The good, bad, and
the ugly
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). For reference, the table also lists S&P 500
Equal Weighted (top) and S&P 500 Market Cap weighted (bottom) returns.
2/29/24
|
Model Portfolios |
2024
2/29 YTD |
2023
Return |
2022
Return |
2021
Return |
2020
Return |
2019
Return |
2018
Return |
2017
Return |
2016
Return |
2015
Return |
|
Monthly Paying Retirement |
6% |
8% |
-21% |
20% |
-7% |
28% |
-10% |
8% |
14% |
-5% |
|
Conservative |
4% |
16% |
-21% |
10% |
24% |
33% |
-11% |
14% |
18% |
6% |
|
Growth & Income |
9% |
17% |
-26% |
37% |
26% |
24% |
-9% |
17% |
5% |
-5% |
|
High Yield/Speculative |
2% |
-1% |
20% |
46% |
0% |
12% |
disc. |
32% |
19% |
-4% |
|
S&P 500: Equal Weighted Index (RSP) |
3% |
8% |
-12% |
29% |
13% |
29% |
-5% |
19% |
15% |
-3% |
|
|
|
|
|
|
|
|
|
|
|
|
|
Industry & Specialty Portfolios |
2024
2/29 YTD |
2023
Return |
2022
Return |
2021
Return |
2020
Return |
2019
Return |
2018
Return |
2017
Return |
2016
Return |
2015
Return |
|
Best Tax-Free Funds |
7% |
-1% |
-26% |
11% |
7% |
21% |
|
|
|
|
|
Business Development Corps. |
4% |
26% |
-13% |
62% |
8% |
29% |
-5% |
8% |
33% |
4% |
|
Canada Stocks |
-4% |
0% |
-21% |
22% |
16% |
30% |
28% |
15% |
50% |
-18% |
|
Closed-End Funds: Growth |
17% |
17% |
-26% |
9% |
21% |
32% |
-16% |
13% |
7% |
-14% |
|
Closed-End Funds: Monthly Payers |
4% |
5% |
-25% |
21% |
8% |
35% |
-9% |
18% |
11% |
-1% |
|
Dividend Speculators |
1% |
-22% |
-22% |
74% |
11% |
12% |
-11% |
15% |
-12% |
-6% |
|
Energy Industry |
2% |
-2% |
45% |
56% |
-34% |
36% |
-21% |
10% |
37% |
-15% |
|
ETF Growth Opportunities |
1% |
6% |
-6% |
9% |
4% |
26% |
-10% |
13% |
10% |
-2% |
|
ETF Monthly Income |
6% |
2% |
-10% |
7% |
-1% |
17% |
-9% |
9% |
6% |
-0% |
|
High
Tech - High Dividends |
12% |
28% |
-18% |
45% |
52% |
52% |
-3% |
36% |
|
|
|
Insurance Industry |
10% |
14% |
0% |
38% |
8% |
35% |
13% |
14% |
32% |
4% |
|
Manufacturing & Services |
-4% |
10% |
-1% |
31% |
-9% |
27% |
-22% |
12% |
18% |
8% |
|
Preferred Stocks |
3% |
18% |
-17% |
12% |
3% |
24% |
-5% |
13% |
6% |
5% |
|
Private Equity |
12% |
25% |
-24% |
43% |
3% |
83% |
-10% |
6% |
3% |
-5% |
|
REITs: Finance |
-7% |
19% |
-30% |
-2% |
28% |
12% |
|
|
|
|
|
Real
Estate
Inv.
Trusts:
Property |
-10% |
2% |
-9% |
19% |
3% |
39% |
5% |
9% |
12% |
7% |
|
U.S. Banks |
-8% |
-2% |
-23% |
34% |
34% |
23% |
-16% |
12% |
19% |
-4% |
|
Utilities |
0% |
-22% |
-8% |
17% |
12% |
25% |
4% |
21% |
21% |
-9% |
|
S&P 500: Market Cap Weighted ($SPX) |
7% |
24% |
-19% |
29% |
16% |
29% |
-6% |
19% |
10% |
-1% |
|
