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Mihir's avatar

Great. This is just perfect and I wonder how VIG would perform in a similar test.

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Longacres Finance's avatar

I already have the data pulled just need to run the test. I’ll share the outcome and compare it VYM ina future post.

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Blair's avatar

Perfect. This is what every investor that works 40 hrs a week and coaches ball is looking for. I would love to see this done once a month on the flavor of the month. I would be nice to see the yearly numbers tho. That would give more or a reality check to see the year by year $…. Also, thanks for doing a fund that includes 2008. We all wonder what would happen if we went thru that ourselves pulling out money for retirement. You made my day.

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Longacres Finance's avatar

I’m happy to hear you enjoyed the analysis. I sourced the quarterly data so it was just easier to analyze it that way, plus VYM pays a quarterly dividend. But you make a great point, showing the annual numbers would be more useful and shouldn’t be a difficult change to implement.

I’m still looking for a good dividend fund with an inception date prior to the dot com bubble to expand this analysis even further. And I have a few ideas to build on this data as well. I’ll be mixing in such analysis with my regular content going forward.

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