Portfolio Analysis Dashboard

Generated on 2026-03-16 08:25
Loyal Dividend Capture (35/45)

Buys 35 days before ex-dividend date and sells 45 days after. Includes a Loyalty Rule: will not sell if the next dividend is already within 35 days, avoiding unnecessary churn on stocks with overlapping dividend windows.

Period
2016-03-14 to 2026-03-13
Segment
S&P 500
Reality Constraints
✓ Survivorship Filter Slippage: 0.05% IRA/401k Raw Prices (Unadjusted)
Initial
$100,000
Final Value
$495,118.49
Return
395.12%
Max Drawdown
-41.49%
Total Trades
3080
Equity, Cash & Benchmarks
Benchmark Comparison
BenchmarkReturn
Strategy395.12%
CD 5Pct62.7%
S&P500 SPY286.7%
EqualWeight RSP197.01%
Balanced 60 40151.39%
Drawdown (%)
Full Transaction HistoryShowing all 3080 entries
DateTickerActionPriceSharesValueCash ReservesPrice PnLDiv CapturedTotal PnLReason
Metrics Explanation
Max Drawdown

Largest peak-to-trough decline.

Total Return

Growth of initial capital.

Benchmarks

Comparison against S&P500 (SPY), Equal-Weight S&P500 (RSP), 5% CD, and 60/40 Portfolio.