Weekly Model Portfolio Performance Update
Tax-Aware CEF Investing: The Mid-Year Decisions That Actually Move the Needle
Alan Greenspan Dies at 100: 5 Investing Lessons That Still Matter Today
Overview
Payout
Div Growth
Returns
Buy Reco
Income Ratings
Upside Ratings
Allocations
Fees
About
$17.84
-1.05%
$12.95 B
10.76%
$1.92
9/15
2026
$0.48
-
Estimated
-6.12%
-
$50.35
-0.63%
$4.74 B
6.32%
$3.18
6/22
2026
$0.30
-
Declared
-12.76%
-
$12.29
-0.49%
$3.22 B
10.74%
$1.32
9/15
2026
$0.33
-
Estimated
-6.48%
-
$15.23
-1.68%
$2.90 B
10.51%
$1.60
8/12
2026
$0.40
-
Estimated
-12.56%
-
$10.13
-1.36%
$2.88 B
17.77%
$1.80
9/17
2026
$0.45
-
Estimated
-27.36%
-
$16.25
-2.17%
$1.58 B
11.32%
$1.84
9/15
2026
$0.46
-
Estimated
-21.49%
-
$16.88
+0.30%
$1.51 B
12.09%
$2.04
7/15
2026
$0.17
-
Declared
26.73%
-
$23.20
+0.96%
$1.43 B
10.00%
$2.32
7/15
2026
$0.19
-
Declared
9.66%
-
$2.25
+1.81%
$1.11 B
0.00%
-
6/26
2026
$0.05
-
Estimated
-8.80%
-
$9.33
+0.21%
$1.05 B
13.72%
$1.28
6/30
2026
$0.32
-
Estimated
7.88%
-
$11.42
-1.47%
$1.02 B
14.01%
$1.60
9/15
2026
$0.40
-
Estimated
-5.65%
-
$8.09
-2.41%
$868.02 M
12.86%
$1.04
9/03
2026
$0.26
-
Estimated
-6.88%
-
$12.18
-1.54%
$802.42 M
13.79%
$1.68
9/16
2026
$0.42
-
Estimated
-6.96%
-
$10.73
-2.01%
$760.99 M
14.91%
$1.60
6/30
2026
$0.40
-
Estimated
-6.21%
-
$7.25
-3.07%
$742.15 M
13.24%
$0.96
7/15
2026
$0.08
-
Estimated
-13.49%
-
$17.94
-2.23%
$696.46 M
9.59%
$1.72
9/18
2026
$0.43
-
Estimated
-2.04%
-
$12.26
-1.29%
$677.57 M
13.38%
$1.64
9/11
2026
$0.41
-
Estimated
-17.28%
-
$7.07
-1.26%
$676.28 M
18.10%
$1.28
9/16
2026
$0.32
-
Estimated
-19.11%
-
$14.76
-0.14%
$588.57 M
6.50%
$0.96
6/23
2026
$0.08
-
Declared
8.69%
-
$18.46
-1.23%
$422.26 M
9.75%
$1.80
6/23
2026
$0.15
-
Declared
-5.86%
-
$11.19
+0.09%
$411.94 M
12.15%
$1.36
6/30
2026
$0.34
-
Declared
-14.99%
-
$13.74
-1.22%
$401.43 M
5.53%
$0.76
6/24
2026
$0.19
-
Declared
24.65%
-
$22.10
+0.05%
$359.36 M
13.57%
$3.00
7/06
2026
$0.25
-
Declared
2.19%
-
$6.33
-3.36%
$326.12 M
18.96%
$1.20
7/17
2026
$0.10
-
Declared
-26.59%
-
$4.16
-1.42%
$288.06 M
17.31%
$0.72
7/16
2026
$0.09
-
Declared
-27.88%
-
$3.30
-3.23%
$286.11 M
20.61%
$0.68
9/16
2026
$0.17
-
Estimated
-34.66%
-
$8.24
-1.32%
$241.71 M
16.50%
$1.36
6/30
2026
$0.11
-
Declared
-29.59%
-
$3.34
-2.62%
$223.97 M
14.37%
$0.48
7/15
2026
$0.04
-
Estimated
-36.16%
-
$4.76
-4.80%
$202.99 M
19.33%
$0.92
9/16
2026
$0.23
-
Estimated
-20.22%
-
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