performance review

Evaluating a Loser :: Franklin Resources

Burning Money - Ben Franklin

Think back to a time when you were discussing the performance of an investment with someone. Whether it was your own investment or the other person’s investment, or even a friend of a friend’s brother, it really doesn’t matter. I am willing to bet that the conversation was centered on the outstanding increase in value …

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Performance Review :: September 2018

Performance Review

One of the most anticipated recurring events across the Dividend Growth Investing (DGI) community is when everyone posts their monthly dividend income report. However, I have noticed that there are rarely any updates about the overall performance of the portfolio inclusive of any unrealized capital gains or losses. This may be due, in part, to …

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