Author

@ianlopuch ianlopuch

Transparent perma-long dividend-growth investor buying quality defensives on sale forever

Shares a buy-and-hold-forever dividend-growth and yield-on-c

trader score
-0.11
hit rate
70%
mean α
-0.02%
signals 14d
23

Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.

Their picks, scored

Across their last 20 scored bets: 70% hit rate, -0.02% mean alpha, trader score -0.11. Their last-14d mentions, direction-adjusted, have moved -0.5% since posting (mean over 20 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-08-28MO@ianlopuch+0.80Discloses a long Altria position and praises its dividend growth and investment performance.
2026-08-27MO@ianlopuch+0.65Author celebrates news and explicitly discloses a long Altria position.+1.4%
2026-08-24PM@ianlopuch+0.55Discloses long MO and PM positions and welcomes their operational-efficiency collaboration.+0.2%
2026-08-24MO@ianlopuch+0.55Discloses long MO and PM positions and welcomes their operational-efficiency collaboration.+0.3%
2026-08-21PFE@ianlopuch+0.60Discloses a PFE long and argues its dividend, recovery and Seagen optionality support the turnaround.-0.4%
2026-08-21MRNA@ianlopuch+0.25Discloses a PFE long and argues its dividend, recovery and Seagen optionality support the turnaround.-4.9%
2026-08-20WMT@ianlopuch+0.30Explicitly discloses an existing long Walmart position.-0.7%
2026-08-20WMT@ianlopuch+0.50Long-term holder says Walmart is expensive but plans to hold indefinitely.-0.7%
2026-08-20KO@ianlopuch+0.20Explicitly discloses an existing Coca-Cola long position.-0.9%
2026-08-20KO@ianlopuch+0.65Celebrates Coca-Cola's new all-time high and explicitly discloses a long position.-0.9%
2026-08-20SPX@ianlopuch+0.20Explains SCHD's role, discloses a long, and recounts buying heavily during an energy reconstitution dip.·
2026-08-20SCHD@ianlopuch+0.70Explains SCHD's role, discloses a long, and recounts buying heavily during an energy reconstitution dip.+0.2%
2026-08-20SCHD@ianlopuch+0.55Explicitly discloses a long SCHD position.+0.2%
2026-08-19SCHD@ianlopuch+0.60Explicitly discloses an existing long position in SCHD.-0.5%
2026-08-19BROS@ianlopuch+0.60Explicitly discloses an existing long position in BROS.-0.7%

Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.