V

Value Growth Dividend

$JPGROWDIVJJP

About Value Growth Dividend

Growth and income, bought at a price that makes sense. Every holding clears three screens: real earnings and revenue growth, a dividend it can cover and has raised, and a valuation that isn't stretched. No themes, no momentum, no sector bets. Weights follow how well each name scores on all three. Rebalanced quarterly, or sooner if a holding fails a gate.

Asset Breakdown

ECO8.69%
UGP8.62%
DHT8.43%
FRO8.07%
APLE7.97%
ASX7.1%
AVT6.85%
MSBI6.69%
NWL6.68%
HNI6.45%
SBLK6.3%
JCAP6.14%
CTO6.04%
XRX5.97%

About the Creator

I have spent over a decade investing my own money - and built it into a seven-figure portfolio along the way. Self-taught, process-driven, and focused on one thing: real growth at a reasonable valuation. I don't chase hype or headlines. I do the work, and I invest my own capital in exactly what I screen.

Activity

Total Rebalances2
Last RebalanceSep 18, 2026

Posts by Creator

Changes:NWL +7.9%ASX +7.6%XRX +7.4%UGP +7.4%ECO +7.4%

$JPGROWDIV removed $PINE and Added $ASX for better growth potential and it also pays Dividend.