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Dividend Detective Managed Portfolio Returns

Here’s how our Model Portfolios and our Industry & Specialty portfolios performed in recent years. The returns assume rebalancing monthly, but not reinvesting dividends.

7/31/17

Model Portfolios

YTD
Return

2016
Return

2015

Return

2014

Return

2013

Return

2012
Return

Monthly Paying Retirement

8%

14%

-5%

     

Conservative

2%

18%

6%

17%

13%

10%

Growth & Income

6%

5%

-5%

15%

42%

1%

High Yield/Speculative

23%

19%

-4%

-5%

23%

22%

S&P 500

10%

10%

-1%

12%

30%

13%

             

Industry & Specialty Portfolios

YTD
Return

2016
Return

2015

Return

2014

Return

2013

Return

2012
Return

Business Development Corps.

5%

33%

4%

-2%

13%

42%

Canada Stocks 

7%

50%

-18%

20%

6%

10%

Closed-End Funds: Growth

10%

7%

-14%

8%

27%

 

Closed-End Funds: Monthly Payers

17%

11%

-1%

8%

-0%

12%

Dividend Speculators

25%

-12%

-6%

1%

28%

5%

ETF Growth Opportunities

7%

10%

-2%

     

ETF Monthly Income

7%

6%

-0%

6%

-1%

12%

High Tech - High Dividends

14%

 

 

 

 

 

Insurance Industry

8%

32%

4%

3%

30%

1%

Manufacturing & Services

2%

18%

8%

15%

36%

9%

MLPs, Energy

10%

-5%

-28%

-2%

26%

-1%

Oil Industry

-5%

37%

-15%

-23%

21%

21%

Partnerships, Excl-Energy

6%

3%

-5%

-1%

30%

37%

Preferred Stocks

11%

6%

5%

15%

-2%

19%

Preferred Speculators

18%

28%

       

Real Estate Investment Trusts

10%

12%

7%

25%

17%

11%

U.S. Banks

11%

19%

-4%

1%

27%

0%

Utilities 

20%

21%

-9%

16%

24%

-1%

             

S&P 500

10%

10%

-1%

12%

30%

13%

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