Ziel Advisors LLC has developed a proprietary investment methodology that enhances returns utilizing quantitative and qualitative parameters that maximize dividend growth compounding investing. Dividend growth compounding is a method of investing in stock of companies with a historical record of year over year dividend increases, and then reinvesting these dividends into shares of the same companies.
Our strategy consistently outperforms the S&P 500 Index on a long term basis while offering lower volatility and increasing annual dividend income through up and down markets.
We applied our methodology to stocks available in 2005 and hypothetically invested $100,000 into 18 stocks, equally weighted, called “Portfolio 1”. Here are what the investment returns would have been over 13 years, from the beginning of 2005 through the end of 2017, compared to the returns of SPY, an ETF identified in the charts below as SPDR, which tries to mirror the returns of the S&P 500 Index. Note the results are with the same 18 stocks for the entire period, regular dividend reinvestment, annual rebalancing, and reflect an annual withdrawal of 1%. Results do not include any other costs or taxes.
Here are the Metrics for technical analysis. Note the Maximum Drawdown of Portfolio 1 compared to the S&P 500
|(*) Beta is calculated against SPDR S&P 500 ETF (the selected benchmark). Market correlation is against the US stock market. Value-at-risk metrics are based on monthly returns.|
|Mean Return (monthly)||0.99%||0.76%|
|Mean Return (annualized)||12.57%||9.48%|
|Compound Return (monthly)||0.95%||0.68%|
|Compound Return (annualized)||12.02%||8.45%|
|Downside Deviation (monthly)||1.74%||2.70%|
|Treynor Ratio (%)||17.37||7.93|
|Historical Value-at-Risk (5%)||-4.24%||-6.95%|
|Analytical Value-at-Risk (5%)||-3.72%||-5.76%|
|Conditional Value-at-Risk (5%)||-6.71%||-9.74%|
|Positive Periods||105 out of 156 (67.31%)||103 out of 156 (66.03%)|