Portfolio Returns *FREE*

Welcome to our portfolio returns page.

For transparency purposes, we have decided to post our returns. While the composition and updates on all our portfolios remains available for members only, you can see how each portfolio performs. For more information about DSR portfolios and services, please click here.

Dividend Stocks Rock Portfolio Returns:

Last update: May 12th 2017

Date of creation: October 31st 2013 for all portfolios excepts the 500K portfolios.

Both 500K portfolios were created on May 31st 2014.

Benchmarks are VIG and XDV.

     
PortfoliosReturnBenchmarkAdded Value
CAD Starter50.08%28.88%21.20%
USD Starter41.20%38.79%2.41%
USD 25K Conservative42.21%38.79%3.42%
CAD 25K Conservative30.56%28.88%1.68%
CAD 25K Growth39.95%28.88%11.07%
USD 25K Growth55.99%38.79%17.20%
USD 100K Conservative52.21%38.79%13.42%
USD 100K Growth56.95%38.79%18.16%
CAD 100K Conservative32.31%28.88%3.44%
CAD 100K Growth45.92%28.88%17.05%
USD 500K19.49%24.41%-4.92%
CAD 500K26.49%15.03%11.46%


If you wish to receive live update from our portfolios and have full access to our stock lists and newsletter archive, please subscribe to Dividend Stocks Rock.  You will discover how we successfully build and manage our portfolios.
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Here’s a complete description of each of our portfolio (please note we offer both US and CDN dividend portfolio):

Starter Portfolio 

shutterstock_132275435This is the perfect portfolio to start your investing journey. We will replicate a new investment and virtually manage a portfolio under $10,000. This portfolio answers small investor concerns in terms of asset allocation, diversification and accumulation.

 

 

25K Conservative

Conservative 25K

This is an entry-level size portfolio for conservative investors or retirees. The idea behind a conservative portfolio is to look for safer companies that will show great value and solid dividend payouts. We are looking for companies that will be less affected by recession and will continue to offer a constant stream of income.

 

100K Conservative

shutterstock_132272804

This is a complete portfolio for conservative investors or retirees. Since the portfolio includes 20 stocks, the minimum investment suggested in our opinion is 100K. Therefore, you could easily use this portfolio if you have 300K or 500K to invest. The idea behind a conservative portfolio is to look for safer companies that will show great value and solid dividend payouts. We are looking for companies that will be less affected by recession and will continue to offer a constant stream of income.

 

25K Growth 

Growth 25K

This is an entry level size portfolio for investors looking for both dividend and growth stocks. We start with the idea that most profitable companies and best investments are made with dividend payers. We are also looking at companies that have found a balance between above average growth in the business model while paying healthy distributions. This is also how we combine high yield dividend stocks to increase the portfolio payouts.

 

100K Growth

Growth 100K

The portfolio currently shows 20 positions in different sectors. Since the portfolio includes 20 stocks, the minimum investment suggested in our opinion is 100K. Therefore, you could easily use this portfolio if you have 300K or 500K to invest. 

 

 

500K Dividend Portfolio

500K portfolio2This is our biggest portfolio. It can be used for all portfolios over 500K. We decided not to create a growth or conservative but rather a complete 500K portfolio. In order to make sure we cover both growth and revenue part of a portfolio of that size, we added a few ETFs generating revenues. You can then increase the portion in ETFs if you wish a more conservative portfolio or simply ignore the last few lines and concentrate on the stocks if you seek more growth than revenues.

 

We tend to benefit from the timing of performing sectors to improve the overall portfolio return. Dividend growth portfolio series will include more regular updates as we want to make sure to pick all the best buying opportunities. The idea is to keep a core portfolio as a “buy & hold” strategy while benefitting from the dividend growth compounding effect while buying and selling stocks on a timely basis according to what is happening on the market.

 

19 Responses to Portfolio Returns *FREE*

  1. Joe Brown says:

    In your “portfolio returns – free” table, the returns shown for the $500k portfolios are much lower than the returns for the smaller portfolios. Is this a typo? If so, what are the returns for the $500k portfolios?

    USD 100K Conservative 17.65% 13.33% 4.33%
    USD 100K Growth 20.79% 13.33% 7.47%
    CAD 100K Conservative 16.45% 16.38% 0.07%
    CAD 100K Growth 12.15% 16.38% -4.22%
    USD 500K 0.47% 1.24% -0.77%
    CAD 500K 2.11% 3.96% -1.85%

    • The Dividend Guy says:

      Hello Joe,

      good point! All portfolios except 500K were created on oct 2013. the two 500K portfolios were created in May 2014. This is why their returns are lower.

      Thank you!
      Mike

      • robert says:

        You may want to put that information below the list. that, been looking all through your blog trying to find when you set them up BTW smart of you to list your results very few do that

        Rob

        • The Dividend Guy says:

          Hello Rob,

          very good point! I’ve just added this info on top of this page. Thx for your comment!

          Mike.

          • robert says:

            Hey Mike

            I signed up for updates for all the portfolios but I’m wondering it you’ve made any changes since setting them up

            Thanks Rob

          • robert says:

            Hey Mike

            I signed up for updates for all the portfolios but I’m wondering it you’ve made any changes since setting them up. Secondly the Canadian portfolios contain US stocks, is that part of the return?

            Thanks Rob

  2. Jerzy Kukuczka says:

    Mike:
    very interested in your system, but tell me why a company like CNR is still on your stock list (has lost over 16% since its peak). Or, are capital gains and losses a very insignificant part of the total return scenario? Are total returns important at all, or is dividend safety and growth the only consideration?
    I need to know things like this prior to subscribing: you may have them outlined in other parts of your site and I’ve missed them.

    • The Dividend Guy says:

      Hello Jerzy,
      thank you for your question.
      First, CNR shows very strong fundamentals, this is why it is part of the Top DSR ranking. Over the past 5 years, the stock shows a total return excluding dividend of 380%. The stock is down -9% this year but up 4% over 12 month (+ dividend). Short term investing is not part of our dividend growth investing strategy and this is why a company would not lose points in our ranking for performance in the market but rather lose points if fundamentals are declining. This is how we manage our portfolio; we look for the long term in order to gain from the power of dividend growth investing.

      The total return you see on this page (the portfolio return page) show capital/loss + dividend paid. Both stock price appreciation along with dividend growth are important to us.

      You can read more about our investing strategy here:
      http://dividendstocksrock.com/blog/dividend-growth-model/

      If you have any questions, please reply on this post or email me at dividendustries@gmail.com

      Best regards,

      Mike

  3. The Dividend Guy says:

    Hello Robert,

    The returns include Cdn and US stocks for Canadian portfolios. Returns are currency neutral.

    Last update was on the last day of February:
    100K USD Growth: Sold POT – Buy CVX
    CAD 500K: Sold POT – Buy RY

    Cheers,

    Mike.

  4. Bill says:

    What benchmarks are you using and why? Need to know before buying. Thank you, Bill

    • The Dividend Guy says:

      Hello Bill,
      That’s a very good question, we will add it to this page. Our benchmarks are VIG and XDV, two dividend ETFs (one US and one Cdn).

      Thank you.

      • Bill says:

        Thanks. How do returns compare to the SP 500? Could you consider adding the too?

        • The Dividend Guy says:

          Hello Bill,
          Our portfolio doesn’t really compare to the S&P 500 if you want to compare apple to apple (we don’t have much growth stocks paying dividends for example). For the same period (Oct 31st 2013 to Feb 26th 2016), the Total S&P 500 return (including dividend) is 16.52%. We have 3 portfolios out of 4 (25K and 100K categories) beating the index.
          I hope it helps!

          Mike.

  5. Eric Tsao says:

    Are you able to formulate the performance results by the calendar year to make comparison easier with my own yardsticks. do you have standard deviation to help define volatility.

    We reside in the US and are US citizens so doesn’t the currency exchange impact your return and is it still comparable to your published results.

    I am a 76 y.o. retired professional doing a fair amount of investing myself but in the near future need to find a good managed account or at least one which does not take too much of my own time. Right now I still enjoy doing the research myself.

    That you.

  6. The Dividend Guy says:

    Hello Eric,

    Thank you for your email.
    We haven’t decomposed our returns yet, I think you bring a good point. We’ll do some research and publish it. We do not use a standard deviation for our portfolios.

    As we manage both US and Canadian portfolios, we also have American and Canadian members. This is why we do not consider currency impact in our portfolio. The currency impact will always be different depending if you are in the US or in Canada. It’s easier to publish currency neutral returns.

    You can try our service and cancel within 60 days to get a full refund (no questions asked) if you are not satisfied with our portfolio.

    Best regards,

    Mike.

  7. What is the average churn of your portfolios in a year? Everything sounds good but if you’re contantly making trades, for the smaller portfolios especially, that will take a significant amount of their gains.

    • The Dividend Guy says:

      Hello Dustyn,
      Sorry for the delay in my response, I was crossing the border from Belize to Mexico 😉
      We don’t seek to make a lot of transactions as the power of dividend growth investing lies in keeping the same stock for a while. However, over the past 3 years, we average about 1 trade per year per portfolio.

      Best regards,

      Mike.

  8. Richard De Wolfe says:

    I notice the returns you publish on the Canadian Starter Portfolio is often superior to the larger portfolios. I understand the added safety of a more diversified portfolio, but aren’t you usually lowering returns by adding more stocks?

    • The Dividend Guy says:

      Hello Richard,
      This is a very good question. In fact, a smaller amount of stocks will increase the volatility of your portfolio, but your return could be better ir worst than a larger portfolio. Just think of an investors who would have started his portfolio with Amazon and Apple in 2000. His 2-4 stocks portfolio would beat pretty much anyone to this date.
      Best regards
      Mike

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