Dividend Portfolio Scenario Explorer
Set purely technical filter criteria (yield, market cap, dividend history, sector concentration) and the tool assembles a hypothetical rules-based scenario — a screen of stocks that meet the criteria, equal-weighted (1/N). Illustrative, not a personalized recommendation.
Scenario filter criteria
All criteria are numeric and technical. You provide no personal goal, risk profile or style — this is an objective data screen.
The screen includes only stocks with at least this yield. (Yield above ~7% has historically been riskier.)
Numeric company-size filter — higher floor = larger, more liquid companies.
On = ETFs (SCHD, VYM, JEPI…) enter the screen too. Off = individual stocks/ADRs only.
How many consecutive paying years a company needs to pass the screen (25+ = Aristocrats).
The most stocks from one sector the scenario will include — lower = broader diversification.
How many top-scoring screened stocks the scenario selects, equal-weighted.
For allocation illustration only: 667 USD per holding (1/N).
⚠️ Important Notice: QMA is an analytical and educational tool, not investment advice. Scores, detections and ratings are descriptive, not buy/sell instructions. QMA is not a registered investment advisor (SEC / FINRA / MiFID II / ČNB). Consult a licensed financial advisor before any investment. Past performance does not guarantee future results; all investments carry the risk of capital loss.
Operator: Jaroslav Vojtášek · IČO: 48783447 · Place of business: U Jízdárny 577, 747 64 Velká Polom, Czech Republic · Register: Sole trader registered in the Czech Trade Licensing Register · E-mail: [email protected]