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Buy Day today: Good (62) Broad market participation · no major macro event

Dividend Aristocrats

Buys companies that have raised their dividend every single year for at least 25 years in a row — through the dot-com crash, the financial crisis, and the pandemic. The basis is the actual payout history, added up per share and calendar year and adjusted for splits; where a shifted payment date breaks the streak only on paper, the curated S&P 500 Aristocrats list fills the gap. A company that delivers this long has a business model that survives crises — the list is still not a buy recommendation. Only shares our own deep-dive analysis rates green are bought — yellow or no analysis at all is not enough. New positions are added once a month; a stock is sold as soon as the streak of 25 consecutive increases no longer holds or the share is no longer rated green. If the list holds no green-rated share, the portfolio stays in cash.

This portfolio buys shares.

Performance −1.26%
Lead over QQQ −6.36%
Largest drawdown −5.84%
Win rate
Cash ratio 40.5%
Portfolio value $98,737

Performance against the yardsticks

Dividend Aristocrats Nasdaq 100 (QQQ) S&P 500 (SPY) All three lines start at 100 — otherwise they could not be compared.

What the portfolio holds

Stock Shares Entry Price Gain Value Share
CAT 22.90 $873.28 $798.60 −8.55% $18,290 18.5%
NUE 80.69 $247.86 $265.10 +6.96% $21,391 21.7%
WMT 178.99 $111.74 $106.80 −4.42% $19,116 19.4%
Cash $39,940 40.5%

The rules of this portfolio

Buys
once a month
Sells
checked every trading day: rating turned red, stop-loss hit, holding period over, or the stock dropped out of the selection.

Every trade with its reason

The complete history of this portfolio, most recent trade first. It is never truncated — it doubles as the recommendation history required by Art. 4(1)(i) of Delegated Regulation (EU) 2016/958.

Stock Date Action Shares Price Reason
WMT 07/27/2026 Buy 178.99 $111.74 Newly selected
NUE 07/27/2026 Buy 80.69 $247.86 Newly selected
CAT 07/27/2026 Buy 22.90 $873.28 Newly selected

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