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Dividend

Buy and hold dividend aristocrats, compound forever

Dividend Investor

3Y
Total Return
+29.8%
3Y
Sharpe Ratio
0.51
3Y
Max Drawdown
-8.6%
3Y
Win Rate
52.3%
3Y
Alpha
-14.0%
3Y
Comp. Score *
0.13
Risk Parameters
Max Allocation7.1%
Stop Loss20.0%
Take Profit8.0%
Max DD Tolerance8.6%
Rebalanceweekly
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
PEP BUY 21% 17.4% below entry 7.0% above entry 8.2% TVYH
XOM BUY 24% 19.8% below entry 7.9% above entry 7.2% TVYH
PG BUY 18% 15.5% below entry 6.2% above entry 9.2% TVYH
O BUY 17% 14.3% below entry 5.7% above entry 10.0% TVYH
HD BUY 23% 19.3% below entry 7.7% above entry 7.4% TVYH
KO BUY 16% 13.8% below entry 5.5% above entry 10.4% TVYH
CVX BUY 23% 19.7% below entry 7.9% above entry 7.3% TVYH
VZ BUY 22% 18.9% below entry 7.6% above entry 7.6% TVYH
T BUY 22% 18.8% below entry 7.5% above entry 7.6% TVYH
MMM BUY 49% 40.0% below entry 16.4% above entry 3.5% TVYH
MO BUY 28% 23.5% below entry 9.4% above entry 6.1% TVYH
▶ For Passive Investors (Buy & Hold)

This strategy has moderate long-term potential but requires monitoring. - 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 -30% drawdown to return 122% long-term. - Exit rule: Exit if any holding cuts its dividend. Price drops with maintained payments are buying opportunities.

Avg 5Y Return
51.7%
Avg 5Y Sharpe
0.39
10Y Return
122.4%
10Y Sharpe
0.36
HODL Composite
0.38
Consistency
89%
Suitable for passive
No