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Dividend Detective Managed Portfolio Returns

Here’s how our Model Portfolios and our Industry & Specialty portfolios performed in recent years. The returns assume rebalancing monthly, but not reinvesting dividends (which you should definitely do). 

2/28/19

Model Portfolios

2019
YTD
2018
Return
2017
Return

2016
Return

2015

Return

2014

Return

2013

Return

2012
Return

Monthly Paying Retirement

11% -10% 8%

14%

-5%

     

Conservative

12% -11% 14%

18%

6%

17%

13%

10%

Growth & Income

7% -9% 17%

5%

-5%

15%

42%

1%

High Yield/Speculative

temp
disc

disc. 32%

19%

-4%

-5%

23%

22%

S&P 500

11% -6% 19%

10%

-1%

12%

30%

13%

                 

Industry & Specialty Portfolios

2019
YTD
2018
Return
2017
Return

2016
Return

2015

Return

2014

Return

2013

Return

2012
Return

Business Development Corps.

22% -5% 8%

33%

4%

-2%

13%

42%

Canada Stocks 

10% 28% 15%

50%

-18%

20%

6%

10%

Closed-End Funds: Growth

15% -16% 13%

7%

-14%

8%

27%

 

Closed-End Funds: Monthly Payers

13% -9% 18%

11%

-1%

8%

-0%

12%

Dividend Speculators

10% -11% 15%

-12%

-6%

1%

28%

5%

Energy Industry

21% -21% 10%

37%

-15%

-23%

21%

21%

ETF Growth Opportunities

13% -10% 13%

10%

-2%

     

ETF Monthly Income

10% -9% 9%

6%

-0%

6%

-1%

12%

High Tech - High Dividends

13% -3% 36%

 

 

 

 

 

Insurance Industry

11% 13% 14%

32%

4%

3%

30%

1%

Manufacturing & Services

9% -22% 12%

18%

8%

15%

36%

9%

MLPs, Energy

disc. disc. 12%

-5%

-28%

-2%

26%

-1%

Monthly Paying Tax-Free Funds

7% 1%

 

         

Partnerships, Excl-Energy

18% -10% 6%

3%

-5%

-1%

30%

37%

Preferred Stocks

10% -5% 13%

6%

5%

15%

-2%

19%

Preferred Speculators

10% -5% 30%

28%

       

Real Estate Investment Trusts

9% 5% 9%

12%

7%

25%

17%

11%

U.S. Banks

22% -16% 12%

19%

-4%

1%

27%

0%

Utilities 

7% 4% 21%

21%

-9%

16%

24%

-1%

                 

S&P 500

11% -6% 19%

10%

-1%

12%

30%

13%

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