The year 2019 so far has been pretty good for stocks. From the lows of the last quarter of 2018, the S&P 500 gained roughly 13.5% during the first quarter. Our DGI portfolio gained 12.4%. However, during the last 12 months, DGI portfolio beat the S&P 500 by a large margin, 17.7% gain for the DGI portfolio versus 8.28% gain for the S&P 500.
The DGI portfolio completed 4 years as of August 2018 and is in its 5th year. The overall record of this portfolio demonstrates that in turbulent times, this portfolio will