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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.

12/31/16

Model Portfolios

2016
Return

2015

Return

2014

Return

2013

Return

2012
Return

Monthly Paying Retirement

14.1%

-5.1%

     

Conservative

17.5%

6.2%

16.7%

12.9%

10.2%

Growth & Income

4.7%

-5.1%

14.7%

42.0%

1.4%

High Yield/Speculative

18.9%

-3.9%

-4.8%

23.2%

21.7%

S&P 500

9.5%

-0.7%

11.8%

29.6%

13.4%

           

Industry & Specialty Portfolios

2016
Return

2015

Return

2014

Return

2013

Return

2012
Return

Business Development Corps.

32.7%

4.0%

-2.4%

12.9%

41.9%

Canada Stocks 

49.9%

-17.8%

20.3%

5.5%

10.2%

Closed-End Funds: Growth

6.5%

-14.3%

8.3%

27.3%

 

Closed-End Funds: Monthly Payers

11.2%

-0.6%

7.5%

-0.1%

11.6%

Dividend Speculators

-11.9%

-6.2%

1.4%

27.9%

4.7%

ETF Growth Opportunities

9.6%

-1.9%

     

ETF Monthly Income

5.8%

-0.4%

6.2%

-1.0%

12.3%

High Tech - High Dividends

new

 

 

 

 

Insurance Industry

32.0%

4.0%

3.2%

29.6%

1.1%

Manufacturing & Services

17.7%

7.5%

15.0%

35.5%

8.5%

Oil Industry

37.0%

-15.1%

-23.3%

21.4%

21.2%

MLPs, Energy

-4.8%

-27.8%

-2.4%

25.8%

-0.7%

Partnerships, Excl-Energy

2.6%

-4.9%

-0.7%

29.7%

37.0%

Preferred Stocks

6.1%

4.9%

14.8%

-1.6%

19.3%

Preferred Speculators

27.8%

       

Real Estate Investment Trusts

12.4%

7.1%

25.1%

16.5%

11.2%

U.S. Banks

18.8%

-3.9%

16.8%

4.0%

19.1%

Utilities 

21.2%

-8.9%

15.9%

23.5%

-0.9%

           

S&P 500

9.5%

-0.7%

11.8%

29.6%

13.4%

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