2024-07-07 21:28:31 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 gained 2.20% in June, trailing the S&P 500 by 1.39%.
- Since its inception, the portfolio has generated 16.83% 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 U.S. Dividend Equity ETF ( SCHD ), or rather its underlying index, the Dow Jones US Dividend 100 Index ( DJUSDIV ), with a few minor modifications.
The first major difference is the starting universe of stocks, I chose to create my own investable universe focused on high-quality companies that have a history of above-average dividend growth....
Read the full article on Seeking Alpha
For further details see:
The 4 Factor Dividend Growth Strategy - Cruising Along With A 24% Return