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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
$95,907
Total Return
-4.09%
Dividends
$103
Holdings
15
Avg Yield
3.27%
Max Drawdown
-5.79%
Performance (Last 90 Days)
Dec 15, 2025Today
Current Holdings (15)
Total Value: $93,079
| Stock | Shares | Price | Value | G/L | Yield |
|---|---|---|---|---|---|
| SCVL Shoe Carnival, Inc. | 343 | $19.06 | $6,538 | -2.31% | 3.1% |
| HRB H&R Block, Inc. | 150 | $39.45 | $5,918 | -11.19% | 4.0% |
| PRGO Perrigo Company plc | 444 | $14.21 | $6,309 | -4.92% | 8.2% |
| FINV FinVolution Group | 1262 | $5.13 | $6,474 | -1.44% | 5.4% |
| HOG Harley-Davidson, Inc. | 310 | $19.80 | $6,138 | -6.45% | 3.6% |
| KFRC Kforce Inc. | 208 | $35.33 | $7,349 | +12.09% | 4.4% |
| HPQ HP Inc. | 278 | $19.44 | $5,404 | -17.54% | 6.0% |
| BRO Brown & Brown, Inc. | 81 | $72.10 | $5,840 | -10.55% | 0.9% |
| OC Owens Corning | 56 | $119.84 | $6,711 | +2.91% | 2.4% |
| IPAR Inter Parfums, Inc. | 78 | $97.57 | $7,610 | +16.88% | 3.3% |
| CDW CDW Corporation | 45 | $126.39 | $5,688 | -12.01% | 2.0% |
| BMI Badger Meter, Inc. | 37 | $146.58 | $5,423 | -15.35% | 1.0% |
| BAH Booz Allen Hamilton Holding Corporation | 69 | $88.42 | $6,101 | -3.50% | 2.5% |
| FDS FactSet Research Systems Inc. | 22 | $254.36 | $5,596 | -11.34% | 1.7% |
| CHE Chemed Corporation | 14 | $427.14 | $5,980 | 0.00% | 0.5% |
Portfolio Details
- Initial Capital
- $100,000
- Cash Balance
- $2,828
- Created
- Dec 14, 2025
- Last Updated
- Mar 14, 2026
Return Breakdown
- Unrealized Gains
- -$4,198
- Realized Gains
- +$0
- Dividends
- +$103
- Total Return
- -$4,093
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
SELLIOSP
82 @ $81.72
Jan 31, 2026
BUYCHE
14 @ $427.14
Jan 31, 2026
SELLUNH
18 @ $293.94
Jan 28, 2026
BUYBAH
69 @ $91.63
Jan 28, 2026
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
Portfolio History
| Date | Type | Symbol | Shares | Price | Days | Price P&L | Div | Net P&L | Reason |
|---|---|---|---|---|---|---|---|---|---|
| Jan 31, 2026 | BUY | CHE | 14 | $427.14 | — | — | — | — | rebalance entry v2 |
| Jan 31, 2026 | SELL | IOSP | 82 | $81.72 | 8d | $89.38 | — | $89.38 | dropped from universe v2 |
| Jan 28, 2026 | BUY | BAH | 69 | $91.63 | — | — | — | — | rebalance entry v2 |
| Jan 28, 2026 | SELL | UNH | 18 | $293.94 | 6d | -$1,085.40 | — | -$1,085.40 | dropped from universe v2 |
| Jan 23, 2026 | SELL | BAH | 75 | $101.94 | 36d | $1,157.25 | — | $1,157.25 | dropped from universe v2 |
| Jan 23, 2026 | BUY | IOSP | 82 | $80.63 | — | — | — | — | rebalance entry 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 | BUY | HRB | 150 | $44.42 | — | — | — | — | rebalance entry v2 |
| Jan 12, 2026 | SELL | POOL | 27 | $258.02 | 4d | $412.49 | — | $412.49 | dropped from universe 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 | BUY | POOL | 27 | $242.75 | — | — | — | — | rebalance entry v2 |
| Jan 8, 2026 | SELL | ACN | 23 | $283.17 | 19d | $251.16 | — | $251.16 | dropped from universe v2 |
| Jan 8, 2026 | SELL | HRB | 152 | $44.91 | 21d | $264.48 | — | $264.48 | dropped from universe v2 |
| Jan 8, 2026 | BUY | BMI | 37 | $173.16 | — | — | — | — | rebalance entry v2 |
| Jan 5, 2026 | BUY | FDS | 22 | $286.89 | — | — | — | — | rebalance entry v2 |
| Jan 5, 2026 | SELL | BMI | 36 | $177.10 | 2d | $25.56 | — | $25.56 | dropped from universe v2 |
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