Are You Seeing a Loss?
If you are not seeing a loss, you must be either ignoring your investments or have put most of your money into cash, CD’s, and other “safe” investments. However, if you did that, you are suffering a long-term loss against inflation.
The following quote makes me smile. It is a fancy way of saying that you don’t have a loss until you sell and then you realize you lost money. So most of us have learned an “unmonetized lesson” this year.
“One of my personal investment mantras is that there’s no such thing as a loss, it’s just an unmonetized lesson.” Ted Weschler
Winquist YTD Results
Honesty prevents me from saying that we are still seeing growth in the total value of our portfolio. However, when I compare our returns with the overall market, with the S&P 500, with the NASDAQ, and with the DOW, we are beating all of them. The reason is quite simple. I focus on dividend growth investments. One of those investments is an ETF with the ticker symbol VYM. Yesterday I bought another 100 shares of VYM (Vanguard High Dividend Yield ETF) for my ROTH IRA, bringing our total shares to 2,525. One reason I bought now is that I think the quarterly dividend will be announced early next week.
Why Do I Like VYM?
The easiest way for me to tell you is by using pictures from Seeking Alpha and from Vanguard’s website. Therefore, what follows are some pictures that tell the story. Each picture will explain the multiple reasons VYM is, I believe, a good long-term investment.
Cindie and I own 2,525 shares of VYM as a long-term investment. The other ETFs we own are SCHD, DGRO, SPYD, QYLD, XYLD, and ONEY. VYM is our largest ETF holding.