Interactive Advisors · investment strategy
by Interactive Advisors
The Russell 1000 Dividend Growth portfolio targets leading large-capitalization U.S. companies with a proven history of raising their dividend payments year after year. Built on a direct indexing approach, each stock is placed directly in your account rather than bundled into a fund. The portfolio selects from the Russell 1000® Index, focusing on dependable dividend growers that serve as essential building blocks for consistent income potential. These well-established businesses are chosen through a disciplined process designed to closely follow the reference benchmark.
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.
“When a company no longer meets the index criteria during a scheduled review, it is removed from the portfolio”
“Each candidate is screened for adequate trading volume and active dividend status”
“companies within the Russell 1000® Index that have successfully increased their dividend payments over a ten-year period”
“The portfolio rebalances quarterly to stay aligned with the underlying index”
“max 30% per sector”
“no single sector may exceed 30% of the total allocation”
“The portfolio identifies companies within the Russell 1000® Index”
“Dividend Growth versions equal-weighted”
“equally weighted across the portfolio”
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.
· : 0.90 · Shown only: the method hasn’t passed its acceptance check yet.
Beta to the S&P 500: 0.44 (90%: 0.35 to 0.56)
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.
Tracks the reference index; Dividend Growth versions equal-weighted with max 30% per sector
0.20% annual; IA remits half to FTSE International Limited / Frank Russell Company
The Russell 1000 Dividend Growth portfolio targets leading large-capitalization U.S. companies with a proven history of raising their dividend payments year after year. Built on a direct indexing approach, each stock is placed directly in your account rather than bundled into a fund. The portfolio selects from the Russell 1000® Index, focusing on dependable dividend growers that serve as essential building blocks for consistent income potential. These well-established businesses are chosen through a disciplined process designed to closely follow the reference benchmark.
The Interactive Advisors FTSE Russell Index Tracking Portfolios are designed to follow certain predefined rules so that the portfolio can track a specified basket of underlying investments, which corresponds to the reference index. These portfolios aim to track the performance of the underlying basket (index), and typically represent a form of passive investing. Interactive Advisors constructs and manages these portfolios based on data provided pursuant to licensing agreements with FTSE International Limited ("FTSE") and the Frank Russell Company ("Russell"). The goal of these portfolios is to allow investors to track the performance of certain specified portions of the US Stock market as represented by the reference index.
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.
Income-growth seekers: Designed for investors who want more than just current income. This portfolio focuses on companies that have consistently grown their dividends, aiming to build a rising stream of potential income over time. Index-focused investors: Well-suited for those who prefer a systematic, rules-based approach to investing. The portfolio tracks the Russell 1000® Dividend Growth Index, providing a transparent and repeatable process grounded in clear index criteria rather than subjective judgment. Stability-minded investors: Built for those who favor established, large-cap U.S. companies with strong financial track records and a proven ability to sustain and grow their dividend payments.
Allocation discipline: The portfolio identifies companies within the Russell 1000® Index that have successfully increased their dividend payments over a ten-year period. Each candidate is screened for adequate trading volume and active dividend status before being selected and equally weighted across the portfolio. To promote broad diversification, no single sector may exceed 30% of the total allocation. The portfolio rebalances quarterly to stay aligned with the underlying index. Sell discipline: Sell decisions follow a structured process tied to the quarterly rebalance and reconstitution of the Russell 1000® Dividend Growth Index. When a company no longer meets the index criteria during a scheduled review, it is removed from the portfolio. This approach eliminates emotional decision-making and keeps holdings consistently aligned with the benchmark.
Direct asset control: You own the actual underlying stocks rather than shares in a fund, giving you full transparency into every holding in your portfolio. Proven dividend discipline: The portfolio targets companies with at least ten consecutive years of dividend increases, focusing on businesses with a demonstrated commitment to returning value to shareholders. Built-in diversification safeguards: An equal-weight approach and a 30% cap on any single sector help spread your investment across a broad range of industries, reducing the risk of overconcentration in any one area.
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 | |
| ESG / responsible flag | No | 2026-10-09 | |
| Smart beta flag | No | 2026-10-09 | |
| Theme keywords (Interactive Advisors) | Growth, 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 Russell Sector Index Trackers · covers: 14 · source_key: interactive_advisors|6 · original_name: Index Tracking Portfolios (14): Russell 1000 Real Estate, Consumer Discretionary, Consumer Staples, Dividend Growth, Energy, Financial Services, Health Care, Basic Materials, Industrials, Technology, Utilities, Telecommunications Managed Portfolios; Russell 3000 Dividend Growth Managed Portfolio; Russell Top 200 Managed Portfolio |
| Benchmark (methodology text) | The portfolio tracks the Russell 1000® Dividend Growth Index, providing a transparent and repeatable process grounded in clear index criteria rather than subjective judgment. | 2026-10-09 |
| Annualized return since inception (Lighthorse, daily, live) | 9.42% | 2026-10-16 | |
| Calendar-year returns (live account) | 2018: -4.2% · 2019: 27.1% · 2020: 11.6% · 2021: 25.6% · 2022: -6.3% · 2023: 10.2% · 2024: 8.1% · 2025: 6.7% | 2026-10-09 | |
| Return since inception (annualized) (live account) | 9.10% | 2026-10-09 | |
| Return since inception (cumulative) (live account) | 116.30% | 2026-10-09 | |
| Return vs the source's benchmark, last 365 days (Lighthorse, daily, live) | -6.76% | 2026-10-16 | |
| Return, last 30 days (live account) | -3.40% | 2026-10-09 | |
| Return, last 365 days (Lighthorse, daily, live) | 10.03% | 2026-10-16 | |
| Return, last 365 days (live account) | 5.50% | 2026-10-09 | |
| Return, last 5 years (cumulative) (live account) | 35.60% | 2026-10-09 | |
| Return, last 90 days (live account) | -3.20% | 2026-10-09 | |
| Return, year to date (live account) | 5.60% | 2026-10-09 |
| Beta vs the source's benchmark, last 365 days (Lighthorse, daily, live) | 1.02 | 2026-10-16 | |
| Maximum drawdown since inception (Lighthorse, daily, live) | -35.26% | 2026-10-16 | |
| Maximum drawdown, last 365 days (Lighthorse, daily, live) | -8.34% | 2026-10-16 | |
| Maximum drawdown, last 365 days (live account) | -8.30% | 2026-10-09 | |
| Sharpe ratio since inception (Lighthorse, daily, live) | 0.44 | 2026-10-16 | |
| Sharpe ratio, last 365 days (Lighthorse, daily, live) | 0.57 | 2026-10-16 | |
| Sharpe ratio, last 365 days (live account) | 0.20 | 2026-10-09 | |
| Sortino ratio, last 365 days (Lighthorse, daily, live) | 0.86 | 2026-10-16 | |
| Sortino ratio, last 365 days (live account) | 0.36 | 2026-10-09 | |
| Value-at-risk 95% 1-week, last 365 days (live account) | -2.50% | 2026-10-09 | |
| Volatility since inception (Lighthorse, daily, live) | 16.99% | 2026-10-16 | |
| Volatility, last 365 days (Lighthorse, daily, live) | 10.61% | 2026-10-16 | |
| Volatility, last 365 days (live account) | 11.00% | 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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