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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

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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

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
 -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%

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)