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Discounted Dividend Grower
Dividend growth champions trading at a discount. Combines proven dividend growth track records with attractive entry points.
daily rebalance15 target positionsequal_weight
Buys companies with outstanding dividend growth records, but only when they're trading at a discount. Combines growth investing with value discipline.
Learn more about this strategy →⚠️ Paper Portfolio: This is a simulated portfolio for educational purposes. Not investment advice.
NAV
$100,330
Total Return
+0.33%
Dividends
$45
Holdings
15
Avg Yield
3.33%
Max Drawdown
-3.21%
Performance (Last 90 Days)
Dec 15, 2025Today
Current Holdings (15)
Total Value: $99,356
| Stock | Shares | Price | Value | G/L | Yield |
|---|---|---|---|---|---|
| HPQ HP Inc. | 290 | $19.44 | $5,638 | -17.54% | 6.0% |
| HOG Harley-Davidson, Inc. | 324 | $19.80 | $6,415 | -6.07% | 3.6% |
| FRME First Merchants Corporation | 177 | $39.76 | $7,038 | +3.14% | 3.6% |
| HRB H&R Block, Inc. | 158 | $39.45 | $6,233 | -8.61% | 4.0% |
| DOX Amdocs Limited | 85 | $81.94 | $6,965 | +2.25% | 2.6% |
| FFIN First Financial Bankshares, Inc. | 217 | $31.82 | $6,905 | +1.37% | 2.4% |
| FNF Fidelity National Financial, Inc. | 122 | $54.39 | $6,636 | -2.47% | 3.7% |
| CI Cigna Corporation | 25 | $274.11 | $6,853 | +0.75% | 2.2% |
| FINV FinVolution Group | 1335 | $5.13 | $6,849 | +1.28% | 5.4% |
| DLB Dolby Laboratories, Inc. | 102 | $64.19 | $6,547 | -3.11% | 2.1% |
| AGM Federal Agricultural Mortgage Corporation | 38 | $169.30 | $6,433 | -4.49% | 3.5% |
| BAH Booz Allen Hamilton Holding Corporation | 79 | $88.42 | $6,985 | +3.71% | 2.5% |
| IOSP Innospec Inc. | 83 | $81.72 | $6,783 | +0.80% | 2.1% |
| ADP Automatic Data Processing, Inc. | 26 | $246.82 | $6,417 | -4.55% | 2.6% |
| FDBC Fidelity D & D Bancorp, Inc. | 149 | $44.70 | $6,660 | +0.90% | 3.6% |
Portfolio Details
- Initial Capital
- $100,000
- Cash Balance
- $973
- Created
- Dec 14, 2025
- Last Updated
- Mar 14, 2026
Return Breakdown
- Unrealized Gains
- -$2,226
- Realized Gains
- +$0
- Dividends
- +$45
- Total Return
- +$330
Strategy Rules
Entry: 10y+ growth streak OR 5y CAGR >= 5%, Yield >= 3%, 10%+ off high | Exit: Growth streak breaks or rises to 52w high | Rebalance: Weekly
Recent Trades
SELLCDW
53 @ $126.39
Jan 30, 2026
BUYFDBC
149 @ $44.30
Jan 30, 2026
SELLASH
114 @ $61.49
Jan 29, 2026
BUYCDW
53 @ $124.94
Jan 29, 2026
SELLHWBK
209 @ $32.15
Jan 21, 2026
SELLFDBC
156 @ $44.20
Jan 21, 2026
BUYFINV
1335 @ $5.07
Jan 21, 2026
BUYIOSP
83 @ $81.07
Jan 21, 2026
SELLCIVB
249 @ $23.27
Jan 15, 2026
SELLEFSC
124 @ $56.07
Jan 15, 2026
Portfolio History
| Date | Type | Symbol | Shares | Price | Days | Price P&L | Div | Net P&L | Reason |
|---|---|---|---|---|---|---|---|---|---|
| Jan 30, 2026 | BUY | FDBC | 149 | $44.30 | — | — | — | — | rebalance entry v2 |
| Jan 30, 2026 | SELL | CDW | 53 | $126.39 | 1d | $76.85 | — | $76.85 | dropped from universe v2 |
| Jan 29, 2026 | BUY | CDW | 53 | $124.94 | — | — | — | — | rebalance entry v2 |
| Jan 29, 2026 | SELL | ASH | 114 | $61.49 | 41d | $213.18 | — | $213.18 | dropped from universe v2 |
| Jan 21, 2026 | BUY | IOSP | 83 | $81.07 | — | — | — | — | rebalance entry v2 |
| Jan 21, 2026 | SELL | HWBK | 209 | $32.15 | 6d | -$129.58 | — | -$129.58 | dropped from universe v2 |
| Jan 21, 2026 | SELL | FDBC | 156 | $44.20 | 13d | $111.79 | — | $111.79 | dropped from universe v2 |
| Jan 21, 2026 | BUY | FINV | 1335 | $5.07 | — | — | — | — | rebalance entry v2 |
| Jan 15, 2026 | SELL | CIVB | 249 | $23.27 | 8d | $298.45 | — | $298.45 | dropped from universe v2 |
| Jan 15, 2026 | SELL | EFSC | 124 | $56.07 | 5d | $152.52 | — | $152.52 | dropped from universe v2 |
| Jan 15, 2026 | SELL | AVT | 141 | $51.14 | 28d | $393.39 | — | $393.39 | dropped from universe v2 |
| Jan 15, 2026 | BUY | HWBK | 209 | $32.77 | — | — | — | — | rebalance entry v2 |
| Jan 15, 2026 | BUY | HOG | 324 | $21.08 | — | — | — | — | rebalance entry v2 |
| Jan 15, 2026 | BUY | FRME | 177 | $38.55 | — | — | — | — | rebalance entry v2 |
| Jan 12, 2026 | BUY | FFIN | 217 | $31.39 | — | — | — | — | rebalance entry v2 |
| Jan 12, 2026 | SELL | IMO | 81 | $92.11 | 25d | $642.33 | — | $642.33 | dropped from universe v2 |
| Jan 10, 2026 | BUY | EFSC | 124 | $54.84 | — | — | — | — | rebalance entry v2 |
| Jan 10, 2026 | SELL | CWT | 158 | $43.61 | 22d | $79.00 | — | $79.00 | dropped from universe v2 |
| Jan 8, 2026 | BUY | FDBC | 156 | $43.48 | — | — | — | — | rebalance entry v2 |
| Jan 8, 2026 | SELL | EFSC | 123 | $56.01 | 9d | $159.29 | — | $159.29 | dropped from universe v2 |
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