Weekly Model Portfolio Performance Update
This Century-Old Parts Distributor Just Got Reaffirmed in the Best Consumer Discretionary Dividend Stocks Portfolio
Portfolio Increases Stake in Necessity-Based Retail REIT Paying Monthly Dividends
Overview
Payout
Div Growth
Returns
Buy Reco
Income Ratings
Upside Ratings
Allocations
Fees
About
$8.50
+0.24%
$1.06 B
4.00%
$0.34
11/06
2026
$0.04
-
Estimated
24.73%
-
CITAF | Stock |
$0.11
-8.33%
$3.10 B
4.00%
$0.00
7/14
2026
$0.00
-
Declared
-7.69%
-
$7.65
+11.68%
-
4.01%
$0.31
8/21
2026
$0.05
-
Estimated
19.56%
-
$35.15
0.00%
-
4.01%
$1.41
9/08
2026
-
-
Estimated
-3.00%
-
$74.84
+3.58%
$28.52 B
4.01%
$3.00
7/10
2026
$0.75
-
Declared
7.36%
-
$23.00
0.00%
-
4.01%
$0.92
8/21
2026
-
-
Estimated
10.26%
-
$11.12
+0.91%
-
4.01%
$0.45
8/21
2026
$0.07
-
Estimated
-19.22%
-
$3.53
+4.44%
$21.45 B
4.01%
$0.14
9/30
2026
-
-
Estimated
14.69%
-
$58.01
+0.62%
$32.52 B
4.01%
$2.33
5/19
2027
$2.33
-
Estimated
2.70%
-
$1.99
+0.51%
$13.80 M
4.02%
$0.08
-
-
-
-
-
-5.06%
-
$218.77
-0.43%
$73.68 B
4.02%
$8.80
9/09
2026
$2.20
-
Estimated
19.71%
-
$6.10
+6.83%
-
4.02%
$0.25
9/18
2026
-
-
Estimated
24.60%
-
$51.67
+0.58%
$63.99 B
4.03%
$2.08
8/07
2026
$0.52
-
Estimated
3.07%
-
$65.48
+0.35%
$3.89 B
4.03%
$2.64
8/21
2026
$0.66
-
Estimated
14.09%
-
$19.04
+0.58%
$39.88 B
4.03%
$0.77
10/09
2026
$0.19
-
Estimated
8.33%
-
$19.86
+1.90%
$27.43 B
4.03%
$0.80
5/20
2027
$0.80
-
Estimated
23.80%
-
BQCNF | Stock |
$139.97
0.00%
-
4.03%
$5.65
5/13
2027
-
-
Estimated
31.52%
-
$67.40
+2.38%
$3.65 B
4.04%
$2.72
9/02
2026
$0.68
-
Estimated
4.99%
-
$176.40
+1.35%
$346.56 B
4.04%
$7.12
8/19
2026
$1.78
-
Estimated
17.65%
-
$11.44
-0.17%
-
4.04%
$0.46
12/24
2025
$0.04
-
Declared
-7.80%
-
$22.28
-1.33%
$10.79 B
4.04%
$0.90
7/23
2026
$0.23
-
Estimated
30.53%
-
$57.18
+2.73%
$17.79 B
4.04%
$2.31
1/15
2027
-
-
Estimated
-21.81%
-
SHWGF | Stock |
$0.43
0.00%
-
4.04%
$0.02
10/23
2026
$0.00
-
Estimated
-27.23%
-
CBUMF | Stock |
$0.54
+5.88%
$5.24 B
4.04%
$0.02
5/06
2027
-
-
Estimated
12.80%
-
$32.05
+2.07%
-
4.05%
$1.30
5/20
2027
$1.24
-
Estimated
28.87%
-
$44.23
+2.88%
$23.60 B
4.05%
$1.79
8/14
2026
$0.44
-
Estimated
10.92%
-
$111.72
-7.95%
$2.19 B
4.05%
$4.52
2/26
2027
$1.52
-
Estimated
54.77%
-
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