Defensive dividend
Solid dividends from the calmest stocks.
Per year
+7.8%
Benchmark +14.2%
Total return
+112%
Benchmark +277%
Max drawdown
−30%
Benchmark −39%
Sharpe
0.71
Benchmark 0.85
Years beating the benchmark
4 / 9
full calendar years
2016-11-07 to 2026-11-06, 100,000 SEK to 211,973 SEK, after 6,004 SEK in trading costs. On average 10.0 stocks held; the portfolio is turned over 4.0 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 (SEK)
Defensive dividendBenchmark
Year by year
| Year | Defensive dividend | Benchmark | Difference |
|---|---|---|---|
| 2026 (part of year) | +0.7% | +1.7% | −1.0% |
| 2025 | +19.1% | +11.4% | +7.7% |
| 2024 | +22.2% | +9.7% | +12.5% |
| 2023 | +6.6% | +8.6% | −2.0% |
| 2022 | −22.1% | −28.7% | +6.6% |
| 2021 | +18.6% | +32.9% | −14.3% |
| 2020 | +1.5% | +37.1% | −35.5% |
| 2019 | +17.8% | +41.0% | −23.2% |
| 2018 | +2.9% | −1.4% | +4.3% |
| 2017 | +15.2% | +33.6% | −18.4% |
| 2016 (part of year) | +3.6% | +15.9% | −12.3% |
Backtests are simulations on historical data, not investment advice. Past results don't guarantee future returns.