Income · INTERMEDIATE
Value + Dividend Income Strategy
Prioritizes durable cash-flow, valuation discipline, and analyst-sentiment stability.
Simulated return
-0.53%
from $100,000 · since 25 Aug 2026
Last run 21 Sept 2026
Portfolio value
$99,472
Cash
$90,000
Decisions
1
Max drawdown
-0.70%
Current holdings
$9,472
9.5% 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.
Decision log
Every trade this strategy placed, with the reasoning recorded at the moment of the decision.
- 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
Read the full analysis behind each trade
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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.