STRATEGIES / INCOME

LENS 04 · INCOME · 1 STRATEGY

Payout streaks that can continue

One discipline, applied strictly: dividend growth streaks matter only when the coverage, cash flow, and balance sheet behind them say the streak can continue.

Dividend Compounders

IN THE TRADITION OF PUBLISHED DIVIDEND-GROWTH STREAK RESEARCH

Companies with multi-year dividend growth streaks, tiered by streak length, and held to a combined yield-plus-growth standard. The streak is the entry ticket; coverage is the case.

STAGE 1 LOOKS FOR

Dividend growth streak, payout coverage from earnings and free cash flow, leverage ceilings, and the yield-plus-growth sum.

STAGE 2 READS FOR

Whether the payout survives the balance sheet and the business — coverage durability, debt maturities, and management commitment in the filings.

HORIZON · MULTI-DECADE COMPOUNDING REFRESH · 90 DAYS

Every strategy on this page can be forked and modified in the Strategy Lab. Strategy titles describe the method; practitioner names appear only as attribution — no methodology here is endorsed by or affiliated with the practitioners named.

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