Oct. 02, 2025 10:45 PM ETSCHD, DJUSDIV, LRCX, ASML, EOG, ODFL, DKS, CTAS, MSCI, V, ABEV, ADP, COP, DVN, FANG, HSY, INFY, MPWR, NVO, PAYX, ROL, WSODividend Yield Theorist9.23K FollowersSummaryThe 4-Factor Dividend Growth Portfolio, launched in Nov 2022, aims for a 12%+ long-term CAGR, outperforming SCHD but lagging the S&P 500.For FY3, the portfolio returned 3.64% (vs. SPY's 18.67% and SCHD's -0.57%), maintaining a 15.74% CAGR since inception.Dividend income is growing, with a 5.28% YoY increase and a 9.64% annualized dividend CAGR, though still trailing SCHD's total payouts.Strategy adjustments include annual rebalancing and testing a return-estimate factor, but original 4-factor selections continue to outperform alternatives.Alex Cristi /iStock via Getty Images4-Factor Dividend Growth PortfolioMy 4-Factor Dividend Growth Strategy is an alternative investment strategy to the popular Schwab U.S. Dividend Equity ETF (SCHD). You can think of it as having your own customThis article was written byDividend Yield Theorist9.23K FollowersI have a masters degree in Analytics from Northwestern University and a bachelors degree in Accounting. I have worked in the investment arena for over 10 years starting as an analyst and working my way up to a management role. Dividend investing is a personal hobby and I look forward to sharing my thoughts with the Seeking Alpha community.Analyst’s Disclosure:I/we have a beneficial long position in the shares of ALL STOCKS MENTIONED either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.CommentsRecommended For You