Interactive Advisors · investment strategy
by Interactive Advisors
The Dividend Growth portfolio selects dividend-paying stocks that I believe will provide an attractive income over the next decade and beyond. I believe a fundamental shift in investor preferences is occurring that favors income over growth. This is due, in part, to the aging of America’s Baby Boomers. At the same time, I see traditional income investments such as bonds and certificates of deposit currently offering unattractive yields that are quite low.
Description from Interactive Advisors
of the return and risk figures:as the source publishes them
What $10,000 would have become, from the strategy's own published history, against the S&P 500 over the same dates. The basis is labelled.
Each rule is quoted word for word from the strategy's own documents.
“I may buy a security that does not have a history of dividend payouts if my research leads me to believe that a payout will be initiated in the near future”
“provide income from the investment that has a long history of rising over time”
“they offer a high current yield relative to competing investments”
“My initial investment in a security typically will not exceed 5% of the total portfolio's value”
“Equity securities (exchange-listed, certain OTC, ADRs) and ETFs”
“invests in shares of U.S. and international common stocks, real estate investment trusts (REITs), master limited partnerships (MLPs), and other income-producing securities”
No published holdings for this strategy.
Fitted to 252 returns (live) from 2025-10-30 to 2026-10-16. An estimate, not holdings: it can't name stocks.
· : 0.74 · Too loose a fit for a verdict; shown as a guide.
Beta to the S&P 500: 0.16 (90%: 0.07 to 0.23)
Compares the stated rules with the holdings (or, where none are published, a mix estimated from returns), using tests fixed before any results were seen.
No holdings on file, so nothing to test.
Strategies that share its Fundamental research label, from other sources first, strongest risk-adjusted return first.
Composer Technologies · Composer
How much of what we look for this strategy has, and why anything is missing. Fields that don't apply to it aren't counted.
3 missing
The text the rules are quoted from, with where it came from.
0.25%-0.75% annual; IA retains 0.25%, remainder paid to the Portfolio Manager; fee negotiated between IA and the manager
Equity securities (exchange-listed, certain OTC, ADRs) and ETFs; Portfolio Managers cannot use leverage/margin
To be selected, managers are screened (e.g. AUM, own money in the strategy), fill in a questionnaire on portfolio construction, risk control and strategy guidelines, share historical trade data, and pass a live test period during which clients cannot invest. Managers license their trade data and have no discretion over client accounts. IA receives no compensation from managers and does not pay them for referrals.
Risk score 1-5 assigned by IA; reevaluated at least annually
Not available (TLH only for the Asset Allocation Portfolio)
The Dividend Growth portfolio selects dividend-paying stocks that I believe will provide an attractive income over the next decade and beyond. I believe a fundamental shift in investor preferences is occurring that favors income over growth. This is due, in part, to the aging of America’s Baby Boomers. At the same time, I see traditional income investments such as bonds and certificates of deposit currently offering unattractive yields that are quite low.
Sizemore Capital Management LLC is a registered investment advisory firm located in Dallas, Texas. Charles Lewis Sizemore, CFA is the founder and Chief Investment Officer of the firm.
Capital growth plus with a more complex portfolio or higher risk profile than broad equity markets. Investing in equities and concentrated portfolios and prepared to accept fluctuation in portfolio value.
The Dividend Growth portfolio is concentrated among asset classes that have a history of rising income payouts. Those include dividend-paying stocks, real estate investment trusts, and master limited partnerships. Other asset classes and investment vehicles (such as closed-end mutual funds or ETFs) may also be considered as valuations and market conditions warrant. My initial investment in a security typically will not exceed 5% of the total portfolio's value, though the allocation may rise above that threshold due to price movements over time.
The Dividend Growth portfolio invests in shares of U.S. and international common stocks, real estate investment trusts (REITs), master limited partnerships (MLPs), and other income-producing securities. The primary objective of the portfolio is to potentially generate a high and growing income stream that will outpace inflation over time. The secondary objective is to generate long-term capital gains.
I may buy a security that does not have a history of dividend payouts if my research leads me to believe that a payout will be initiated in the near future.
I select investments that meet one or both of the following criteria - one, they offer a high current yield relative to competing investments and two, they provide income from the investment that has a long history of rising over time, or I believe that it has potential to rise going forward. My research attempts to gauge the safety of the income stream. I seek to avoid positions where the risks outweigh the potential for high yields.
I will sell holdings that no longer meet the strategy's criteria for dividend growth. Positions that I view as at risk of dividend reductions will be considered for sale. Additionally, positions that I view as overvalued or that no longer offer an attractive yield relative to alternatives will also be considered for sale.
Every value on file, each labelled with its calculation basis and as-of date.
| Asset classes / instruments | equities | 2026-10-09 | |
| Composition (ETFs / Stocks / Mixed) | STOCKS | 2026-10-09 | |
| Curated collections (Interactive Advisors) | Income generating portfolios | 2026-10-09 | |
| ESG / responsible flag | No | 2026-10-09 | |
| Smart beta flag | No | 2026-10-09 | |
| Theme keywords (Interactive Advisors) | Dividends, The next decade and beyond | 2026-10-09 |
| Rebalancing (methodology text) | Mirrors manager trades via co-trading; IA may make adjustment trades |
| Management / advisory fee | 0.75% | 2026-10-09 | |
| Minimum investment | $5,000 | 2026-10-09 |
| Metrics calculated through | 2026-10-09 | 2026-10-09 |
| Program in the firm's Form ADV brochure | url: https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024287 · name: Interactive Advisors Third-Party Manager Co-Trading · covers: 20 · source_key: interactive_advisors|0 · original_name: Manager Portfolios |
| Benchmark (methodology text) | Assigned by IA per portfolio (investable ETF; often S&P 500 ETF); shown optionally |
| Annualized return since inception (Lighthorse, daily, live) | 7.12% | 2026-10-16 | |
| Calendar-year returns (live account) | 2013: 23.2% · 2014: 14.1% · 2015: -11.2% · 2016: 26.0% · 2017: 8.6% · 2018: -9.6% · 2019: 20.9% · 2020: -12.3% · 2021: 20.7% · 2022: -3.8% · 2023: 11.1% · 2024: 9.5% · 2025: 1.4% | 2026-10-09 | |
| Return since inception (annualized) (live account) | 7.00% | 2026-10-09 | |
| Return since inception (cumulative) (live account) | 168.30% | 2026-10-09 | |
| Return vs the source's benchmark, last 365 days (Lighthorse, daily, live) | -6.41% | 2026-10-16 | |
| Return, last 30 days (live account) | -5.20% | 2026-10-09 | |
| Return, last 365 days (Lighthorse, daily, live) | 10.38% | 2026-10-16 | |
| Return, last 365 days (live account) | 9.00% | 2026-10-09 | |
| Return, last 5 years (cumulative) (live account) | 33.20% | 2026-10-09 | |
| Return, last 90 days (live account) | -4.30% | 2026-10-09 | |
| Return, year to date (live account) | 9.30% | 2026-10-09 |
| Beta vs the source's benchmark, last 365 days (Lighthorse, daily, live) | 0.54 | 2026-10-16 | |
| Maximum drawdown since inception (Lighthorse, daily, live) | -42.22% | 2026-10-16 | |
| Maximum drawdown, last 365 days (Lighthorse, daily, live) | -6.51% | 2026-10-16 | |
| Maximum drawdown, last 365 days (live account) | -6.50% | 2026-10-09 | |
| Sharpe ratio since inception (Lighthorse, daily, live) | 0.40 | 2026-10-16 | |
| Sharpe ratio, last 365 days (Lighthorse, daily, live) | 0.78 | 2026-10-16 | |
| Sharpe ratio, last 365 days (live account) | 0.68 | 2026-10-09 | |
| Sortino ratio, last 365 days (Lighthorse, daily, live) | 1.18 | 2026-10-16 | |
| Sortino ratio, last 365 days (live account) | 1.14 | 2026-10-09 | |
| Value-at-risk 95% 1-week, last 365 days (live account) | -1.90% | 2026-10-09 | |
| Volatility since inception (Lighthorse, daily, live) | 15.37% | 2026-10-16 | |
| Volatility, last 365 days (Lighthorse, daily, live) | 7.85% | 2026-10-16 | |
| Volatility, last 365 days (live account) | 8.20% | 2026-10-09 |
| Risk label (Interactive Advisors) | Growth plus | 2026-10-09 | |
| Risk score 1-5 (Interactive Advisors) | 3 | 2026-10-09 | |
| Risk score description | Capital growth plus with a more complex portfolio or higher risk profile than broad equity markets. Investing in equities and concentrated portfolios and prepared to accept fluctuation in portfolio value. | 2026-10-09 |
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