Pro Strategies

Pro Strategies is a curated library of portfolios worth watching: legendary investors tracked from their quarterly SEC filings, politicians tracked from their disclosed trades, and the real portfolios and research watchlist of Zach — Dividend Data's founder. Every strategy shows its current holdings and — usually the interesting part — what changed since the last period.

Pro Strategies is a Pro tool. Free accounts see a preview landing; the strategies unlock with Pro.

Where the Data Comes From

• Super investors come from 13F filings — the quarterly holdings report large U.S. investment managers must file with the SEC. Filings cover U.S.-listed *equity* positions only (no bonds, options are excluded from our tables) and arrive up to 45 days after quarter end, so a portfolio is always a look back, never a live feed.
• Politicians come from STOCK Act disclosures. These report trades in broad dollar *ranges* rather than exact amounts, can lag the trade by weeks, and may cover spouses and dependents — so politician pages show a running trade feed and the names currently held, never portfolio weights.
• Zach's List mirrors the real accounts of Zach, the founder of Dividend Data, updated daily: the dividend account from his monthly YouTube updates, every account combined, the Roth IRA, the non-dividend account, and his research watchlist. Zach publishes these portfolios transparently — real position values, share counts, cost basis, income, and returns, the same numbers shown in the monthly YouTube updates. The watchlist is a research list rather than an account, so its page is simply the tracked names with live prices and yields.

Reading a Strategy Page

The header spells out exactly what you're looking at: the period the holdings cover, when it was actually filed, when the next release is due — and a link to the source document itself (the SEC EDGAR filing for a 13F, the official chamber portal for politicians, with each disclosed trade linking its own filing). A jump bar under the header scrolls straight to any section. The Snapshot card shows portfolio value, holdings count, concentration, turnover, and performance where the data supports it — Zach's portfolios keep it to the income essentials: portfolio value, annual income, forward yield, and yield on cost. Where a return series can honestly be built, a Performance chart replays the disclosed portfolio against the S&P 500 — rebalanced at each filing, so it tracks the disclosed book rather than the fund's audited return (the card's footnote spells out what's excluded). Then the holdings table carries each position's filed weight alongside a live price and dividend yield, Top Holdings and Sector Allocation donuts give the at-a-glance read (the same visual as fund pages), and the Activity section classifies every change as New, Added, Trimmed, or Exited, with prior quarters one click away. Politician pages list the names currently held with each one's last disclosed buy date, above the full monthly trade feed. Founder portfolios go further — they are a transparent mini view of Zach's actual portfolio page: real position values, share counts, cost basis, and returns in the holdings table, a Projected Income Month by Month chart and a Dividend Insights income table computed by the same engines as the Portfolio page, and a Recent Activity feed listing every buy, sell, and dividend reinvestment from the real transaction ledger with its real shares and amount.

Following and Watchlisting a Strategy

These are two separate actions with different weights:

• Follow (on any card or strategy page) simply saves the strategy — it appears under the hub's Following filter for quick access, and nothing touches your watchlist.
• Add to Watchlist (on the strategy page) is the explicit step that puts it on your watchlist as a read-only tab that keeps itself in sync — when the next filing lands, new positions appear and exits drop off on their own. It works like the Portfolio tab: membership is managed on the strategy page, not there, but per-stock price and yield targets work exactly like on any other list, and nothing about it counts against your watchlist limits. Remove it from the strategy page (you keep following), or unfollow entirely to clear both.