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ThePassivePowerhouse

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Last Login: 06/06/2025


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+8.4%
since 4/11/2025

-
Performance (1mo)

-
Volatility (max)

-3.7%
Max loss

-
Return/Risk



Portfolio chart

Details

Stock distribution

applies only to stocks (not to ETFs and structured products)

Share of stocks

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Trading Idea

The Passive Powerhouse is a dividend-oriented investment strategy designed to generate sustainable passive income while also pursuing long-term capital growth. The focus lies on high-quality dividend-paying companies, complemented by select dividend growth and emerging income stocks to enhance portfolio yield and diversification. The core of the strategy targets companies with: - A reliable dividend history and strong free cash flow - Sustainable payout ratios and robust balance sheets - Competitive market positioning and long-term business models - Shareholder-friendly policies and a track record of capital returns To boost performance and future income potential, the portfolio also includes: - Dividend growth stocks with accelerating payout trends - Companies expected to initiate or grow dividends in the near term - Select cyclical or value stocks with improving fundamentals and cash flow visibility The portfolio is globally diversified across industries, with an emphasis on resilient, cash-generative sectors like consumer staples, real estate, healthcare, utilities, and financials. Higher-yielding or newer dividend players are included selectively, balancing yield with risk through in-depth fundamental analysis. The strategy is long-only with a medium- to long-term investment horizon. Rebalancing is done based on dividend stability, valuation shifts, and macroeconomic developments. While primarily income-driven, the strategy accepts moderate risk to capture both yield and future growth opportunities. Ideal for investors seeking a dynamic, income-focused portfolio that blends stability with upside potential—driven by the power of dividends and disciplined diversification.

Master data

Symbol

WF00TPP100

Date created

04/11/2025

Index level

-

High watermark

110.1

Investment Universe

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