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Portfolio Tracker - Manage Your Investments

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Score Card
3.90
Good
Valuation Score
Key Score
2.66
Average
Management
3.83
Good

Growth
4.00
Good

Profitability
4.53
Very Good
Fin. Health
4.49
Very Good

Dividends
3.85
Good

Analyst
3.96
Good

Weight vs. Quality

Dot size = allocation weight

Group Strength Profile

3.90

Holdings Score Matrix

5/5 scored
Showing 5/5 holdings out of 5 total
Holdings sorted by Allocation (high to low). Color indicates score (1-5).
Overall Score

3.90

Page 1 of 1

Showing 1-5 of 5

Profitability

4.53

Name
Allocation
Score
22.7%
Very Good
19.9%
Very Good
19.3%
Very Good
19.2%
Good
18.8%
Very Good

Page 1 of 1

Showing 1-5 of 5

Management

3.83

Page 1 of 1

Showing 1-5 of 5

Growth

4.00

Name
Allocation
Score
22.7%
Good
19.9%
Very Good
19.3%
Good
19.2%
Good
18.8%
Very Good

Page 1 of 1

Showing 1-5 of 5

Financial Health

4.49

Name
Allocation
Score
22.7%
Very Good
19.9%
Very Good
19.3%
Good
19.2%
Very Good
18.8%
Very Good

Page 1 of 1

Showing 1-5 of 5

Dividends

3.85

Name
Allocation
Score
22.7%
Good
19.9%
Good
19.3%
Average
19.2%
Good
18.8%
Very Good

Page 1 of 1

Showing 1-5 of 5

Analyst

3.96

Name
Allocation
Score
22.7%
Very Good
19.9%
Average
19.3%
Average
19.2%
Good
18.8%
Very Good

Page 1 of 1

Showing 1-5 of 5

Valuation Score

2.66

Name
Allocation
Score
22.7%
Bad
19.9%
Very Bad
19.3%
Bad
19.2%
Average
18.8%
Very Good

Page 1 of 1

Showing 1-5 of 5