QUANTITATIVE FINANCE • ASSET ALLOCATION

High-Yield Cash Flow Screener & Aristocrats Index

Filter dividend ETFs, BDCs, REITs, and real cash-flow assets by Sharpe ratio, drawdown, payout frequency, and tax efficiency.

Quantitative Income Standards
TOPIC CLUSTER DEEP-DIVES

Specialized Field Guides & Protocols

Focused operational guides solving specific long-tail challenges, material formulas, and field troubleshooting.

⚡ VERIFIED INTERACTIVE CALCULATOR

Dividend Yield & Compounding (DRIP) Calculator

Calculate annual passive cash-flow distributions and 10-year compounded portfolio growth with automatic dividend reinvestment.

CALCULATED METRIC
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AUDITED STANDARDS

Standard Operating Procedures

Peer-reviewed protocols executed by certified field practitioners.

SCREENING PROTOCOL

Free Cash Flow (FCF) Payout Ratio Screen

Detecting imminent dividend cuts before executive board announcements.

  • 01. Calculate FCF Payout Ratio: Dividends Paid divided by Levered Free Cash Flow.
  • 02. If payout ratio exceeds 75% for non-REIT operating corporations, flag for dividend danger.
  • 03. Require minimum 10 consecutive years of annual dividend distribution increases (Dividend Contenders).
DEBT PROTOCOL

Net Debt to EBITDA Leverage Barrier

Screening balance sheets against interest rate refinancing shocks.

  • 01. Inspect total funded debt minus cash against last twelve months (LTM) EBITDA.
  • 02. Disqualify equities where Net Debt / EBITDA ratio exceeds 3.5x in elevated rate environments.
  • 03. Insist on >80% fixed-rate long-term bond debt maturities staggered beyond 5 years.
DRIP PROTOCOL

Tax-Sheltered DRIP Execution

Eliminating cash drag and friction through automated synthetic reinvestment.

  • 01. Execute dividend reinvestment inside tax-advantaged accounts (Roth IRA / HSA) to defer taxes.
  • 02. Enable broker synthetic DRIP for automated zero-commission fractional share purchasing.
  • 03. Compounding dividend yield increases total share accumulation at maximum velocity during market drawdowns.
AUDITED DATABASE

Verified Specifications Matrix

Search, filter, and inspect verified field specifications with direct audit logs.