Dividend Detective - If You Like dividends, you'll LOVE Dividend Detective

 

Sample Portfolio Monthly Returns

Too many stocks, too little time?

Dividend Detective now offers four model portfolios, each with seven stocks:

    Monthly Payers: diversified portfolio providing monthly income

    Conservative: minimizing risk is priority #1

    Growth & Income: high-dividend growth stocks

    High Yield/Speculative: take a walk on the wild side for higher potential returns

Here are recent monthly and annual returns for each portfolio, along with the corresponding S&P 500 return.  Returns include dividends received plus capital appreciation.

Month Monthly Conservative Growth & Income High Yield/Speculative S&P 500
YTD 2014 -4.9% 7.2% 13.4% -2.0% 6.7%
9/14 -4.9% -3.0% -1.5% -7.3% -1.6%
8/14 new 3.9% 6.9% 3.8% 3.8%
7/14   -0.6% -1.4% -4.6% -1.5%
6/14   0.8% 3.7% 4.9% 1.9%
5/14   1.9% 2.6% 6.0% 2.1%
4/14   0.4% -0.9% 0.1% 0.6%
3/14   3.5% 0.7% -0.1% 0.7%
2/14   2.9% 5.4% 2.1% 4.3%
1/14   -2.6% -2.8% -6.0% -3.6%
year 2013   12.9% 42.0% 23.2% 29.6%
12/13   2.6% 2.4% 3.8% 2.4%
11/13   3.0% 4.3% 0.9% 2.8%
10/13   2.7% 5.4% 4.8% 4.5%
9/13   2.6% 2.6% 2.6% 3.0%
8/13   -5.7% -4.5% -3.2% -3.1%
7/13   1.9% 5.1% 3.3% 4.9%
6/13   -2.6% -1.8% -3.2% -1.5%
5/13   -4.0% -0.5% -0.7% 2.1%
4/13   2.4% 5.1% 2.8% 2.3%
3/13   3.1% 3.8% 2.6% 3.6%
2/13   3.6% 0.2% 2.3% 1.1%
1/13   3.2% 14.7% 5.5% 5.0%
year 2012   10.2% 1.4% 21.7% 13.4%
12/12   0.5% -1.0% 1.8% 0.7%
11/12   -0.2% 1.7% -2.9% 0.3%
10/12   0.3% -2.1% 0.2% -2.0%
9/12   0.6% 4.7% 2.2% 2.4%
8/12   -1.0% 1.6% 1.0% 2.0%
7/12   2.3% 1.9% 3.5% 1.3%
6/12   4.3% -0.1% 5.3% 4.0%
5/12   -0.7% -5.3% -2.3% -6.3%
4/12   1.1% 1.6% 2.0% -0.8%
3/12   0.6% -0.3% 1.3% 3.1%
2/12   3.5% 0.3% 2.4% 4.1%
1/12   -1.4% -1.3% 5.7% 4.4%

year 2011

 

19.8%

-5.4%

-1.0%

0.0%

12/11   3.9% 2.7% 3.4% 0.9%
11/11   2.5% 1.2% -1.3% -0.5%
10/11   1.9% 7.7% 4.6% 10.8%
9/11   0.5% -9.2% -4.4% -7.2%
8/11   3.1% -2.7% -0.7% -5.7%
7/11   -0.9% -2.7% -6.5% -2.0%
6/11   -0.4% 0.4% -0.6% -1.7%
5/11   1.9% -3.4% 1.9% -1.1%
4/11   2.2% 0.0% -1.2% 3.0%
3/11   1.2% -0.3% 2.3% 0.1%
2/11   3.1% 5.6% 3.2% 3.4%
1/11   -0.8% -3.7% -1.1% 2.3%

year 2010

 

15.9%

36.5%

35.1%

15.1%

12/10

 

2.6%

7.4%

2.0%

6.5%

11/10

 

-1.5%

3.6%

3.1%

-0.2%

10/10

 

1.3%

6.4%

4.3%

3.7%

9/10

 

2.5%

13.6%

6.1%

8.8%

8/10

 

3.1%

-3.9%

-0.9%

-4.7%

7/10

 

5.3%

10.9%

8.3%

6.9%

6/10

 

0.8%

-4.8%

-0.2%

-5.4%

5/10

 

-3.2%

-5.2%

-5.7%

-8.2%

4/10

 

1.0%

1.8%

3.6%

1.5%

3/10

 

4.3%

5.4%

8.3%

5.9%

2/10

 

1.6%

2.2%

4.4%

2.9%

1/10

 

-2.6%

-3.8%

-1.9%

-3.7%

year 2009

 

5.5%

15.3%

81.7%

26.5%

12/09

 

2.6%

2.1%

5.5%

1.7%

11/09

 

3.8%

3.8%

9.0%

5.8%

10/09

 

0.2%

-1.1%

-4.7%

-2.0%

9/09

 

2.8%

5.8%

9.1%

3.5%

8/09

 

2.3%

0.5%

3.7%

3.4%

7/09

 

3.3%

6.3%

11.5%

7.4%

6/09

 

2.9%

1.9%

-2.3%

0.0%

5/09

 

2.0%

4.2%

18.7%

5.3%

4/09

 

3.2%

7.1%

9.9%

9.4%

3/09

 

6.1%

10.4%

13.6%

8.6%

2/09

 

-14.1%

-10.9%

-15.8%

-11.0%

1/09

 

-7.8%

-13.0%

7.8%

-8.5%

year 2008

 

-22.4%

-31.4%

-45.9%

-37.0%

12/08

 

9.1%

5.1%

1.5%

0.8%

11/08

 

-12.0%

-6.0%

-14.6%

-7.5%

10/08

 

-11.2%

-8.7%

-7.3%

-16.9%

9/08

 

-12.7%

-11.5%

-23.5%

-9.1%

8/08

 

4.7%

-0.2%

-1.2%

1.3%

7/08

 

0.8%

-0.5%

-6.2%

-6.0%

6/08

 

-4.3%

-8.8%

-9.7%

-8.6%

5/08

 

10.1%

2.1%

5.1%

1.0%

4/08

 

0.8%

8.0%

6.0%

4.8%

3/08

 

0.3%

-12.8%

-3.3%

-0.6%

2/08

 

-2.0%

-3.0%

0.0%

-3.5%

1/08

 

-5.4%

1.7%

-2.4%

-6.1%

           

About Harry Domash

Dividend Detective

Cancellation, Refund and Privacy Policies

published by Carmel Recreations, Inc.

199 Quail Run Rd Aptos, CA 95003

(800) 276-7721 email:

Best Seller!
Interested in Fundamental Analysis?

Fire Your Stock Analyst
A Step-by-Step Guide by Harry Domash

Learn How to Invest
Winning Investing
Free site dedicated to making
 you a winning investor.