Cash COWs And Buried Treasures: 2024 Performance Review
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The Cash COWs portfolio, focused on high yield and dividend safety, delivered a 6.91% cash yield with no dividend cuts, outperforming the VNQ by 242 basis points. It performed well against the Dow Jones, S&P 400, and S&P 600 indices, though it did not match the S&P 500 or NASDAQ.
December 11, 2024 | 4:45 pm
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The Cash COWs portfolio outperformed the VNQ by 242 basis points, indicating a strong performance in high-yield and dividend safety stocks compared to the real estate sector ETF.
The VNQ, a real estate sector ETF, was outperformed by the Cash COWs portfolio by 242 basis points. This suggests that investors may find better returns in high-yield, dividend-safe stocks compared to VNQ's real estate holdings.
CONFIDENCE 90
IMPORTANCE 70
RELEVANCE 80