💰
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
$101,745
Total Return
+1.74%
Dividends
$0
Holdings
15
Avg Yield
3.23%
Max Drawdown
-2.45%
Pending Dividends
$45
1 payment awaiting
Performance (Last 90 Days)
Dec 14, 2025Today
Current Holdings (15)
Total Value: $101,342
| Stock | Shares | Price | Value | G/L | Yield |
|---|---|---|---|---|---|
| HPQ HP Inc. | 290 | $19.43 | $5,635 | -17.58% | 6.0% |
| HOG Harley-Davidson, Inc. | 324 | $20.30 | $6,577 | -3.70% | 3.5% |
| FRME First Merchants Corporation | 177 | $38.26 | $6,772 | -0.75% | 3.7% |
| HRB H&R Block, Inc. | 158 | $40.04 | $6,326 | -7.24% | 4.0% |
| DOX Amdocs Limited | 85 | $82.66 | $7,026 | +3.14% | 2.6% |
| FFIN First Financial Bankshares, Inc. | 217 | $32.75 | $7,107 | +4.33% | 2.3% |
| FNF Fidelity National Financial, Inc. | 122 | $53.42 | $6,517 | -4.21% | 3.8% |
| CI Cigna Corporation | 25 | $279.20 | $6,980 | +2.62% | 2.2% |
| ASH Ashland Inc. | 114 | $63.29 | $7,214 | +6.15% | 2.6% |
| FINV FinVolution Group | 1335 | $5.13 | $6,849 | +1.28% | 5.4% |
| DLB Dolby Laboratories, Inc. | 102 | $62.05 | $6,329 | -6.34% | 2.2% |
| AGM Federal Agricultural Mortgage Corporation | 38 | $171.03 | $6,499 | -3.51% | 3.5% |
| BAH Booz Allen Hamilton Holding Corporation | 79 | $102.23 | $8,076 | +19.90% | 2.2% |
| IOSP Innospec Inc. | 83 | $81.08 | $6,730 | +0.02% | 2.1% |
| ADP Automatic Data Processing, Inc. | 26 | $257.87 | $6,705 | -0.27% | 2.5% |
📅
Dividend Calendar
Upcoming Ex-Dates
$0.00
0 dates
Pending Payments
$44.80
1 payment
PAYMENT
85 shares × $0.5270
$44.80
Jan 30(in 4d)
Ex-Date = Must hold before this datePayment = Dividend paid on this date
Portfolio Details
- Initial Capital
- $100,000
- Cash Balance
- $442
- Created
- Dec 14, 2025
- Last Updated
- Jan 25, 2026
Return Breakdown
- Unrealized Gains
- -$436
- Realized Gains
- +$0
- Dividends
- +$0
- Total Return
- +$1,745
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
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
SELLAVT
141 @ $51.14
Jan 15, 2026
BUYFRME
177 @ $38.55
Jan 15, 2026
BUYHOG
324 @ $21.08
Jan 15, 2026
BUYHWBK
209 @ $32.77
Jan 15, 2026
Portfolio History
| Date | Type | Symbol | Shares | Price | Days | Price P&L | Div | Net P&L | Reason |
|---|---|---|---|---|---|---|---|---|---|
| Jan 21, 2026 | BUY | FINV | 1335 | $5.07 | — | — | — | — | rebalance entry 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 15, 2026 | SELL | AVT | 141 | $51.14 | 28d | $393.39 | — | $393.39 | dropped from universe v2 |
| Jan 15, 2026 | BUY | FRME | 177 | $38.55 | — | — | — | — | rebalance entry v2 |
| Jan 15, 2026 | BUY | HOG | 324 | $21.08 | — | — | — | — | rebalance entry v2 |
| Jan 15, 2026 | BUY | HWBK | 209 | $32.77 | — | — | — | — | 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 12, 2026 | SELL | IMO | 81 | $92.11 | 25d | $642.33 | — | $642.33 | dropped from universe v2 |
| Jan 12, 2026 | BUY | FFIN | 217 | $31.39 | — | — | — | — | rebalance entry v2 |
| Jan 10, 2026 | SELL | CWT | 158 | $43.61 | 22d | $79.00 | — | $79.00 | dropped from universe v2 |
| Jan 10, 2026 | BUY | EFSC | 124 | $54.84 | — | — | — | — | rebalance entry 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 |
| Jan 7, 2026 | SELL | APOG | 170 | $32.41 | 20d | -$1,332.80 | — | -$1,332.80 | dropped from universe v2 |
| Jan 7, 2026 | BUY | CIVB | 249 | $22.08 | — | — | — | — | rebalance entry v2 |
| Dec 30, 2025 | SELL | MCBS | 237 | $26.59 | 12d | -$530.88 | — | -$530.88 | dropped from universe v2 |
| Dec 30, 2025 | BUY | EFSC | 123 | $54.71 | — | — | — | — | rebalance entry v2 |
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