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European Dividend Aristocrats

Patrick Neuwirth

 | MoneyInvestExp

Last Login: 12/04/2024

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+14.3%
since 5/20/2020

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Ø-Perf. per year

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Performance (1yr)

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Volatility (1yr)

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Return/Risk



Portfolio chart

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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.

Master data

Symbol

WF0EUDIVAR

Date created

05/20/2020

Index level

-

High watermark

114.2

Investment Universe

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