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PORTFOLIOS | The Part-Time Investor

Returns as of 12/31/19

The KISS Portfolio

YTD1 Yr5 YrInception
28.49%12.22%14.61%

Inception date 1/2/2013

Dividend Champions

YTD1 Yr5 YrInception
23.63%23.63%

Theoretical Portfolio, started 1/2/2019

Dogs of the Champions

YTD1 Yr5 YrInception
18.79%18.79%

Theoretical Portfolio, started 1/2/2019

Dividend Champions

With Highest PAAY

YTD1 Yr5 YrInception
30.1%30.1

 Theoretical Portfolio, started 1/2/2019

The Retirement Portfolio

YTD1 Yr5 YrInception
26.71%11.88%13.54%

 Inception date 11/1/2013

Dividend Aristocrats

YTD1 Yr5 YrInception
8.21%

 New Portfolio, started 8/1/2019

Dogs of the Aristocrats

YTD1 Yr5 YrInception
19.78%19.78%

Theoretical Portfolio, started 1/2/2019

Dividend Aristocrats

With Highest PAAY

YTD1 Yr5 YrInception
15.35%

New Portfolio, started 8/1/2019

Benchmarks

(As of 12/31/19)

SPY

YTD1 Yr5 YrInception
30.56%12.1%13.90%

SDY

YTD1 Yr5 YrInception
23.13%10.32%12.34%

VDIGX

YTD1 Yr5 YrInception
11.28%10.73%12.55%

NOBL

YTD1 Yr5 YrInception
27.74%10.77%13.06%*

Benchmarks Inception date 1/2/2013

(*NOBL Inception date 10/9/2013)