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Total Return vs. Cash Flows Part 2: What Really Happened?

Total Return vs. Cash Flows Part 2: What Really Happened?

by | Aug 23, 2021 | JSA Blog

In this follow-up piece, we’re reviewing a real-life example of an “income” or “dividend” portfolio and its results, as compared to a portfolio built for total-return. If you missed that piece, it’s here. Recall that, while one could say the income portfolio provided...