RUEN
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

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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
Technology
Payments
Hardware
Software
Communications
Entertainment
Consumer Brand
Food
Retail
Pharma
Equipment

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

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 67.1%
(good time to start investing)

Target portfolio structure

Company
Price
Day
change
Week
change
Target
share
Potential
 -1.3%
14.8%
130.1%
15.7%
 +0.9%
9.0%
56.3%
-45.5%
 -1.8%
7.7%
48.4%
-0.8%
 -0.3%
6.3%
39.7%
13.6%
 -2.9%
6.2%
38.7%
-0.4%
 -2.2%
6.1%
38.6%
53.0%
 -8.2%
5.8%
36.4%
-1.7%
 -1.8%
5.6%
35.1%
-4.5%
 -2.1%
5.2%
32.5%
3.2%
 -3.1%
4.8%
30.2%
-17.6%
 -2.1%
4.5%
28.3%
8.1%
 -0.9%
4.4%
27.7%
22.1%
 -5.8%
4.3%
27.1%
9.8%
 -1.3%
3.8%
23.9%
4.8%
 -0.5%
3.2%
19.9%
6.6%
 -1.3%
3.0%
18.6%
-1.9%
 +1.3%
2.9%
18.0%
3.3%
 -3.4%
2.7%
16.7%
13.4%

Actual Performance

PeriodStrategyS&P500

Day -0.4%+1.0%

Week +0.8%-1.7%

Year to date -79.9%+17.1%

Since inception
(August 2019)
-112.7%+54.4%

Maximum drawdown 26.0%

Date of drawdown 2020-03-22

Sharpe ratio 0.96

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

News


AAPL   2021-09-23Reuters

Australia's Commonwealth Bank mocks Apple's 'pro-competition' claim

FB   2021-09-23Reuters

U.S. court compels Facebook to release records of anti-Rohingya content - report

FB   2021-09-22Pulse2

FB Stock: Why It Decreased Today

AAPL   2021-09-22VentureBeat

Apple tells Epic that Fortnite isn't welcome back on iOS yet

PFE   2021-09-22Market Watch

FDA approves Pfizer COVID-19 boosters for seniors, those at high risk

PFE   2021-09-22Forbes

FDA Authorizes Pfizer Covid Booster Shots For Seniors And High-Risk Patients — But Not For All Americans

JNJ   2021-09-22Zacks Investment Research

Johnson & Johnson (JNJ) Stock Sinks As Market Gains: What You Should Know

V   2021-09-22Zacks Investment Research

Visa (V) Outpaces Stock Market Gains: What You Should Know

WMT   2021-09-22Zacks Investment Research

Walmart (WMT) Stock Sinks As Market Gains: What You Should Know

ABT   2021-09-22Zacks Investment Research

Abbott (ABT) Stock Sinks As Market Gains: What You Should Know

Reviews

2021-09-21
#dividend #NRZ

New Residential Investment Corp. will pay dividends in the amount of 0.25 USD per share on 2021-10-01, which is 2.3% of the current price 10.88. Together with previous payments, the annual dividend yield will be 7.8%

(2021-07-01: 0.2 USD)
(2021-04-01: 0.2 USD)
(2020-12-30: 0.2 USD)
2021-09-21
#dividend #AFG

American Financial Group, Inc. will pay dividends in the amount of 4 USD per share on 2021-09-27, which is 3.1% of the current price 130.29. Together with previous payments, the annual dividend yield will be 15.7%

(2021-06-07: 14 USD)
(2021-01-14: 0.5 USD)
(2020-12-18: 2 USD)
2021-09-21
#dividend #GSBD

Goldman Sachs BDC, Inc. will pay dividends in the amount of 0.45 USD per share on 2021-09-29, which is 2.4% of the current price 18.58. Together with previous payments, the annual dividend yield will be 9.7%

(2021-06-29: 0.45 USD)
(2021-03-30: 0.45 USD)
(2020-12-30: 0.45 USD)
2021-09-21
#dividend #ARI

Apollo Commercial Real Estate Finance, Inc. will pay dividends in the amount of 0.35 USD per share on 2021-09-29, which is 2.4% of the current price 14.89. Together with previous payments, the annual dividend yield will be 9.4%

(2021-06-29: 0.35 USD)
(2021-03-30: 0.35 USD)
(2020-12-30: 0.35 USD)
2021-09-21
#dividend #OFS

OFS Capital Corporation will pay dividends in the amount of 0.24 USD per share on 2021-09-22, which is 2.3% of the current price 10.48. Together with previous payments, the annual dividend yield will be 8.0%

(2021-06-22: 0.22 USD)
(2021-03-23: 0.2 USD)
(2020-12-23: 0.18 USD)
2021-09-21
#dividend #STWD

Starwood Property Trust, Inc. will pay dividends in the amount of 0.48 USD per share on 2021-09-29, which is 2.0% of the current price 24.6. Together with previous payments, the annual dividend yield will be 7.8%

(2021-06-29: 0.48 USD)
(2021-03-30: 0.48 USD)
(2020-12-30: 0.48 USD)
2021-09-21
#dividend #BCSF

Bain Capital Specialty Finance, Inc. will pay dividends in the amount of 0.34 USD per share on 2021-09-29, which is 2.3% of the current price 14.93. Together with previous payments, the annual dividend yield will be 9.1%

(2021-06-29: 0.34 USD)
(2021-03-30: 0.34 USD)
(2020-12-30: 0.34 USD)
2021-09-21
#dividend #LADR

Ladder Capital Corp will pay dividends in the amount of 0.2 USD per share on 2021-09-29, which is 1.9% of the current price 10.8. Together with previous payments, the annual dividend yield will be 7.4%

(2021-06-29: 0.2 USD)
(2021-03-30: 0.2 USD)
(2020-12-30: 0.2 USD)
2021-09-19
(review)
Weekly results
for USD strategies

Global Commodities: -2.4%

Trending Ideas: -3.6%

Rising Stars: -5.6%

US Leaders: -1.3%

Rising Stars SPB: +1.8%

vs S&P500: -0.6%

2021-09-18
#dividend #RC

Ready Capital Corporation will pay dividends in the amount of 0.42 USD per share on 2021-09-29, which is 2.8% of the current price 15.15. Together with previous payments, the annual dividend yield will be 9.8%

(2021-06-29: 0.42 USD)
(2021-03-12: 0.3 USD)
(2020-12-30: 0.35 USD)
2021-09-17
#dividend #PM

Philip Morris International will pay dividends in the amount of 1.25 USD per share on 2021-09-28, which is 1.2% of the current price 102.83. Together with previous payments, the annual dividend yield will be 4.7%

(2021-06-24: 1.2 USD)
(2021-03-19: 1.2 USD)
(2020-12-22: 1.2 USD)
2021-09-16
#dividend #NYMT

New York Mortgage will pay dividends in the amount of 0.1 USD per share on 2021-09-22, which is 2.3% of the current price 4.35. Together with previous payments, the annual dividend yield will be 9.2%

(2021-06-23: 0.1 USD)
(2021-03-24: 0.1 USD)
(2020-12-16: 0.1 USD)
2021-09-14
#dividend #NLY

Annaly Capital Management, Inc. will pay dividends in the amount of 0.22 USD per share on 2021-09-29, which is 2.6% of the current price 8.6. Together with previous payments, the annual dividend yield will be 10.2%

(2021-06-29: 0.22 USD)
(2021-03-30: 0.22 USD)
(2020-12-30: 0.22 USD)
2021-09-12
(review)
Weekly results
for USD strategies

Global Commodities: -5.3%

Trending Ideas: -4.7%

Rising Stars: -2.3%

US Leaders: -1.7%

Rising Stars SPB: -1.4%

vs S&P500: -1.7%

2021-09-05
(review)
Weekly results
for USD strategies

Global Commodities: -0.2%

Trending Ideas: +3.7%

Rising Stars: +10.1%

US Leaders: -0.1%

Rising Stars SPB: +3.5%

vs S&P500: +0.6%

2021-09-04
#dividend #SWBI

Smith & Wesson Brands Inc will pay dividends in the amount of 0.08 USD per share on 2021-09-13, which is 0.4% of the current price 22.45. Together with previous payments, the annual dividend yield will be 1.2%

(2021-06-30: 0.08 USD)
(2021-03-16: 0.05 USD)
(2020-12-16: 0.05 USD)
2021-09-03
#dividend #SNP

China Petroleum & Chemical will pay dividends in the amount of 2.207 USD per share on 2021-09-09, which is 4.5% of the current price 48.76. Together with previous payments, the annual dividend yield will be 8.6%

(2021-06-08: 1.984 USD)
2021-09-02
#dividend #MRTN

Marten Transport will pay dividends in the amount of 0.5 USD per share on 2021-09-17, which is 3.2% of the current price 15.63. Together with previous payments, the annual dividend yield will be 7.2%

(2021-06-15: 0.04 USD)
(2021-03-16: 0.04 USD)
(2020-12-11: 0.54 USD)
2021-09-02
#dividend #PTR

PetroChina will pay dividends in the amount of 1.789 USD per share on 2021-09-08, which is 4.1% of the current price 44.01. Together with previous payments, the annual dividend yield will be 7.1%

(2021-06-18: 1.336 USD)
2021-08-31
#dividend #NMFC

New Mountain Finance Corp will pay dividends in the amount of 0.3 USD per share on 2021-09-15, which is 2.2% of the current price 13.34. Together with previous payments, the annual dividend yield will be 9.0%
(2021-06-15: 0.3 USD)
(2021-03-16: 0.3 USD)
(2020-12-15: 0.3 USD)
2021-08-30
#dividend #KO

Coca-Cola will pay dividends in the amount of 0.42 USD per share on 2021-09-14, which is 0.8% of the current price 55.65. Together with previous payments, the annual dividend yield will be 3.0%
(2021-06-14: 0.42 USD)
(2021-03-12: 0.42 USD)
(2020-11-30: 0.41 USD)