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
$103.12
+1.19%
$177.27 B
1.24%
$1.28
8/07
2026
$0.32
-
Estimated
2.51%
-
$52.08
+0.42%
$160.70 B
0.00%
-
4/16
2027
$0.45
-
Estimated
13.26%
-
$506.76
+1.32%
$45.65 B
1.34%
$6.80
8/04
2026
$1.70
-
Estimated
0.71%
-
$168.12
-0.36%
$32.66 B
1.28%
$2.16
10/01
2026
$0.54
-
Estimated
4.05%
-
$317.03
+1.79%
$24.60 B
0.38%
$1.20
8/14
2026
$0.30
-
Estimated
-15.69%
-
$75.20
-0.71%
$11.50 B
1.81%
$1.36
9/02
2026
$0.34
-
Estimated
-11.79%
-
$90.44
-3.57%
$8.78 B
3.65%
$3.30
4/15
2027
-
-
Estimated
20.39%
-
$17.97
+1.35%
$8.72 B
3.70%
$0.66
4/15
2027
$0.66
-
Estimated
19.32%
-
$2.99
+15.44%
$2.13 B
4.26%
$0.13
11/06
2026
-
-
Estimated
31.71%
-
$115.12
-0.61%
$1.22 B
0.00%
-
8/14
2026
$0.18
-
Estimated
55.77%
-
$160.21
+1.82%
$1.04 B
5.99%
$9.60
7/31
2026
$2.40
-
Declared
-2.39%
-
$8.88
-0.22%
$695.38 M
7.77%
$0.69
-
-
-
-
-
2.09%
-
$10.37
+1.97%
$540.44 M
2.72%
$0.28
8/28
2026
-
-
Estimated
24.69%
-
$10.71
+0.75%
$126.42 M
7.84%
$0.84
9/11
2026
$0.21
-
Estimated
-29.92%
-
Stifel Financial Corp. - 6.25% PRF PERPETUAL USD 25 - Ser B 1/1000 th intStifel Financial 625% PRF PERPETUAL USD 25 Ser B 1/1000 th int
SF-PR-B | Stock | Prefs
$22.66
-0.40%
-
6.90%
$1.56
9/02
2026
$0.39
-
Estimated
-2.78%
-
Stifel Financial Corp. - 6.125% PRF PERPETUAL USD 25 - Ser C 1/1000th intStifel Financial 6125% PRF PERPETUAL USD 25 Ser C 1/1000th int
SF-PR-C | Stock | Prefs
$21.88
-0.09%
-
7.00%
$1.53
9/02
2026
$0.38
-
Estimated
-4.15%
-
Charles Schwab Corp. - 5.95% PRF PERPETUAL USD 25 - Ser D 1/40th IntCharles Schwab 595% PRF PERPETUAL USD 25 Ser D 1/40th Int
SCHW-PR-D | Stock | Prefs
$24.08
-0.50%
-
5.81%
$1.49
8/18
2026
$0.37
-
Estimated
-0.76%
-
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