| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MC Michael Capobianco MWA Asset Management | 7,441 | $304,634.54 | $320,335.05 | $15,700.51 | 5.15% |
| SS Sam Sweitzer Anson Capital Inc. | 21,169 | $857,241.72 | $903,281.23 | $46,039.51 | 5.37% |
| JAS Joel A. Schreiber SFI Advisors LLC | 8,534 | $295,105.72 | $363,975.1 | $68,869.38 | 23.34% |
| DT Desaree Tatum Heritage Wealth Management Inc. | 10,926 | $420,487.32 | $462,934.62 | $42,447.3 | 10.09% |
| BATS Exchange | US Country |
The index referenced is carefully constructed and rigorously maintained by MSCI, focusing on a unique niche within the market. It specifically targets companies already part of the MSCI EAFE Index, which comprises European, Australasian, and Far Eastern markets. The distinguishing characteristic of this index is its emphasis on companies that have a robust history of dividend growth, requiring a minimum streak of 10 consecutive years of increased dividend payments. It's designed to include a minimum of 40 stocks, ensuring a diversified portfolio, with each stock being equally weighted to maintain balance within the index. In terms of investment strategy, the fund commits to investing at least 80% of its total assets in the securities that make up the index, demonstrating a high level of dedication to its core investment thesis. This approach emphasizes stability and reliability, appealing to investors focused on income growth and geographic diversification.
This product is a fund that primarily invests in companies that are part of the MSCI EAFE Index, focusing on European, Australasian, and Far Eastern markets. It caters to investors looking for exposure to international markets and is particularly attractive for those interested in the economic performance outside of the US.
For investors prioritizing income, this service targets companies that not only are part of the MSCI EAFE but also have a proven track record of increasing their dividend payments annually for at least ten years. This product aims to provide a reliable income stream through dividends, which is an attractive option for long-term investors seeking growth in their payouts.