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
$123.09
+0.77%
$88.12 B
3.77%
$4.64
8/04
2026
$0.90
-
Estimated
-19.10%
-
$96.94
+0.70%
$83.77 B
0.80%
$0.78
8/11
2026
$0.20
-
Estimated
-24.19%
-
$46.72
+1.19%
$74.54 B
4.30%
$2.01
8/28
2026
$0.50
-
Estimated
-9.86%
-
$120.34
+0.42%
$68.11 B
0.00%
-
8/18
2026
$0.51
-
Estimated
-16.86%
-
$9.13
+2.13%
$35.56 B
3.54%
$0.32
11/27
2026
$0.14
-
Estimated
-16.12%
-
$841.05
+2.56%
$21.27 B
6.99%
$58.77
5/21
2027
$57.01
-
Estimated
-29.68%
-
$44.71
+1.20%
$15.50 B
3.13%
$1.40
8/18
2026
$0.35
-
Estimated
-24.21%
-
$92.24
+3.17%
$5.52 B
2.12%
$1.96
9/10
2026
$0.49
-
Estimated
42.76%
-
$16.19
+1.57%
$297.23 M
12.35%
$2.00
9/15
2026
$0.50
-
Estimated
21.46%
-
$1.47
+6.52%
$800.00 K
0.00%
$0.00
-
-
-
-
-
-78.47%
-
$6.09
0.00%
-
2.35%
$0.14
9/02
2026
$0.04
-
Estimated
-14.46%
-
OAK-PR-B | Stock | Prefs
$20.95
-0.14%
-
7.82%
$1.64
8/28
2026
$0.41
-
Estimated
3.53%
-
OAK-PR-A | Stock | Prefs
$20.95
+0.05%
-
7.91%
$1.66
8/28
2026
$0.41
-
Estimated
1.75%
-
NREF-PR-A | Stock | Prefs
$24.98
-0.82%
-
8.51%
$2.13
7/15
2026
$0.53
-
Declared
9.34%
-
APO-PR-A | Stock | Prefs
$61.88
+0.47%
-
5.45%
$3.38
7/15
2026
$0.84
-
Estimated
-16.40%
-
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