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Resilience Score

Understand how we measure the durability of your dividend income and why it matters for your portfolio.

Unlike other financial websites, we don't use proprietary black-box models.

"If you don't know the recipe, how can you trust the result?"

Our resilience score is completely transparent and math-based. Every calculation is documented, every weight is disclosed, and every formula is explained. We believe you deserve to understand how your portfolio is being evaluated.

What is Resilience Score?

Resilience measures the durability of your dividend income, weighted by each holding's income contribution. It summarizes payout stability, cadence, and recent changes into an easy A/B/C grade.

Our resilience score is transparent and math-based. It helps you understand which holdings contribute most to your income stability and which might need attention.

Why Resilience Score Matters

  • Income Protection: Identifies holdings with stable, sustainable dividends that are less likely to be cut during market downturns.
  • Portfolio Balance: Highlights concentration risk—if one low-resilience holding generates most of your income, you're vulnerable.
  • Early Warning: A declining resilience score can signal potential dividend cuts before they happen, giving you time to adjust.
  • Informed Decisions: Compare resilience across holdings to make better buy/sell decisions and optimize your income stream.

How It's Calculated

Step 1: Individual Holding Scores

Each holding is scored on three stability factors, each normalized to a 0-1 scale (where higher is better):

  • Payout Ratio (40% weight): Measures how much of earnings are paid as dividends. Ideal sweet spot is 45%.
  • Years Without Cut (35% weight): Tracks dividend payment consistency. More years = higher score.
  • EPS Stability (25% weight): Evaluates earnings volatility using 3-year standard deviation of EPS.
Holding Score = (Normalized Payout × 0.40) + (Normalized Years × 0.35) + (Normalized EPS Stability × 0.25)

Step 2: Portfolio-Level Aggregation

The portfolio resilience score is an income-weighted average of individual holding scores.

Portfolio Score = Σ(Holding Score × Forward Income) / Σ(Forward Income) × 100

Understanding the Grades

Grade A70-100

Highly durable income. Diversified payers with stable or rising dividends. Low risk of cuts.

Grade B50-69

Moderate durability. Some concentration or recent variability. Monitor closely.

Grade C0-49

Elevated risk of cuts or missed payments. Consider rebalancing or replacing low-resilience holdings.