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LOSING

Dividend Capture

Dividend capture: hold high-yield low-vol stocks, harvest dividends

3Y
Total Return
+3.6%
3Y
Sharpe Ratio
-0.24
3Y
Max Drawdown
-13.6%
3Y
Win Rate
49.8%
3Y
Alpha
-65.2%
3Y
Comp. Score *
-0.01
Risk Parameters
Max Allocation0.0%
Stop Loss20.0%
Take Profit8.0%
Max DD Tolerance13.6%
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
XOM BUY 24% 20.4% below entry 8.2% above entry 0.0% TVYH
MCD BUY 19% 15.8% below entry 6.3% above entry 0.0% TVYH
IBM BUY 38% 32.1% below entry 12.9% above entry 0.0% TVYH
VYM BUY 13% 11.0% below entry 4.4% above entry 0.0% TVYH
KO BUY 18% 14.7% below entry 5.9% above entry 0.0% TVYH
JNJ BUY 19% 15.8% below entry 6.3% above entry 0.0% TVYH
HDV BUY 55% 40.0% below entry 18.4% above entry 0.0% TVYH
SCHD BUY 14% 11.5% below entry 4.6% above entry 0.0% TVYH
VZ BUY 23% 19.4% below entry 7.8% above entry 0.0% TVYH