Weekly Model Portfolio Performance Update
From Forgotten to Favorable: Latin America’s Equity Revival
A Changing World Calls for a New Bond Strategy
Overview
Payout
Div Growth
Returns
Buy Reco
Income Ratings
Upside Ratings
Allocations
Fees
About
As of
6/29/26
$1,229.93
+1.81%
$1.06 T
0.56%
$6.92
8/14
2026
$1.73
-
Declared
12.80%
-
$258.51
+1.51%
$589.48 B
2.07%
$5.36
8/26
2026
$1.34
-
Estimated
24.42%
-
$254.31
+0.38%
$429.58 B
2.72%
$6.92
7/15
2026
$1.73
-
Declared
12.70%
-
$129.38
+0.56%
$309.84 B
2.63%
$3.40
9/15
2026
$0.85
-
Estimated
24.04%
-
$157.59
+1.40%
$295.99 B
3.01%
$4.74
3/12
2027
$4.74
-
Estimated
16.15%
-
$153.38
+0.27%
$236.02 B
3.09%
$4.74
3/12
2027
$4.57
-
Estimated
13.77%
-
$417.68
-0.12%
$230.49 B
2.97%
$12.41
3/26
2027
$12.11
-
Estimated
-3.94%
-
$416.12
+0.98%
$229.69 B
2.99%
$12.44
3/26
2027
$12.11
-
Estimated
2.14%
-
$48.34
+0.56%
$212.71 B
5.04%
$2.43
8/18
2026
$0.62
-
Estimated
-2.26%
-
$24.37
+0.33%
$134.91 B
7.06%
$1.72
7/24
2026
$0.43
-
Declared
0.85%
-
$47.97
+0.86%
$122.93 B
5.11%
$2.45
8/18
2026
$0.57
-
Estimated
14.18%
-
$58.56
+1.81%
$113.11 B
4.30%
$2.52
7/02
2026
$0.63
-
Declared
9.03%
-
$52.81
+0.59%
$105.08 B
3.62%
$1.91
8/14
2026
$0.48
-
Estimated
7.91%
-
$43.43
+1.12%
$101.34 B
5.57%
$2.42
5/07
2027
$2.42
-
Estimated
-6.42%
-
$15.98
+0.44%
$49.81 B
3.86%
$0.62
9/30
2026
$0.31
-
Estimated
3.75%
-
$13.67
-3.73%
$33.18 B
3.58%
$0.49
9/30
2026
-
-
Declared
268.19%
-
$16.94
+7.90%
$10.00 B
2.85%
$0.48
9/30
2026
-
-
Declared
127.67%
-
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