DIVIDEND MACHINE MODEL PORTFOLIOS

In 2011 I embarked on an experiment the purpose of which was to measure how well my dividend stock picking strategy performed.  

  • Each year I created a portfolio of dividend stocks I call Dividend Machines using my specific set of stock pricking criteria. 
  • All portfolios are long only; any transactions were due to mergers or acquisitions.
  • I made small changes to criteria over the years 
  • Every portfolio is tracked and reported on quarterly

The table below summarizes these portfolios:   

Year End Update 2019  

Portfolio Year Basis Value Yield % Gain
2018 $85,173 $92,941 4.77% 9.12%
2017 $101,248 $117,794 4.04% 16.34%
2016 $64,439 $71464* na 10.90%
2015 $108,226 $138,015 4.38% 27.52%
2014 $82,168 $112,920 4.22% 37.43%
2013 $100,810 $171,146 5.15% 69.77%
2012 $211,460 $470,481 2.57% 122.49%
2011 $207,336 $513,177 2.60% 147.51%
Sum  $875,687 $1,523,533
* 2016 Portfolio was liquidated 2/17/2017
Data Source:  Market XLS


Click on the links to view each year's portfolio's holdings.


2018 Portfolio 
2017 Portfolio 
2016 Portfolio 
2015 Portfolio 
2014 Portfolio 
2013 Portfolio 
2012 Portfolio 
2011 Portfolio 

M* MoneyMadam