Portfolio results on hulbertratings.com:


THROUGH 03-31-2024 from hulbertratings.com:
The hulbertratings.com monthly update is entered as soon as it is available, usually 1 to 2 weeks ahead of completion of our site's monthly update.
BSDN
TPS
SP500TR
Cap Weighted
Includes Dividends Reinvested
Performance over the trailing 12 months
24.80%24.06%29.88%
3 Years Average Annual Rate Of Return trailing 36 months
10.86%
7.21%
11.49%
5 Years Average Annual Rate Of Return trailing 60 months
16.69%
11.88%
15.05%
Our 150+ dividend-paying companies portfolio has outperformed the S&P 500 on a total return basis (which includes re-invested dividends) without having any of the S&P 500 top-7 cap-weighted stocks {i.e., without " The Magnificent Seven" tech stocks — Apple ( AAPL ), Alphabet ( GOOGL, GOOG ), Microsoft ( MSFT ), Amazon ( AMZN ), Meta ( META ), Tesla (TESLA) and Nvidia (NVDA) — which make up 29% of the S&P 500's performance}. Our site [BSDN] has outperformed The Prudent Speculator [TPS] for the last 6+ years that we have both been tracked by hulbertratings.com.  TPS is a dividend oriented advisory site with a remarkably outstanding 40 year 14.13% Average Annual Rate Of Return, however its recommendations involve not just buying, but also keeping up with its selling and rebalancing.  In contrast our site's recommendations only involve buying and holding (you only sell if you need funds)!


2023 RECAP from hulbertratings.com:
BSDN
TPS
SP500TR
Cap Weighted
Includes Dividends Reinvested
Performance over the trailing 12 months through 12-31-202324.45%16.53%26.29%
3 Years Average Annual Rate Of Return trailing 36 months, 12-31-202313.88%
9.11%
10.00%
5 Years Average Annual Rate Of Return trailing 60 months, 12-31-202318.21%
12.20%
15.69%

2022 - 2019 HISTORICAL from hulbertratings.com:
BSDN
TPS
SP500TR
Cap Weighted
Includes Dividends Reinvested
Performance over the trailing 12 months through 12-31-2022-6.42%-12.17%-18.11%
Performance over the trailing 12 months through 12-31-2021
26.80%
26.89%
28.71%
Performance over the trailing 12 months through 12-31-2020
13.74%
8.17%
18.22%
Performance over the trailing 12 months through 12-31-2019
37.43%
26.58%
31.49%

See the INDEPENDENT RATING SERVICE, The Hulbert Financial Digest (hulbertratings.com) average annualized rate of return,  audited results of our site’s performance since 9/30/2017, which at that inception date they started with the accumulated portfolio (from our quarterly recommended equal-weight 20 company purchases since June 2015), and they have continued to add all subsequent quarterly recommended equal-weight 20 company purchases, visit: http://hulbertratings.com/since-inception/  .

To see how this site's accumulated - now an approximately 150+ dividend-paying companies portfolio - performance compares to the other sites Hulbert tracks - and for comparative "Performance Benchmarks" scroll to the bottom of Hulbert's "scoreboard" lists - use the links that follow:         REMEMBER: These results are from only BUYING & HOLDING, no selling or rebalancing involved!

For the most recent "trailing 12-month's" performance, visit: http://hulbertratings.com/12-month-scoreboard/


For the most recent "trailing 3-year's" performance, visit: http://hulbertratings.com/3-year-scoreboard/


For the most recent "trailing 5-year's" performance, visit: http://hulbertratings.com/5-year-scoreboard/

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THE pdf at this link Cumulative Performance HISTORY from 6/15/2015 Inception reflects this site's "Yearly Average" "ROR" (Rate of Return), for the period June 2015 forward through the  "Date" on each line.   "Total Return" includes both "Price" change and "Dividends", from acting at each "Date" on our recommendations to BUY & HOLD: Quarterly invest Equal-Weight in 20 stocks with Growing Dividends.

More specifically – Every 3 mos., after our updates for the months of Feb/May/Aug/Nov invest equal amounts in each of the stocks in our recommended “20 ticker/company PORTFOLIO”, which we selected from our then-current Complete BUY LIST (of approx. 100+ stocks).

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