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MODEL PORTFOLIO RETURNS

Too many stocks, too little time?

Let Dividend Detective do the screening and analysis for you. We offer four model portfolios, each with seven stocks:

 •   Monthly Paying Retirement: low-volatility portfolio provides steady retirement income

 •   Conservative: minimizing risk is priority #1

 •   Growth & Income: dividend paying growth stocks, usually outperforms in strong markets

 •   High Yield/Speculative: take a walk on the wild side for higher potential returns

All are low-turnover portfolios. Barring unusual events, we only make changes monthly, and not very many at that. For instance, each month, out of the total of 28 stocks and funds in the four portfolios, we might replace one or two picks, and sometimes none at all

Returns include dividends received plus capital appreciation.

Year 2023

9/23

-1.5%

-3.7%

-1.0%

-2.9%

-4.9%

6/23

5.1%

5.3%

7.8%

5.4%

6.5%

1/23

-20.8%

-21.4%

-26.1%

19.5%

-19.4%

11/22

3.4%

6.6%

7.5%

0.4%

5.4%

10/22

8.9%

11.1%

8.4%

19.3%

8.0%

7/22

7.6%

5.9%

3.1%

9.9%

9.1%

5/22

-0.5%

2.3%

5.7%

10.4%

-0.1%

4/22

-5.8%

-7.4%

-11.6%

-3.2%

-8.8%

3/22

2.5%

3.0%

-0.6%

7.3%

3.6%

2/22

-3.0%

-4.0%

-2.3%

2.6%

-3.1%

1/22

-6.0%

-10.1%

-3.5%

2.2%

-5.3%

20.4%

10.0%

37.3%

45.8%

26.9%

12/21

5.9%

3.1%

5.1%

6.3%

4.4%

11/21

-1.8%

-3.0%

3.2%

1.2%

-0.8%

10/21

6.3%

6.3%

10.2%

7.7%

6.9%

8/21

1.9%

2.4%

2.1%

-1.9%

2.9%

5/21

1.4%

-0.8%

1.9%

9.0%

0.5%

4/21

2.8%

6.4%

5.1%

7.2%

5.2%

3/21

2.4%

-3.3%

6.5%

5.0%

4.2%

2/21

2.6%

1.4%

5.5%

5.2%

2.6%

1/21

-0.4%

1.4%

2.0%

3.8$

-1.1%

12/20

3.7%

6.4%

5.6%

11.0%

3.7%

11/20

8.8%

15.3%

13.1%

19.7%

10.8%

10/20

-1.7%

-0.5%

-0.7%

-1.0%

-2.8%

9/20

-2.6%

-4.7%

-2.5%

0.0%

-3.9%

8/20

0.6%

5.7%

4.7%

6.7%

7.0%

7/20

5.5%

6.6%

3.6%

9.0%

5.5%

6/20

1.0%

1.8%

3.2%

-0.9%

1.8%

5/20

3.9%

8.3%

3.0%

9.0%

4.5%

4/20

11.6%

13.5%

14.4%

24.3%

10.9%

3/20

-23.2%

-16.6%

-13.1%

-42.6%

-12.5%

2/20

-10.5%

-11.8%

-8.9%

-11.4%

-8.4%

12/19

1.3%

0.9%

0.7%

 3.4%

2.9%

11/19

2.1%

3.3%

0.5%

1.6%

3.4%

10/19

2.6%

3.3%

0.9%

-0.8%

2.0%

9/19

4.1%

1.6%

0.3%

6.9%

1.7%

8/19

-2.3%

-0.4%

1.9%

-4.5%

-1.8%

7/19

2.9%

3.4%

4.9%

0.4%

1.3%

6/19

3.4%

6.6%

7.2%

8.4%

6.9%

5/19

-3.6%

-4.9%

-3.4%

-9.1%

-6.6^

4/19

2.3%

3.2%

3.6%

6.6%

3.9%

3/19

1.3%

0.9%

-0.6%

temp disc.

1.8%

2/19

2.7%

1.6%

1.2%

temp disc.

3.0%

1/19

8.4%

10.3%

5.2%

temp disc.

7.9%

Year 2018

-9.6%

-11.3%

-8.5%

temp disc.

-6.2%

temp disc.

11/18

0.4%

2.2%

3.3%

-14.9%

1.8%

10/18

-7.4%

-9.3%

-9.6%

-17.6%

-6.9%

9/18

0.7%

-0.1%

-2.4%

-2.0%

0.4%

8/18

2.5%

1.6%

4.7%

3.9%

3.0%

7/18

2.4%

2.0%

2.8%

5.2%

3.6%

6/18

0.9%

0.9%

1.8%

3.5%

0.5%

5/18

3.0%

4.6%

1.2%

7.6%

2.2%

4/18

1.1%

-1.1%

-2.6%

-2.1%

0.3%

3/18

-1.0%

-1.8%

-1.5%

-2.6%

-2.7%

2/18

-3.1%

-3.6%

-3.8%

-2.7%

-3.9%

1/18

-0.9%

1.9%

6.6%

1.8%

5.6%

Year 2017

7.6%

14.1%

16.9%

32.2%

19.4%

12/17

1.3%

2.4%

0.7%

-0.4%

1.0%

11/17

1.0%

3.1%

0.9%

5.1%

2.8%

10/17

-0.2%

4.0%

7.6%

0.0%

2.2%

9/17

-0.7%

1.6%

0.3%

5.7%

1.9%

8/17

-1.4%

0.7%

0.7%

-3.0%

0.1%

4/17

2.5%

2.7%

1.3%

0.5%

0.8%

3/17

-2.8%

-1.7%

4.2%

5.2%

0.0%

2/17

2.3%

4.9%

7.1%

9.4%

3.7%

1/17

2.4%

-1.7%

-4.0%

0.1%

1.8%

Year 2016

14.1%

17.5%

4.7%

18.9%

9.5%

12/16

3.4%

2.9%

1.3%

0.2%

1.8%

11/16

-1.6%

-0.7%

7.1%

4.7%

3.4%

10/16

-3.2%

-4.1%

-3.7%

-0.9%

-1.9%

9/16

-0.1%

0.4%

-5.6%

-0.3%

-0.1%

8/16

-1.2%

0.4%

-1.7%

-0.6%

-0.1%

7/16

2.0%

1.9%

7.7%

6.9%

3.6%

6/16

6.2%

7.2%

0.0%

0.6%

0.1%

5/16

1.6%

2.7%

1.0%

2.0%

1.5%

4/16

1.1%

-1.7%

1.2%

1.5%

0.3%

3/16

4.9%

8.6%

6.4%

5.3%

6.6%

2/16

1.9%

0.6%

2.0%

3.5%

-0.4%

1/16

-1.3%

-1.3%

-9.6%

-4.9%

-5.1%

Year 2015

-5.1%

6.2%

-5.1%

-3.9%

-0.7%

12/15

0.8%

-0.8%

-1.6%

-1.2%

-1.8%

11/15

-1.1%

-1.2%

-0.3%

-4.7%

0.1%

10/15

6.9%

4.5%

7.7%

10.0%

8.3%

9/15

-3.7%

0.0%

-7.5%

-5.0%

-2.6%

8/15

-3.0%

-2.7%

-7.6%

-2.3%

-6.3%

7/15

-3.1%

3.9%

2.1%

2.0%

2.0%

6/15

-3.7%

-1.4%

-3.0%

-4.3%

-2.1%

5/15

0.5%

0.5%

-0.3%

0.1%

1.0%

4/15

0.6%

-2.8%

2.6%

-1.3%

0.9%

3/15

-4.0%

6.1%

0.4%

-1.5%

-1.7%

2/15

0.8%

0.8%

3.9%

4.1%

5.5%

1/15

4.4%

-0.4%

-0.6%

1.0%

-3.1%

year 2014

-1.2%

16.7%

14.7%

-4.8%

11.8%

12/14

-2.8%

2.0%

-2.9&

-2.0%

0.4%

11/14

1.2%

1.8%

0.6%

-0.1%

2.5%

10/14

5.6%

4.9%

3.6%

-0.7%

2.3%

9/14

-4.9%

-3.0%

-1.5%

-7.3%

-1.6%

8/14

new

3.9%

6.9%

3.8%

3.8%

7/14

-0.6%

-1.4%

-4.6%

-1.5%

6/14

0.8%

3.7%

4.9%

1.9%

5/14

1.9%

2.6%

6.0%

2.1%

4/14

0.4%

-0.9%

0.1%

0.6%

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%