Weekly Model Portfolio Performance Update
Why a Down Year for Bonds Can Be a Good Year for a Roth Conversion
Ladder, Barbell or Bullet? How Today's Yield Curve Changes the Choice
Overview
Payout
Div Growth
Returns
Buy Reco
Income Ratings
Upside Ratings
Allocations
Fees
About
As of
11/6/26
$342.37
-0.52%
$5.00 T
0.32%
$1.08
11/12
2026
$0.27
-
Declared
26.28%
-
$186.64
+2.78%
$4.38 T
0.54%
$1.00
12/04
2026
$0.25
-
Estimated
0.31%
-
$530.61
-0.99%
$3.98 T
0.74%
$3.92
11/19
2026
$0.98
-
Declared
10.41%
-
$284.78
+0.78%
$3.46 T
0.31%
$0.88
12/07
2026
$0.22
-
Declared
-8.84%
-
$283.93
+0.78%
$3.45 T
0.31%
$0.88
12/07
2026
$0.22
-
Declared
-9.34%
-
$375.44
+6.33%
$1.83 T
1.16%
$4.34
12/10
2026
$1.09
-
Declared
24.48%
-
$293.69
+0.74%
$1.39 T
0.89%
$2.60
12/22
2026
$0.65
-
Estimated
-14.68%
-
$1,354.00
-0.79%
$1.28 T
0.51%
$6.92
11/13
2026
$1.73
-
Declared
26.60%
-
$125.52
-1.72%
$1.01 T
0.79%
$0.99
12/11
2026
$0.25
-
Declared
13.38%
-
$334.49
-0.84%
$895.84 B
1.97%
$6.60
1/06
2027
$1.65
-
Estimated
5.79%
-
$690.00
+5.12%
$742.65 B
0.09%
$0.60
12/29
2026
$0.15
-
Estimated
141.95%
-
$165.87
+0.34%
$674.30 B
2.58%
$4.28
11/16
2026
$1.07
-
Declared
40.58%
-
$276.22
+1.43%
$655.56 B
1.94%
$5.36
11/24
2026
$1.34
-
Declared
35.62%
-
$652.70
-0.49%
$574.59 B
0.53%
$3.48
1/08
2027
$0.87
-
Estimated
15.06%
-
$1,424.75
+5.02%
$522.88 B
0.59%
$8.38
2/11
2027
$1.41
-
Estimated
34.00%
-
$291.31
+1.07%
$509.50 B
2.50%
$7.28
1/15
2027
$1.82
-
Declared
31.30%
-
$1,053.56
-1.13%
$472.19 B
0.56%
$5.88
2/05
2027
$1.47
-
Estimated
22.89%
-
$212.61
-0.15%
$420.70 B
3.35%
$7.12
11/18
2026
$1.78
-
Declared
43.37%
-
$95.67
-0.06%
$411.82 B
2.22%
$2.12
12/01
2026
$0.53
-
Declared
39.52%
-
$165.40
-1.02%
$387.30 B
2.63%
$4.35
1/22
2027
$1.09
-
Estimated
18.74%
-
$93.85
-1.95%
$377.38 B
1.79%
$1.68
1/01
2027
$0.42
-
Estimated
24.06%
-
$146.73
-0.14%
$362.53 B
2.32%
$3.40
12/15
2026
$0.85
-
Estimated
42.30%
-
$394.15
-0.40%
$354.57 B
2.35%
$9.28
12/07
2026
$2.32
-
Declared
21.74%
-
$343.47
-1.85%
$349.13 B
2.71%
$9.32
12/04
2026
$2.33
-
Estimated
2.00%
-
$116.10
+0.82%
$348.21 B
1.72%
$2.00
1/08
2027
$0.50
-
Estimated
-39.64%
-
$49.42
-0.68%
$343.35 B
2.59%
$1.28
12/04
2026
$0.32
-
Declared
-8.69%
-
$323.24
+2.70%
$325.23 B
0.58%
$1.88
12/29
2026
$0.47
-
Estimated
5.38%
-
$197.88
-1.80%
$314.07 B
3.23%
$6.40
12/25
2026
$1.60
-
Estimated
26.57%
-
$162.55
+0.38%
$308.99 B
2.92%
$4.74
3/12
2027
$4.74
-
Estimated
21.49%
-
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