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

 

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
YTD 2014 3.7% 3.6% -4.1% 1.2%
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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