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Investing in dividend growth stocks: analysis of portfolio performance using asset pricing models

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Detalhes bibliográficos
Resumo:By constructing dividend growth portfolios and comparing them to replicated value and equal-weighted S&P benchmarks, we find that the portfolios outperformed long-term in terms of both alpha and Sharpe Ratio. From the asset pricing model loadings, we find that a much higher profitability factor (RMA) is observed in a dividend raise portfolio. Another portfolio, holding stocks that kept dividends either constant or at a raise, has a much higher investment factor (CMW).
Autores principais:Berre, Martin
Assunto:Dividend growth investing Factor models Dividend aristocrats Asset pricing
Ano:2021
País:Portugal
Tipo de documento:dissertação de mestrado
Tipo de acesso:acesso aberto
Instituição associada:Universidade Nova de Lisboa
Idioma:inglês
Origem:Repositório Institucional da UNL
Descrição
Resumo:By constructing dividend growth portfolios and comparing them to replicated value and equal-weighted S&P benchmarks, we find that the portfolios outperformed long-term in terms of both alpha and Sharpe Ratio. From the asset pricing model loadings, we find that a much higher profitability factor (RMA) is observed in a dividend raise portfolio. Another portfolio, holding stocks that kept dividends either constant or at a raise, has a much higher investment factor (CMW).