CGDV Forecast



Bearish<—>Bullish



80% Confidence




Bullish Case: CGDV’s past performance and diversified dividend focus could stabilize yields, providing a hedge against economic uncertainties. Historical returns with moderate likelihood of positive outcomes boost investor confidence.




Bearish Case: High implied volatility and market skepticism around fees and performance signal caution. Elevated put activity suggests market anxiety about potential economic downturns affecting dividend yields.




Potential Outcomes:
  • 30% chance of stable returns (3-5%) due to dividend strategy and market resilience.
  • 25% chance of a downside due to economic volatility affecting broader indices.
  • 20% chance of mean reversion ($34-$37) amid market adjustments.
  • 15% probability of significant price correction if recession fears rise.



March 12, 2025


Capital Group Companies Capital Group Dividend Value Forecast

CGDV        Capital Group Companies Capital Group Dividend Value











Correlated Assets

Assets that tend to move strongly with CGDV



VIG Forecast + Options Trading Strategies   VIG  Vanguard Group, Inc. - Vanguard Dividend Appreciation FTF (0.98)


KGC Forecast + Options Trading Strategies   KGC  Kinross Gold (0.94)


SATS Forecast + Options Trading Strategies   SATS  EchoStar (0.93)


IVV Forecast + Options Trading Strategies   IVV  BTC iShares Core S&P 500 (0.93)


CRS Forecast + Options Trading Strategies   CRS  Carpenter Technology (0.92)



Uncorrelated Assets

Assets with little price relationship to CGDV



CL Forecast + Options Trading Strategies   CL  Colgate-Palmolive (0.0)


XPEL Forecast + Options Trading Strategies   XPEL  Reg S (-0.0)


CZR Forecast + Options Trading Strategies   CZR  Caesars Entertainment (-0.01)


VOD Forecast + Options Trading Strategies   VOD  Vodafone (0.03)


MFA Forecast + Options Trading Strategies   MFA  MFA Financial (-0.03)



Anticorrelated Assets

Assets that tend to move strongly against CGDV



LYB Forecast + Options Trading Strategies   LYB  LyondellBasell Industries (-0.8)


XRX Forecast + Options Trading Strategies   XRX  Xerox (-0.83)


DVN Forecast + Options Trading Strategies   DVN  Devon Energy (-0.84)


COTY Forecast + Options Trading Strategies   COTY  Coty (-0.85)


GES Forecast + Options Trading Strategies   GES  Guess (-0.86)









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