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Power Factor
SMID Rising Dividend SMA

Conceptual image of the word dividend on letter cube with stock graph and dollar backgroun

High Quality Stocks with Rising Dividends

The portfolio includes dividend-paying stocks across all market capitalizations, including small and mid-cap companies that have a track record of increasing their dividends over time. This strategy seeks to invest in companies that have a history of stable and growing dividend payouts, indicating financial stability and potential for future growth. 

35 Stocks

The strategy is designed to provide investors with exposure to a diversified portfolio of 35 stocks, spanning different market capitalizations and sectors, to help reduce risk and enhance long-term returns. The strategy is always fully invested.

Quarterly Rebalance

A quarterly rebalancing process is used to maintain a value bias, focus on quality companies, and preserve a high dividend yield, ensuring that the portfolio is always optimized to generate growth and income.

Rising Dividend

The strategy is designed to generate a steadily increasing stream of income and potential capital appreciation over time by investing in financially stable companies that consistently grow their dividend payouts, thereby balancing both growth and income objectives.

Long-term Growth

By using multi-factor analysis and quarterly rebalancing, the strategy seeks to buy undervalued stocks while maintaining quality and taking into consideration fresh fundamentals, in an effort to generate long-term price appreciation.


The strategy uses quantitative analysis to identify undervalued dividend-paying stocks with strong fundamentals, including attractive sales dynamics, high free cash flow, and low P/E multiples.

Cyborg PM

This strategy is managed systematically by advanced technology, using a rules-based approach to stock selection and portfolio management, which removes emotion from investing decisions and ensures that choices are data-driven.


Overall Rating

Ratings are as of 6/30/2023, based on risk-adjusted returns out of 362 Tactical Allocation Funds. Additional Disclosure

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