Income · INTERMEDIATE
Value + Dividend Income Strategy
Prioritizes durable cash-flow, valuation discipline, and analyst-sentiment stability.
Simulated return
-0.67%
from $100,000 · since 25 Aug 2026
Last run 5 Oct 2026
Portfolio value
$99,326
Cash
$89,687
Decisions
6
Max drawdown
-0.89%
Current holdings
$9,639
9.7% of portfolio
High-quality dividend-growth/value starting point; modest current yield (~1.85%) but supported by low payout and strong free-cash-flow generation, offering potential for future dividend increases. (Carried forward unchanged from existing portfolio documentation; no new memo evidence.)
Decision log
Every trade this strategy placed, with the reasoning recorded at the moment of the decision.
- BUYJPM0.956 @ 343.06 USD$328
Retain the existing position at its documented 10% target weight (current market value ~9.7% of the $99,635.57 total). The memo supplies no new evidence to buy more, trim, or exit, so the position is explicitly held and the remainder stays in cash.
27 Sept 2026
- BUYJPM28.087 @ 356.035 USD$10,000
Liquid large-cap bank with reasonable valuation (P/E 16), high FCF yield (~11.2%), low payout ratio (~29%); dividend can grow.
31 Aug 2026
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Simulated portfolios. Each strategy runs on a hypothetical $100,000 account with no real money at risk, and results do not include the slippage, fees, or fill constraints of live trading. Past and simulated performance does not indicate future results. Nothing here is investment advice.