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Sample
Portfolio Monthly
Returns
Too many stocks, too little time?
Dividend Detective
offers three model portfolios, each with seven stocks:
•
Conservative: for investors whose top priority is minimizing risk
(Portfolio Ave Yield: 4.5% to 5.5% )
•
Growth & Income: focusing on the fastest growing dividend payers
(Portfolio Ave Yield: 4.0% to
5.0%)
•
High Yield/Speculative: for investors who want to maximize dividend yield
(Portfolio Ave Yield: 8.0% to 10.0%)
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 |
Conservative |
Growth
& Income |
High
Yield/Speculative |
S&P 500 |
|
year-to-date |
8.4% |
24.8% |
13.0% |
14.9% |
|
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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