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Winning Growth & Income 14 Qualifying

Winning Growth & Income is a dividend investing strategy inspired by an approach used by American investment analyst Kevin Matras in his book, Finding #1 Stocks. It combines growth and dividend factors by sorting the market for high yielding companies with strong growth characteristics. Apart from a high yield, this strategy looks for companies with an above average return on equity, a below average price-to-earnings ratio and where analysts have been upgrading their earnings forecasts. It also looks for companies with a low beta (the sensitivity of a share price to the movement of the market). Kevin Matras says the screen works for investors that are "looking for good companies with solid revenues that pay a good dividend". In some respects, this strategy is a small cap version of the Large Cap Dividend Attraction strategy. In Matra's original strategy criteria he uses Zacks Rank, which is a metric for analysing analyst forecasts.

To learn more about this strategy please click here »

Finding #1 Stocks: Screening, Backtesting and Time-Proven Strategies

by Kevin Matras

Kevin's backtesting found that his version of this strategy had an average annual compounded return of 20.6% (that's while taking on about 40% less risk than the S&P 500).

This screen uses the following criteria:

  • % 3m EPS Upgrade FY2 > 0
  • ROE % > 1.002 * Median
  • P/E Rolling 1y < Median
  • Gross Gearing % < 100
  • Yield % > Median
  • Beta < 1
  • Mkt Cap £m > 20

Results are sorted by:

  • Yield % in descending order


And limited to the first 14 Results


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Performance Tracking


Returns FTSE 100
1 week 0.3% -1.2% -0.7% -0.5% 0.4% -1.7% -0.8% 1.3%
1 month -3.4% -3.1% -3.6% 4.9% 0.0% -4.8% -0.5% -1.8%
3 months 0.2% -8.2% -8.1% 18.3% -5.4% -0.3% -5.1% 0.2%
6 months -8.1% -15.9% -12.4% 22.6% -0.5% 3.2% 3.5% -0.8%
1 year 8.5% -10.1% -18.0% 57.6% 1.9% 28.5% -4.7% 6.7%
2 years 13.8% 15.2% -3.4% - - - - 20.5%
Annualised 21.3% 13.3% -0.5% 51.2% 13.7% 24.6% 21.9%
 
Risks
Max Drawdown -18.9% -20.2% -24.2% -13.3% -8.2% -18.4% -17.1%
Avg Holdings 11.8 10.9 11.2 8.3 10.9 13 13.4
Diversification Moderate Moderate Moderate Moderate Moderate Moderate Moderate

 Studies based on equal weighted portfolios of max 25 stocks rebalanced quarterly. Qualifying shares below updated daily. Past performance not indicative of future returns.



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14 Qualifying

Ticker Name Mkt Cap £m % 3m EPS Upgrade FY2 ROE % P/E Rolling 1y Gross Gearing % Yield % Beta Spread (bps) Spread (bps) Flag
Subscriber Subscriber United Kingdom
Subscriber Subscriber Romania
Subscriber Subscriber Norway
Subscriber Subscriber Sweden
Subscriber Subscriber United States
Subscriber Subscriber Romania
Subscriber Subscriber United States
Subscriber Subscriber Singapore
Subscriber Subscriber United States
Subscriber Subscriber United States
Subscriber Subscriber New Zealand
Subscriber Subscriber United States
Subscriber Subscriber Poland
Subscriber Subscriber United Kingdom

Can't see the share you expect? View this screen as a checklist to find out why.

You should consider the results of any screening process, including this one, as candidates for further research, not as a buy list. Screening helps to narrow a search based on pre-defined criteria. It is not a substitute for independent research reflecting your individual criteria for investing/trading. Please note that the screening criteria used represents Stockopedia's interpretation of the author's investment approach and are not determined or endorsed by the original strategist.



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