2025 looked like a great year on paper — but most investors didn’t experience those returns. In this episode, we break down what really happened beneath the indexes, why passive investing masked widespread underperformance, and how a dividend-first, total-return strategy quietly outperformed the market. We walk through: Why the S&P 500’s gains were driven by ~7 stocksWhich unexpected sectors crushed it (utilities, REITs, commodities)Why many “obvious” AI and tech plays underperformedThe b...
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2025 looked like a great year on paper — but most investors didn’t experience those returns. In this episode, we break down what really happened beneath the indexes, why passive investing masked widespread underperformance, and how a dividend-first, total-return strategy quietly outperformed the market. We walk through: Why the S&P 500’s gains were driven by ~7 stocksWhich unexpected sectors crushed it (utilities, REITs, commodities)Why many “obvious” AI and tech plays underperformedThe b...
134 - Exactly How Much Our High-Yield Portfolio Paid Us In Q4
Roaming Returns
37 minutes
1 month ago
134 - Exactly How Much Our High-Yield Portfolio Paid Us In Q4
This episode is our Q4 dividend update for the Vanning Portfolio—our main income engine as we transition into living off dividends full-time. We share every number openly so investors can follow along, compare progress, and see how an income-first portfolio adjusts in real time to dividend cuts, bad news, market swings, and valuation changes. Here’s what we cover: • Q3 vs Q4 dividend totals Q3 brought in $5,561.84, while Q4 delivered $5,497.18, a small dip mostly caused by weaker payouts fro...
Roaming Returns
2025 looked like a great year on paper — but most investors didn’t experience those returns. In this episode, we break down what really happened beneath the indexes, why passive investing masked widespread underperformance, and how a dividend-first, total-return strategy quietly outperformed the market. We walk through: Why the S&P 500’s gains were driven by ~7 stocksWhich unexpected sectors crushed it (utilities, REITs, commodities)Why many “obvious” AI and tech plays underperformedThe b...
