Real Performance
Actual results from the founder's personal portfolio following the DividendQuad strategy.
The Founder's Portfolio
This is a real portfolio utilizing the DividendQuad strategy. Data tracking for these specific metrics was standardized in 2020 following a broker migration.
Dividend Growth (2021-2025)
Growth figures include organic dividend hikes, dividend reinvestment (DRIP), and regular new capital contributions.
The average annual growth rate over a period of time. It smooths out the volatility of year-to-year returns. (2021-2025) 36.8%
Return Breakdown
Current Metrics
Important note: This portfolio includes multiple sectors and geographies. Specific companies are not disclosed to maintain privacy. Past results do not guarantee future returns. The IRR and CAGR are calculated based on the 2020 tracking baseline.