European Dividend Aristocrats

MoneyInvestExp

Performance

  • +3.8 %
    since 2020-05-20
  • -
    1 Year
  • -
    Ø-Performance per year
All fees have already been deducted

Risk

  • -11.5 %
    Maximum loss (to date)
  • 0.44×
    Risk factor
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Trading Idea

This wikifolio shall invest in European companies (stocks) that have increased dividends each year for at least 10 consecutive years.

To be able to maintain dividend growth, the companies should, from our point of view, have a sustainable business model, stable earnings, solid fundamentals, and strong histories of profit and growth. According to our observations, companies with consistent dividend growth have exhibited strong performance characteristics under a wide range of market conditions.

The investment horizon for our wikifolio shall be mid- to long-term. The positions will be re-balanced every quarter and new stocks will be added once a company "reaches" the threshold of 10-years dividend. Positions could be closed based on the fact that a company did not increase or cut its dividend payment. show more

Master data

Symbol
WF0EUDIVAR
Date created
2020-05-20
Index level
High watermark
105.1

Rules

wikifolio labels

Investment Universe

Trader

MoneyInvestExpert.com
Registered since 2020-10-06

Decision making

  • Fundamental analysis