Industry & Specialty Portfolios

Dividend Detective 2012 Managed Portfolio Returns

Here’s how our Sample (model) Portfolios and our Industry & Specialty portfolios performed in 2012. The returns assume rebalancing monthly and reinvesting dividends. The S&P 500 return for 2012 was 13.4%.

Sample (Model) Portfolios	2012 Return
Conservative	10.2%
Growth & Income	1.4%
High Yield/Speculative	21.7%

Industry & Specialty Portfolios	2012 Return
Business Development Corps.	41.9%
Partnerships: Ex-Energy	37.0%
Energy: General Partners	22.5%
Oil Industry	21.2%
Preferred Stocks	19.3%
Large Banks	19.1%
Canada Real Estate Investment Trusts	17.4%
ETF Monthly Income	12.3%
Closed-End Funds	11.6%
US Real Estate Investment Trusts	11.2%
Canada Stocks	10.2%
Manufacturing & Services	8.5%
Dividend Speculators	4.7%
Insurance Industry	1.1%
Partnerships: Energy	-0.7%
Utilities	-0.9%
Regional Banks	-3.3%
Rural Telecom	-11.5%
Canada Energy E&P	-15.1%