January 2024

DividendGrowth

Strategy Description

eToro's DividendGrowth Smart Portfolio allocates in stocks of high-quality, dividend-paying companies that have paid increasing dividends for at least 20 consecutive years.

Performance Comparison

Monthly Returns

Performance

1M 3M 6M YTD 1 Yr Since Inception
DividendGrowth -0.72% 10.38% -0.53% -0.72% 0.02% 21.77%
S&P Global Dividend Aristocrats Net Total Return Index -2.01% 13.67% 1.94% -2.01% 0.55% 2.26%

General Information

Minimum Investment500
Portfolio CompositionStocks
Dividend Yield0.0268
Management Fee0.00%
Data as of31/Jan/23
Website LinkDividendGrowth

Statistics

Total Return Annualized 5.05%
Sharpe Ratio 0.38
Sortino Ratio 0.46
Winning Months (%) 56.25%
Correlation vs. S&P Global Dividend Aristocrats Net Total Return Index 0.82

Notable Holdings

NameWeight
Canadian Natural Resources Ltd3.71%
Johnson & Johnson3.36%
L3Harris3.11%
Chevron2.97%
Analog Devices Inc2.95%

Portfolio Breakdown

Geographical Exposure

Who should invest in

DividendGrowth

Who should invest in DividendGrowth?

Those seeking exposure to high-quality dividend growth stocks. Through this Smart Portfolio, investors can gain access to a broad range of dividend-paying companies – all of which have exceptional long-term dividend growth track records.
Why invest in

DividendGrowth

Why invest in DividendGrowth?

Dividend investing is a powerful investment strategy that can potentially provide investors with two sources of return: regular cash dividends and capital gains. Yet not all dividend stocks are created equal. Studies have shown that companies that consistently increase their dividends tend to generate the strongest overall returns over time.

Why Smart Portfolios?

eToro's Smart Portfolios lets investors allocate their capital across a broad range of themes that either disrupt the industry in which they operate, or allows them to invest in traditional investment themes. The mix of available portfolios caters to various risk appetites as well as offers exposre to some of the trendiest topics being discussed in financial markets today.

Disclaimer

  • This communication is for information only and should not be taken as investment advice, a personal recommendation, or an offer of, or solicitation to buy or sell, any financial instruments. This material has been prepared without taking into account any particular recipient’s investment objectives or financial situation and has not been prepared in accordance with the legal and regulatory requirements to promote independent research.
  • The figures presented in the below tables refer to past performance and past performance is not a reliable indicator of future performance.
  • The return of performance of the Smart Portfolios presented in the above Tables is based on Net Return (including deductions for fees and commissions).
  • Performances are calculated based on calendar months. Figures are calculated by compounding the monthly returns throughout the year. Click here for more information how performances are calculated.
  • Smart Portfolios are products that may include CFDs.