Now is always the right time to change your sector allocation. DSR Portfolio Models will help you get the work done!
Dividend Stocks Rock presents a specific point of view on each sector. We believe nobody should invest more than 20% of their money in a single sector. The more you add past 20%, the more volatile your portfolio may be.
The key is to hold some of the best companies from each industry sector. Our portfolio models highlight the best of breeds and allow you to make quick modifications to improve yours.
Discover Our Portfolios *Members Only*
U.S. Portfolios |
Canadian Portfolios |
25K | 25K |
100K | 100K |
500K | 500K |
Retirement | 100% CAD |
Retirement |
Dividend Stocks Rock Portfolio Returns
Returns Updated Daily
Portfolios | Annual. Return | 1Y | 3Y | 5Y | Total Return | Benchmark |
---|---|---|---|---|---|---|
CAD 25K | 11.20% | 6.76% | 7.13% | 12.37% | 229.41% | 172.17% |
USD 25K | 10.73% | 14.50% | 4.95% | 9.57% | 214.10% | 235.11% |
CAD 100K | 8.68% | 7.03% | 2.56% | 7.09% | 154.66% | 172.17% |
USD 100K | 12.78% | 18.96% | 8.88% | 12.04% | 285.80% | 235.11% |
USD 500K | 8.93% | 13.87% | 5.23% | 9.59% | 146.78% | 197.42% |
CAD 500K | 8.60% | 5.19% | 3.65% | 8.28% | 139.12% | 139.41% |
CAD | 9.50% | 7.28% | 4.86% | 8.73% | 94.17% | 78.54% |
Retirement CAD | 5.49% | 8.66% | 0.20% | 3.98% | 40.74% | 64.97% |
Retirement USD | 9.11% | 5.17% | 3.86% | 7.70% | 74.60% | 102.19% |
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Date of creation
- Past performance is no guarantee of future results.
- October 31st 2013 for all 25K and 100K portfolios
- Both 500K portfolios were created on May 31st 2014.
- Our 100% Canadian portfolio was created on July 31st 2017.
- Our retirement portfolios were created on July 31st 2018.
- Benchmarks are VIG and XDV.TO.
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