This rules-based strategy selects stocks from the S&P 500 with at least a 3% dividend yield, then invests toward the top 20 who’ve demonstrated the most aggressive dividend growth rates over the last 5 years. When backtested to 2012, this strategy produced on average a 4.36% annual dividend yield, and a +10.16% annual dividend growth rate. Assuming dividends reinvested, this strategy outperformed the S&P 500 by +86% during that same period of time.
Austin Hankwitz expressed to us his desire to make it as easy as possible for his community to build wealth alongside him – so we did just that. To get started, create an account on Quantbase to automate your investing, then begin monitoring and managing your investments either on our app or desktop portal. If you already have a Rate of Return subscription, access to Austin's strategies is complimentary.
Create a Quantbase account to automate your investments.
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Rate of Return
Rate of Return is Austin’s Substack newsletter, where he publishes curated financial news, analysis, and commentary for more than 8,200 investors. Rate of Return was a 2021 Substack Featured Publication.
Access to Austin’s strategies normally costs $5/month, but Rate of Return premium subscribers get access for free! You can check out Austin’s "Rate of Return" here .
We're a team of engineers and investors who have built and invested in quantitative trading strategies for almost a decade. We're passionate about making quantitative investing accessible to everyone and put our money where our mouth is.
35% of portfolio invested
60% of portfolio invested
32% of portfolio invested
Quantbase is an investment platform that builds quantitative and rules-based strategies on behalf of financial professionals, enterprises, creators, and other thought leaders. We then automate the execution of those strategies for anyone who wants to participate.
Quantbase is an SEC-registered investment adviser. All investments made through our platform are SIPC-insured and secured with bank-grade encryption. There are no lock-ups and you can start with just $50.
Quantbase's world-class engineering and design teams strive to deliver a first-class mobile app and desktop website made specifically for the modern investor.
How does Quantbase work?
You move money from your bank or investment account onto Quantbase, then into one of our automated strategies. Once invested, Quantbase fully manages the strategies you're invested in, ensuring rebalances into the proper asset allocations at the proper times, as informed by the strategy. When the professionals you trust make money, you also make money.
How much does Quantbase cost?
Our fee structure is a simple $5/mo for accounts under $6,000 or 1% annually of the managed assets for accounts greater than $6,000*. For example, $10,000 invested would only be $7.83/mo. Our partners may charge a separate subscription fee for access to their strategies.
* For Statis Partner clients, Quantbase charges you no additional fees outside of the management fees (ranging 0-2%) and performance fees (20%).
Where is my capital held?
Quantbase partners with Alpaca Securities LLC as our broker and custodian. All cash balances are FDIC-insured, and all investments are SIPC-insured through Alpaca. We manage your assets, while Alpaca holds the assets and executes the trades. Learn more about Alpaca here: https://alpaca.markets/broker#regulatory
How do you handle taxes?
We send you tax documents annually and at your request. As a quantitative hedge fund, most assets are traded frequently and taxed as short term capital gains, but our returns are high enough to compensate for the extra taxes.