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UK Dividend Growth Leaders - Equal Weight
By Ricky Made 27 Apr 202615 companies
Key numbers
For the time range selected above.
- vs the S&P 500
- Average per year
- Biggest drop
- Ups and downs
About this portfolio
UK-listed dividend payers with yield above 3% and five consecutive years of dividend growth, 15 names, equal-weighted, no single stock over 10%.
- How much of each
- Same amount in each company
- Most in one company
- 10%
- Refreshed
- Once a year, next 27 Apr 2027
What’s inside
15 companies across 7 industries. The biggest is Rio Tinto plc at 6.7%. No company can be more than 10%.
Percentages are target weights at the last rebalance.
Weighting: equalLimit per company: 10%Rebalance: annual
Company pages
Each company’s price history, and the other portfolios that hold it.
- Rio Tinto plc
- Prudential plc
- 3i Group plc
- Vodafone Group
- GSK plc
- Admiral Group plc
- Shell Plc
- BP PLC
- National Grid plc
- SSE PLC
- Severn Trent Plc
- Legal & General Group Plc
- Aviva plc
- HSBC Holdings Plc
- Lloyds Banking Group plc
Theme: Dividend stocks
More detail
Everything else we know about this portfolio. Open any section to dig in.Pro view: every section is open. Switch to Simple at the top of the page to tidy them away.
Risk-adjusted returns for each company, what drove the results, and how the AI built this portfolio are in Pro view.
The Sharpe ratio for each company, a suggested re-weighting and what drove the returns come with the Pro plan.
See ProAbout UK Dividend Growth Leaders - Equal Weight
What stocks are in UK Dividend Growth Leaders - Equal Weight?
It holds 15 companies. The largest are Rio Tinto plc (RIO), Prudential plc (PRU), 3i Group plc (III), Vodafone Group (VOD) and GSK plc (GSK), followed by ADM, SHEL, BP., NG. and SSE. Most of the money is in financial services, utilities and energy.
How has UK Dividend Growth Leaders - Equal Weight performed?
+8.1% since it was made, +23.7% over the past year against +14.4% for the S&P 500, +21.7% over five years in the backtest. Results before the creation date are simulated from real past prices and leave out fees and taxes. Past performance is not a guide to the future.
How is UK Dividend Growth Leaders - Equal Weight weighted?
Every company gets the same share. No company can be more than 10% of the portfolio. The biggest holding is Rio Tinto plc (RIO) at 6.7%.
Can I invest in UK Dividend Growth Leaders - Equal Weight?
It is not a fund you can buy. It is a list of shares you can buy yourself at your broker, and Arithmos shows you how for more than 40 brokers, or creates it as a Trading 212 pie. Arithmos is a research tool, not investment advice.
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Discussion
Results before a portfolio’s creation date are simulated from real historical prices and don’t include fees, taxes or trading costs. How we calculate performance. Nothing here is investment advice.
