Updated June 1st, 2018

The Dividend Aristocrats are a select group of currently 51 S&P 500 stocks with 25+ years of consecutive dividend increases.These 51 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 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
Monthly Returns 2018

Defensive Aristocrats performance ($)

  • Defensive Aristocrats
  • NOBL

Over the period January 2014 – end November 2017, the CAGR of the defensive Aristocrats was 10.42%, outperforming the dividend aristocrats (NOBL) with 1.46%.

Performance (5) per year

  • Defensive Aristocrats
  • NOBL