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Dividend Growth Compounding

10+ year dividend growers, reinvest all dividends, never sell winners

Dividend Growth Compounding (DRIP)

3Y
Total Return
+27.6%
3Y
Sharpe Ratio
0.46
3Y
Max Drawdown
-9.7%
3Y
Win Rate
52.9%
3Y
Alpha
-14.6%
3Y
Comp. Score *
0.13
Risk Parameters
Max Allocation6.9%
Stop Loss25.0%
Take Profit15.0%
Max DD Tolerance9.7%
Rebalanceweekly
Execution Guidance
Order TypeLimit
Entry RuleDCA monthly regardless of price. Add more on 10%+ dips.
TimingSAFE TO BUY. *
ScalingEqual monthly contributions. Never try to time entry.
Positions — Vol-Adjusted Sizing
SymbolActionVol Stop LossTake ProfitSizeLinks
PG BUY 18% 19.4% below entry 11.6% above entry 8.9% TVYH
KO BUY 16% 17.2% below entry 10.3% above entry 10.0% TVYH
PEP BUY 21% 21.7% below entry 13.0% above entry 7.9% TVYH
ABBV BUY 26% 27.7% below entry 16.6% above entry 6.2% TVYH
MO BUY 28% 29.4% below entry 17.7% above entry 5.9% TVYH
PM BUY 25% 26.7% below entry 16.0% above entry 6.5% TVYH
O BUY 17% 17.9% below entry 10.8% above entry 9.6% TVYH
SCHD BUY 14% 14.8% below entry 8.9% above entry 11.6% TVYH
VIG BUY 14% 14.4% below entry 8.6% above entry 12.0% TVYH
NOBL BUY 14% 14.3% below entry 8.6% above entry 12.0% TVYH
JNJ BUY 18% 18.6% below entry 11.2% above entry 9.2% TVYH
CVX BUY 23% 24.6% below entry 14.7% above entry 7.0% TVYH
XOM BUY 24% 24.7% below entry 14.8% above entry 7.0% 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 -33% drawdown to return 149% long-term. - Exit rule: Exit if any holding cuts its dividend. Price drops with maintained payments are buying opportunities.

Avg 5Y Return
66.1%
Avg 5Y Sharpe
0.5
10Y Return
149.3%
10Y Sharpe
0.43
HODL Composite
0.46
Consistency
89%
Suitable for passive
No