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WINNING

Dividend

Buy and hold dividend aristocrats, compound forever

3Y
Total Return
+30.5%
3Y
Sharpe Ratio
0.53
3Y
Max Drawdown
-8.5%
3Y
Win Rate
52.3%
3Y
Alpha
-57.0%
3Y
Comp. Score *
0.13
Risk Parameters
Max Allocation7.3%
Stop Loss20.0%
Take Profit8.0%
Max DD Tolerance8.5%
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
PEP BUY 21% 17.7% below entry 7.1% above entry 8.2% TVYH
XOM BUY 24% 20.4% below entry 8.2% above entry 7.1% TVYH
PG BUY 19% 15.9% below entry 6.4% above entry 9.1% TVYH
O BUY 17% 14.5% below entry 5.8% above entry 10.0% TVYH
HD BUY 24% 20.0% below entry 8.0% above entry 7.3% TVYH
KO BUY 18% 14.7% below entry 5.9% above entry 9.9% TVYH
CVX BUY 24% 20.0% below entry 8.0% above entry 7.3% TVYH
VZ BUY 23% 19.4% below entry 7.8% above entry 7.5% TVYH
T BUY 24% 19.8% below entry 7.9% above entry 7.3% TVYH
MMM BUY 43% 36.3% below entry 14.5% above entry 4.0% TVYH
MO BUY 29% 24.4% below entry 9.8% above entry 6.0% TVYH