Most common inquiries

How often do you update Quantigence?

All iterations of Quantigence (Core, International, Small-Cap, Contenders) are updated twice per year: in January and July.

What is your performance like?

We don’t track performance for any of our strategies since our goal is not to be investment advisors who tell people what to buy and when. Rather, we teach a strategy that can be molded to fit individual investors’ goals. That said, we commissioned a paper that backtested Quantigence and found that it outperformed the S&P 500 over a long time period.

Why bother with Quantigence when I can just invest in a dividend growth ETF?

Fees are the number one indicator of performance. By directly managing a portfolio of individual dividend stocks, you avoid management fees entirely, letting you keep more money in your pocket. You also have the freedom to weight the portfolio as you wish, or drop a dividend growth stock the moment it fails to grow its dividend.

If your inquiry doesn’t fall into the above, please reach out to us by filling the contact form, and we’ll get back to you ASAP.