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Dividend Aristocrat Momentum

Quality dividends + momentum: only buy Aristocrats in uptrends

Dividend Aristocrat Momentum

3Y
Total Return
-5.1%
3Y
Sharpe Ratio
-0.53
3Y
Max Drawdown
-15.5%
3Y
Win Rate
50.7%
3Y
Alpha
-24.9%
3Y
Comp. Score *
-0.00
Risk Parameters
Max Allocation0.0%
Stop Loss20.1%
Take Profit8.0%
Max DD Tolerance15.5%
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
JNJ BUY 18% 15.0% below entry 6.0% above entry 0.0% TVYH
NEE BUY 26% 22.2% below entry 8.8% above entry 0.0% TVYH
XOM BUY 24% 19.9% below entry 7.9% above entry 0.0% TVYH
EMR BUY 31% 26.0% below entry 10.4% above entry 0.0% TVYH
LOW BUY 25% 21.0% below entry 8.4% above entry 0.0% TVYH
PEP BUY 21% 17.5% below entry 7.0% above entry 0.0% TVYH
ECL BUY 20% 17.2% below entry 6.9% above entry 0.0% TVYH
MRK BUY 27% 23.1% below entry 9.2% above entry 0.0% TVYH
MCD BUY 18% 15.3% below entry 6.1% above entry 0.0% TVYH
WMT BUY 23% 19.8% below entry 7.9% above entry 0.0% 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 -15% drawdown to return 76% long-term. - Exit rule: Exit if any holding cuts its dividend. Price drops with maintained payments are buying opportunities.

Avg 5Y Return
49.1%
Avg 5Y Sharpe
0.39
10Y Return
75.9%
10Y Sharpe
0.21
HODL Composite
0.26
Consistency
67%
Suitable for passive
No