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Strategy Dividend

Safer Growth

Summary

We limit the portfolio holding in this strategy to only US companies currently providing a current yield of 2% or more. Our portfolio team then uses the ValuEngine quantitative models to find dividend paying stocks with the possibility of the most growth. A minimum market cap requirement of 10 billion ensures large, easily traded stocks. The portfolio is rebalanced once per month and typically holds between 12 and 20 holdings.  While focused on stocks, the portfolio does contain dividend oriented ETFs as well.

Traded Returns*  (Inception Date 7/01/2023)

SIM&TEST

Historical Performance

Year
Return
2025 YTD
7.89%
2024
6.53%

The information presented herein is only for informational purposes about ValuEngine Capital Management’s investment strategies and is not intended as a solicitation to invest.

 

The historical returns presented above are based on client managed account performance and include all management fees and trading commissions. Past performance is no indication or guarantee of future results. Performance numbers are calculated by the custodian Interactive Brokers using a Money Weighted Return (MWR) methodology. Detailed information on how Interactive Brokers calculates MWR, can be found HERE.

Past performance is no indication or guarantee of future results. Please see disclosures for additional details. 

© Copyright 2025 ValuEngine Capital. All Rights Reserved.

ValuEngine Capital Management LLC is a registered investment adviser. 

Consider your objectives and consult with a qualified financial adviser and/or tax professional before before investing. A diversified portfolio does not ensure a profit or protect against a loss. Past performance does not guarantee future results. Investment outcomes and projections are forward-looking statements and hypothetical in nature. All information presented is for educational purposes, neither this website nor any of its contents shall constitute an offer, solicitation, or advice to buy or sell securities. For more information please consult our Terms & Disclosures.

Investment products are: NOT FDIC INSURED ∙ NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, ValuEngine Capital ∙ SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED. SPIC brokerage account insurance may apply.

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