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
$336.47
+0.30%
$885.90 B
1.78%
$6.00
10/06
2026
$1.50
-
Estimated
5.58%
-
$59.67
+0.71%
$413.73 B
1.88%
$1.12
9/04
2026
$0.28
-
Estimated
8.91%
-
$99.09
+1.09%
$330.23 B
9.08%
$9.00
8/14
2026
$0.63
-
Estimated
28.18%
-
$211.09
+1.21%
$285.97 B
2.36%
$4.97
7/27
2026
$1.24
-
Declared
24.69%
-
$140.79
+0.87%
$234.33 B
1.70%
$2.40
8/04
2026
$0.60
-
Estimated
20.80%
-
$178.96
+1.30%
$122.23 B
2.70%
$4.83
7/30
2026
$1.21
-
Declared
39.33%
-
$87.59
+1.78%
$104.01 B
3.68%
$3.22
10/07
2026
$0.81
-
Estimated
22.02%
-
$8.62
+4.11%
$90.38 B
0.46%
$0.04
8/04
2026
$0.00
-
Declared
18.05%
-
$20.40
-2.86%
$75.90 B
3.09%
$0.63
9/30
2026
-
-
Declared
417.90%
-
$8.92
+1.95%
$69.85 B
7.02%
$0.63
8/07
2026
$0.16
-
Estimated
4.11%
-
$35.77
+1.05%
$68.42 B
3.26%
$1.17
5/21
2027
$1.14
-
Estimated
-5.34%
-
$28.03
+1.45%
$61.47 B
3.50%
$0.98
8/07
2026
$0.20
-
Estimated
13.86%
-
$57.60
+1.21%
$60.11 B
3.38%
$1.95
8/11
2026
$0.40
-
Estimated
17.84%
-
$9.95
+0.71%
$59.07 B
6.59%
$0.66
5/21
2027
$0.66
-
Estimated
3.30%
-
$19.42
-2.02%
$30.68 B
6.77%
$1.31
5/27
2027
$1.29
-
Estimated
-1.34%
-
$177.68
+1.18%
$15.61 B
3.25%
$5.78
11/18
2026
$1.87
-
Estimated
31.79%
-
$64.09
+4.04%
$15.15 B
2.73%
$1.75
8/07
2026
$0.12
-
Estimated
7.65%
-
BAC-PR-M | Stock | Prefs
$21.34
-0.28%
-
6.30%
$1.34
8/28
2026
$0.34
-
Estimated
0.30%
-
BAC-PR-E | Stock | Prefs
$18.59
-0.38%
-
5.67%
$1.05
7/31
2026
$0.26
-
Estimated
1.76%
-
JPM-PR-C | Stock | Prefs
$25.34
+0.04%
-
5.92%
$1.50
8/04
2026
$0.38
-
Estimated
3.80%
-
$19.82
+1.10%
-
1.98%
$0.39
8/14
2026
$0.03
-
Estimated
20.46%
-
RY-PR-T | Stock | Prefs
$25.01
-0.16%
-
6.75%
$1.69
1/26
2024
$0.42
-
Estimated
-0.48%
-
BAC-PR-L | Stock | Prefs
$1,260.20
-0.15%
-
5.75%
$72.50
10/01
2026
$18.13
-
Estimated
5.35%
-
BAC-PR-K | Stock | Prefs
$24.33
+0.08%
-
6.04%
$1.47
10/01
2026
$0.37
-
Estimated
3.64%
-
BAC-PR-B | Stock | Prefs
$25.04
-0.08%
-
5.99%
$1.50
7/31
2026
$0.38
-
Estimated
2.85%
-
BAC-PR-N | Stock | Prefs
$19.83
0.00%
-
6.30%
$1.25
8/28
2026
$0.31
-
Estimated
-1.55%
-
JPM-PR-J | Stock | Prefs
$19.19
+0.21%
-
6.19%
$1.19
8/04
2026
$0.30
-
Estimated
-2.56%
-
JPM-PR-D | Stock | Prefs
$23.96
-0.17%
-
6.00%
$1.44
8/04
2026
$0.36
-
Estimated
-0.86%
-
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