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US Leaders

Strategy summary

Invest in a rotating portfolio of top US-based, non-financial companies. Strategy results are shown below. This page contains financial information on the 40 companies we screen for our portfolio. For a detailed overview of our US Leaders strategy and rationale behind it, follow the link

Read more

US Leaders — Screener 

Company
Price and
change
Year div-d yield
FCF Yield LTM
Last growth
Revenue/EBITDA
AVG growth
last/hist
EV /
LTM
EBITDA
(p75)
Express
potential
Value creation
Web 3m traffic
Technology
Google
96.15 -2.0%
0.0%
3.6% 
12.6% /
2.7%
7.7% /
29.6%
11.7x
-2.0%
Microsoft
232.90 -1.9%
1.1%
-2.6% 
12.4% /
6.3%
9.4% /
18.7%
18.1x
-3.7%
Apple
138.20 -3.0%
0.7%
3.9% 
1.9% /
-4.4%
-1.3% /
19.1%
16.7x
4.4%
Amazon
113.00 -1.6%
0.0%
-3.6% 
7.2% /
-18.0%
-5.4% /
22.7%
23.1x
4.9%
Facebook
135.68 -0.5%
0.0%
-1.0% 
-0.9% /
-29.8%
-15.4% /
26.0%
7.5x
-1.5%
Adobe
275.20 -1.1%
0.0%
3.1% 
12.7% /
4.0%
8.4% /
21.7%
18.6x
2.5%
Salesforce
143.84 -2.0%
0.0%
3.6% 
21.8% /
-16.0%
2.9% /
30.3%
34.6x
2.6%
Netflix
235.44 -1.8%
0.0%
1.9% 
8.6% /
-11.9%
-1.7% /
37.6%
18.2x
1.7%
Payments
Visa
177.65 -1.3%
0.8%
2.2% 
18.7% /
-2.3%
8.2% /
8.6%
20.8x
15.2%
PayPal
86.07 -3.0%
0.0%
-5.4% 
9.1% /
-73.5%
-32.2% /
16.1%
24.9x
-4.5%
Mastercard
284.34 -0.8%
0.7%
3.0% 
21.4% /
22.7%
22.1% /
14.1%
23.5x
29.0%
Hardware
Intel
25.77 -2.3%
5.6%
5.9% 
-22.1% /
-82.4%
-52.3% /
-1.5%
4.5x
-1.8%
Nvidia
121.39 -0.7%
0.1%
1.3% 
3.0% /
-68.4%
-32.7% /
58.4%
31.7x
-12.4%
Software
Oracle
61.07 -0.5%
2.1%
-12.4% 
17.7% /
-24.2%
-3.3% /
-1.6%
18.7x
-5.0%
Communications
Cisco
40.00 -1.4%
3.8%
-2.4% 
-0.2% /
-15.6%
-7.9% /
0.3%
10.5x
-5.1%
AT&T
15.34 -1.2%
9.6%
84.6% 
-32.7% /
-23.6%
-28.2% /
-3.3%
5.2x
9.4%
Verizon
37.97 -1.7%
6.7%
3.3% 
0.1% /
-12.1%
-6.0% /
6.0%
6.9x
2.3%
Comcast
29.33 -3.6%
3.6%
15.4% 
5.1% /
10.6%
7.9% /
5.4%
6.0x
-3.5%
Entertainment
Disney
94.33 -3.2%
0.0%
0.8% 
26.3% /
-41.9%
-7.8% /
4.5%
23.8x
13.4%
Consumer Brand
Procter & Gamble
126.25 -1.9%
2.8%
4.4% 
3.0% /
1.4%
2.2% /
6.8%
15.8x
Coca-Cola
56.02 -1.0%
3.1%
2.6% 
11.8% /
-17.4%
-2.8% /
5.7%
22.9x
2.2%
PepsiCo
163.26 -2.0%
2.7%
3.3% 
5.2% /
-25.5%
-10.2% /
9.1%
16.3x
2.6%
Philip Morris
83.01 -3.6%
6.0%
3.1% 
3.1% /
-11.3%
-4.1% /
3.8%
11.2x
6.5%
Nike
83.12 -12.8%
1.5%
-0.8% 
3.6% /
-36.2%
-16.3% /
8.2%
20.7x
-2.3%
Food
McDonalds
230.74 -1.6%
2.4%
3.6% 
-2.9% /
-43.2%
-23.1% /
6.4%
19.9x
-9.9%
Retail
Walmart
129.70 -1.9%
1.7%
0.4% 
8.4% /
-33.5%
-12.6% /
0.5%
13.9x
1.7%
Home Depot
275.94 -0.9%
2.7%
2.5% 
6.5% /
7.8%
7.2% /
13.4%
12.4x
-14.5%
Pharma
Johnson & Johnson
163.36 -0.7%
2.7%
-1.0% 
3.0% /
-45.2%
-21.1% /
3.1%
19.1x
18.8%
Pfizer
43.76 -0.9%
3.6%
-4.1% 
46.2% /
81.5%
63.9% /
28.4%
8.2x
-6.2%
Merck
86.12 -0.6%
3.2%
1.5% 
28.0% /
135.2%
81.6% /
14.9%
11.1x
-10.3%
Amgen
225.40 -1.3%
3.4%
-0.3% 
1.0% /
29.3%
15.2% /
2.0%
13.8x
25.9%
AbbVie
134.21 -6.0%
4.2%
5.4% 
4.5% /
-25.8%
-10.7% /
27.9%
12.0x
-7.5%
Medtronic
80.75 -1.8%
3.2%
3.5% 
-7.7% /
17.4%
4.9% /
2.8%
15.8x
10.4%
Abbott
96.76 -1.6%
1.9%
3.1% 
10.1% /
43.4%
26.8% /
20.7%
13.0x
-16.3%
UnitedHealth
505.04 -0.7%
0.6%
3.4% 
9.9% /
10.7%
10.3% /
11.0%
18.1x
Equipment
Boeing Company
121.08 -3.4%
0.0%
-11.1% 
-1.9% /
0.0%
-1.0% /
-8.6%
-36.4x
-6.2%
Honeywell
166.97 -1.8%
2.3%
5.3% 
77.5% /
-0.9%
38.3% /
2.0%
16.7x
8.0%

In green are highlighted the companies included in the target portfolio, i.e. satisfying one of the conditions:
(1) show accelerated financials growth (average between revenue growth and EBITDA growth) and cost on the EV/EBITDA bases less than historical 75% percentile
(2) create fundamental value of more than 15% (see the details on the company page)

Market Attractiveness Index

chart technology by TradingView

Market Attractiveness Index calculated as average express-upside for TOP-5 US companies with highest potential

High values of index (>30%), indicate favorable moments for additional cash contributions to the stock market / stock purchases

Current value of the Index is 176.6%
(good time to start investing)

Target portfolio structure

Company
Price
Day
change
Week
change
Target
share
Value
creation
Web 3m traffic
 -0.8%
25.9%
61.9%
-10.3%
 -0.7%
25.5%
53.8%
-6.2%
 -7.9%
17.4%
36.6%
-3.5%
 -3.9%
14.9%
31.3%
-16.3%
 -2.3%
8.5%
17.9%
10.4%
 -3.1%
7.9%
16.6%
29.0%
 
Download table (CSV) of target portfolio structure
 

Actual Performance

PeriodStrategyS&P500

Day -1.5%-1.5%

Week -2.7%-2.9%

Year to date -27.3%-25.0%

Since inception
(August 2019) +19.2%+25.9%

Maximum drawdown 28.5%

Date of drawdown 2022-09-30

Sharpe ratio 0.37

Portfolio (USD) and S&P500 dynamics (%)

chart technology by TradingView

News


MRK   2022-10-01The Motley Fool

What This News Means for Merck

ABT   2022-10-01The Motley Fool

Here's Why This Dividend King Is a Buy

PFE   2022-09-29Zacks Investment Research

Pfizer (PFE), BNTX Seek EU Nod for Omicron Booster in Kids

ABT   2022-09-29Forbes

This CGM Device Maker Is Likely To Outperform Abbott Stock

MRK   2022-09-29Business Wire

Merck to Hold Third-Quarter 2022 Sales and Earnings Conference Call October 27

MA   2022-09-28Seeking Alpha

Mastercard: A Slightly Better Deal Than Visa For GARP Investors

PFE   2022-09-28Zacks Investment Research

Here is What to Know Beyond Why Pfizer Inc. (PFE) is a Trending Stock

MDT   2022-09-28Forbes

Medtronic Stock Is A Better Pick Over This Pharmaceuticals Bellwether

MA   2022-09-27The Motley Fool

Why Mastercard Stock Price Sank Lower on Tuesday

CMCSA   2022-09-27Forbes

Why Comcast Stock Looks Set To Rebound

Reviews

2022-10-01
#dividend #ABT

Abbott will pay dividends in the amount of 0.47 USD per share on 2022-10-12, which is 0.5% of the current price 96.76. Together with previous payments, the annual dividend yield will be 1.9%

(2022-07-13: 0.47 USD)
(2022-04-12: 0.47 USD)
(2022-01-12: 0.47 USD)
2022-10-01
#dividend #ARR

ARMOUR Residential REIT will pay dividends in the amount of 0.1 USD per share on 2022-10-13, which is 2.1% of the current price 4.87. Together with previous payments, the annual dividend yield will be 20.5%

(2022-07-13: 0.3 USD)
(2022-04-13: 0.3 USD)
(2022-01-13: 0.3 USD)
2022-10-01
#dividend #BDN

Brandywine Realty Trust will pay dividends in the amount of 0.19 USD per share on 2022-10-04, which is 2.8% of the current price 6.75. Together with previous payments, the annual dividend yield will be 11.3%

(2022-07-04: 0.19 USD)
(2022-04-04: 0.19 USD)
(2022-01-03: 0.19 USD)
2022-10-01
#dividend #CMCSA

Comcast will pay dividends in the amount of 0.27 USD per share on 2022-10-03, which is 0.9% of the current price 29.33. Together with previous payments, the annual dividend yield will be 3.6%

(2022-07-04: 0.27 USD)
(2022-04-04: 0.27 USD)
(2022-01-03: 0.25 USD)
2022-10-01
#dividend #LU

Lufax Holding Ltd will pay dividends in the amount of 0.15 USD per share on 2022-10-11, which is 5.9% of the current price 2.54. Together with previous payments, the annual dividend yield will be 18.5%

(2022-04-06: 0.32 USD)
2022-10-01
#dividend #MA

Mastercard will pay dividends in the amount of 0.49 USD per share on 2022-10-05, which is 0.2% of the current price 284.34. Together with previous payments, the annual dividend yield will be 0.7%

(2022-07-06: 0.49 USD)
(2022-04-06: 0.49 USD)
(2022-01-05: 0.49 USD)
2022-09-27
#dividend #ACRE

Ares Commercial Real Estate Corporation will pay dividends in the amount of 0.33 USD per share on 2022-09-28, which is 3.0% of the current price 11.02. Together with previous payments, the annual dividend yield will be 9.5%

(2022-06-28: 0.35 USD)
(2022-03-29: 0.35 USD)
(2021-12-29: 0.02 USD)
2022-09-27
#dividend #AFCG

AFC Gamma, Inc. will pay dividends in the amount of 0.56 USD per share on 2022-09-28, which is 3.4% of the current price 16.53. Together with previous payments, the annual dividend yield will be 13.1%

(2022-06-28: 0.56 USD)
(2022-03-29: 0.55 USD)
(2021-12-29: 0.5 USD)
2022-09-27
#dividend #ANDE

Andersons will pay dividends in the amount of 0.18 USD per share on 2022-09-29, which is 0.6% of the current price 30.34. Together with previous payments, the annual dividend yield will be 2.4%

(2022-06-29: 0.18 USD)
(2022-03-30: 0.18 USD)
(2021-12-30: 0.18 USD)
2022-09-27
#dividend #ARI

Apollo Commercial Real Estate Finance will pay dividends in the amount of 0.35 USD per share on 2022-09-28, which is 3.7% of the current price 9.51. Together with previous payments, the annual dividend yield will be 14.7%

(2022-06-28: 0.35 USD)
(2022-03-29: 0.35 USD)
(2021-12-29: 0.35 USD)
2022-09-27
#dividend #ATAX

America First Multifamily Investors will pay dividends in the amount of 0.37 USD per share on 2022-09-28, which is 2.1% of the current price 17.8. Together with previous payments, the annual dividend yield will be 8.5%

(2022-06-28: 0.57 USD)
(2022-03-29: 0.33 USD)
(2021-12-29: 0.24 USD)
2022-09-27
#dividend #BCSF

Bain Capital Specialty Finance will pay dividends in the amount of 0.34 USD per share on 2022-09-28, which is 2.7% of the current price 12.63. Together with previous payments, the annual dividend yield will be 10.8%

(2022-06-28: 0.34 USD)
(2022-03-29: 0.34 USD)
(2021-12-29: 0.34 USD)
2022-09-27
#dividend #BGS

B&G Foods will pay dividends in the amount of 0.475 USD per share on 2022-09-28, which is 2.7% of the current price 17.63. Together with previous payments, the annual dividend yield will be 10.8%

(2022-06-28: 0.475 USD)
(2022-03-29: 0.475 USD)
(2021-12-29: 0.475 USD)
2022-09-27
#dividend #CIB

Bancolombia will pay dividends in the amount of 0.7403 USD per share on 2022-09-27, which is 3.0% of the current price 24.63. Together with previous payments, the annual dividend yield will be 8.9%

(2022-06-27: 0.651 USD)
(2022-03-30: 0.749 USD)
(2021-12-28: 0.056681 USD)
2022-09-27
#dividend #CMTG

Claros Mortgage Trust, Inc. will pay dividends in the amount of 0.37 USD per share on 2022-09-28, which is 2.8% of the current price 13.32. Together with previous payments, the annual dividend yield will be 11.1%

(2022-06-28: 0.37 USD)
(2022-03-29: 0.37 USD)
(2021-12-29: 0.37 USD)
2022-09-27
#dividend #FRG

Franchise will pay dividends in the amount of 0.625 USD per share on 2022-09-28, which is 2.4% of the current price 26.24. Together with previous payments, the annual dividend yield will be 9.5%

(2022-06-29: 0.625 USD)
(2022-03-30: 0.625 USD)
(2021-12-29: 0.625 USD)
2022-09-27
#dividend #GSBD

Goldman Sachs BDC will pay dividends in the amount of 0.45 USD per share on 2022-09-28, which is 2.9% of the current price 15.28. Together with previous payments, the annual dividend yield will be 11.8%

(2022-06-28: 0.45 USD)
(2022-03-29: 0.45 USD)
(2021-12-29: 0.45 USD)
2022-09-27
#dividend #IIPR

Innovative Industrial Properties will pay dividends in the amount of 1.8 USD per share on 2022-09-28, which is 2.0% of the current price 89.74. Together with previous payments, the annual dividend yield will be 7.6%

(2022-06-28: 1.75 USD)
(2022-03-29: 1.75 USD)
(2021-12-29: 1.5 USD)
2022-09-27
#dividend #LADR

Ladder Capital will pay dividends in the amount of 0.23 USD per share on 2022-09-28, which is 2.4% of the current price 9.76. Together with previous payments, the annual dividend yield will be 8.7%

(2022-06-28: 0.22 USD)
(2022-03-29: 0.2 USD)
(2021-12-29: 0.2 USD)
2022-09-27
#dividend #MITT

AG Mortgage Investment Trust will pay dividends in the amount of 0.21 USD per share on 2022-09-28, which is 4.3% of the current price 4.83. Together with previous payments, the annual dividend yield will be 17.4%

(2022-06-28: 0.21 USD)
(2022-03-29: 0.21 USD)
(2021-12-29: 0.21 USD)
2022-09-27
#dividend #NLY

Annaly Capital Management will pay dividends in the amount of 0.88 USD per share on 2022-09-28, which is 4.3% of the current price 20.6. Together with previous payments, the annual dividend yield will be 7.5%

(2022-06-28: 0.22 USD)
(2022-03-29: 0.22 USD)
(2021-12-29: 0.22 USD)