Defensive dividend
Solid dividends from the calmest stocks.
Per year
+6.4%
Benchmark +9.2%
Total return
+86%
Benchmark +140%
Max drawdown
−37%
Benchmark −34%
Sharpe
0.54
Benchmark 0.66
Years beating the benchmark
4 / 9
full calendar years
2016-11-07 to 2026-11-06, 100,000 EUR to 185,746 EUR, after 5,391 EUR in trading costs. On average 10.0 stocks held; the portfolio is turned over 3.9 times a year.
How it works
Every quarter, keep liquid stocks with a dividend yield of at least 3%, and buy the ten with the lowest volatility.
The idea
Combines income with low risk: choosing the calmest dividend payers, rather than the highest yields, avoids most companies whose dividend is under pressure.
Equity (EUR)
Defensive dividendBenchmark
Year by year
| Year | Defensive dividend | Benchmark | Difference |
|---|---|---|---|
| 2026 (part of year) | −0.5% | −0.9% | +0.3% |
| 2025 | +25.8% | +21.1% | +4.8% |
| 2024 | +1.5% | −0.7% | +2.2% |
| 2023 | −5.6% | +0.5% | −6.1% |
| 2022 | −6.4% | −17.9% | +11.5% |
| 2021 | +24.4% | +26.9% | −2.5% |
| 2020 | +3.7% | +27.6% | −23.9% |
| 2019 | +28.0% | +43.6% | −15.6% |
| 2018 | −15.7% | −12.7% | −2.9% |
| 2017 | +11.7% | +10.1% | +1.6% |
| 2016 (part of year) | +6.5% | +9.4% | −2.9% |
Backtests are simulations on historical data, not investment advice. Past results don't guarantee future returns.