Dividend Wealth Blog
Income investing, worked in the open
Rebalances, strategy notes, and performance reviews — including the quarters we underperform. Every figure is pulled from the live portfolio books, not reconstructed after the fact.
The Q3 rebalance of the Balanced Dividend Strategy (771): eight rule-driven exits, one cap trim, and a full book rotation that restored both yield and growth floors — post-trade blend 2.78% yield and 9.1% dividend CAGR, every sector within band.
The Q3 rebalance of the Income Growth Strategy (766): a SQL-audited quality rotation — six full exits, two drift trims, seven compounder replacements, and a mid-year Quality Exit policy adopted in the open after the founding book failed its own entry screens.
The Q3 rebalance of the Dividend Income Strategy, worked in the open: three drift-band trims, three rule-driven exits (including a position yielding under 0.7%), three new ~5% positions, and a benchmark change I'm publishing in the same breath as the underperformance it exposed.