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Canadian Aristocrat Income

Canadian Dividend Aristocrats with decades of consecutive dividend growth

Canadian aristocrats returned 19.11% in 2025. 20-51 year consecutive increase streaks. Geographic diversification with CAD currency exposure

3Y
Total Return
+29.5%
3Y
Sharpe Ratio
0.53
3Y
Max Drawdown
-13.4%
3Y
Win Rate
53.4%
3Y
Alpha
-57.3%
3Y
Comp. Score *
0.04
Risk Parameters
Max Allocation7.6%
Stop Loss20.0%
Take Profit8.0%
Max DD Tolerance13.4%
Rebalancemonthly
Execution Guidance
Order TypeLimit
Entry RuleBuy on ex-dividend date dips or when yield exceeds 5-year average.
TimingSAFE TO BUY. *
ScalingBuild position over 4-6 weeks. Reinvest all dividends.
Positions — Vol-Adjusted Sizing
SymbolActionVol Stop LossTake ProfitSizeLinks
TRP BUY 20% 17.0% below entry 6.8% above entry 8.9% TVYH
BCE BUY 22% 18.5% below entry 7.4% above entry 8.2% TVYH
TU BUY 19% 16.0% below entry 6.4% above entry 9.5% TVYH
ENB BUY 16% 13.5% below entry 5.4% above entry 11.2% TVYH
FTS BUY 15% 12.2% below entry 4.9% above entry 12.3% TVYH
BNS BUY 17% 14.3% below entry 5.7% above entry 10.6% TVYH
CM BUY 19% 15.8% below entry 6.3% above entry 9.6% TVYH
▶ For Passive Investors (Buy & Hold)

This strategy is suitable for passive investing. - Take profit: Rebalance when any position exceeds 2x its target weight. Trim back to target, redeploy to underweight positions. - Stop loss: NO price-based stop loss. This strategy recovered from 35% drawdown to deliver positive long-term returns. - Exit rule: Review annually. Exit if strategy underperforms its benchmark for 3 consecutive years.

Avg 5Y Return
31.1%
Avg 5Y Sharpe
0.18
10Y Return
44.2%
10Y Sharpe
0.06
HODL Composite
0.14
Consistency
75%
Suitable for passive
Yes