Weekly Model Portfolio Performance Update
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The Fed's Frozen Hand: What a Divided FOMC Means for Income Investors
Overview
Payout
Div Growth
Returns
Buy Reco
Income Ratings
Upside Ratings
Allocations
Fees
About
$2,262.01
-5.76%
$44.07 B
3.26%
$73.83
3/19
2027
$18.83
-
Estimated
25.01%
-
$8.59
+1.90%
$26.22 B
7.47%
$0.64
9/24
2026
$0.18
-
Estimated
-5.80%
-
$34.79
-1.83%
$7.91 B
17.82%
$6.20
9/11
2026
$0.82
-
Estimated
74.91%
-
$192.23
-1.16%
$5.89 B
0.79%
$1.52
8/06
2026
$0.38
-
Declared
58.09%
-
$76.59
-1.57%
$3.94 B
0.63%
$0.48
9/10
2026
$0.12
-
Estimated
68.97%
-
$69.26
-1.18%
$3.66 B
2.60%
$1.80
8/13
2026
$0.45
-
Estimated
43.63%
-
$16.53
-3.22%
$2.84 B
9.92%
$1.64
8/18
2026
$0.31
-
Estimated
48.06%
-
$24.97
+1.34%
$2.77 B
8.01%
$2.00
8/28
2026
$0.99
-
Estimated
31.31%
-
$26.06
-0.95%
$2.74 B
10.74%
$2.80
8/21
2026
$0.47
-
Estimated
40.82%
-
$64.87
-1.70%
$2.35 B
1.54%
$1.00
8/11
2026
$0.25
-
Estimated
29.80%
-
$122.37
-0.32%
$2.24 B
2.94%
$3.60
8/19
2026
$0.90
-
Estimated
31.71%
-
$70.07
+0.82%
$1.98 B
0.34%
$0.24
8/11
2026
$0.06
-
Estimated
31.76%
-
$7.19
0.00%
$1.86 B
4.26%
$0.31
8/21
2026
$0.05
-
Estimated
25.50%
-
$14.02
-0.36%
$1.74 B
3.28%
$0.46
7/21
2026
$0.12
-
Estimated
-7.32%
-
$28.06
-4.20%
$1.59 B
10.69%
$3.00
9/04
2026
$0.75
-
Estimated
24.46%
-
$10.20
-1.54%
$1.52 B
7.84%
$0.80
9/11
2026
$0.20
-
Estimated
37.53%
-
$37.60
-0.37%
$1.36 B
6.65%
$2.50
8/21
2026
$0.63
-
Estimated
9.57%
-
$18.63
-2.51%
$1.24 B
1.50%
$0.28
8/28
2026
$0.07
-
Estimated
16.60%
-
$5.54
-4.15%
$1.24 B
15.88%
$0.88
9/11
2026
$0.29
-
Estimated
82.89%
-
$24.78
+1.60%
$1.03 B
8.07%
$2.00
8/18
2026
$0.25
-
Estimated
35.48%
-
$31.75
-2.01%
$904.04 M
6.30%
$2.00
11/20
2026
$1.00
-
Estimated
3.69%
-
$6.31
-0.79%
$653.44 M
3.80%
$0.24
6/30
2026
$0.06
-
Declared
33.57%
-
$14.01
-2.64%
$615.86 M
2.57%
$0.36
8/28
2026
$0.06
-
Estimated
43.56%
-
$15.62
-0.95%
$534.69 M
0.00%
-
8/19
2026
$0.15
-
Estimated
14.72%
-
$66.37
-0.20%
$468.12 M
4.82%
$3.20
9/09
2026
$0.80
-
Estimated
24.36%
-
$6.50
-4.13%
$446.13 M
3.08%
$0.20
9/02
2026
$0.05
-
Estimated
-0.34%
-
$9.98
+0.71%
$335.93 M
2.00%
$0.20
7/28
2026
$0.05
-
Estimated
-2.89%
-
$13.43
-1.32%
$295.98 M
5.96%
$0.80
9/29
2026
$0.31
-
Estimated
55.96%
-
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