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Balanced Stock Portfolio

11.9%
1.3%
0.0%

These stocks are based on their EVA (economic value added), DDM (discount dividend model), and risk premium data See more
11.9%
1.3%
0.0%
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Motif Index 1 YR Return
Balanced Stock Portfolio Benchmark
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Weight Segment & Stocks Symbol 1 MO / 1 YR Return
47.1% Services 9.5%
26.6% Home Depot Inc. (The) HD 19.6%
20.5% Starbucks Corporation SBUX 3.6%
27.3% Healthcare 9.7%
14.5% 8xxxxxxx 8x 8xx 88.8%
12.8% 8xxxxxx 8xxxxxx 8xxxxxx 8xxxxxx 8xxx 88.8%
24.1% Consumer Goods 31.4%
18.9% Apple Inc AAPL 16.9%
5.2% 8xxxxxx 8xxx 8xxxxxxx 8xxx 8xx 8xxx 88.8%
1.5% Independent Oil & Gas 43.3%
1.5% 8xxxxxxxxxxx 8xxxxx 8xxxxxx 8xx 88.8%

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