CNS - 4 Factor Dividend Growth Portfolio - Holding Steady

2024-02-05 20:35:02 ET

Summary

• The 4-factor dividend growth portfolio is a strategy that leverages the stock selection process of Schwab U.S. Dividend Equity ETF, with a few minor twists.
• The portfolio returned -2.01% in January, underperforming the S&P 500 by 3.69%.
• Since its inception, the portfolio has generated 3.65% of alpha over the S&P 500 and 18.92% of alpha over SCHD, on an annualized basis.

4-Factor Dividend Growth Portfolio

The 4-factor dividend growth portfolio was launched on November 1st, 2022. You can read about the strategy, stock selection process, and portfolio construction in this 4-Factor Dividend Growth Portfolio article . In a nutshell, the strategy leverages the stock selection process of Schwab's U.S. Dividend Equity ETF™ ( SCHD ), or rather its underlying index, the Dow Jones US Dividend 100 Index ( DJUSDIV ), with a few minor modifications....

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