High-dividend + bond income: 4-5% yield target, low drawdown
Income Shield
| Symbol | Action | Vol | Stop Loss | Take Profit | Size | Links |
|---|---|---|---|---|---|---|
| BND | BUY | 5% | 10.0% below entry | 4.0% above entry | 17.8% | TVYH |
| PG | BUY | 18% | 15.5% below entry | 6.2% above entry | 11.5% | TVYH |
| HDV | BUY | 12% | 10.0% below entry | 4.0% above entry | 17.8% | TVYH |
| SCHD | BUY | 14% | 11.9% below entry | 4.7% above entry | 15.0% | TVYH |
| DVY | BUY | 14% | 12.0% below entry | 4.8% above entry | 14.9% | TVYH |
| TIP | BUY | 4% | 10.0% below entry | 4.0% above entry | 17.8% | TVYH |
| HYG | BUY | 5% | 10.0% below entry | 4.0% above entry | 17.8% | TVYH |
| KO | BUY | 16% | 13.8% below entry | 5.5% above entry | 13.0% | TVYH |
| LQD | BUY | 7% | 10.0% below entry | 4.0% above entry | 17.8% | TVYH |
| CVX | BUY | 23% | 19.7% below entry | 7.9% above entry | 9.1% | TVYH |
| O | BUY | 17% | 14.3% below entry | 5.7% above entry | 12.4% | TVYH |
| VNQ | BUY | 15% | 12.7% below entry | 5.1% above entry | 14.1% | TVYH |
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 -31% drawdown to return 94% long-term. - Exit rule: Exit if yield drops below historical average for 2 quarters. Reinvest all dividends.