Returns as of 9/20/21
The KISS Portfolio
| YTD | 1 Yr | 5 Yr | Inception |
| 28.49% | 12.22% | 14.61% |
Inception date 1/2/2013
Dividend Champions
| YTD | 1 Yr | 5 Yr | Inception |
| 23.63% | 23.63% |
Theoretical Portfolio, started 1/2/2019
Dogs of the Champions
| YTD | 1 Yr | 5 Yr | Inception |
| 18.79% | 18.79% |
Theoretical Portfolio, started 1/2/2019
Dividend Champions
With Highest PAAY
| YTD | 1 Yr | 5 Yr | Inception |
| 30.1% | 30.1 |
Theoretical Portfolio, started 1/2/2019
The Retirement Portfolio
| YTD | 1 Yr | 5 Yr | Inception |
| 26.71% | 11.88% | 13.54% |
Inception date 11/1/2013
Dividend Aristocrats
| YTD | 1 Yr | 5 Yr | Inception |
| 8.21% |
New Portfolio, started 8/1/2019
Dogs of the Aristocrats
| YTD | 1 Yr | 5 Yr | Inception |
| 19.78% | 19.78% |
Theoretical Portfolio, started 1/2/2019
Dividend Aristocrats
With Highest PAAY
| YTD | 1 Yr | 5 Yr | Inception |
| 15.35% |
New Portfolio, started 8/1/2019
Benchmarks
(As of 9/20/21)
SPY
| YTD | 1 Yr | 5 Yr | Inception |
| 20.87% | 36.91% | 17.80% | 15.73% |
SDY
| YTD | 1 Yr | 5 Yr | Inception |
| 14.58 | 30.42% | 10.83% | 12.37% |
VDIGX
| YTD | 1 Yr | 5 Yr | Inception |
| 15.99 | 25.38% | 12.09% | 11.61% |
NOBL
| YTD | 1 Yr | 5 Yr | Inception |
| 17.39 | 30.42% | 13.58% | 12.88%* |
Benchmarks Inception date 1/2/2013
(*NOBL Inception date 10/9/2013)