10% since May 2008. When the index was at the highest in February 2011 before a pullback, my income had grown just a bit at 1% between August 2010 and February 2011.
The same thing happened with the pullback, my income seem to have the biggest growth with the pullback at May 2012 with growth of 33% since Feb 2011and total growth of 48.4% since May 2008. At the recovery of the pullback in May 2014, my income grew just 3.9% between May 2012 and May 2014 with total growth since May 2008 at 54%. So my income did keep pace with the recovery, but it was the first to grow.
Below is the chart of TSX and the ETF CDZ so you can see the recovery of February 2011, pullback of May 2012 and final recovery of May 2014.
|Date||Time YoY||Y to Beg||TSX||YoY||Y to Beg.||CDZ||YoY||Y to Beg.|
On my other blog I wrote yesterday about Telus Corp. (TSX-T, NYSE-TU)... learn more. Tomorrow, I will write about Wajax Corp. (TSX-WJX, OTC- WJXFF)... learn more on Friday, September 23, 2016 around 5 pm
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