Sizemore Capital

Dividend Growth

Managed by Sizemore Capital
Dividend stocksThe next decade and beyond

The Dividend Growth portfolio selects dividend-paying stocks that I believe will provide an attractive income over the next decade and beyond. I believe a fundamental shift in investor preferences is occurring that favors income over growth. This is due, in part, to the aging of America’s Baby Boomers. At the same time, I see traditional income investments such as bonds and certificates of deposit currently offering unattractive yields that are quite low.

Portfolio risk score
Strategy Stocks
Management fee 1.50%
Min investment $5,000
Performance
Commentary

Performance

Last 30 days -9.3%
Last 90 days -3.4%
Last 365 days -7.9%
Since inception (annualized) 5.8%
2022 (YTD) -11.2%
2021 20.7%
2020 -12.3%
2019 20.9%
2018 -9.6%
2017 8.6%
2016 26.0%
2015 -11.4%
2014 13.6%
2013 22.6%

Risk metrics (last 365 days)

Volatility 15.8%
Sharpe ratio -0.72
Sortino ratio -1.00
Maximum drawdown -16.8%
Value-at-risk (95%, 1 week) -3.7%

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Portfolio information

Research

I select investments that meet one or both of the following criteria - one, they offer a high current yield relative to competing investments and two, they provide income from the investment that has a long history of rising over time, or I believe that it has potential to rise going forward. My research attempts to gauge the safety of the income stream. I seek to avoid positions where the risks outweigh the potential for high yields.

Approach

The Dividend Growth portfolio invests in shares of U.S. and international common stocks, real estate investment trusts (REITs), master limited partnerships (MLPs), and other income-producing securities. The primary objective of the portfolio is to potentially generate a high and growing income stream that will outpace inflation over time. The secondary objective is to generate long-term capital gains.

Sell discipline

I will sell holdings that no longer meet the strategy's criteria for dividend growth. Positions that I view as at risk of dividend reductions will be considered for sale. Additionally, positions that I view as overvalued or that no longer offer an attractive yield relative to alternatives will also be considered for sale.

Exceptions

I may buy a security that does not have a history of dividend payouts if my research leads me to believe that a payout will be initiated in the near future.

Sizemore Capital

About Sizemore Capital

Sizemore Capital Management LLC is a registered investment advisory firm located in Dallas, Texas.

Charles Lewis Sizemore, CFA is the founder and Chief Investment Officer of the firm.

Disclosures

Past performance is no guarantee of future results, and all investments, including those in this portfolio, involve the risk of loss, including loss of principal and a reduction in earnings.

This portfolio was launched on Interactive Advisors on March 29, 2012, when clients were able to start investing in it. All performance information on this page is actual performance of the Portfolio Manager’s account and presented “net of fees”. The actual performance chart is provided for informational purposes only, and should not be used as the basis for making an investment decision. Actual client returns will differ. All Portfolio Manager information including personal data, profiles, and strategies has been provided by the Portfolio Manager. Interactive Advisors makes no representation or warranty of its accuracy, completeness or relevance and it does not represent the opinions of Interactive Advisors.

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