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
$61.00
0.00%
$79.48 M
4.00%
$2.44
7/10
2026
$0.61
-
Declared
16.49%
-
$205.60
+0.75%
$145.08 B
4.00%
$8.23
-
-
-
-
-
19.44%
-
$58.40
-1.43%
$26.69 B
4.00%
$2.34
7/02
2026
$1.17
-
Declared
-18.66%
-
$0.25
0.00%
-
4.01%
$0.01
-
-
-
-
-
52914.71%
-
$52.50
0.00%
-
4.01%
$2.11
4/28
2027
$2.11
-
Estimated
21.04%
-
$5.50
+5.97%
$1.71 B
4.02%
$0.22
5/21
2027
$0.22
-
Estimated
-24.89%
-
$38.58
+2.06%
$7.23 B
4.02%
$1.55
6/30
2026
$0.39
-
Declared
4.29%
-
$25.00
+2.33%
$13.16 B
4.02%
$1.00
9/30
2026
-
-
Declared
208.38%
-
$17.25
-0.81%
$1.11 B
4.02%
$0.69
9/09
2026
$0.17
-
Estimated
-12.69%
-
$25.44
-4.50%
$6.00 B
4.02%
$1.02
-
-
-
-
-
-21.12%
-
$3.91
+15.34%
-
4.03%
$0.16
7/17
2026
$0.05
-
Estimated
-12.32%
-
$11.44
-0.17%
-
4.04%
$0.46
12/24
2025
$0.04
-
Declared
-7.80%
-
SHWGF | Stock |
$0.43
0.00%
$1.95 B
4.04%
$0.02
10/23
2026
$0.00
-
Estimated
-27.23%
-
$2.03
-11.74%
$1.52 B
4.04%
$0.08
7/17
2026
$0.04
-
Declared
-7.58%
-
$105.11
-3.30%
$14.96 B
4.04%
$4.25
9/04
2026
$1.06
-
Estimated
-9.82%
-
$140.71
-0.92%
$194.11 B
4.04%
$5.69
9/04
2026
$1.42
-
Estimated
-0.16%
-
$48.70
-0.65%
$2.06 B
4.05%
$1.97
7/31
2026
$0.49
-
Estimated
6.97%
-
$65.26
+2.71%
$5.32 B
4.05%
$2.64
-
-
-
-
-
27.04%
-
$17.83
0.00%
-
4.05%
$0.72
8/28
2026
$0.36
-
Estimated
10.29%
-
$10.46
+2.95%
$27.30 B
4.05%
$0.42
-
-
-
-
-
-6.66%
-
$34.59
+1.47%
$320.01 M
4.05%
$1.40
7/28
2026
$0.35
-
Estimated
-9.64%
-
$97.33
-0.78%
$252.76 B
4.05%
$3.94
4/23
2027
$3.94
-
Estimated
3.41%
-
$42.30
+0.71%
-
4.05%
$1.71
11/24
2026
$0.37
-
Estimated
31.31%
-
$1.45
0.00%
-
4.06%
$0.06
-
-
-
-
-
82.44%
-
$20.71
0.00%
$110.00 B
4.06%
$0.84
4/23
2027
$0.53
-
Estimated
-10.94%
-
$176.43
+0.22%
$82.02 B
4.06%
$7.16
9/30
2026
$1.79
-
Estimated
2.26%
-
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