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Accountable Finance's Dividend & Profit Growth Strategy

High dividend yields & growing profits Read more.

CAGR

Compound Annual Growth Rate

Beta

Volatility Compared to S&P 500

Total Return

1-Year Avg.

3-Year Avg.

10-Year Avg.

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Investment amount

$10,000

Investment range

15 years

Total return

undefined%

Investment worth

Strategy Formulas & Filters

Formulas
Filters

Current Dividend Yield

Calculates the current dividend yield by dividing dividends per share by the current share price.
Weight = 50%

Dividends Paid Per Share Avg. Growth (3-Yr)

Computes the three-year average growth rate of dividends per share to evaluate dividend trend consistency.
Weight = 25%

EBITDA CAGR (3-Yr)

Measures the three-year compound annual growth rate of EBITDA to assess short-term operational profit expansion.
Weight = 25%

Trading Model

Purchase Model

Purchase 3 stocks every 3 months until portfolio size reaches 24.
Rebalance target: 30%.
Reinvest proceeds from sales every 3 months.

Selling Model

Hold the stock for a maximum of 2 years.

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Strategy Information

The Dividend & Profit Growth Strategy computes Current Dividend Yield, Average 3-yr Dividend-per-share-growth, and CAGR 3-yr EBITDA to identify companies that are both high dividend generating and growing profits.