US Dividend Rockets
Buys US stocks whose dividend has grown by more than 15 percent per year over the last five years — measured as calendar-year payouts per share, split-adjusted. Fast payout growth points to rising earnings and to management handing profits back to shareholders. 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 its dividend growth no longer exceeds 15 percent per year, it is no longer listed in the US, or it is no longer rated green.
This portfolio buys shares.
- Performance
- −1.76%
- Lead over QQQ
- −2.62%
- Largest drawdown
- −3.01%
- Win rate
- —
- Cash ratio
- 61.0%
- Portfolio value
- $98,245
Performance against the yardsticks
What the portfolio holds
| Stock | Shares | Entry | Price | Value | Share |
|---|---|---|---|---|---|
| BY | 516.80 | $38.70 | $39.30 | $20,310 | 20.7% |
| KLAC | 98.33 | $203.40 | $182.80 | $17,974 | 18.3% |
| Cash | — | — | — | $59,960 | 61.0% |
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.
| Date | Stock | Action | Shares | Price | Reason |
|---|---|---|---|---|---|
| 07/27/2026 | BY | Buy | 516.80 | $38.70 | Newly selected |
| 07/27/2026 | KLAC | Buy | 98.33 | $203.40 | Newly selected |