Portfolio results on hulbertratings.com and motifinvesting.com:

For an INDEPENDENT RATING SERVICE’s evaluation of our site’s performance since 9/30/2017, when they started tracking us, visit: http://hulbertratings.com/since-inception/
 (after 9/30/2018: this link will reflect our average annualized rate of return, since they began tracking us, just like all other companies that they have tracked for more than twelve months).

Also: Quarterly, for independent substantiation of our performance, our “then-current” BUY List is published on MotifInvesting.com as a diversified 20 company portfolio which MotifInvesting.com refers to as a "motif".


On MotifInvesting.com restrict your focus to only the “motifs” related to our website’s diversified 20 company BUY List recommendations, which are all titled: “yyyy-mm-dd DIVIDEND GROWTH Public Portfolio”.

MotifInvesting.com assigns each “motif” (i.e. portfolio) an “Index” value of 1000 when it is first created.  MotifInvesting.com changes this “Index” value daily to reflect the net cumulative result that would have occurred if $1,000 had been invested in the “motif” at its inception (similar to the S&P500, Dow 30, or other stock indices).



 (If the number of "Companies" is less than 20, it is because one, or more, of the original 20 companies on the list was acquired by another company, and the related usually exceptional performance associated with such transactions is not included in the these results.)

then select one of our published portfolios (the "Full Details" can be viewed if you are "signed-in" to a Motif account;

a fully functional Motif account can be easily opened without funding by indicating you will fund by mail).

-- or --

to find our published portfolios

With your browser go to:

MotifInvesting.com > RESOURCES > Explore Motifs


Search”, with daillak

On MotifInvesting.com in the column heading “Return 1 Mo/1 Yr”, selecting “… 1 Yr” will display the price (only) percentage return for the last 365 days, for only those motifs that were actually created, and published, 365 days ago, or longer.

Also, note that the “Dividend Yield” column reflects the additional percentage return from the dividend for the last 365 days.

[If you don’t see a column heading titled “Return 1 Mo/1 Yr” then at the bottom of the list results click: VIEW ALL xx COMMUNITY MOTIFS RESULTS > and the “Daily Change” column should have changed to a “Return 1 Mo/1 Yr” column.]

[If “motifs” aren’t listed, but instead appear as images, look in the upper area for an icon to change to a “list”.]

[If you have accessed any “motif” (i.e. portfolio) from being signed-in to your personal MotifInvesting.com account, a great deal of additional detailed information is available regarding the companies that make up the “motif”, and you can confirm the date the motif was created and the date of the last change/”rebalance” (if any have occurred).  Also, for each “motif” you can open it and click on the “Performance” tab and examine the price (only) percentage return for any period during the previous five years, by inputting a beginning and an ending date range.]

[For more information about using MotifInvesting.com to investigate the performance of this site’s recommendations, see the August 25 - 26, 2017, entries in our “FAQ Blog”.]