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Drawdown + Dividend Stability
Contrarian strategy buying quality dividend payers during significant pullbacks. Targets stocks with stable dividend histories trading well below 52-week highs.
daily rebalance15 target positionsequal_weight
Our most contrarian approach. Buys quality dividend payers during significant price drops, capitalizing on fear-driven opportunities.
Learn more about this strategy →⚠️ Paper Portfolio: This is a simulated portfolio for educational purposes. Not investment advice.
NAV
$99,975
Total Return
-0.03%
Dividends
$103
Holdings
15
Avg Yield
3.32%
Max Drawdown
-3.76%
Performance (Last 90 Days)
Dec 14, 2025Today
Current Holdings (15)
Total Value: $96,692
| Stock | Shares | Price | Value | G/L | Yield |
|---|---|---|---|---|---|
| SCVL Shoe Carnival, Inc. | 343 | $18.98 | $6,510 | -2.71% | 3.2% |
| HRB H&R Block, Inc. | 150 | $40.04 | $6,006 | -9.86% | 4.0% |
| PRGO Perrigo Company plc | 444 | $14.68 | $6,518 | -1.77% | 7.9% |
| IOSP Innospec Inc. | 82 | $81.08 | $6,649 | +0.56% | 2.1% |
| FINV FinVolution Group | 1262 | $5.13 | $6,474 | -1.44% | 5.4% |
| HOG Harley-Davidson, Inc. | 310 | $20.30 | $6,293 | -4.09% | 3.5% |
| KFRC Kforce Inc. | 208 | $34.19 | $7,112 | +8.47% | 4.6% |
| HPQ HP Inc. | 278 | $19.43 | $5,402 | -17.58% | 6.0% |
| BRO Brown & Brown, Inc. | 81 | $79.18 | $6,414 | -1.77% | 0.8% |
| OC Owens Corning | 56 | $124.39 | $6,966 | +6.82% | 2.3% |
| IPAR Inter Parfums, Inc. | 78 | $98.56 | $7,688 | +18.06% | 3.2% |
| CDW CDW Corporation | 45 | $126.00 | $5,670 | -12.28% | 2.0% |
| BMI Badger Meter, Inc. | 37 | $169.52 | $6,272 | -2.10% | 0.9% |
| UNH UnitedHealth Group Incorporated | 18 | $356.26 | $6,413 | +0.57% | 2.5% |
| FDS FactSet Research Systems Inc. | 22 | $286.68 | $6,307 | -0.07% | 1.5% |
Portfolio Details
- Initial Capital
- $100,000
- Cash Balance
- $3,139
- Created
- Dec 14, 2025
- Last Updated
- Jan 25, 2026
Return Breakdown
- Unrealized Gains
- -$1,270
- Realized Gains
- +$0
- Dividends
- +$103
- Total Return
- -$25
Strategy Rules
Entry: 15%+ off 52w high, No payout risk, Stable dividend history | Exit: Recovers to within 5% of 52w high | Rebalance: Weekly
Recent Trades
SELLBAH
75 @ $101.94
Jan 23, 2026
BUYIOSP
82 @ $80.63
Jan 23, 2026
SELLAPOG
163 @ $39.83
Jan 22, 2026
BUYUNH
18 @ $354.24
Jan 22, 2026
SELLIOSP
82 @ $81.92
Jan 15, 2026
BUYSCVL
343 @ $19.51
Jan 15, 2026
SELLPOOL
27 @ $258.02
Jan 12, 2026
BUYHRB
150 @ $44.42
Jan 12, 2026
SELLVRSK
30 @ $224.96
Jan 9, 2026
BUYPRGO
444 @ $14.95
Jan 9, 2026
Portfolio History
| Date | Type | Symbol | Shares | Price | Days | Price P&L | Div | Net P&L | Reason |
|---|---|---|---|---|---|---|---|---|---|
| Jan 23, 2026 | BUY | IOSP | 82 | $80.63 | — | — | — | — | rebalance entry v2 |
| Jan 23, 2026 | SELL | BAH | 75 | $101.94 | 36d | $1,157.25 | — | $1,157.25 | dropped from universe v2 |
| Jan 22, 2026 | SELL | APOG | 163 | $39.83 | 35d | -$68.46 | — | -$68.46 | dropped from universe v2 |
| Jan 22, 2026 | BUY | UNH | 18 | $354.24 | — | — | — | — | rebalance entry v2 |
| Jan 15, 2026 | SELL | IOSP | 82 | $81.92 | 28d | $211.82 | — | $211.82 | dropped from universe v2 |
| Jan 15, 2026 | BUY | SCVL | 343 | $19.51 | — | — | — | — | rebalance entry v2 |
| Jan 12, 2026 | SELL | POOL | 27 | $258.02 | 4d | $412.49 | — | $412.49 | dropped from universe v2 |
| Jan 12, 2026 | BUY | HRB | 150 | $44.42 | — | — | — | — | rebalance entry v2 |
| Jan 9, 2026 | SELL | VRSK | 30 | $224.96 | 22d | $178.54 | — | $178.54 | dropped from universe v2 |
| Jan 9, 2026 | BUY | PRGO | 444 | $14.95 | — | — | — | — | rebalance entry v2 |
| Jan 8, 2026 | SELL | HRB | 152 | $44.91 | 21d | $264.48 | — | $264.48 | dropped from universe v2 |
| Jan 8, 2026 | BUY | POOL | 27 | $242.75 | — | — | — | — | rebalance entry v2 |
| Jan 8, 2026 | BUY | BMI | 37 | $173.16 | — | — | — | — | rebalance entry v2 |
| Jan 8, 2026 | SELL | ACN | 23 | $283.17 | 19d | $251.16 | — | $251.16 | dropped from universe v2 |
| Jan 5, 2026 | SELL | BMI | 36 | $177.10 | 2d | $25.56 | — | $25.56 | dropped from universe v2 |
| Jan 5, 2026 | BUY | FDS | 22 | $286.89 | — | — | — | — | rebalance entry v2 |
| Jan 3, 2026 | SELL | TGT | 65 | $100.51 | 16d | -$30.23 | — | -$30.23 | dropped from universe v2 |
| Jan 3, 2026 | BUY | BMI | 36 | $176.39 | — | — | — | — | rebalance entry v2 |
| Dec 20, 2025 | SELL | CHE | 15 | $435.33 | 3d | $61.94 | — | $61.94 | dropped from universe v2 |
| Dec 20, 2025 | BUY | ACN | 23 | $272.25 | — | — | — | — | rebalance entry v2 |
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