The end of the year is traditionally a time to look back over the past 12 months - and to plan for the year to come.
The results are in now: the
DIY Income Investor portfolio has had a total return of 20% in 2013. Not too shabby, although far from a stellar performance; coming on the heels of a more impressive 33% return in 2012. More interesting is how this compares with other 'income investing' benchmarks - or the general market for that matter.
With every 'buy' and 'sell' the portfolio is exposed for all to see, the point being that this imposes a harsh discipline on investment decisions. What worked - and what didn't? And should the strategy be modified for the coming months?