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Balanced Stock Portfolio

3.4%
0.6%
0.0%

These stocks are based on their EVA (economic value added), DDM (discount dividend model), and risk premium data See More
3.4%
0.6%
0.0%
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Portfolio Index 1 YR Return
Balanced Stock Portfolio Benchmark
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Weight Segment & Stocks Symbol 1 YR Return
47.1% Services 1.5%
25.3% Home Depot Inc. (The) HD 9.4%
21.9% Starbucks Corporation SBUX 7.6%
31.0% Healthcare 13.3%
16.0% 8xxxxxxx 8x 8xx 88.8%
15.0% 8xxxxxx 8xxxxxx 8xxxxxx 8xxxxxx 8xxx 88.8%
20.4% Consumer Goods 10.4%
17.3% Apple Inc AAPL 12.2%
3.0% 8xxxx 8xxxxxxx 8xxxxxx 8xxx --
1.5% Independent Oil & Gas 18.9%
1.5% 8xxxxxxxxxxx 8xxxxx 8xxxxxx 8xx 88.8%
Quotes delayed 15 mins. Currently Jan 18, 2019 9:31:04 AM. Fields are marked with -- when data is unavailable.