PORTFOLIOS COMPARISONS

Dividend Machine Portfolios 2011-2017

We income investors buy Dividend stocks because we need income.  2011 was the first year I published my picks of dividend stocks.  Each year I continue to publish my picks. The table below presents the performance of each of my annual portfolios. 

I will update each portfolio on a quarterly basis.  My 2018 portfolio will be updated more often.


2011-2017 
Portfolio Results
Updated* 1/12/2018
Basis Value Income** % Gain % Total Return
2017 $101,248 $109,963 $1,339 8.61% 9.93%
2016 $64,439 $71,464 $1,948 10.90% 13.93%
2015 $108,226 $148,090 $10,760 36.83% 46.78%
2014 $82,168 $102,519 $7,723 24.77% 34.17%
2013 $100,810 $152,719 $19,224 51.49% 70.56%
2012 $211,460 $419,572 $41,588 98.42% 118.08%
2011 $207,336 $428,381 $62,275 106.61% 136.65%
Sum  $875,687 $1,432,709 $144,857
* Source: MarketXLS 2016 Portfolio was liquidated 2/17/2017
** As of 12/29/2017




As an income investor and reader of this blog, you cannot lose sight of our major investment objective which is to retire with income that grows.  Dividend Machines are the stocks I use to create ever increasing and safe income over time. I also use covered calls and discount bonds in my three legged strategy to create retirement income.

No strategy is perfect.   Take a look at how the dividend strategy has worked by reviewing the portfolios created so far.   Only you can decide if this strategy is for you.

To review the criteria I use to select a stock as a Dividend Machine, please click on the page Dividend Machine Criteria. 


Good Income Investing,   M* MoneyMadam