Performance
Performance
Dividend Investing Portfolio Dow Jones U.S. Index (IYY)
Dividend Yield 2.8% 1.6%
Dividend Investing Portfolio* Dow Jones U.S. Index (IYY)
Total
Return
Income
Return
Capital
Gain/(Loss)
Total
Return
Income
Return
Capital
Gain/(Loss)
From Inception 56.1% 11.3% 44.8% 57.9% 7.0% 50.9%
Week (Ending 8/15) 1.0% 0.0% 1.0% 1.3% 0.0% 1.3%
Month (August) -3.1% 0.1% -3.2% -1.7% 0.0% -1.7%
2014 YTD 3.8% 1.6% 2.2% 4.1% 0.8% 3.3%
2013 36.5% 3.6% 32.9% 32.6% 2.3% 30.3%
2012* 10.2% 3.5% 6.7% 14.3% 2.2% 12.1%
[ Performance as of 8/15/2014 ]
*The AAII Dividend Investing portfolio is an actual portfolio started on January 3, 2012. The portfolio is run as if managed by an individual. Additions and deletions to the portfolio are made during the week following the portfolio alert. Actual commissions and bid-ask spreads are included in the AAII Dividend Investing portfolio and are reflected in the performance figures.
Subscribers receive:
  • Weekly portfolio updates sent to you via email

  • Monthly PDF issues of our Dividend Investing newsletter

  • Full access to the DI portfolio, company data, past commentaries and more via the DI website

  • Our full three-month money-back guarantee

Subscribe Now