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
As of
7/10/26
Shanghai Fosun Pharmaceutical (Group) Co., Ltd. - Ordinary Shares - Class HShanghai Fosun Pharmaceutical (Group) Ltd Class H
SFOSF | Stock |
$2.20
+8.91%
$8.37 B
2.61%
$0.06
7/20
2026
$0.06
-
Declared
-12.00%
-
$14.90
+10.37%
$7.00 B
3.33%
$0.50
9/30
2026
-
-
Declared
334.06%
-
$10.28
-0.58%
$118.14 M
1.53%
$0.16
8/28
2026
$0.04
-
Estimated
9.77%
-
$6.24
-0.16%
$78.72 M
2.88%
$0.18
9/08
2026
$0.05
-
Estimated
2.47%
-
$1.90
+1.60%
$15.78 M
21.05%
$0.40
8/12
2026
$0.10
-
Estimated
-35.61%
-
BlackRock Technology and Private Equity Term TrustBlackRock Technology and Private Equity Term Trust
BTX | Stock | Common
$8.65
+0.35%
$12.06 M
7.28%
$0.63
7/15
2026
$0.05
-
Declared
36.56%
-
$0.00
0.00%
$36.73 K
0.00%
$0.00
-
-
-
-
-
0.00%
-
$4.17
+4.25%
-
3.68%
$0.15
10/20
2026
$0.05
-
Estimated
-5.04%
-
$11.00
0.00%
-
3.84%
$0.42
5/07
2027
$0.25
-
Estimated
3.84%
-
$0.98
0.00%
-
3.91%
$0.04
10/21
2026
$0.01
-
Estimated
18.70%
-
Genomma Lab Internacional SAB - Ordinary Shares-Series BGenomma Lab Internacional SAB -Series B
GNMLF | Stock |
$0.84
0.00%
-
5.46%
$0.05
12/22
2026
$0.01
-
Estimated
19.29%
-
$82.75
0.00%
-
2.48%
$2.06
10/20
2026
$1.03
-
Declared
2.94%
-
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