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Strategy Name Dogs of the Dow
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Dogs of the Dow is an investment strategy that attempts to beat the Dow Jones Industrial Average (DJIA) each year by optimizing toward high-yield investments. The general concept is to allocate money to the 10 highest dividend-yielding, blue-chip stocks among the 30 components of the DJIA. The strategy requires re-balancing at the beginning of each calendar year.
Type of Positions Long
 Position Opening 
Criteria for Opening a Position: index(dow)
Prioritize Stocks by [?] Highest Dividend Yield
Order Execution Model: Close Prices
 Backtest Parameters 
Initial Capital: $10,000
Capital at Risk: 10% per trade
Portfolio Max Size: 10 positions
Comm. per Trade: 0.05%  
Avg Bid-Ask Spread: 0.1%  
Close position at the end of: Year
Period: 1/1/2026 - 12/31/2026
The backtester displays results for the current year only. Please sign up to view the full report.
 Results 
Total Profit: $-1.77   Total Trades: 10  
Capital Growth:-0.018%   Profit Trades, % of Total:40%  
Profit Factor: [?] 0.98  Avg Trade Duration, days:3  
Payoff Ratio: [?] 1.46   Avg Profit per Trade:0.043%  
Max Drawdown:1%   Avg Profit per Day:0.014%  
Max Drawdown, $: 52   Avg Market Impact: [?]
Minor  
 
Restoration Factor: [?] -0.03   Overall Viability Score: [?]
3 / 10
 
Avg Annual Return: -0.018%   CAGR: [?]0%  
 Equity Graph 
 Performance 
Year S&P 500 Equity JanFeb MarAprMay JunJulAug SepOctNov Dec
2026 1.10 -0.02 -0.02
        
Performed Trades  
 Symbol Entry Date
Entry
Price, $
Exit Date
Exit
Price, $
Shares Profit, $  Exit On
Stop
Loss, $
Take
Profit, $
 MI [?]
 VZ 01/02/2026 40.52 01/07/2026 40.13 24 -11.29  Period End  Minor 
 CVX 01/02/2026 155.90 01/07/2026 155.20 6 -6.06  Period End  Minor 
 MRK 01/02/2026 106.45 01/07/2026 108.60 9 17.40  Period End  Minor 
 PG 01/02/2026 141.79 01/07/2026 138.04 7 -28.20  Period End  Minor 
 KO 01/02/2026 69.12 01/07/2026 67.54 14 -24.02  Period End  Minor 
 AMGN 01/02/2026 327.64 01/07/2026 341.64 3 39.97  Period End  Minor 
 HD 01/02/2026 345.82 01/07/2026 349.06 2 5.09  Period End  Minor 
 UNH 01/02/2026 336.40 01/07/2026 341.70 2 9.24  Period End  Minor 
 NKE 01/02/2026 63.28 01/07/2026 63.22 15 -2.80  Period End  Minor 
 JNJ 01/02/2026 207.35 01/07/2026 207.49 4 -1.10  Period End  Minor 
10 trades

Backtesting Results Disclaimer
Past hypothetical backtest results are neither an indicator nor a guarantee of future returns. Actual results may vary from the analysis. Hypothetical performance results have many inherent limitations and cannot fully account for market factors such as bid-ask spread, slippage, and commission costs. There are numerous other factors related to the markets, which cannot be fully accounted for in the backtesting algorithm, but all of which can adversely affect actual trading results.



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