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Dividend Detective 2012/2013 Managed Portfolio Returns

Here’s how our Sample (model) Portfolios and our Industry & Specialty portfolios performed in 2012 and 2013. The returns assume rebalancing monthly and reinvesting dividends.

Sample (Model) Portfolios

2013

Return

2012
Return

Conservative 12.9% 10.2%
Growth & Income 42.0% 1.4%
High Yield/Speculative 23.2% 21.7%
     

Industry & Specialty Portfolios

2013
 Return

2012
 Return

Business Development Corps. 12.9% 41.9%
Canada Stocks  5.5% 10.2%
Canada Real Estate Investment Trusts -3.1% 17.4%
Closed-End Funds   11.6%
Closed-End Funds: Growth 27.3%  
Closed-End Funds: Monthly Payers -0.1%  
Dividend Speculators 27.9% 4.7%
MLP General Partners 55.9% 22.5%
ETF Monthly Income -1.0% 12.3%
Insurance Industry 29.6% 1.1%
Large Banks 4.0% 19.1%
Manufacturing & Services 35.5% 8.5%
Oil Industry 21.4% 21.2%
Partnerships: Energy (MLPs) 25.8% -0.7%
Partnerships: Ex-Energy 29.7% 37.0%
Preferred Stocks -1.6% 19.3%
Regional Banks 26.5% -3.3%
Rural Telecom 42.2% -11.5%
US Real Estate Investment Trusts 16.5% 11.2%
Utilities  23.5% -0.9%
     
S&P 500 29.6% 13.4%

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