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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
 Results 
Total Profit: $1,027   Total Trades: 10  
Capital Growth:10.3%   Profit Trades, % of Total:80%  
Profit Factor: [?] 4.19  Avg Trade Duration, days:135  
Payoff Ratio: [?] 1.05   Avg Profit per Trade:11.1%  
Max Drawdown:6%   Avg Profit per Day:0.082%  
Max Drawdown, $: 631   Avg Market Impact: [?]
Minor  
 
Restoration Factor: [?] 1.63   Overall Viability Score: [?]
10 / 10
 
Avg Annual Return: 10.3%   CAGR: [?]10.3%  
 Equity Graph 
 Performance 
Year S&P 500 Equity JanFeb MarAprMay JunJulAug SepOctNov Dec
2026 9.31 10.27 4.34 7.63 -4.93 -0.59 0.06 2.11 1.69
        
Performed Trades  
 Symbol Entry Date
Entry
Price, $
Exit Date
Exit
Price, $
Shares Profit, $  Exit On
Stop
Loss, $
Take
Profit, $
 MI [?]
 VZ 01/02/2026 38.58 07/20/2026 43.41 25 118.64  Period End  Minor 
 CVX 01/02/2026 152.99 07/20/2026 189.58 6 217.37  Period End  Minor 
 MRK 01/02/2026 104.92 07/20/2026 126.07 9 188.18  Period End  Minor 
 PG 01/02/2026 139.74 07/20/2026 149.54 7 66.54  Period End  Minor 
 KO 01/02/2026 68.20 07/20/2026 81.54 14 184.57  Period End  Minor 
 AMGN 01/02/2026 322.96 07/20/2026 365.92 3 126.75  Period End  Minor 
 HD 01/02/2026 341.02 07/20/2026 333.88 2 -15.62  Period End  Minor 
 UNH 01/02/2026 331.91 07/20/2026 421.03 3 264.97  Period End  Minor 
 NKE 01/02/2026 62.30 07/20/2026 43.22 16 -306.82  Period End  Minor 
 JNJ 01/02/2026 205.07 07/20/2026 251.26 4 182.84  Period End  Minor 
10 trades
The Backtester tool displays results for the current year only. To analyze performance over 25+ years and build robust strategies, use our full backtesting engine with a wide range of technical and fundamental indicators.

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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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