Dividend growth streaks initially boost returns but lose edge after five years, says Leo Nelissen.

Leo Nelissen highlights that while dividend growth streaks can lead to initial outperformance, their ability to generate alpha diminishes after five years, making streak length a weak primary investment filter. His top-performing stocks like Comfort Systems USA, GE Aerospace, and Antero Midstream succeeded due to strong forward growth prospects rather than consistent dividend increases. Stocks FIX and GE are rated Buy, benefiting from data center demand and aerospace strength respectively, while Antero Midstream excels through buybacks and disciplined capital use. Nelissen emphasizes that future fundamentals and strategic positioning are more crucial than historical dividend streaks for long-term investment success.

The stocks mentioned in the article show varied performance on Pluang. FIX is up 5.45% at USD 1,017.50, while GE has gained 2.70% to USD 323.24, and Antero Midstream is down 0.99% at USD 18.98. These figures are as of Nov 08, 2026 19:41 WIB.