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

 

Sample Portfolio Monthly Returns

Too many stocks, too little time?

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

    Monthly Payers: diversified portfolio provides 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
1/16 -1.3% -1.3% -9.6% -4.9% -5.1%
Year 2015 -5.1% 6.2% -5.1% -3.9% -0.7%
12/15 0.8% -0.8% -1.6% -1.2% -1.8%
11/15 -1.1% -1.2% -0.3% -4.7% 0.1%

10/15

6.9%

4.5%

7.7%

10.0%

8.3%

9/15

-3.7%

0.0%

-7.5%

-5.0%

-2.6%

8/15

-3.0%

-2.7%

-7.6%

-2.3%

-6.3%

7/15

-3.1%

3.9%

2.1%

2.0%

2.0%

6/15

-3.7%

-1.4%

-3.0%

-4.3%

-2.1%

5/15

0.5%

0.5%

-0.3%

0.1%

1.0%

4/15

0.6%

-2.8%

2.6%

-1.3%

0.9%

3/15

-4.0%

6.1%

0.4%

-1.5%

-1.7%

2/15

0.8%

0.8%

3.9%

4.1%

5.5%

1/15

4.4%

-0.4%

-0.6%

1.0%

-3.1%

year 2014 -1.2% 16.7% 14.7% -4.8% 11.8%

12/14

-2.8%

2.0%

-2.9&

-2.0%

0.4%

11/14

1.2%

1.8%

0.6%

-0.1%

2.5%

10/14

5.6%

4.9%

3.6%

-0.7%

2.3%

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%

           

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