Interactive Advisors · investment strategy
by Interactive Advisors
The Dividend portfolio offers investors a systematic way to pursue income through high dividend-paying stocks. This strategy focuses on large and mid-sized U.S. companies that distribute meaningful dividends, representing the annual income you receive relative to your investment. By following a disciplined, factor-driven approach, the portfolio aims to capture the characteristics of dividend-focused investing while keeping costs relatively 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.
“Positions in stocks undergoing corporate actions, such as mergers or spin-offs, may be sold or adjusted outside the normal rebalancing schedule.”
“target 300 long positions weighted by factor attractiveness”
“The portfolio targets approximately 300 individual stock positions”
“Companies that pay higher income relative to their share price receive priority for inclusion”
“The portfolio rebalances quarterly”
“the construction process reduces exposure to highly volatile stocks”
“prevents any single industry from dominating”
“focuses on large and mid-sized U.S. companies”
“US-listed equities”
“stronger dividend payers receiving larger allocations”
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.
· : 0.77 · Too loose a fit for a verdict; shown as a guide.
Beta to the S&P 500: 0.49 (90%: 0.38 to 0.61)
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 Income / dividends 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.
2 missing
Rebalance schedule taken from a stated rule.
The text the rules are quoted from, with where it came from.
Value/Growth/Quality/Dividend target 300 long positions weighted by factor attractiveness; Broad Market targets 1,000 long positions, blend of equal and cap weight
Item 4 says IA offers 15 Smart Beta Portfolios in total; Item 8 describes ten (5 large plus 5 small-cap versions) plus 5 ESG versions. The portfolios are traded in firm-owned accounts and mirrored to clients.
The Dividend portfolio offers investors a systematic way to pursue income through high dividend-paying stocks. This strategy focuses on large and mid-sized U.S. companies that distribute meaningful dividends, representing the annual income you receive relative to your investment. By following a disciplined, factor-driven approach, the portfolio aims to capture the characteristics of dividend-focused investing while keeping costs relatively low.
Interactive Advisors is an established name in the field of online investing, with a history of path-breaking work. The platform offers a variety of portfolios, including the Smart Beta portfolios, which are managed by Interactive Advisors's Chief Investment Officer and Investment Management team. The “Smart Beta” approach to portfolio construction is grounded in academic research. The goal of this strategy is to achieve an alternative risk-return profile which is more attractive than a simple capitalization-weighted index such as the S&P 500. Interactive Advisors Smart Beta portfolios follow rules-based investment strategies designed to provide systematic exposure to a fundamental factor or combination of factors.
Capital growth with a similar risk profile to broad equity markets. Investing in equities and prepared to accept fluctuation in portfolio value.
Income seekers: Investors who want their portfolio to generate regular dividend payments will find this strategy aligned with their goal of building a reliable income stream. Stability-minded investors: Those who prefer the relative steadiness of established large and mid-cap companies may appreciate this portfolio's focus on well-known, dividend-paying businesses. Systematic investors: Those who value a disciplined, transparent approach over subjective decision-making will benefit from this portfolio's factor-driven methodology.
Research: A factor-based approach to portfolio construction is grounded in academic research. The goal is to achieve an alternative risk-return profile, which is more attractive than a simple capitalization-weighted index such as the S&P 500. Interactive Advisors has conducted extensive research and back-testing to identify the specific factors and rules that guide how this portfolio is built. Approach: This portfolio uses a systematic process to determine how much to invest in each position. Companies that pay higher income relative to their share price receive priority for inclusion. The portfolio rebalances quarterly to maintain its dividend-focused orientation. Allocation discipline: The portfolio targets approximately 300 individual stock positions, with stronger dividend payers receiving larger allocations. This broad diversification helps spread risk across many holdings. As an added layer of risk management, the construction process reduces exposure to highly volatile stocks and prevents any single industry from dominating. Sell discipline: Sell decisions follow the quarterly rebalance schedule. When the portfolio rebalances, stocks that no longer meet the selection criteria are sold and replaced with companies offering stronger income characteristics. Exceptions: Positions in stocks undergoing corporate actions, such as mergers or spin-offs, may be sold or adjusted outside the normal rebalancing schedule.
Income-focused design: This portfolio targets stocks with strong dividend characteristics, giving you the potential for a steady stream of income while you stay invested in the market. Systematic stock selection: A disciplined, factor-driven process selects and weights holdings based on dividend characteristics, removing emotional decision-making from the investment process. Built-in risk controls: The portfolio construction process penalizes high-volatility stocks and avoids heavy concentration in any single sector, helping to spread risk across your investment.
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 | Yes | 2026-10-09 | |
| Theme keywords (Interactive Advisors) | Dividend yields, Large-cap, Mid-cap | 2026-10-09 |
| Rebalancing (methodology text) | rebalances quarterly | 2026-10-09 |
| Management / advisory fee | 0.20% | 2026-10-09 | |
| Minimum investment | $100 | 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 Smart Beta Factor Portfolios · covers: 5 · source_key: interactive_advisors|1 · original_name: Smart Beta Portfolios: Value, Growth, Quality, Dividend, Broad Market |
| Benchmark (methodology text) | Objective: exceed returns of market-cap-weighted indices such as the S&P 500 |
| Annualized return since inception (Lighthorse, daily, live) | 9.35% | 2026-10-16 | |
| Calendar-year returns (live account) | 2017: 17.0% · 2018: -8.5% · 2019: 25.3% · 2020: 1.1% · 2021: 24.6% · 2022: -4.5% · 2023: 11.5% · 2024: 4.9% · 2025: 3.9% | 2026-10-09 | |
| Return since inception (annualized) (live account) | 9.00% | 2026-10-09 | |
| Return since inception (cumulative) (live account) | 136.40% | 2026-10-09 | |
| Return vs the source's benchmark, last 365 days (Lighthorse, daily, live) | -5.58% | 2026-10-16 | |
| Return, last 30 days (live account) | -5.30% | 2026-10-09 | |
| Return, last 365 days (Lighthorse, daily, live) | 15.24% | 2026-10-16 | |
| Return, last 365 days (live account) | 10.10% | 2026-10-09 | |
| Return, last 5 years (cumulative) (live account) | 35.20% | 2026-10-09 | |
| Return, last 90 days (live account) | -1.40% | 2026-10-09 | |
| Return, year to date (live account) | 10.30% | 2026-10-09 |
| Beta vs the source's benchmark, last 365 days (Lighthorse, daily, live) | 0.83 | 2026-10-16 | |
| Maximum drawdown since inception (Lighthorse, daily, live) | -40.55% | 2026-10-16 | |
| Maximum drawdown, last 365 days (Lighthorse, daily, live) | -9.37% | 2026-10-16 | |
| Maximum drawdown, last 365 days (live account) | -9.40% | 2026-10-09 | |
| Sharpe ratio since inception (Lighthorse, daily, live) | 0.43 | 2026-10-16 | |
| Sharpe ratio, last 365 days (Lighthorse, daily, live) | 0.85 | 2026-10-16 | |
| Sharpe ratio, last 365 days (live account) | 0.54 | 2026-10-09 | |
| Sortino ratio, last 365 days (Lighthorse, daily, live) | 1.34 | 2026-10-16 | |
| Sortino ratio, last 365 days (live account) | 0.96 | 2026-10-09 | |
| Value-at-risk 95% 1-week, last 365 days (live account) | -3.10% | 2026-10-09 | |
| Volatility since inception (Lighthorse, daily, live) | 18.38% | 2026-10-16 | |
| Volatility, last 365 days (Lighthorse, daily, live) | 12.74% | 2026-10-16 | |
| Volatility, last 365 days (live account) | 13.20% | 2026-10-09 |
| Risk label (Interactive Advisors) | Growth | 2026-10-09 | |
| Risk score 1-5 (Interactive Advisors) | 2 | 2026-10-09 | |
| Risk score description | Capital growth with a similar risk profile to broad equity markets. Investing in equities and prepared to accept fluctuation in portfolio value. | 2026-10-09 |
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