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Yield Spike (Quality-Checked)
High-yield opportunities that pass quality checks. Targets stocks with elevated yields due to price pullbacks, but with safe payout ratios.
daily rebalance15 target positionsequal_weight
Hunts for temporary high yields—stocks where yield has spiked due to price declines, not dividend cuts. Requires safe payout ratios and no leverage concerns.
Learn more about this strategy →⚠️ Paper Portfolio: This is a simulated portfolio for educational purposes. Not investment advice.
NAV
$104,653
Total Return
+4.65%
Dividends
$216
Holdings
9
Avg Yield
5.47%
Max Drawdown
-4.84%
Performance (Last 90 Days)
Dec 14, 2025Today
Current Holdings (9)
Total Value: $104,640
| Stock | Shares | Price | Value | G/L | Yield |
|---|---|---|---|---|---|
| KFRC Kforce Inc. | 527 | $35.33 | $18,619 | +12.09% | 4.4% |
| OXM Oxford Industries, Inc. | 447 | $36.85 | $16,472 | -0.70% | 7.5% |
| TGT Target Corporation | 164 | $105.47 | $17,297 | +4.45% | 4.3% |
| SJM The J. M. Smucker Company | 134 | $104.86 | $14,051 | +8.03% | 4.2% |
| DDS Dillard's, Inc. | 20 | $607.56 | $12,151 | -5.64% | 5.1% |
| PRGO Perrigo Company plc | 614 | $14.21 | $8,725 | +6.96% | 8.2% |
| FINV FinVolution Group | 1289 | $5.13 | $6,613 | -0.87% | 5.4% |
| HPQ HP Inc. | 271 | $19.44 | $5,268 | -20.44% | 6.0% |
| SFNC Simmons First National Corporation | 268 | $20.31 | $5,444 | -0.72% | 4.2% |
Portfolio Details
- Initial Capital
- $100,000
- Cash Balance
- $13
- Created
- Dec 14, 2025
- Last Updated
- Mar 14, 2026
Return Breakdown
- Unrealized Gains
- +$2,063
- Realized Gains
- +$0
- Dividends
- +$216
- Total Return
- +$4,653
Strategy Rules
Entry: Yield >= 5%, Payout <= 80%, No high leverage, 10%+ off 52w high | Exit: Yield drops < 3% or payout > 90% | Rebalance: Weekly
Recent Trades
BUYSFNC
268 @ $20.46
Jan 23, 2026
SELLSFNC
661 @ $21.45
Jan 22, 2026
BUYDDS
20 @ $643.89
Jan 22, 2026
SELLTAP
75 @ $47.25
Jan 8, 2026
SELLSGU
1399 @ $12.25
Jan 8, 2026
SELLDDS
14 @ $677.34
Jan 8, 2026
BUYSFNC
661 @ $19.66
Jan 8, 2026
BUYSJM
134 @ $97.07
Jan 8, 2026
SELLPFIS
70 @ $49.55
Jan 5, 2026
BUYTAP
75 @ $46.16
Jan 5, 2026
Portfolio History
| Date | Type | Symbol | Shares | Price | Days | Price P&L | Div | Net P&L | Reason |
|---|---|---|---|---|---|---|---|---|---|
| Jan 23, 2026 | BUY | SFNC | 268 | $20.46 | — | — | — | — | rebalance entry v2 |
| Jan 22, 2026 | SELL | SFNC | 661 | $21.45 | 14d | $1,185.90 | — | $1,185.90 | dropped from universe v2 |
| Jan 22, 2026 | BUY | DDS | 20 | $643.89 | — | — | — | — | rebalance entry v2 |
| Jan 8, 2026 | BUY | SJM | 134 | $97.07 | — | — | — | — | rebalance entry v2 |
| Jan 8, 2026 | SELL | TAP | 75 | $47.25 | 3d | $82.13 | — | $82.13 | dropped from universe v2 |
| Jan 8, 2026 | SELL | SGU | 1399 | $12.25 | 21d | $531.62 | — | $531.62 | dropped from universe v2 |
| Jan 8, 2026 | SELL | DDS | 14 | $677.34 | 6d | $688.66 | — | $688.66 | dropped from universe v2 |
| Jan 8, 2026 | BUY | SFNC | 661 | $19.66 | — | — | — | — | rebalance entry v2 |
| Jan 5, 2026 | SELL | PFIS | 70 | $49.55 | 3d | $65.10 | — | $65.10 | dropped from universe v2 |
| Jan 5, 2026 | BUY | TAP | 75 | $46.16 | — | — | — | — | rebalance entry v2 |
| Jan 2, 2026 | BUY | PFIS | 70 | $48.62 | — | — | — | — | rebalance entry v2 |
| Jan 2, 2026 | BUY | DDS | 14 | $628.15 | — | — | — | — | rebalance entry v2 |
| Jan 2, 2026 | SELL | TAP | 86 | $47.43 | 3d | $53.32 | — | $53.32 | dropped from universe v2 |
| Jan 2, 2026 | SELL | SON | 186 | $43.56 | 14d | -$24.18 | — | -$24.18 | dropped from universe v2 |
| Dec 30, 2025 | SELL | CVX | 26 | $152.07 | 11d | $118.17 | — | $118.17 | dropped from universe v2 |
| Dec 30, 2025 | BUY | TAP | 86 | $46.81 | — | — | — | — | rebalance entry v2 |
| Dec 19, 2025 | BUY | PRGO | 614 | $13.29 | — | — | — | — | rebalance entry v2 |
| Dec 19, 2025 | BUY | CVX | 26 | $147.53 | — | — | — | — | rebalance entry v2 |
| Dec 19, 2025 | BUY | SON | 186 | $43.69 | — | — | — | — | rebalance entry v2 |
| Dec 18, 2025 | SELL | CMCSA | 218 | $30.15 | 1d | -$47.96 | — | -$47.96 | dropped from universe v2 |
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