N/A
Average AnalystN/A
Top AnalystSlightly Bullish
Stock Target AdvisorN/A
Average UserUSD 38.00
+0.26 (+0.69)%
USD 7.43B
0.43M
N/A
N/A
Average AnalystN/A
Top AnalystSlightly Bullish
Stock Target AdvisorN/A
Average UserUSD 7.43B
USD 38.00
The Advisor buys and sells securities for the Portfolio with the goals of: (i) delaying and minimizing the realization of net capital gains (e.g., selling stocks with capital losses to offset gains, realized or anticipated); and (ii) maximizing the extent to which any realized ne...Read More
N/A
N/A
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USD
USA
N/A
N/A
N/A
0.27 %
Symbol | Capital Gain | Dividend Return | Total Return |
---|
N/A
Symbol | Company Name | Allocation |
---|---|---|
|
L3Harris Technologies Inc | 3.79 % |
|
Gulfport Energy Operating Corp | 3.26 % |
|
Novartis AG ADR | 1.43 % |
|
HSBC Holdings PLC ADR | 1.37 % |
|
AUSGOLD LTD | 1.26 % |
|
Zurn Elkay Water Solutions Corporation | 1.14 % |
|
Banco Santander SA ADR | 1.12 % |
|
Stellantis NV | 1.15 % |
SGOC | 1.08 % | |
|
Colliers International Group Inc Bats | 1.03 % |
N/A
N/A
4
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N/A
17.27
0.00
0.35
9.37%
7.56%
8.97%
0%
Symbol | Name | DFIV's Weight | Expense Ratio | Price(Change) | Market Cap |
---|---|---|---|---|---|
|
Ccm Global Equity ETF | 2.75 % | 0.34 % | +0.05 (+0.18%) | USD0.86B |
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This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.
The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.
This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.
The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.