Dividends – Solid — Fundamentals


  Current Cash Position YTD Return Annualized Return Return Since Inception
Portfolio 1.72% 14.88% 9.02% 248.79%
S&P 500   18.91% 7.99% 206.96%
Difference   -4.03% +1.03% +41.83%


Symbol Entry Date Entry Price Last Price % Profit
AGR $46.54 $52.14 +12.03%
AQN $14.89 $15.97 +7.25%
BMO $40.78 $99.70 +144.48%
CME $150.45 $212.13 +41.00%
CUBE $25.57 $49.66 +94.21%
DTE $114.90 $117.32 +2.11%
GRMN $66.03 $157.20 +138.07%
KMB $134.32 $135.72 +1.04%
LAZ $28.16 $47.20 +67.61%
MPW $18.38 $21.03 +14.42%
O $53.13 $70.29 +32.30%
PEP $120.10 $156.95 +30.68%
RY $55.93 $101.14 +80.83%
WEC $87.83 $94.14 +7.18%

Dividends – Solid