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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). 

2/28/20

Model Portfolios

2020
YTD
2019
Return
2018
Return
2017
Return

2016
Return

2015

Return

2014

Return

2013

Return

Monthly Paying Retirement

-10% 28% -10% 8%

14%

-5%

   

Conservative

-9% 33% -11% 14%

18%

6%

17%

13%

Growth & Income

-6% 24% -9% 17%

5%

-5%

15%

42%

High Yield/Speculative

-15% 12% disc. 32%

19%

-4%

-5%

23%

DD's Seven Best Aristocrats

 

45%

-3%

17%

21%

3%

21%

39%

S&P 500

-9% 29% -6% 19%

10%

-1%

12%

30%

                 

Industry & Specialty Portfolios

2020
YTD
2019
Return
2018
Return
2017
Return

2016
Return

2015

Return

2014

Return

2013

Return

Business Development Corps.

-12% 29% -5% 8%

33%

4%

-2%

13%

Canada Stocks 

-4% 30% 28% 15%

50%

-18%

20%

6%

Closed-End Funds: Growth

-10% 32% -16% 13%

7%

-14%

8%

27%

Closed-End Funds: Monthly Payers

-9% 35% -9% 18%

11%

-1%

8%

-0%

Dividend Speculators

-13% 12% -11% 15%

-12%

-6%

1%

28%

Energy Industry

-21% 36% -21% 10%

37%

-15%

-23%

21%

ETF Growth Opportunities

-9%

26%

-10%

13%

10%

-2%

   

ETF Leveraged  

-20%

17%

 

 

 

 

 

 

ETF Monthly Income

-7% 17% -9% 9%

6%

-0%

6%

-1%

High Tech - High Dividends

-8% 52% -3% 36%

 

 

 

 

Insurance Industry

-5% 35% 13% 14%

32%

4%

3%

30%

Manufacturing & Services

-12% 27% -22% 12%

18%

8%

15%

36%

MLPs, Energy

disc. disc. disc. 12%

-5%

-28%

-2%

26%

Monthly Paying Tax-Free Funds

0% 21%  

 

       

Preferred Stocks

-5% 24% -5% 13%

6%

5%

15%

-2%

Preferred Speculators

disc. 3% -5% 30%

28%

     

Private Equity

-8% 83% -10% 6%

3%

-5%

-1%

30%

REITs: Finance  -2% 12%            

Real Estate Inv. Trusts: Property

-2% 39% 5% 9%

12%

7%

25%

17%

U.S. Banks

-14% 23% -16% 12%

19%

-4%

1%

27%

Utilities 

+0% 25% 4% 21%

21%

-9%

16%

24%

                 

S&P 500

-9% 29% -6% 19%

10%

-1%

12%

30%

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