The first action you should complete once you register with DSR is to select a portfolio in line with your investment goals. We offer a portfolio for each type of investor. Our portfolios have been built and customized according to 2 priorities: risk profile and size. This is how you can start from a small conservative or growth portfolio with 10 holdings and grow it to 500K account with 30 stocks.
Each portfolio comes with a quarterly updated booklet including asset allocation, recent comments on each holding, stock cards and a list of current buy opportunities within the portfolio. All users receive buy & sell email alert when we perform a trade. Our portfolio returns are posted below; more information are found in our portfolio booklets.
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Dividend Stocks Rock Portfolio Returns
Last update: September 30th 2018
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.
|Portfolios||Annualized Return||1Y||3Y||Total Return||Total Benchmark Return||Added Value|
|USD 25K Conservative||9.75%||7.92%||42.52%||59.28%||70.61%||-11.32%|
|CAD 25K Conservative||6.62%||1.37%||35.84%||37.80%||46.73%||-8.93%|
|CAD 25K Growth||10.85%||17.63%||41.30%||67.40%||46.73%||20.68%|
|USD 25K Growth||15.01%||26.03%||76.12%||101.27%||70.61%||30.66%|
|USD 100K Conservative||12.05%||10.84%||49.37%||76.71%||70.61%||6.10%|
|USD 100K Growth||14.67%||20.57%||66.25%||98.32%||70.61%||27.71%|
|CAD 100K Conservative||6.98%||3.27%||35.42%||40.15%||46.73%||-6.57%|
|CAD 100K Growth||11.86%||14.90%||50.83%||75.16%||46.73%||28.44%|
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Here’s a complete description of each of our portfolio (please note we offer both US and CDN dividend portfolio):
This 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.
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.
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.
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.
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
This 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 benefiting from the dividend growth compounding effect while buying and selling stocks on a timely basis according to what is happening on the market.
We started thinking how we could use DSR investing rules to find higher yielding stocks without compromising our investing process. With additional research, we were able to build a portfolio showing a 4.50-5% yield with a minimum of dividend growth to cover inflation (and more). Therefore, you could use this portfolio with a “4% withdrawing rules” and you should be good to never take money away from your capital. I’ve also avoided investing more than 20% in a specific sector. This ensures a strong diversification to go through any kind of crisis.