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Quality Dividend Aristocrats

25+ year dividend growers with high ROE — buy dips, hold forever

Quality Dividend Aristocrats

3Y
Total Return
+30.1%
3Y
Sharpe Ratio
0.50
3Y
Max Drawdown
-11.1%
3Y
Win Rate
51.4%
3Y
Alpha
-13.9%
3Y
Comp. Score *
0.11
Risk Parameters
Max Allocation6.9%
Stop Loss25.0%
Take Profit15.0%
Max DD Tolerance11.1%
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
ADP BUY 20% 21.3% below entry 12.8% above entry 8.1% TVYH
NOBL BUY 14% 14.3% below entry 8.6% above entry 12.0% TVYH
MMM BUY 49% 40.0% below entry 30.7% above entry 3.4% TVYH
GPC BUY 31% 32.8% below entry 19.7% above entry 5.3% TVYH
SHW BUY 25% 25.7% below entry 15.4% above entry 6.7% TVYH
JNJ BUY 18% 18.6% below entry 11.2% above entry 9.3% TVYH
KO BUY 16% 17.2% below entry 10.3% above entry 10.0% TVYH
ABT BUY 22% 23.1% below entry 13.9% above entry 7.5% TVYH
PG BUY 18% 19.4% below entry 11.6% above entry 8.9% TVYH
EMR BUY 31% 32.4% below entry 19.4% above entry 5.3% TVYH
CTAS BUY 23% 23.8% below entry 14.3% above entry 7.3% TVYH
ITW BUY 21% 22.3% below entry 13.4% above entry 7.8% TVYH
▶ For Passive Investors (Buy & Hold)

This strategy is suitable for passive investing. - 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 -32% drawdown to return 181% long-term. - Exit rule: Exit if any holding cuts its dividend. Price drops with maintained payments are buying opportunities.

Avg 5Y Return
80.9%
Avg 5Y Sharpe
0.58
10Y Return
180.6%
10Y Sharpe
0.51
HODL Composite
0.55
Consistency
89%
Suitable for passive
Yes