My Watchlist Outperforms in Q1 2025: Limiting Losses and Delivering Higher Yields
The first quarter of 2025 brought a negative turn for both the S&P 500 (SPY) and the iShares Select Dividend ETF (VYM). However, my carefully curated watchlist managed to limit losses to a mere 1.38%, while delivering a Year-to-Date (YTD) gain of 1.89%. This impressive performance is a testament to the power of carefully selected stocks and the importance of a diversified portfolio.
Comparing Performance: SPY, VYM, and My Watchlist
The S&P 500 and the iShares Select Dividend ETF, two popular indices and investment vehicles, did not fare as well during Q1 2025. The S&P 500 experienced a decline of 2.12%, while the iShares Select Dividend ETF saw a loss of 1.75%.
My Watchlist: Outperforming with Higher Yields
Since its inception, my watchlist has demonstrated a remarkable Compound Annual Growth Rate (CAGR) of 15.83%. This outperformance is not only evident in the recent quarter but has been a consistent trend. The higher yields provided by the stocks in my watchlist have been a significant contributing factor to this success.
April 2025 Watchlist: 10 Stocks with Promising Yields and Expected Returns
The April 2025 watchlist consists of 10 carefully selected stocks. These stocks offer an average forward dividend yield of 3.48%, ensuring a steady income stream. Additionally, they are expected to deliver an impressive return of 15.43%.
The Impact on You: Diversification and Higher Yields
For individual investors, the outperformance of my watchlist serves as a reminder of the importance of a well-diversified portfolio. The inclusion of stocks with higher yields can help mitigate losses during market downturns and provide a consistent income stream.
The Impact on the World: Economic Stability and Growth
On a larger scale, the success of my watchlist and the stocks it comprises can contribute to economic stability and growth. Higher yields and consistent returns can attract investment, fuel economic expansion, and support a strong and resilient financial system.
Conclusion: The Power of a Well-Diversified Watchlist
The first quarter of 2025 served as a reminder of the importance of a well-diversified watchlist. Despite a negative turn for popular indices, my watchlist managed to limit losses and deliver impressive returns, all while providing higher yields. This success underscores the power of careful stock selection and the importance of a diversified investment strategy.
- SPY and VYM experienced losses in Q1 2025
- My watchlist outperformed, limiting losses and providing higher yields
- Since inception, my watchlist has a CAGR of 15.83%
- April 2025 watchlist consists of 10 stocks with an average forward dividend yield of 3.48% and an expected return of 15.43%
- Individual investors can benefit from a diversified portfolio and higher yields
- Economic stability and growth can be supported by successful investments
