Dividend Aristocrats
Buys companies that have raised their dividend every single year for at least 25 years in a row — through the dot-com crash, the financial crisis, and the pandemic. The basis is the actual payout history, added up per share and calendar year and adjusted for splits; where a shifted payment date breaks the streak only on paper, the curated S&P 500 Aristocrats list fills the gap. A company that delivers this long has a business model that survives crises — the list is still not a buy recommendation. Only shares our own deep-dive analysis rates green are bought — yellow or no analysis at all is not enough. New positions are added once a month; a stock is sold as soon as the streak of 25 consecutive increases no longer holds or the share is no longer rated green. If the list holds no green-rated share, the portfolio stays in cash.
This portfolio buys shares.
- Performance
- 0.00%
- Lead over QQQ
- −0.86%
- Largest drawdown
- 0.00%
- Win rate
- —
- Cash ratio
- 100.0%
- Portfolio value
- $100,000
Performance against the yardsticks
What the portfolio holds
Nothing is held at the moment — the entire capital sits in cash.
The rules of this portfolio
- Buys
- once a month
- Sells
- checked every trading day: rating turned red, stop-loss hit, holding period over, or the stock dropped out of the selection.
Every trade with its reason
The complete history of this portfolio, most recent trade first. It is never truncated — it doubles as the recommendation history required by Art. 4(1)(i) of Delegated Regulation (EU) 2016/958.
This portfolio has not traded yet.