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Dividend Detective 2012/2013/2014 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

2014

Return

2013

Return

2012
Return

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

Industry & Specialty Portfolios

2014

Return

2013
 Return

2012
 Return

Business Development Corps. -2.4% 12.9% 41.9%
Canada Stocks  20.3% 5.5% 10.2%
Closed-End Funds: Growth 8.3% 27.3%  
Closed-End Funds: Monthly Payers 7.5% -0.1% 11.6%
Dividend Speculators 1.4% 27.9% 4.7%
MLPs General Partners 7.9% 55.9% 22.5%
ETF Monthly Income 6.2% -1.0% 12.3%
Insurance Industry 3.2% 29.6% 1.1%
Large Banks 16.8% 4.0% 19.1%
Manufacturing & Services 15.0% 35.5% 8.5%
Oil Industry -23.3% 21.4% 21.2%
MLPs, Energy -2.4% 25.8% -0.7%
MLPs, Ex-Energy -0.7% 29.7% 37.0%
Preferred Stocks 14.8% -1.6% 19.3%
Regional Banks 0.7% 26.5% -3.3%
Real Estate Investment Trusts 25.1% 16.5% 11.2%
Utilities  15.9% 23.5% -0.9%
       
S&P 500 11.8% 29.6% 13.4%

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