HTD John Hancock Tax-Advantaged Dividend Income Fund
Included in Taxable Model, dated Aug 31, 2026. Source position sizes · 20-holding maximum · 1–10% limits. The plan uses a saved spreadsheet snapshot; later changes are not included. Added from the broader Taxable Model, source row 14. HTD adds preferred and common dividend securities and enables unequal weights under the 10% cap. Initial priority: 5%, adjusted by the shared limits. Not in the live taxable account. Market losses, concentration, leverage where used, changing distributions and overlapping underlying investments.
Outside this active collection. Past picks and investments from other collections do not receive this ranking.
Growth of $10,000
Dividends reinvested · no additional contributions
Based on adjusted market prices through the latest available completed session, before personal taxes and trading costs.
Checking the latest completed session…
Total return
Price movement plus reinvested distributions, compared with SPY.
Dividend includes all distributions and reinvestment.
Why no rank is assigned
Income consistency · Only eligible investments in this collection are ranked.
Outside this active collection. Past picks and investments from other collections do not receive this ranking.
This explains the collection’s default ranking. Search, category filters and chart periods do not change it; choosing another sort changes the list order. This is Income Lens’s calculation, not a score published by the strategy creator.