Trading Experiments
We run controlled trading experiments to test different dividend strategies. Each experiment tracks real opportunities with detailed performance analysis to help identify the most effective approaches.
🧪 Experimental: These are paper-traded experiments for research and educational purposes. Results are tracked in real-time but do not represent actual investment accounts. Past performance does not guarantee future results.
Capture Timing v4 Fixed
CompletedRetesting the 12 dividend capture strategies with unbiased entry rules (no look-ahead) and survivorship bias fixes. Single 12-month period (2024).
Dividend Capture Timing v3
CompletedComparing 12 different entry/exit timing strategies (e.g. 14D → 7D, 1D → Breakeven) to optimize dividend capture efficiency and avoid value traps. Includes Annualized ROI analysis.
Dividend Capture Timing v3 (No Funds)
CompletedSame 12 timing strategies as v3, but excluding mutual funds and ETFs to isolate performance on operating companies. Tests whether fund NAV adjustments drag down capture returns.
Dividend Capture Timing v5 Annual Periods
CompletedTesting 12 dividend capture strategies across 10 rolling 12-month periods (120 portfolios total) to determine which strategies are robust over full annual market cycles. All strategies achieved 100% profitable periods!
Dividend Capture Timing Study
PendingEntry timing 7 days before ex-date with exit 14 days after yields optimal risk-adjusted returns for dividend capture
Capture Timing Validated: 7D -> 14D
PendingValidated experiment with look-ahead bias prevention, transaction costs, stocks only (no funds), and multi-period testing
Capture Timing Validated: 2D -> 7D
PendingValidated experiment with look-ahead bias prevention, transaction costs, stocks only (no funds), and multi-period testing
Capture Timing Validated: 2D -> 14D
PendingValidated experiment with look-ahead bias prevention, transaction costs, stocks only (no funds), and multi-period testing
Capture Timing Validated: 7D -> 7D
PendingValidated experiment with look-ahead bias prevention, transaction costs, stocks only (no funds), and multi-period testing
Price Momentum Capture - ADX
CompletedVariant C: ADX Trend filter (ADX > 25 AND +DI > -DI)
Price Momentum Capture - MACD
CompletedVariant B: MACD Bullish filter (MACD Line > Signal Line)
Price Momentum Capture - Control
CompletedControl group: No momentum filter applied. Baseline for comparison.
Price Momentum Capture - MA Dual
CompletedVariant A: Dual Moving Average Bullish filter (close > SMA50 AND close > SMA200)
Price Momentum Capture - Near High
CompletedVariant D: Near 52-Week High filter (within 10% of 52w high)
How Experiments Work
Strategy Testing
Each experiment tests specific trading strategies with defined entry/exit rules and filters based on our opportunity scoring system.
Real-Time Tracking
Trades are tracked in real-time with actual market prices. See pending entries, active positions, and completed trades.
Detailed P&L Analysis
Every trade shows price-only returns vs. total returns including dividends, helping identify which strategies truly capture value.
Learning Resources
Comprehensive guides to help you understand dividend capture strategies
Dividend Capture for Beginners
A step-by-step introduction to dividend capture trading, from basic concepts to your first trade.
Login to AccessWhen to Buy Before Ex-Dividend Date
A practical guide comparing 8 different entry timing strategies, backed by real trading experiment data.
Login to AccessDividend Capture Exit Strategies
When should you sell after the ex-dividend date? Compare four different exit approaches.
Login to AccessThe Breakeven Exit Strategy
How to turn every dividend capture trade into a winner by waiting for price recovery.
Login to Access10 free guides available! Create a free account to access all guides and download PDFs.