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Dividend Aristocrat Momentum

Quality dividends + momentum: only buy Aristocrats in uptrends

3Y
Total Return
-3.8%
3Y
Sharpe Ratio
-0.49
3Y
Max Drawdown
-15.3%
3Y
Win Rate
50.7%
3Y
Alpha
-67.7%
3Y
Comp. Score *
-0.00
Risk Parameters
Max Allocation0.0%
Stop Loss20.0%
Take Profit8.0%
Max DD Tolerance15.3%
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
JNJ BUY 19% 15.8% below entry 6.3% above entry 0.0% TVYH
NEE BUY 26% 21.7% below entry 8.7% above entry 0.0% TVYH
XOM BUY 24% 20.4% below entry 8.2% above entry 0.0% TVYH
EMR BUY 31% 26.2% below entry 10.5% above entry 0.0% TVYH
LOW BUY 26% 21.5% below entry 8.6% above entry 0.0% TVYH
PEP BUY 21% 17.7% below entry 7.1% above entry 0.0% TVYH
ECL BUY 21% 17.6% below entry 7.0% above entry 0.0% TVYH
MRK BUY 29% 24.3% below entry 9.7% above entry 0.0% TVYH
MCD BUY 19% 15.8% below entry 6.3% above entry 0.0% TVYH
WMT BUY 24% 20.5% below entry 8.2% above entry 0.0% TVYH