Back to all plans
Stocks

Dividend Aristocrats

Companies with 25+ years of consecutive dividend growth.

A defensive, income-oriented equity allocation to the S&P 500 Dividend Aristocrats — companies that have raised dividends for 25+ consecutive years. Suited for investors who want equity exposure with a lower volatility profile.

Plan terms
Target ROI
14%
Term length
60 days
Minimum
$500
Maximum
$300,000
Strategy
Equal-weight quality-income basket, quarterly rebalance.
Benchmark performance

Cumulative return · last 12 months

Live feed unavailable — showing reference series
Allocation

Portfolio breakdown

Holdings

Top positions and weights

Why investors choose this plan
  • Focus on companies with proven dividend discipline
  • Historically lower volatility than the broad market
  • Dividend income reinvested through the term
  • Fixed 14% target ROI over 60 days
Risks to consider
  • Defensive names can underperform in strong bull markets
  • Sector concentration in staples and industrials
  • Capital is locked for the plan term

Ready to invest in Dividend Aristocrats?

Open an investor account, complete verification, and fund your wallet in minutes.