V&M Breakouts: Top Growth And Dividend Stocks For April 2021

Apr. 02, 2021 6:01 PM ET, , , , , , , , , , 1 Comment

Summary

  • Releasing two top April stocks from the MDA Growth and Dividend Breakout portfolio and two top samples from prior portfolios.
  • Long-term dividend portfolios have been released each month this year with average weighted gains of +41.7% and the S&P 500 +7.0% YTD.
  • Every portfolio from inception is positive and 11 of the last 12 portfolios are above +13.2%. 75% of the portfolios have gained more than 26.8% in less than 1 year.
  • These strong returns are only based on price gains and do not include any high dividends from each of the dividend stocks with a minimum 2% dividend yield.
  • Each monthly selection portfolio consists of five stocks above a minimum $10 billion market cap, $2/share price, 500k average daily volume, and a minimum 2% dividend yield.
  • This idea was discussed in more depth with members of my private investing community, Value & Momentum Breakouts. Learn More »

Introduction

The Top Dividend Growth stock model expands on my doctoral research analysis on multiple discriminant analysis (MDA) adding new complexities with these top picks. Research shows that the highest frequency of large price breakout moves is found among small cap stocks with low trading volumes offering no dividends and delivering higher than average risk levels.

The challenge with the Top Dividend & Growth model is to deliver a combination toward optimal total return with characteristics that typically reduce the frequency and size of price breakouts, but deliver more reliable growth factors for higher profitability longer term.

Returns to date on the MDA Growth & Dividend selection model not including large % dividends from all stocks:

V&M Top Growth And Dividend MDA Breakouts: 2020 Year-End Report Card

The 1-year measurement period of the April 2020 portfolio ended with 58.3% annual gains not counting dividends. Readers are free to buy/hold for the one-year measurement period of each portfolio, hold longer, or update and refresh your Growth & Dividend portfolios with newer selections.

Each monthly selection portfolio consists of 5 stocks above a minimum $10 billion market cap, $2/share price, 500k average daily volume and a minimum 2% dividend yield. The population of this unique mega cap segment is approximately 330 stocks out of over 7,800 stocks across the US stock exchanges. While these stocks represent less than 5% of available stocks, their market cap exceeds $19 trillion out of the approximately $33 trillion (57.6%) of the US stock exchanges. Efforts are made to optimize total returns on the key MDA price growth factors (fundamental, technical, sentiment) for the best results under these large cap constraints with high priorities for dividend growth and dividend yield.

Top Growth & Dividend Stocks For April 2021

  • CNA Financial (CNA)
  • MetLife (MET)

Score Overview of

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  • The Premium Portfolio gained 47.5% and MDA Breakout picks gained +73.4% last year.
  • 10 different portfolio types beat the S&P 500 last year.
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This article was written by

18.99K Followers

JD Henning is a Finance PhD, MBA, investment adviser, fraud examiner and certified anti-money laundering specialist with more than 30 years trading and investing stocks and other securities. JD runs Value & Momentum Breakouts where he identifies identify breakout signals and breakdown warnings using technical and fundamental analysis.

Signals from his proprietary Momentum Gauges® not only alert subscribers of market changes, but the strength of markets for short term breakouts or breakdown warnings across 11 different sectors. Top stock and ETF selections use technical and fundamental systems in proven financial studies. Value & Momentum Breakouts is the place to build your own optimal portfolio mix with a community of like-minded investors and traders. Features include a Premium Portfolio, bull/bear ETF strategy, morning updates and an active chat room. Learn more.

Analyst’s Disclosure:I am/we are long FNGU, LABU, SOXL. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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