Sizemore Capital

Dividend Growth

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
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Strategy

Stocks

Management fee

0.75%

Min investment

$5,000

Performance Chart

Metrics

Last 30 days 7.9%
Last 90 days 10.4%
Last 365 days 2.1%
Last 5 years 20.1%
Last 10 years 87.1%
Since inception (Apr 02, 2012) 114.7%
Since inception (annualized) 7.3%
2023 (YTD) 7.9%
2022 -3.8%
2021 20.7%
2020 -12.3%
2019 20.9%
2018 -9.6%
2017 8.6%
2016 26.0%
2015 -11.2%
2014 14.1%
2013 23.2%
Volatility
The standard deviation of portfolio returns; a measure of risk.
17.8%
Sharpe ratio
A measure of risk-adjusted portfolio return.
-0.16
Sortino ratio
A measure of portfolio return adjusted for down-side volatility.
-0.25
Maximum drawdown
Maximum value lost from peak to trough over the last year.
-17.1%
Value-at-risk (95%, 1 week)
Estimates the potential loss of a portfolio with a specified confidence level and time horizon.
-4.1%
Investment (below min)
Annual costs

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.

Portfolio updates

Manager

Sizemore Capital

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.

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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 April 02, 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.

All performance information on this page is based on the performance of the Portfolio Manager’s account, using the manager’s own funds. Performance of the Portfolio Manager's account is calculated by Interactive Advisors on a daily time-weighted basis, including cash, dividends and earnings distributions and reflects the deduction of broker commissions (when commissions were charged). Manager returns include trades and positions that fail Interactive Advisors' trading rules, as a result, actual client returns will differ. Interactive Advisors’ advisory fees are simulated and applied retroactively to present the portfolio return “net-of-fees”.

In addition to Interactive Advisors’ management fees, clients will also be charged management fees and other expenses (custodian fees, brokerage commissions, and legal and accounting fees) by ETF issuers if the portfolio contains ETFs.