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Dividend Detective Managed Portfolio Returns

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

Sample (Model) Portfolios

2015

Return

2014

Return

2013

Return

2012
Return

Conservative 6.2% 16.7% 12.9% 10.2%
Growth & Income -5.1% 14.7% 42.0% 1.4%
High Yield/Speculative -3.9% -4.8% 23.2% 21.7%
Diversified Monthly -5.1%      
         

Industry & Specialty Portfolios

2015

Return

2014

Return

2013
 Return

2012
 Return

Business Development Corps. 4.0% -2.4% 12.9% 41.9%
Canada Stocks  -17.8% 20.3% 5.5% 10.2%
Closed-End Funds: Growth -14.3% 8.3% 27.3%  
Closed-End Funds: Monthly Payers -0.6% 7.5% -0.1% 11.6%
Dividend Speculators -6.2% 1.4% 27.9% 4.7%
ETF Growth -1.9%      
ETF Monthly Income -0.4% 6.2% -1.0% 12.3%
Insurance Industry 4.0% 3.2% 29.6% 1.1%
Manufacturing & Services 7.5% 15.0% 35.5% 8.5%
Oil Industry -15.1% -23.3% 21.4% 21.2%
MLPs, Energy -27.8% -2.4% 25.8% -0.7%
MLPs, Ex-Energy -4.9% -0.7% 29.7% 37.0%
Preferred Stocks 4.9% 14.8% -1.6% 19.3%
Real Estate Investment Trusts 7.1% 25.1% 16.5% 11.2%
U.S. Banks -3.9% 16.8% 4.0% 19.1%
Utilities  -8.9% 15.9% 23.5% -0.9%
         
S&P 500 -0.7% 11.8% 29.6% 13.4%

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