The Dividend Aristocrats are a select group of currently 57 S&P 500 stocks with 25+ years of consecutive dividend increases. These 57 are large, US companies that have historically provided (slightly) better performance and (slightly) lower volatility than the S&P 500 as a whole.
The idea of the Defensive Dividend Aristocrats is to invest in a selecting of 10 Dividend Aristocrats that are comfortable holdings for a long-term dividend portfolio.
The Defensive Aristocrats are selected on performance-based criteria:
- Geometric Annual performance of the last 10 years
- Win-ratio, the chance of a positive monthly performance
- Loss-ratio, the chance of a monthly loss multiplied by the weighted average loss