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WINNING

Dividend Aristocrat Blue Chips

25+ year dividend growers: 4-8% yield, income + capital appreciation

3Y
Total Return
+24.9%
3Y
Sharpe Ratio
0.36
3Y
Max Drawdown
-11.8%
3Y
Win Rate
52.6%
3Y
Alpha
-58.7%
3Y
Comp. Score *
0.11
Risk Parameters
Max Allocation5.9%
Stop Loss20.0%
Take Profit8.0%
Max DD Tolerance11.8%
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
UPS BUY 31% 25.8% below entry 10.3% above entry 4.6% TVYH
ENB BUY 17% 14.2% below entry 5.7% above entry 8.2% TVYH
FDX BUY 35% 29.3% below entry 11.7% above entry 4.0% TVYH
KO BUY 18% 14.7% below entry 5.9% above entry 8.0% TVYH
SCHD BUY 14% 11.5% below entry 4.6% above entry 10.2% TVYH
JNJ BUY 19% 15.8% below entry 6.3% above entry 7.4% TVYH
PEP BUY 21% 17.7% below entry 7.1% above entry 6.6% TVYH
ABBV BUY 27% 22.3% below entry 8.9% above entry 5.3% TVYH
PM BUY 27% 22.4% below entry 9.0% above entry 5.2% TVYH
KHC BUY 25% 21.3% below entry 8.5% above entry 5.5% TVYH
PG BUY 19% 15.9% below entry 6.4% above entry 7.4% TVYH
XOM BUY 24% 20.4% below entry 8.2% above entry 5.7% TVYH
MO BUY 29% 24.4% below entry 9.8% above entry 4.8% TVYH
MMM BUY 43% 36.3% below entry 14.5% above entry 3.2% TVYH