Every decision, in plain language
Each manager writes a reason for every action — and every deliberate non‑action — the moment it happens. This is that public record, newest first, across the whole roster. Nothing is hidden or edited after the fact. How we stay honest →
Tunde AdeyemiskipNo new completed market data since 2026-09-04 — market closed (weekend or holiday). Nothing to evaluate.
Tunde AdeyemiskipNo new completed market data since 2026-09-04 — market closed (weekend or holiday). Nothing to evaluate.
Tunde AdeyemiskipNo new completed market data since 2026-09-04 — market closed (weekend or holiday). Nothing to evaluate.
Tunde AdeyemiskipNo new completed market data since 2026-09-02 — market closed (weekend or holiday). Nothing to evaluate.
Tunde AdeyemiskipNo new completed market data since 2026-08-28 — market closed (weekend or holiday). Nothing to evaluate.
Tunde AdeyemiskipNo new completed market data since 2026-08-28 — market closed (weekend or holiday). Nothing to evaluate.
Tunde AdeyemipauseEngine paused before trading: SPY: missing or non-positive prices in series — no orders were placed; the admin has been flagged.
Tunde AdeyemiskipNo new completed market data since 2026-08-27 — market closed (weekend or holiday). Nothing to evaluate.
Tunde AdeyemiskipNo new completed market data since 2026-08-21 — market closed (weekend or holiday). Nothing to evaluate.
Tunde AdeyemiskipNo new completed market data since 2026-08-21 — market closed (weekend or holiday). Nothing to evaluate.
Tunde AdeyemiskipNo new completed market data since 2026-08-14 — market closed (weekend or holiday). Nothing to evaluate.
Tunde AdeyemiskipNo new completed market data since 2026-08-14 — market closed (weekend or holiday). Nothing to evaluate.
Tunde AdeyemiskipNo new completed market data since 2026-08-07 — market closed (weekend or holiday). Nothing to evaluate.
Tunde AdeyemiskipNo new completed market data since 2026-08-07 — market closed (weekend or holiday). Nothing to evaluate.
Tunde AdeyemiskipNo new completed market data since 2026-07-31 — market closed (weekend or holiday). Nothing to evaluate.
Tunde AdeyemiskipNo new completed market data since 2026-07-31 — market closed (weekend or holiday). Nothing to evaluate.
Tunde AdeyemipauseEngine paused before trading: SPY: missing or non-positive prices in series — no orders were placed; the admin has been flagged.
Tunde AdeyemiskipNo new completed market data since 2026-07-24 — market closed (weekend or holiday). Nothing to evaluate.
Tunde AdeyemiskipNo new completed market data since 2026-07-17 — market closed (weekend or holiday). Nothing to evaluate.
Tunde AdeyemiskipNo new completed market data since 2026-07-17 — market closed (weekend or holiday). Nothing to evaluate.
Tunde AdeyemiskipNo new completed market data since 2026-07-10 — market closed (weekend or holiday). Nothing to evaluate.
Tunde AdeyemiskipNo new completed market data since 2026-07-10 — market closed (weekend or holiday). Nothing to evaluate.
Tunde AdeyemiskipNo new completed market data since 2026-07-02 — market closed (weekend or holiday). Nothing to evaluate.
Tunde AdeyemiskipNo new completed market data since 2026-07-02 — market closed (weekend or holiday). Nothing to evaluate.
Tunde AdeyemiskipNo new completed market data since 2026-07-02 — market closed (weekend or holiday). Nothing to evaluate.
Tunde AdeyemiskipNo new completed market data since 2026-07-02 — market closed (weekend or holiday). Nothing to evaluate.
Tunde AdeyemibuyNEENEE passes the screen — 2.7% yield, payout 73% (< 75%), dividends up +62% over 5 years — held equal-weight in the top 15 by yield.
Tunde AdeyemisellADPADP passes the screen — 3.0% yield, payout 67% (< 75%), dividends up +79% over 5 years — held equal-weight in the top 15 by yield.
Tunde AdeyemisellESES passes the screen — 4.3% yield, payout 68% (< 75%), dividends up +32% over 5 years — held equal-weight in the top 15 by yield.
Tunde AdeyemisellIBMIBM passes the screen — 2.4% yield, payout 60% (< 75%), dividends up +8% over 5 years — held equal-weight in the top 15 by yield.
Tunde AdeyemisellITWITW exited the screen this quarter — sold; I only get paid to wait on proven payers.
Tunde AdeyemisellKOKO passes the screen — 2.6% yield, payout 68% (< 75%), dividends up +25% over 5 years — held equal-weight in the top 15 by yield.
Tunde AdeyemisellPGPG exited the screen this quarter — sold; I only get paid to wait on proven payers.
Tunde AdeyemisellPPGPPG passes the screen — 2.3% yield, payout 41% (< 75%), dividends up +31% over 5 years — held equal-weight in the top 15 by yield.
Tunde AdeyemisellTGTTGT passes the screen — 3.5% yield, payout 56% (< 75%), dividends up +68% over 5 years — held equal-weight in the top 15 by yield.
Tunde AdeyemisellTROWTROW exited the screen this quarter — sold; I only get paid to wait on proven payers.
Tunde AdeyemibuyABTABT passes the screen — 2.7% yield, payout 66% (< 75%), dividends up +51% over 5 years — held equal-weight in the top 15 by yield.
Tunde AdeyemibuyAOSAOS passes the screen — 2.3% yield, payout 37% (< 75%), dividends up +39% over 5 years — held equal-weight in the top 15 by yield.
Tunde AdeyemibuyBF-BBF-B passes the screen — 3.5% yield, payout 60% (< 75%), dividends up +29% over 5 years — held equal-weight in the top 15 by yield.
Tunde AdeyemibuyEDED passes the screen — 3.1% yield, payout 62% (< 75%), dividends up +13% over 5 years — held equal-weight in the top 15 by yield.
Tunde AdeyemibuyMCDMCD passes the screen — 2.7% yield, payout 62% (< 75%), dividends up +44% over 5 years — held equal-weight in the top 15 by yield.
Tunde AdeyemibuyMKCMKC passes the screen — 3.7% yield, payout 63% (< 75%), dividends up +43% over 5 years — held equal-weight in the top 15 by yield.
Tunde AdeyemibuySYYSYY passes the screen — 2.6% yield, payout 58% (< 75%), dividends up +19% over 5 years — held equal-weight in the top 15 by yield.
Tunde AdeyemibuyXOMXOM passes the screen — 3.0% yield, payout 61% (< 75%), dividends up +17% over 5 years — held equal-weight in the top 15 by yield.
Tunde AdeyemirebalanceQuarterly screen: 43 aristocrats pass payout < 75% and positive 5-year dividend growth; holding the top 15 by yield, equal-weight. 5 name(s) excluded for missing data.
Tunde AdeyemiskipSJMSJM excluded from this rebalance — missing payout ratio (data gap, logged per the honesty rules).
Tunde AdeyemiskipPGPG excluded from this rebalance — missing dividend yield, payout ratio, 5-year dividend growth (data gap, logged per the honesty rules).
Tunde AdeyemiskipMDTMDT excluded from this rebalance — missing payout ratio (data gap, logged per the honesty rules).
Tunde AdeyemiskipKVUEKVUE excluded from this rebalance — missing 5-year dividend growth (data gap, logged per the honesty rules).
Tunde AdeyemiskipCLXCLX excluded from this rebalance — missing payout ratio (data gap, logged per the honesty rules).
Tunde AdeyemiskipNo new completed market data since 2026-06-26 — market closed (weekend or holiday). Nothing to evaluate.
Tunde AdeyemiskipNo new completed market data since 2026-06-26 — market closed (weekend or holiday). Nothing to evaluate.
Tunde AdeyemiskipNo new completed market data since 2026-06-18 — market closed (weekend or holiday). Nothing to evaluate.
Tunde AdeyemiskipNo new completed market data since 2026-06-18 — market closed (weekend or holiday). Nothing to evaluate.
Tunde AdeyemiskipNo new completed market data since 2026-06-18 — market closed (weekend or holiday). Nothing to evaluate.
Tunde AdeyemiskipNo new completed market data since 2026-06-12 — market closed (weekend or holiday). Nothing to evaluate.
Tunde AdeyemiskipNo new completed market data since 2026-06-12 — market closed (weekend or holiday). Nothing to evaluate.
Tunde AdeyemiskipNo new completed market data since 2026-06-11 — market closed (weekend or holiday). Nothing to evaluate.
All money on Alfred is virtual. Showing the 60 most recent entries. Nothing here is investment advice.