HomePortfoliosGrowth-Focused Dividend Income

Growth-Focused Dividend Income

Moderate-to-high volatility seeking maximum current income, emphasises return of capital and yield generation over capital preservation. The flagship 40% position in JPMorgan Global Equity Premium Income (JGPI) is an actively managed ETF employing covered call strategies, generating 8.16% yield from global quality companies. Monthly distributions provide regular cash flow. The 35% allocation to WisdomTree's dividend-weighted European equities maintains regional diversification, while the 25% position in Vanguard's broad-based All-World High Dividend Yield ETF (VGWD) provides geographic and sector balance with a conservative 2.79% yield component that stabilises the overall portfolio structure

Optimize
Annual Rebalancing
EUR
Low Risk
2.4yr backtest

Performance Summary

Total Return+38.24%
Annualized Return+14.71%
Volatility+9.71%
Sharpe Ratio1.31
Max Drawdown+12.80%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
Maximize monthly income with this diversified ETF portfolio, combining high-yield global covered calls and European dividend equities for steady cash flow.
AssetTypeAllocationTER
JGPI.XETRA
JPMorgan Global Equity Premium Income Active UCITS ETF USD (dist)IE0003UVYC20
ETF
40.0%0.35%
WTEE.XETRA
WisdomTree Europe Equity Income UCITS ETFIE00BQZJBX31
ETF
35.0%0.29%
VGWD.XETRA
Vanguard FTSE All-World High Dividend Yield UCITS ETF DistributingIE00B8GKDB10
ETF
25.0%0.29%
Total100.0%0.31%

Performance

Portfolio Value Over Time
Starting with 10,000 investment → now worth €13,823.82
Histogram of Monthly Returns
The portfolio had a positive return during 21 of the 29 months (72%)
Monthly Returns Heatmap
Best month: +6.1% • Worst month: -3.7% • Best year: 2025 (+15.1%) • Worst year: 2023 (+0.6%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+2.9%+6.1%-3.7%+1.7%--------+6.9%
2025+5.3%+3.0%-1.6%-3.0%+2.6%-1.3%+3.4%+0.9%+0.7%+1.0%+2.1%+1.4%+15.1%
2024+1.5%+0.8%+3.6%-0.7%+0.6%-0.1%+4.3%+0.4%+0.4%-0.5%+3.6%-2.4%+11.8%
2023-----------+0.6%+0.6%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +12.80% • The longest drawdown period lasted for 5 months and was between March 2025 and August 2025. It reached a trough of -12.8%.

Dividend Income

Summary
This portfolio contains 3 distributing ETFs (100.0% of total allocation)

Total Dividends Received

1,910.67

51 payments

Dividend Yield

6.93%

(annualized)

Avg Per Payment

37.46

per event

All dividends are automatically reinvested at the payment date. The portfolio value shown includes the compounding effect of dividend reinvestment.

Annual Breakdown
Dividend income per calendar year
YearDividends
2026248.57
2025906.95
2024738.77
202316.41
Total1,910.67

Detailed Metrics

Returns
Total Return
+38.24%
Annualized Return
+14.71%
Avg Monthly Return
+1.15%
Risk
Volatility (Annual)
+9.71%
Max Drawdown
+12.80%
Positive Months
72%
Average Drawdown
-1.6%
Risk-Adjusted
Sharpe Ratio
1.31
Risk-free rate: 2.0%
Sortino Ratio
1.17
Downside risk adjusted
Return/Volatility
1.51
Calmar Ratio
1.15
Return/Max Drawdown
Ulcer Index
2.12
Drawdown depth & duration
Martin Ratio
0.06
Return/Ulcer Index
Backtest Configuration
Initial Investment
10,000
Final Value
13,823.82
Backtest Period
2023-12-07 to 2026-04-17
2.4 years
Rebalancing
annual
Base Currency
EUR