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WINNING

Income Shield

High-dividend + bond income: 4-5% yield target, low drawdown

3Y
Total Return
+30.7%
3Y
Sharpe Ratio
0.65
3Y
Max Drawdown
-7.7%
3Y
Win Rate
52.7%
3Y
Alpha
-57.0%
3Y
Comp. Score *
0.11
Risk Parameters
Max Allocation9.1%
Stop Loss20.0%
Take Profit8.0%
Max DD Tolerance7.7%
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
BND BUY 5% 10.0% below entry 4.0% above entry 18.1% TVYH
PG BUY 19% 15.9% below entry 6.4% above entry 11.4% TVYH
HDV BUY 55% 40.0% below entry 18.4% above entry 3.9% TVYH
SCHD BUY 14% 11.5% below entry 4.6% above entry 15.8% TVYH
DVY BUY 14% 11.6% below entry 4.6% above entry 15.7% TVYH
TIP BUY 4% 10.0% below entry 4.0% above entry 18.1% TVYH
HYG BUY 5% 10.0% below entry 4.0% above entry 18.1% TVYH
KO BUY 18% 14.7% below entry 5.9% above entry 12.3% TVYH
LQD BUY 6% 10.0% below entry 4.0% above entry 18.1% TVYH
CVX BUY 24% 20.0% below entry 8.0% above entry 9.1% TVYH
O BUY 17% 14.5% below entry 5.8% above entry 12.5% TVYH
VNQ BUY 15% 12.7% below entry 5.1% above entry 14.3% TVYH