Dividend Aristocrats
Target established companies with a track record of consistently increasing dividend payouts for stable income and growth.
Medalist Rating™
Total Returns
5Y CAGR
Outperformance
Performance
Since 2017, this portfolio has returned 74.0%, outperforming the market by 74.0%. using its optimal monthly rebalancing period and 10 stock portfolio size.
Dividend Aristocrats
+74.0%
S&P 500
+0%
Asset Allocations
List of holdings for the Dividend Aristocrats Portfolio
Stocks
100%Consumer Staples
Health Care
Real Estate
Energy
Consumer Discretionary
But there's no need to cherry-pick stocks here because the AVERAGE return of every recommendation made by Finlo since 2017 is 720% - nearly quadrupling the market in that time.
Holdings
10 equal weighted holdings in the Dividend Aristocrats Portfolio. Copy the following positions to your brokerage account to replicate the portfolio.
| Ticker | Sector | Finlo Rating | Market Cap | Weight |
|---|---|---|---|---|
| Consumer Staples | $389.2B | 10.00% | ||
| Consumer Staples | $267.5B | 10.00% | ||
| Health Care | $384.5B | 10.00% | ||
| Consumer Staples | $205.5B | 10.00% | ||
| Real Estate | $8.6B | 10.00% | ||
| Health Care | $301.2B | 10.00% | ||
| Energy | $451.2B | 10.00% | ||
| Consumer Staples | $73.5B | 10.00% | ||
| Consumer Discretionary | $209.5B | 10.00% | ||
| Consumer Discretionary | $153.2B | 10.00% |
How It Works
Pick your strategy
Select a Portfolio Strategy aligned with your goals and preferences, considering factors like trading frequency and historical performance.
Unlock the stocks
Add strategy-picked stocks to your portfolio. Watch for updates via email or our site to adjust holdings and stay on track for ideal performance.
Track gains over time
Acknowledge and celebrate achievements in your investment journey. Regularly reassess and adjust your strategy to stay on track with your financial goals.
