What is the Quant Growth & Income Portfolio (QG&I)?
Quant Growth & Income (QG&I) is a rules-based quant model portfolio targeting:
- Long-term capital appreciation
- Consistent dividend income
- Reduced exposure to dividend cuts through Seeking Alpha’s Dividend Safety Grades
Quant Growth & Income uses a data-driven approach to identify dividend-paying stocks that outperform their sectors in capital appreciation while maintaining yields competitive with top-tier dividend ETFs.
The QG&I portfolio will hold no more than 30 stocks at any given time, including U.S. stocks, ADRs (foreign companies listed in the U.S.), REITs, and small-caps.
Our team uses proprietary data and robust analytical tools to build a portfolio to outperform the Vanguard High Dividend Yield ETF (VYM) in total return while maintaining a portfolio dividend yield within a close range of VYM’s yield.
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