# Portfolio Terminal

> Portfolio Terminal is a free portfolio tracker for individual investors: import holdings from any broker and see performance, risk, correlations and a crash test in plain English. It also publishes dated market notes and daily market data.

Every article below is available as Markdown (the links) with a citation header. Please cite Portfolio Terminal and link to the article's page when you reuse a figure. Market data pages are rebuilt every hour from daily closes.

## Portfolio tracking

Portfolio Terminal is a free, browser-based portfolio tracker for individual investors who hold stocks, ETFs and crypto across one or several brokers.

- Import: paste or upload a positions screen or statement from any broker (Interactive Brokers, Trade Republic, Revolut, Trading 212, Fidelity, Schwab and others); every line is checked before it is saved. No bank or broker login is required.
- Transaction history import: the CSV history exported by Trading 212, DEGIRO, Interactive Brokers, Charles Schwab, Fidelity, Vanguard, Robinhood, Revolut, Freetrade or Webull (and generic or Sharesight-style files) brings every purchase with its date and price, the sales and the dividends, including reinvested dividends; several files can be added at once, and trades in another currency are converted at that day's exchange rate.
- Performance: value and time-weighted return over time, compared with the S&P 500, MSCI World and Bitcoin; a daily results calendar.
- Risk in plain words: what a bad day costs in money, the worst drawdown, beta, concentration in the top holdings, and which holdings move together.
- Planning: where the next deposit should go to reach a target mix, buys only; which holdings built the return.
- Crash test: the current portfolio replayed through real crashes (COVID 2020, the 2022 rate shock, the 2024 yen unwind), including what selling at the bottom would have cost.
- Income: projected dividends for the next twelve months, dividends actually received by month and by year; realized gains lot by lot (FIFO) with a CSV export.
- Watchlist: follow stocks and funds not owned yet, with the move since they were added and the next earnings date.
- Installable: add it to a phone home screen or install it from Chrome or Edge.
- Price: free. A guest mode works without an account.
- Start: [the homepage](https://portfolio-terminal.com/) · https://portfolio-terminal.com/portfolio-tracker · live demo with a sample portfolio: https://portfolio-terminal.com/demo
- What it does, page by page: [features](https://portfolio-terminal.com/features) · [free tools](https://portfolio-terminal.com/tools) · [pricing](https://portfolio-terminal.com/pricing)

### Compared with other ways to track a portfolio

- [The best free portfolio trackers in 2026, compared](https://portfolio-terminal.com/best-free-portfolio-tracker): There is no single best free portfolio tracker; the right one depends on how your holdings get in. Empower Personal Dashboard syncs US accounts for free. Portfolio Performance is free open-source desktop software. Portfolio Terminal is a free web tracker that reads broker files, with no holding cap. Sharesight, Snowball Analytics and Delta stop their free plans at 10 holdings, and getquin's free tier syncs European accounts.
- [Portfolio Terminal vs Sharesight](https://portfolio-terminal.com/alternative/sharesight): Portfolio Terminal is a free alternative to Sharesight with no holding limit: it reads broker files and shows dividends, FIFO realized gains and the companies inside your ETFs. Sharesight is the better pick if you need tax reports for Australia, New Zealand or Canada, or automatic import from 200+ brokers; its free plan stops at 10 holdings, and paid plans start at $7 a month billed yearly.
- [Portfolio Terminal vs Snowball Analytics](https://portfolio-terminal.com/alternative/snowball): Portfolio Terminal is a free alternative to Snowball Analytics with no holding limit, and dividends, FIFO realized gains and the companies inside your ETFs included. Snowball Analytics is the better pick for dividend investors who want automatic broker sync; its free plan stops at 10 holdings, and sync starts with Starter at $79.99 a year.
- [Portfolio Terminal vs getquin](https://portfolio-terminal.com/alternative/getquin): Portfolio Terminal is an ad-free alternative to getquin that reads broker files instead of linking accounts, with dividends, FIFO realized gains and the companies inside your ETFs at no cost. getquin is the better pick if you want many bank and broker accounts synced automatically for free; its free tier is partly ad-funded, and benchmarking needs Premium at €89.99 a year.
- [Portfolio Terminal vs Parqet](https://portfolio-terminal.com/alternative/parqet): Portfolio Terminal is a free alternative to Parqet that includes what Parqet keeps for its Plus plan: the companies inside your ETFs, a dividend projection and a benchmark. Parqet is the better pick for investors at Trade Republic, Scalable Capital, ING, comdirect or Consorsbank who want those accounts synced automatically; Plus costs €99.99 a year.
- [Portfolio Terminal vs Delta](https://portfolio-terminal.com/alternative/delta): Portfolio Terminal is a free alternative to Delta for stocks and ETFs, with no holding limit and realized gains included. Delta is the better pick for crypto-heavy investors and eToro users who want wallets, exchanges and brokers in one app; its free plan tracks 10 assets, and realized gains need PRO+ at $13.99 a month.
- [Portfolio Terminal vs Finary](https://portfolio-terminal.com/alternative/finary): Portfolio Terminal is a free alternative to Finary for tracking stocks and ETFs: no account limit, dividends and FIFO realized gains included, and the companies inside your ETFs. Finary is the better pick for automatic syncing of bank, broker and crypto accounts; its free plan links 2 accounts, and dividends need Plus at €149.99 a year.
- [Portfolio Terminal vs Kubera](https://portfolio-terminal.com/alternative/kubera): Portfolio Terminal is a free alternative to Kubera for investors whose wealth is mostly stocks, ETFs and crypto: it adds dividends, FIFO realized gains and the companies inside your ETFs. Kubera is the better pick for a full balance sheet with property, private assets and several entities synced automatically; it has no free plan and starts at $250 a year.
- [Portfolio Terminal vs Portfolio Performance](https://portfolio-terminal.com/alternative/portfolio-performance): Portfolio Terminal is a free web alternative to Portfolio Performance: nothing to install, it reads broker files and screenshots, and shows what is inside your ETFs. Portfolio Performance is the better pick if you want free, open-source desktop software with detailed return math (true time-weighted return and IRR) and your data kept on your own computer.
- [Portfolio Terminal vs Google Sheets](https://portfolio-terminal.com/alternative/google-sheets): Portfolio Terminal is a free alternative to a Google Sheets portfolio tracker: it reads your broker's file and works out dividends, FIFO gains and what is inside your ETFs without formulas. Google Sheets stays the better pick for a do-it-yourself sheet of US stocks, but Google says GOOGLEFINANCE quotes may be delayed up to 20 minutes and most international exchanges are not supported.
- [Portfolio Terminal vs Microsoft Excel](https://portfolio-terminal.com/alternative/excel): Portfolio Terminal is a free alternative to tracking a portfolio in Microsoft Excel: it reads your broker's file instead of asking for formulas, and works out dividends, FIFO gains and what is inside your ETFs. Excel is the better pick if you want to build every formula yourself; its Stocks data type is free, but the STOCKHISTORY function needs Microsoft 365, from $9.99 a month in the US.

## Market data (updated every session)

- [10-Year Treasury Yield today](https://portfolio-terminal.com/markets/10-year-treasury-yield): latest close, daily changes and every close of the last 30 sessions. Data: https://portfolio-terminal.com/markets/10-year-treasury-yield/data.json. Source: Cboe 10-year Treasury yield index (TNX), daily closes.
- [S&P 500 today](https://portfolio-terminal.com/markets/sp-500): latest close, daily changes and every close of the last 30 sessions. Data: https://portfolio-terminal.com/markets/sp-500/data.json. Source: S&P 500 index (^GSPC), daily closes.
- [Nasdaq Composite today](https://portfolio-terminal.com/markets/nasdaq-composite): latest close, daily changes and every close of the last 30 sessions. Data: https://portfolio-terminal.com/markets/nasdaq-composite/data.json. Source: Nasdaq Composite index (^IXIC), daily closes.
- [Dow Jones today](https://portfolio-terminal.com/markets/dow-jones): latest close, daily changes and every close of the last 30 sessions. Data: https://portfolio-terminal.com/markets/dow-jones/data.json. Source: Dow Jones Industrial Average (^DJI), daily closes.
- [2-Year Treasury Yield today](https://portfolio-terminal.com/markets/2-year-treasury-yield): latest close, daily changes and every close of the last 30 sessions. Data: https://portfolio-terminal.com/markets/2-year-treasury-yield/data.json. Source: US Treasury daily par yield curve, 2-year constant maturity (FRED series DGS2).
- [30-Year Treasury Yield today](https://portfolio-terminal.com/markets/30-year-treasury-yield): latest close, daily changes and every close of the last 30 sessions. Data: https://portfolio-terminal.com/markets/30-year-treasury-yield/data.json. Source: Cboe 30-year Treasury yield index (TYX), daily closes.
- [10-Year TIPS Real Yield today](https://portfolio-terminal.com/markets/10-year-tips-real-yield): latest close, daily changes and every close of the last 30 sessions. Data: https://portfolio-terminal.com/markets/10-year-tips-real-yield/data.json. Source: US Treasury 10-year TIPS yield, constant maturity (FRED series DFII10).
- [US Dollar Index (DXY) today](https://portfolio-terminal.com/markets/us-dollar-index): latest close, daily changes and every close of the last 30 sessions. Data: https://portfolio-terminal.com/markets/us-dollar-index/data.json. Source: ICE US Dollar Index (DX-Y.NYB), daily closes.
- [Russell 2000 today](https://portfolio-terminal.com/markets/russell-2000): latest close, daily changes and every close of the last 30 sessions. Data: https://portfolio-terminal.com/markets/russell-2000/data.json. Source: Russell 2000 index (^RUT), daily closes.
- [VIX today](https://portfolio-terminal.com/markets/vix): latest close, daily changes and every close of the last 30 sessions. Data: https://portfolio-terminal.com/markets/vix/data.json. Source: Cboe Volatility Index (^VIX), daily closes.
- [Markets today](https://portfolio-terminal.com/markets): all series and the market notes that explain their moves.
- [Stock market close today](https://portfolio-terminal.com/markets/stock-market-close): the S&P 500, Dow, Nasdaq and Russell 2000 closes on one dated row per session, with each day's move.
- [Treasury yields today](https://portfolio-terminal.com/markets/treasury-yields): the US Treasury curve from 3 months to 30 years, one dated row per day, with the 10-year minus 2-year spread. Data: https://portfolio-terminal.com/markets/treasury-yields/data.json.

## Stock, ETF and crypto analysis (updated every hour)

Every page opens with dated key facts: price, one-year change, 52-week range, distance from the 200-day average, 30-day volatility, and the P/E and dividend yield for stocks. Add ".md" to any https://portfolio-terminal.com/analyse/<ticker> URL for the Markdown copy.

- [Apple Inc. (AAPL)](https://portfolio-terminal.com/analyse/aapl.md)
- [Microsoft Corporation (MSFT)](https://portfolio-terminal.com/analyse/msft.md)
- [Alphabet Inc. (GOOGL)](https://portfolio-terminal.com/analyse/googl.md)
- [Amazon.com Inc. (AMZN)](https://portfolio-terminal.com/analyse/amzn.md)
- [NVIDIA Corporation (NVDA)](https://portfolio-terminal.com/analyse/nvda.md)
- [Tesla Inc. (TSLA)](https://portfolio-terminal.com/analyse/tsla.md)
- [Meta Platforms Inc. (META)](https://portfolio-terminal.com/analyse/meta.md)
- [Berkshire Hathaway Inc. (BRK-B)](https://portfolio-terminal.com/analyse/brk-b.md)
- [Eli Lilly and Company (LLY)](https://portfolio-terminal.com/analyse/lly.md)
- [Visa Inc. (V)](https://portfolio-terminal.com/analyse/v.md)
- [Taiwan Semiconductor (TSM)](https://portfolio-terminal.com/analyse/tsm.md)
- [Broadcom Inc. (AVGO)](https://portfolio-terminal.com/analyse/avgo.md)
- [Novo Nordisk A/S (NVO)](https://portfolio-terminal.com/analyse/nvo.md)
- [JPMorgan Chase & Co. (JPM)](https://portfolio-terminal.com/analyse/jpm.md)
- [Walmart Inc. (WMT)](https://portfolio-terminal.com/analyse/wmt.md)
- [Exxon Mobil Corporation (XOM)](https://portfolio-terminal.com/analyse/xom.md)
- [Mastercard Incorporated (MA)](https://portfolio-terminal.com/analyse/ma.md)
- [UnitedHealth Group (UNH)](https://portfolio-terminal.com/analyse/unh.md)
- [Procter & Gamble (PG)](https://portfolio-terminal.com/analyse/pg.md)
- [Oracle Corporation (ORCL)](https://portfolio-terminal.com/analyse/orcl.md)
- [Johnson & Johnson (JNJ)](https://portfolio-terminal.com/analyse/jnj.md)
- [The Home Depot (HD)](https://portfolio-terminal.com/analyse/hd.md)
- [Costco Wholesale (COST)](https://portfolio-terminal.com/analyse/cost.md)
- [AbbVie Inc. (ABBV)](https://portfolio-terminal.com/analyse/abbv.md)
- [Salesforce Inc. (CRM)](https://portfolio-terminal.com/analyse/crm.md)
- [Bank of America (BAC)](https://portfolio-terminal.com/analyse/bac.md)
- [Advanced Micro Devices (AMD)](https://portfolio-terminal.com/analyse/amd.md)
- [Netflix Inc. (NFLX)](https://portfolio-terminal.com/analyse/nflx.md)
- [Merck & Co. (MRK)](https://portfolio-terminal.com/analyse/mrk.md)
- [Coca-Cola Company (KO)](https://portfolio-terminal.com/analyse/ko.md)
- [Chevron Corporation (CVX)](https://portfolio-terminal.com/analyse/cvx.md)
- [PepsiCo Inc. (PEP)](https://portfolio-terminal.com/analyse/pep.md)
- [Thermo Fisher Scientific (TMO)](https://portfolio-terminal.com/analyse/tmo.md)
- [Accenture plc (ACN)](https://portfolio-terminal.com/analyse/acn.md)
- [Linde plc (LIN)](https://portfolio-terminal.com/analyse/lin.md)
- [Adobe Inc. (ADBE)](https://portfolio-terminal.com/analyse/adbe.md)
- [McDonald's Corporation (MCD)](https://portfolio-terminal.com/analyse/mcd.md)
- [Wells Fargo & Company (WFC)](https://portfolio-terminal.com/analyse/wfc.md)
- [Cisco Systems Inc. (CSCO)](https://portfolio-terminal.com/analyse/csco.md)
- [Abbott Laboratories (ABT)](https://portfolio-terminal.com/analyse/abt.md)
- [T-Mobile US Inc. (TMUS)](https://portfolio-terminal.com/analyse/tmus.md)
- [Danaher Corporation (DHR)](https://portfolio-terminal.com/analyse/dhr.md)
- [Texas Instruments (TXN)](https://portfolio-terminal.com/analyse/txn.md)
- [Intuit Inc. (INTU)](https://portfolio-terminal.com/analyse/intu.md)
- [Verizon Communications (VZ)](https://portfolio-terminal.com/analyse/vz.md)
- [IBM Corporation (IBM)](https://portfolio-terminal.com/analyse/ibm.md)
- [Comcast Corporation (CMCSA)](https://portfolio-terminal.com/analyse/cmcsa.md)
- [QUALCOMM Incorporated (QCOM)](https://portfolio-terminal.com/analyse/qcom.md)
- [The Walt Disney Company (DIS)](https://portfolio-terminal.com/analyse/dis.md)
- [ServiceNow Inc. (NOW)](https://portfolio-terminal.com/analyse/now.md)
- [Amgen Inc. (AMGN)](https://portfolio-terminal.com/analyse/amgn.md)
- [S&P Global Inc. (SPGI)](https://portfolio-terminal.com/analyse/spgi.md)
- [General Electric (GE)](https://portfolio-terminal.com/analyse/ge.md)
- [Caterpillar Inc. (CAT)](https://portfolio-terminal.com/analyse/cat.md)
- [Intuitive Surgical (ISRG)](https://portfolio-terminal.com/analyse/isrg.md)
- [American Express (AXP)](https://portfolio-terminal.com/analyse/axp.md)
- [RTX Corporation (RTX)](https://portfolio-terminal.com/analyse/rtx.md)
- [Honeywell International (HON)](https://portfolio-terminal.com/analyse/hon.md)
- [NextEra Energy (NEE)](https://portfolio-terminal.com/analyse/nee.md)
- [Booking Holdings (BKNG)](https://portfolio-terminal.com/analyse/bkng.md)
- [Lowe's Companies (LOW)](https://portfolio-terminal.com/analyse/low.md)
- [AT&T Inc. (T)](https://portfolio-terminal.com/analyse/t.md)
- [Pfizer Inc. (PFE)](https://portfolio-terminal.com/analyse/pfe.md)
- [Applied Materials (AMAT)](https://portfolio-terminal.com/analyse/amat.md)
- [United Parcel Service (UPS)](https://portfolio-terminal.com/analyse/ups.md)
- [Goldman Sachs (GS)](https://portfolio-terminal.com/analyse/gs.md)
- [BlackRock Inc. (BLK)](https://portfolio-terminal.com/analyse/blk.md)
- [Vertex Pharmaceuticals (VRTX)](https://portfolio-terminal.com/analyse/vrtx.md)
- [TJX Companies (TJX)](https://portfolio-terminal.com/analyse/tjx.md)
- [Prologis Inc. (PLD)](https://portfolio-terminal.com/analyse/pld.md)
- [Stryker Corporation (SYK)](https://portfolio-terminal.com/analyse/syk.md)
- [Citigroup Inc. (C)](https://portfolio-terminal.com/analyse/c.md)
- [Palo Alto Networks (PANW)](https://portfolio-terminal.com/analyse/panw.md)
- [Mondelez International (MDLZ)](https://portfolio-terminal.com/analyse/mdlz.md)
- [Automatic Data Processing (ADP)](https://portfolio-terminal.com/analyse/adp.md)
- [Deere & Company (DE)](https://portfolio-terminal.com/analyse/de.md)
- [Micron Technology (MU)](https://portfolio-terminal.com/analyse/mu.md)
- [Lam Research (LRCX)](https://portfolio-terminal.com/analyse/lrcx.md)
- [Boston Scientific (BSX)](https://portfolio-terminal.com/analyse/bsx.md)
- [Chubb Limited (CB)](https://portfolio-terminal.com/analyse/cb.md)
- [Charles Schwab (SCHW)](https://portfolio-terminal.com/analyse/schw.md)
- [Bristol-Myers Squibb (BMY)](https://portfolio-terminal.com/analyse/bmy.md)
- [KLA Corporation (KLAC)](https://portfolio-terminal.com/analyse/klac.md)
- [Gilead Sciences (GILD)](https://portfolio-terminal.com/analyse/gild.md)
- [KKR & Co. Inc. (KKR)](https://portfolio-terminal.com/analyse/kkr.md)
- [Analog Devices (ADI)](https://portfolio-terminal.com/analyse/adi.md)
- [Southern Company (SO)](https://portfolio-terminal.com/analyse/so.md)
- [Regeneron Pharmaceuticals (REGN)](https://portfolio-terminal.com/analyse/regn.md)
- [Duke Energy (DUK)](https://portfolio-terminal.com/analyse/duk.md)
- [Intercontinental Exchange (ICE)](https://portfolio-terminal.com/analyse/ice.md)
- [Starbucks Corporation (SBUX)](https://portfolio-terminal.com/analyse/sbux.md)
- [Sherwin-Williams (SHW)](https://portfolio-terminal.com/analyse/shw.md)
- [Equinix Inc. (EQIX)](https://portfolio-terminal.com/analyse/eqix.md)
- [Synopsys Inc. (SNPS)](https://portfolio-terminal.com/analyse/snps.md)
- [Elevance Health (ELV)](https://portfolio-terminal.com/analyse/elv.md)
- [Cadence Design Systems (CDNS)](https://portfolio-terminal.com/analyse/cdns.md)
- [Parker-Hannifin (PH)](https://portfolio-terminal.com/analyse/ph.md)
- [CME Group Inc. (CME)](https://portfolio-terminal.com/analyse/cme.md)
- [Arista Networks (ANET)](https://portfolio-terminal.com/analyse/anet.md)
- [EOG Resources (EOG)](https://portfolio-terminal.com/analyse/eog.md)
- [Colgate-Palmolive (CL)](https://portfolio-terminal.com/analyse/cl.md)
- [Illinois Tool Works (ITW)](https://portfolio-terminal.com/analyse/itw.md)
- [Zoetis Inc. (ZTS)](https://portfolio-terminal.com/analyse/zts.md)
- [Waste Management (WM)](https://portfolio-terminal.com/analyse/wm.md)
- [Moody's Corporation (MCO)](https://portfolio-terminal.com/analyse/mco.md)
- [U.S. Bancorp (USB)](https://portfolio-terminal.com/analyse/usb.md)
- [Air Products and Chemicals (APD)](https://portfolio-terminal.com/analyse/apd.md)
- [Intel Corporation (INTC)](https://portfolio-terminal.com/analyse/intc.md)
- [Motorola Solutions (MSI)](https://portfolio-terminal.com/analyse/msi.md)
- [Emerson Electric (EMR)](https://portfolio-terminal.com/analyse/emr.md)
- [PNC Financial Services (PNC)](https://portfolio-terminal.com/analyse/pnc.md)
- [Eaton Corporation (ETN)](https://portfolio-terminal.com/analyse/etn.md)
- [Trane Technologies (TT)](https://portfolio-terminal.com/analyse/tt.md)
- [Aon plc (AON)](https://portfolio-terminal.com/analyse/aon.md)
- [General Dynamics (GD)](https://portfolio-terminal.com/analyse/gd.md)
- [CVS Health Corporation (CVS)](https://portfolio-terminal.com/analyse/cvs.md)
- [Cintas Corporation (CTAS)](https://portfolio-terminal.com/analyse/ctas.md)
- [PayPal Holdings (PYPL)](https://portfolio-terminal.com/analyse/pypl.md)
- [Welltower Inc. (WELL)](https://portfolio-terminal.com/analyse/well.md)
- [Northrop Grumman (NOC)](https://portfolio-terminal.com/analyse/noc.md)
- [ConocoPhillips (COP)](https://portfolio-terminal.com/analyse/cop.md)
- [Capital One Financial (COF)](https://portfolio-terminal.com/analyse/cof.md)
- [Amphenol Corporation (APH)](https://portfolio-terminal.com/analyse/aph.md)
- [3M Company (MMM)](https://portfolio-terminal.com/analyse/mmm.md)
- [Edwards Lifesciences (EW)](https://portfolio-terminal.com/analyse/ew.md)
- [General Motors (GM)](https://portfolio-terminal.com/analyse/gm.md)
- [Marathon Petroleum (MPC)](https://portfolio-terminal.com/analyse/mpc.md)
- [Humana Inc. (HUM)](https://portfolio-terminal.com/analyse/hum.md)
- [Carrier Global (CARR)](https://portfolio-terminal.com/analyse/carr.md)
- [Arthur J. Gallagher (AJG)](https://portfolio-terminal.com/analyse/ajg.md)
- [Ecolab Inc. (ECL)](https://portfolio-terminal.com/analyse/ecl.md)
- [Nike Inc. (NKE)](https://portfolio-terminal.com/analyse/nke.md)
- [O'Reilly Automotive (ORLY)](https://portfolio-terminal.com/analyse/orly.md)
- [Freeport-McMoRan (FCX)](https://portfolio-terminal.com/analyse/fcx.md)
- [Roper Technologies (ROP)](https://portfolio-terminal.com/analyse/rop.md)
- [Marriott International (MAR)](https://portfolio-terminal.com/analyse/mar.md)
- [Phillips 66 (PSX)](https://portfolio-terminal.com/analyse/psx.md)
- [Aflac Incorporated (AFL)](https://portfolio-terminal.com/analyse/afl.md)
- [PACCAR Inc. (PCAR)](https://portfolio-terminal.com/analyse/pcar.md)
- [Travelers Companies (TRV)](https://portfolio-terminal.com/analyse/trv.md)
- [Schlumberger Limited (SLB)](https://portfolio-terminal.com/analyse/slb.md)
- [Hilton Worldwide (HLT)](https://portfolio-terminal.com/analyse/hlt.md)
- [Ameriprise Financial (AMP)](https://portfolio-terminal.com/analyse/amp.md)
- [American International Group (AIG)](https://portfolio-terminal.com/analyse/aig.md)
- [Public Storage (PSA)](https://portfolio-terminal.com/analyse/psa.md)
- [Ross Stores (ROST)](https://portfolio-terminal.com/analyse/rost.md)
- [Norfolk Southern (NSC)](https://portfolio-terminal.com/analyse/nsc.md)
- [ONEOK Inc. (OKE)](https://portfolio-terminal.com/analyse/oke.md)
- [Cummins Inc. (CMI)](https://portfolio-terminal.com/analyse/cmi.md)
- [Fastenal Company (FAST)](https://portfolio-terminal.com/analyse/fast.md)
- [MetLife Inc. (MET)](https://portfolio-terminal.com/analyse/met.md)
- [Sempra (SRE)](https://portfolio-terminal.com/analyse/sre.md)
- [Kimberly-Clark (KMB)](https://portfolio-terminal.com/analyse/kmb.md)
- [AutoZone Inc. (AZO)](https://portfolio-terminal.com/analyse/azo.md)
- [Monster Beverage (MNST)](https://portfolio-terminal.com/analyse/mnst.md)
- [American Electric Power (AEP)](https://portfolio-terminal.com/analyse/aep.md)
- [Autodesk Inc. (ADSK)](https://portfolio-terminal.com/analyse/adsk.md)
- [Valero Energy (VLO)](https://portfolio-terminal.com/analyse/vlo.md)
- [Microchip Technology (MCHP)](https://portfolio-terminal.com/analyse/mchp.md)
- [Republic Services (RSG)](https://portfolio-terminal.com/analyse/rsg.md)
- [DexCom Inc. (DXCM)](https://portfolio-terminal.com/analyse/dxcm.md)
- [Allstate Corporation (ALL)](https://portfolio-terminal.com/analyse/all.md)
- [Dominion Energy (D)](https://portfolio-terminal.com/analyse/d.md)
- [Johnson Controls (JCI)](https://portfolio-terminal.com/analyse/jci.md)
- [L3Harris Technologies (LHX)](https://portfolio-terminal.com/analyse/lhx.md)
- [Occidental Petroleum (OXY)](https://portfolio-terminal.com/analyse/oxy.md)
- [Paychex Inc. (PAYX)](https://portfolio-terminal.com/analyse/payx.md)
- [Verisk Analytics (VRSK)](https://portfolio-terminal.com/analyse/vrsk.md)
- [Yum! Brands (YUM)](https://portfolio-terminal.com/analyse/yum.md)
- [Chipotle Mexican Grill (CMG)](https://portfolio-terminal.com/analyse/cmg.md)
- [W.W. Grainger (GWW)](https://portfolio-terminal.com/analyse/gww.md)
- [Exelon Corporation (EXC)](https://portfolio-terminal.com/analyse/exc.md)
- [Corteva Inc. (CTVA)](https://portfolio-terminal.com/analyse/ctva.md)
- [Lululemon Athletica (LULU)](https://portfolio-terminal.com/analyse/lulu.md)
- [IDEXX Laboratories (IDXX)](https://portfolio-terminal.com/analyse/idxx.md)
- [Electronic Arts (EA)](https://portfolio-terminal.com/analyse/ea.md)
- [NXP Semiconductors (NXPI)](https://portfolio-terminal.com/analyse/nxpi.md)
- [Baker Hughes (BKR)](https://portfolio-terminal.com/analyse/bkr.md)
- [Keurig Dr Pepper (KDP)](https://portfolio-terminal.com/analyse/kdp.md)
- [Extra Space Storage (EXR)](https://portfolio-terminal.com/analyse/exr.md)
- [GE HealthCare (GEHC)](https://portfolio-terminal.com/analyse/gehc.md)
- [TE Connectivity (TEL)](https://portfolio-terminal.com/analyse/tel.md)
- [Quanta Services (PWR)](https://portfolio-terminal.com/analyse/pwr.md)
- [Otis Worldwide (OTIS)](https://portfolio-terminal.com/analyse/otis.md)
- [Gartner Inc. (IT)](https://portfolio-terminal.com/analyse/it.md)
- [Kroger Co. (KR)](https://portfolio-terminal.com/analyse/kr.md)
- [General Mills (GIS)](https://portfolio-terminal.com/analyse/gis.md)
- [CBRE Group (CBRE)](https://portfolio-terminal.com/analyse/cbre.md)
- [Edison International (EIX)](https://portfolio-terminal.com/analyse/eix.md)
- [Xcel Energy (XEL)](https://portfolio-terminal.com/analyse/xel.md)
- [Agilent Technologies (A)](https://portfolio-terminal.com/analyse/a.md)
- [HCA Healthcare (HCA)](https://portfolio-terminal.com/analyse/hca.md)
- [Cognizant Technology (CTSH)](https://portfolio-terminal.com/analyse/ctsh.md)
- [HP Inc. (HPQ)](https://portfolio-terminal.com/analyse/hpq.md)
- [Dow Inc. (DOW)](https://portfolio-terminal.com/analyse/dow.md)
- [WEC Energy Group (WEC)](https://portfolio-terminal.com/analyse/wec.md)
- [Arch Capital Group (ACGL)](https://portfolio-terminal.com/analyse/acgl.md)
- [Ford Motor Company (F)](https://portfolio-terminal.com/analyse/f.md)
- [Keysight Technologies (KEYS)](https://portfolio-terminal.com/analyse/keys.md)
- [Halliburton Company (HAL)](https://portfolio-terminal.com/analyse/hal.md)
- [Old Dominion Freight (ODFL)](https://portfolio-terminal.com/analyse/odfl.md)
- [DTE Energy (DTE)](https://portfolio-terminal.com/analyse/dte.md)
- [Diamondback Energy (FANG)](https://portfolio-terminal.com/analyse/fang.md)
- [Westinghouse Air Brake (WAB)](https://portfolio-terminal.com/analyse/wab.md)
- [Consolidated Edison (ED)](https://portfolio-terminal.com/analyse/ed.md)
- [AvalonBay Communities (AVB)](https://portfolio-terminal.com/analyse/avb.md)
- [Hershey Company (HSY)](https://portfolio-terminal.com/analyse/hsy.md)
- [Iron Mountain (IRM)](https://portfolio-terminal.com/analyse/irm.md)
- [Constellation Brands (STZ)](https://portfolio-terminal.com/analyse/stz.md)
- [Ingersoll Rand (IR)](https://portfolio-terminal.com/analyse/ir.md)
- [T. Rowe Price Group (TROW)](https://portfolio-terminal.com/analyse/trow.md)
- [Nucor Corporation (NUE)](https://portfolio-terminal.com/analyse/nue.md)
- [EQT Corporation (EQT)](https://portfolio-terminal.com/analyse/eqt.md)
- [PPG Industries (PPG)](https://portfolio-terminal.com/analyse/ppg.md)
- [Hartford Financial (HIG)](https://portfolio-terminal.com/analyse/hig.md)
- [Vulcan Materials (VMC)](https://portfolio-terminal.com/analyse/vmc.md)
- [Martin Marietta Materials (MLM)](https://portfolio-terminal.com/analyse/mlm.md)
- [DuPont de Nemours (DD)](https://portfolio-terminal.com/analyse/dd.md)
- [Equity Residential (EQR)](https://portfolio-terminal.com/analyse/eqr.md)
- [Fifth Third Bancorp (FITB)](https://portfolio-terminal.com/analyse/fitb.md)
- [Tractor Supply (TSCO)](https://portfolio-terminal.com/analyse/tsco.md)
- [Carnival Corporation (CCL)](https://portfolio-terminal.com/analyse/ccl.md)
- [Rockwell Automation (ROK)](https://portfolio-terminal.com/analyse/rok.md)
- [PulteGroup Inc. (PHM)](https://portfolio-terminal.com/analyse/phm.md)
- [M&T Bank Corporation (MTB)](https://portfolio-terminal.com/analyse/mtb.md)
- [eBay Inc. (EBAY)](https://portfolio-terminal.com/analyse/ebay.md)
- [Sysco Corporation (SYY)](https://portfolio-terminal.com/analyse/syy.md)
- [ON Semiconductor (ON)](https://portfolio-terminal.com/analyse/on.md)
- [Raymond James Financial (RJF)](https://portfolio-terminal.com/analyse/rjf.md)
- [Hewlett Packard Enterprise (HPE)](https://portfolio-terminal.com/analyse/hpe.md)
- [Take-Two Interactive (TTWO)](https://portfolio-terminal.com/analyse/ttwo.md)
- [PPL Corporation (PPL)](https://portfolio-terminal.com/analyse/ppl.md)
- [Centene Corporation (CNC)](https://portfolio-terminal.com/analyse/cnc.md)
- [Warner Bros. Discovery (WBD)](https://portfolio-terminal.com/analyse/wbd.md)
- [Public Service Enterprise (PEG)](https://portfolio-terminal.com/analyse/peg.md)
- [Broadridge Financial (BR)](https://portfolio-terminal.com/analyse/br.md)
- [Willis Towers Watson (WTW)](https://portfolio-terminal.com/analyse/wtw.md)
- [LyondellBasell Industries (LYB)](https://portfolio-terminal.com/analyse/lyb.md)
- [Ventas Inc. (VTR)](https://portfolio-terminal.com/analyse/vtr.md)
- [Regions Financial (RF)](https://portfolio-terminal.com/analyse/rf.md)
- [Delta Air Lines (DAL)](https://portfolio-terminal.com/analyse/dal.md)
- [Eversource Energy (ES)](https://portfolio-terminal.com/analyse/es.md)
- [Dover Corporation (DOV)](https://portfolio-terminal.com/analyse/dov.md)
- [Hubbell Incorporated (HUBB)](https://portfolio-terminal.com/analyse/hubb.md)
- [D.R. Horton (DHI)](https://portfolio-terminal.com/analyse/dhi.md)
- [Huntington Bancshares (HBAN)](https://portfolio-terminal.com/analyse/hban.md)
- [W. R. Berkley (WRB)](https://portfolio-terminal.com/analyse/wrb.md)
- [NetApp Inc. (NTAP)](https://portfolio-terminal.com/analyse/ntap.md)
- [Zimmer Biomet (ZBH)](https://portfolio-terminal.com/analyse/zbh.md)
- [Ameren Corporation (AEE)](https://portfolio-terminal.com/analyse/aee.md)
- [Darden Restaurants (DRI)](https://portfolio-terminal.com/analyse/dri.md)
- [Fortive Corporation (FTV)](https://portfolio-terminal.com/analyse/ftv.md)
- [Copart Inc. (CPRT)](https://portfolio-terminal.com/analyse/cprt.md)
- [Las Vegas Sands (LVS)](https://portfolio-terminal.com/analyse/lvs.md)
- [Biogen Inc. (BIIB)](https://portfolio-terminal.com/analyse/biib.md)
- [Zebra Technologies (ZBRA)](https://portfolio-terminal.com/analyse/zbra.md)
- [International Flavors (IFF)](https://portfolio-terminal.com/analyse/iff.md)
- [Genuine Parts Company (GPC)](https://portfolio-terminal.com/analyse/gpc.md)
- [Lennar Corporation (LEN)](https://portfolio-terminal.com/analyse/len.md)
- [United Airlines (UAL)](https://portfolio-terminal.com/analyse/ual.md)
- [FirstEnergy Corp. (FE)](https://portfolio-terminal.com/analyse/fe.md)
- [NVR Inc. (NVR)](https://portfolio-terminal.com/analyse/nvr.md)
- [Equifax Inc. (EFX)](https://portfolio-terminal.com/analyse/efx.md)
- [Xylem Inc. (XYL)](https://portfolio-terminal.com/analyse/xyl.md)
- [Gen Digital (GEN)](https://portfolio-terminal.com/analyse/gen.md)
- [Citizens Financial (CFG)](https://portfolio-terminal.com/analyse/cfg.md)
- [Southwest Airlines (LUV)](https://portfolio-terminal.com/analyse/luv.md)
- [Baxter International (BAX)](https://portfolio-terminal.com/analyse/bax.md)
- [KeyCorp (KEY)](https://portfolio-terminal.com/analyse/key.md)
- [State Street Corporation (STT)](https://portfolio-terminal.com/analyse/stt.md)
- [Northern Trust (NTRS)](https://portfolio-terminal.com/analyse/ntrs.md)
- [Clorox Company (CLX)](https://portfolio-terminal.com/analyse/clx.md)
- [Kinder Morgan (KMI)](https://portfolio-terminal.com/analyse/kmi.md)
- [Leidos Holdings (LDOS)](https://portfolio-terminal.com/analyse/ldos.md)
- [Teradyne Inc. (TER)](https://portfolio-terminal.com/analyse/ter.md)
- [Stanley Black & Decker (SWK)](https://portfolio-terminal.com/analyse/swk.md)
- [SBA Communications (SBAC)](https://portfolio-terminal.com/analyse/sbac.md)
- [Teledyne Technologies (TDY)](https://portfolio-terminal.com/analyse/tdy.md)
- [Waters Corporation (WAT)](https://portfolio-terminal.com/analyse/wat.md)
- [Cincinnati Financial (CINF)](https://portfolio-terminal.com/analyse/cinf.md)
- [McCormick & Company (MKC)](https://portfolio-terminal.com/analyse/mkc.md)
- [Jacobs Solutions (J)](https://portfolio-terminal.com/analyse/j.md)
- [Mid-America Apartment (MAA)](https://portfolio-terminal.com/analyse/maa.md)
- [International Paper (IP)](https://portfolio-terminal.com/analyse/ip.md)
- [CenterPoint Energy (CNP)](https://portfolio-terminal.com/analyse/cnp.md)
- [Cardinal Health (CAH)](https://portfolio-terminal.com/analyse/cah.md)
- [Masco Corporation (MAS)](https://portfolio-terminal.com/analyse/mas.md)
- [Insulet Corporation (PODD)](https://portfolio-terminal.com/analyse/podd.md)
- [Expeditors International (EXPD)](https://portfolio-terminal.com/analyse/expd.md)
- [Pentair plc (PNR)](https://portfolio-terminal.com/analyse/pnr.md)
- [Akamai Technologies (AKAM)](https://portfolio-terminal.com/analyse/akam.md)
- [Brown & Brown (BRO)](https://portfolio-terminal.com/analyse/bro.md)
- [Trimble Inc. (TRMB)](https://portfolio-terminal.com/analyse/trmb.md)
- [Eastman Chemical (EMN)](https://portfolio-terminal.com/analyse/emn.md)
- [NRG Energy (NRG)](https://portfolio-terminal.com/analyse/nrg.md)
- [LKQ Corporation (LKQ)](https://portfolio-terminal.com/analyse/lkq.md)
- [Targa Resources (TRGP)](https://portfolio-terminal.com/analyse/trgp.md)
- [UDR Inc. (UDR)](https://portfolio-terminal.com/analyse/udr.md)
- [Quest Diagnostics (DGX)](https://portfolio-terminal.com/analyse/dgx.md)
- [IDEX Corporation (IEX)](https://portfolio-terminal.com/analyse/iex.md)
- [Loews Corporation (L)](https://portfolio-terminal.com/analyse/l.md)
- [Tapestry Inc. (TPR)](https://portfolio-terminal.com/analyse/tpr.md)
- [Textron Inc. (TXT)](https://portfolio-terminal.com/analyse/txt.md)
- [American Water Works (AWK)](https://portfolio-terminal.com/analyse/awk.md)
- [Packaging Corp of America (PKG)](https://portfolio-terminal.com/analyse/pkg.md)
- [Camden Property Trust (CPT)](https://portfolio-terminal.com/analyse/cpt.md)
- [Ball Corporation (BALL)](https://portfolio-terminal.com/analyse/ball.md)
- [Align Technology (ALGN)](https://portfolio-terminal.com/analyse/algn.md)
- [Globe Life Inc. (GL)](https://portfolio-terminal.com/analyse/gl.md)
- [Snap-on Incorporated (SNA)](https://portfolio-terminal.com/analyse/sna.md)
- [J.B. Hunt Transport (JBHT)](https://portfolio-terminal.com/analyse/jbht.md)
- [FactSet Research (FDS)](https://portfolio-terminal.com/analyse/fds.md)
- [Essex Property Trust (ESS)](https://portfolio-terminal.com/analyse/ess.md)
- [Domino's Pizza (DPZ)](https://portfolio-terminal.com/analyse/dpz.md)
- [MGM Resorts (MGM)](https://portfolio-terminal.com/analyse/mgm.md)
- [Pool Corporation (POOL)](https://portfolio-terminal.com/analyse/pool.md)
- [Jack Henry & Associates (JKHY)](https://portfolio-terminal.com/analyse/jkhy.md)
- [Avery Dennison (AVY)](https://portfolio-terminal.com/analyse/avy.md)
- [J.M. Smucker (SJM)](https://portfolio-terminal.com/analyse/sjm.md)
- [NiSource Inc. (NI)](https://portfolio-terminal.com/analyse/ni.md)
- [Estée Lauder (EL)](https://portfolio-terminal.com/analyse/el.md)
- [Celanese Corporation (CE)](https://portfolio-terminal.com/analyse/ce.md)
- [Regency Centers (REG)](https://portfolio-terminal.com/analyse/reg.md)
- [Host Hotels & Resorts (HST)](https://portfolio-terminal.com/analyse/hst.md)
- [Charles River Laboratories (CRL)](https://portfolio-terminal.com/analyse/crl.md)
- [Bunge Global (BG)](https://portfolio-terminal.com/analyse/bg.md)
- [Bio-Techne Corporation (TECH)](https://portfolio-terminal.com/analyse/tech.md)
- [Kimco Realty (KIM)](https://portfolio-terminal.com/analyse/kim.md)
- [C.H. Robinson (CHRW)](https://portfolio-terminal.com/analyse/chrw.md)
- [Advance Auto Parts (AAP)](https://portfolio-terminal.com/analyse/aap.md)
- [BXP Inc. (BXP)](https://portfolio-terminal.com/analyse/bxp.md)
- [Skyworks Solutions (SWKS)](https://portfolio-terminal.com/analyse/swks.md)
- [Universal Health Services (UHS)](https://portfolio-terminal.com/analyse/uhs.md)
- [BorgWarner Inc. (BWA)](https://portfolio-terminal.com/analyse/bwa.md)
- [F5 Inc. (FFIV)](https://portfolio-terminal.com/analyse/ffiv.md)
- [Hasbro Inc. (HAS)](https://portfolio-terminal.com/analyse/has.md)
- [Wynn Resorts (WYNN)](https://portfolio-terminal.com/analyse/wynn.md)
- [Assurant Inc. (AIZ)](https://portfolio-terminal.com/analyse/aiz.md)
- [Molson Coors (TAP)](https://portfolio-terminal.com/analyse/tap.md)
- [News Corporation (NWS)](https://portfolio-terminal.com/analyse/nws.md)
- [Hormel Foods (HRL)](https://portfolio-terminal.com/analyse/hrl.md)
- [Campbell Soup (CPB)](https://portfolio-terminal.com/analyse/cpb.md)
- [Mohawk Industries (MHK)](https://portfolio-terminal.com/analyse/mhk.md)
- [Paramount Global (PARA)](https://portfolio-terminal.com/analyse/para.md)
- [Federal Realty (FRT)](https://portfolio-terminal.com/analyse/frt.md)
- [Franklin Resources (BEN)](https://portfolio-terminal.com/analyse/ben.md)
- [Invesco Ltd. (IVZ)](https://portfolio-terminal.com/analyse/ivz.md)
- [News Corp Class A (NWSA)](https://portfolio-terminal.com/analyse/nwsa.md)
- [Mosaic Company (MOS)](https://portfolio-terminal.com/analyse/mos.md)
- [Whirlpool Corporation (WHR)](https://portfolio-terminal.com/analyse/whr.md)
- [Albemarle Corporation (ALB)](https://portfolio-terminal.com/analyse/alb.md)
- [Ralph Lauren (RL)](https://portfolio-terminal.com/analyse/rl.md)
- [DaVita Inc. (DVA)](https://portfolio-terminal.com/analyse/dva.md)
- [A.O. Smith (AOS)](https://portfolio-terminal.com/analyse/aos.md)
- [Match Group (MTCH)](https://portfolio-terminal.com/analyse/mtch.md)
- [Paycom Software (PAYC)](https://portfolio-terminal.com/analyse/payc.md)
- [Norwegian Cruise Line (NCLH)](https://portfolio-terminal.com/analyse/nclh.md)
- [APA Corporation (APA)](https://portfolio-terminal.com/analyse/apa.md)
- [Caesars Entertainment (CZR)](https://portfolio-terminal.com/analyse/czr.md)
- [Generac Holdings (GNRC)](https://portfolio-terminal.com/analyse/gnrc.md)
- [Devon Energy (DVN)](https://portfolio-terminal.com/analyse/dvn.md)
- [Incyte Corporation (INCY)](https://portfolio-terminal.com/analyse/incy.md)
- [Etsy Inc. (ETSY)](https://portfolio-terminal.com/analyse/etsy.md)
- [Pinnacle West Capital (PNW)](https://portfolio-terminal.com/analyse/pnw.md)
- [Zions Bancorporation (ZION)](https://portfolio-terminal.com/analyse/zion.md)
- [Erie Indemnity (ERIE)](https://portfolio-terminal.com/analyse/erie.md)
- [Robert Half (RHI)](https://portfolio-terminal.com/analyse/rhi.md)
- [Western Digital (WDC)](https://portfolio-terminal.com/analyse/wdc.md)
- [Allegion plc (ALLE)](https://portfolio-terminal.com/analyse/alle.md)
- [Qorvo Inc. (QRVO)](https://portfolio-terminal.com/analyse/qrvo.md)
- [PTC Inc. (PTC)](https://portfolio-terminal.com/analyse/ptc.md)
- [AES Corporation (AES)](https://portfolio-terminal.com/analyse/aes.md)
- [Enphase Energy (ENPH)](https://portfolio-terminal.com/analyse/enph.md)
- [Aptiv PLC (APTV)](https://portfolio-terminal.com/analyse/aptv.md)
- [Revvity Inc. (RVTY)](https://portfolio-terminal.com/analyse/rvty.md)
- [Moderna Inc. (MRNA)](https://portfolio-terminal.com/analyse/mrna.md)
- [FMC Corporation (FMC)](https://portfolio-terminal.com/analyse/fmc.md)
- [Schneider Electric SE (SU.PA)](https://portfolio-terminal.com/analyse/su-pa.md)
- [SPDR S&P 500 ETF Trust (SPY)](https://portfolio-terminal.com/analyse/spy.md)
- [Invesco QQQ Trust (QQQ)](https://portfolio-terminal.com/analyse/qqq.md)
- [Vanguard Total Stock Market ETF (VTI)](https://portfolio-terminal.com/analyse/vti.md)
- [Vanguard S&P 500 ETF (VOO)](https://portfolio-terminal.com/analyse/voo.md)
- [iShares Core S&P 500 ETF (IVV)](https://portfolio-terminal.com/analyse/ivv.md)
- [Vanguard FTSE Developed Markets ETF (VEA)](https://portfolio-terminal.com/analyse/vea.md)
- [Vanguard FTSE Emerging Markets ETF (VWO)](https://portfolio-terminal.com/analyse/vwo.md)
- [iShares Core U.S. Aggregate Bond ETF (AGG)](https://portfolio-terminal.com/analyse/agg.md)
- [Vanguard Total Bond Market ETF (BND)](https://portfolio-terminal.com/analyse/bnd.md)
- [SPDR Gold Shares (GLD)](https://portfolio-terminal.com/analyse/gld.md)
- [iShares Silver Trust (SLV)](https://portfolio-terminal.com/analyse/slv.md)
- [Vanguard Real Estate ETF (VNQ)](https://portfolio-terminal.com/analyse/vnq.md)
- [Technology Select Sector SPDR (XLK)](https://portfolio-terminal.com/analyse/xlk.md)
- [Financial Select Sector SPDR (XLF)](https://portfolio-terminal.com/analyse/xlf.md)
- [Energy Select Sector SPDR (XLE)](https://portfolio-terminal.com/analyse/xle.md)
- [Health Care Select Sector SPDR (XLV)](https://portfolio-terminal.com/analyse/xlv.md)
- [Industrial Select Sector SPDR (XLI)](https://portfolio-terminal.com/analyse/xli.md)
- [Consumer Discretionary Select Sector SPDR (XLY)](https://portfolio-terminal.com/analyse/xly.md)
- [Consumer Staples Select Sector SPDR (XLP)](https://portfolio-terminal.com/analyse/xlp.md)
- [ARK Innovation ETF (ARKK)](https://portfolio-terminal.com/analyse/arkk.md)
- [Schwab U.S. Dividend Equity ETF (SCHD)](https://portfolio-terminal.com/analyse/schd.md)
- [Vanguard Dividend Appreciation ETF (VIG)](https://portfolio-terminal.com/analyse/vig.md)
- [JPMorgan Equity Premium Income ETF (JEPI)](https://portfolio-terminal.com/analyse/jepi.md)
- [VanEck Semiconductor ETF (SMH)](https://portfolio-terminal.com/analyse/smh.md)
- [iShares Semiconductor ETF (SOXX)](https://portfolio-terminal.com/analyse/soxx.md)
- [iShares 20+ Year Treasury Bond ETF (TLT)](https://portfolio-terminal.com/analyse/tlt.md)
- [iShares Russell 2000 ETF (IWM)](https://portfolio-terminal.com/analyse/iwm.md)
- [iShares MSCI Emerging Markets ETF (EEM)](https://portfolio-terminal.com/analyse/eem.md)
- [iShares MSCI EAFE ETF (EFA)](https://portfolio-terminal.com/analyse/efa.md)

## Market notes

- [Stock market week in review, Sept. 28–Oct. 2, 2026: the 10-year’s highest since 2002](https://portfolio-terminal.com/blog/stock-market-week-in-review-october-2-2026.md): S&P 500 7,722.72 (−0.27% on the week). Nasdaq 27,190.86 (+0.45%). Dow 51,176.96 (−1.26%). Russell 2000 −0.16%. The 10-year Treasury yield closed at 5.277%, after 5.293% on Sept. 30, its highest since 2002. September payrolls: +29,000. (2026-10-04)
- [Nike at $35 is not the deal of a lifetime. What would $500 for 10 years do?](https://portfolio-terminal.com/blog/nike-stock-500-dollars-10-years.md): Nike closed at $35.15 on October 1, 2026, 80.2% under its 2021 record and its lowest close since October 2013. We priced a $500, 10-year bet in eight scenarios from Nike's own numbers: it beats an S&P 500 fund's median decade ($1,329) only if Nike earns its 2022 record profit again. (2026-10-02)
- [Do commodities drive the stock market? We measured 13 oil spikes since 1970](https://portfolio-terminal.com/blog/how-commodity-prices-affect-stock-market.md): US crude oil rose 50% or more in a year 13 times from 1970 to 2026. Inflation climbed all 13 times. The S&P 500 fell in 5 of the 8 spikes that took oil to a 5-year high and rose in all 5 that did not. What moved, what held up, and what it means for a portfolio. (2026-09-30)
- [August PCE inflation: 3.4%, core 3.0%, and a July that was rewritten](https://portfolio-terminal.com/blog/pce-inflation-august-2026.md): PCE inflation was 3.4% in August 2026 and core PCE 3.0%, under the 3.7% and 3.3% forecast. But the same release revised July to 3.4% and 3.0%: August did not cool, the past did. What it means for bonds, stocks and your portfolio. (2026-09-30)
- [Nvidia's $150 billion buyback: what the 24 record buybacks before it did next](https://portfolio-terminal.com/blog/nvidia-150-billion-buyback-record-buybacks.md): Nvidia's $150 billion buyback, announced September 28, 2026, is the largest ever in dollars but only 2.8% of its value. Of the 21 earlier US buybacks of $50 billion or more with a year behind them, 12 beat the S&P 500 over the next 12 months, by a median 2.6 points. (2026-09-29)
- [What held up when bond yields spiked? 20 episodes since 1963](https://portfolio-terminal.com/blog/portfolio-when-bond-yields-rise.md): Since 1963 the 10-year Treasury yield jumped 1 point or more in a year 20 times. In the 7 when stocks fell, 10-year Treasuries lost money every time and T-bills made money every time; a 60/40 with Treasuries lost a median 6.6%, one with T-bills 2.5%. (2026-09-29)
- [Anthropic IPO leak: $4.6B in revenue, but what does $42B in losses mean?](https://portfolio-terminal.com/blog/anthropic-ipo-leak-revenue-losses-2026.md): Anthropic IPO leaks show $4.6B revenue and a $42B net loss. Understand the accounting charge, compute commitments and valuation before reading the headlines. (2026-09-29)
- [Do stocks fall when bond yields rise? 20 yield spikes since 1963](https://portfolio-terminal.com/blog/do-stocks-fall-when-bond-yields-rise.md): Since 1963 the 10-year Treasury yield rose 1 point or more in a year 20 times. The S&P 500 fell over that year in 7, all with inflation at 3% or more; with inflation under 3%, it rose every time. Today: yield +1.02 points, inflation 3.4%. (2026-09-26)
- [Stock market week in review, Sept. 21–25, 2026: stocks up, the 10-year at 5.18%](https://portfolio-terminal.com/blog/stock-market-week-in-review-september-25-2026.md): S&P 500 7,743.41 (+1.21% on the week). Nasdaq 27,068.72 (+2.06%). Dow 51,828.62 (+0.28%). Russell 2000 −0.80%. The 10-year Treasury yield closed at 5.184%, its highest since July 2007. What moved markets Sept. 21–25, 2026. (2026-09-26)
- [30 popular ETFs, 435 pairs: which ones are the same fund?](https://portfolio-terminal.com/blog/etf-overlap-which-etfs-are-the-same.md): VOO and VTI are 88.6% the same money, VOO and QQQ 53.8%, SCHD and VOO 7.9%. We measured all 435 pairs of 30 popular ETFs on the issuers’ full holdings files, and why top-10 calculators get most of them wrong. (2026-09-25)
- [Does a stock drop by the dividend on the ex-date? We measured 14,012](https://portfolio-terminal.com/blog/stock-price-drop-ex-dividend-date.md): On 14,012 ex-dividend days from 2016 to 2026, US stocks and ETFs opened a median 85.5 cents lower per $1 of dividend, not the full dollar. The bigger the payout, the closer the drop came to it. Recovery took a median of 1 session. The data, by dividend size. (2026-09-25)
- [Why stocks fall after beating earnings: we checked 1,476 reports](https://portfolio-terminal.com/blog/why-stocks-fall-after-beating-earnings.md): Of 1,250 US earnings reports that beat the EPS consensus from September 2025 to September 2026, 47.3% were followed by a lower close the next session. A beat under 5% fell more often than not. The data, by surprise size, timing and sector. (2026-09-25)
- [Ondo puts BlackRock-designed portfolios onchain. What it means for the ONDO token](https://portfolio-terminal.com/blog/ondo-blackrock-onchain-portfolios-ondo-token-2026.md): On Sept. 24, 2026, Ondo launched three portfolio tokens built on BlackRock model strategies. What they are, what BlackRock actually does, where Ondo stands in tokenized assets, and why the ONDO token, 80% under its 2024 peak, is a different bet from the products. (2026-09-24)
- [The 10-year Treasury yield closes at 5.11%, its highest since 2007](https://portfolio-terminal.com/blog/10-year-treasury-yield-5-11-percent-september-23-2026.md): The 10-year Treasury yield closed at 5.11% on Sept. 23, 2026, up 0.15 points in a day and its highest close since July 2007. The 2-year rose to 4.85% and the 30-year to 5.40%. Why it jumped, and what it means for bonds, stocks and loans. (2026-09-24)
- [Meta stock is up 35% in a month. What Muse and Connect 2026 changed](https://portfolio-terminal.com/blog/meta-stock-up-35-percent-connect-2026.md): Meta closed at $744.10 on Sept. 23, 2026, up 35.3% in 22 sessions while the Nasdaq gained 2.9%. What drove it (the Muse AI agent, a Wells Fargo upgrade), what Connect 2026 launched, from $1,299.99 VR Glasses to Ray-Ban Meta Gen 3, and the risks now priced in. (2026-09-24)
- [Long-term Treasuries at 5%: what you can gain, what you can lose, and how to hedge](https://portfolio-terminal.com/blog/treasury-bonds-rising-yields-risk-hedge-2026.md): The 30-year Treasury pays 5.29%, its highest since 2007. We measured what 10, 20 and 30-year bonds gain or lose if yields move, tested whether machine learning can call the next move, and looked at what actually protected investors in 2022. (2026-09-24)
- [Can you trade coffee on the weather? We backtested it, 2016–2026](https://portfolio-terminal.com/blog/trade-coffee-weather-backtest-2026.md): Arabica jumped 27% in five sessions in July 2026 without a single cold night in the coffee belt. We backtested a Brazil weather model on coffee futures: −10.6% out of sample. Here is why, and which coffee stocks really feel the bean. (2026-09-23)
- [Stock market week in review, Sept. 21–22, 2026: tech leads the bounce](https://portfolio-terminal.com/blog/stock-market-week-in-review-september-22-2026.md): S&P 500 +1.49% to 7,764.64. Nasdaq +2.72% to 27,244.28. Dow +0.35% to 51,863.69. 10-year Treasury yield 4.968%. What moved markets Sept. 21–22, 2026. (2026-09-23)
- [How Russia, Saudi Arabia and oil move your portfolio — and whether gold protects it](https://portfolio-terminal.com/blog/russia-saudi-oil-gold-portfolio.md): Drones shut Saudi Arabia’s Hormuz bypass and Putin warned Europe of war in the same week. How an oil shock reaches your stocks, why Europe feels it first, what gold really did last time, and a replay you can run on your own holdings. (2026-09-19)
- [The Fed raises rates to 3.75%–4%, its first hike since 2023](https://portfolio-terminal.com/blog/fed-raises-rates-september-2026.md): The Fed voted 12–0 on Sept. 16 to raise rates a quarter point, its first hike since July 2023. Why it moved now, and what the new dot plot says comes next. (2026-09-19)
- [The 10-year Treasury yield tops 5% for the first time since 2007](https://portfolio-terminal.com/blog/10-year-treasury-yield-5-percent-2026.md): 10-year Treasury yield closes: 5.006% on Sept. 16, 2026, the highest since July 2007; 4.947% on Sept. 17; 4.998% on Sept. 18. Why it climbed, and what 5% means for bonds, mortgages and stocks. (2026-09-19)
- [Stock market week in review, Sept. 14–18, 2026: Fed hike, 5% yields and a tech rebound](https://portfolio-terminal.com/blog/stock-market-week-in-review-september-18-2026.md): Closes on Friday, Sept. 18, 2026: S&P 500 7,650.50, Dow 51,682.64, Nasdaq 26,522.54, 10-year Treasury yield 4.998%. The Fed week in review: flat S&P, Dow −1.7%, yields at 5%. (2026-09-19)

## Guides

- [How to Calculate Your Portfolio Return (and Why Your Broker Disagrees)](https://portfolio-terminal.com/blog/calculate-portfolio-return.md): Your broker says one number, your spreadsheet says another, and neither is wrong. Here is what simple, money-weighted and time-weighted returns each measure, and which one answers your question. (2026-09-20)
- [How to Benchmark Your Portfolio Against the S&P 500](https://portfolio-terminal.com/blog/benchmark-portfolio-against-sp500.md): Beating the market depends entirely on which market you picked. Over the same three years four common benchmarks were 43 points apart, and most portfolios should not be measured against any of them alone. (2026-09-20)
- [Where Your Holdings Hide: 17 Brokers, 6 Names for One Screen](https://portfolio-terminal.com/blog/where-your-holdings-hide.md): No two brokers agree on what to call the page that lists what you own. We recorded the menu path at 17 of them. Six different names, and seven make you go looking. (2026-09-20)
- [How to Track Your Portfolio Without Spreadsheet Chaos](https://portfolio-terminal.com/blog/track-portfolio-without-spreadsheet-chaos.md): If your holdings only make sense after a few spreadsheet fixes, this guide shows a simpler way to keep performance, income, and risk in one view. (2026-04-01)
- [Is My Portfolio Actually Diversified?](https://portfolio-terminal.com/blog/is-my-portfolio-diversified.md): A portfolio can look busy and still be concentrated. This checklist helps you spot hidden overlap in positions, sectors, currencies, and risk. (2026-03-31)
- [How Trump’s Iran ultimatum is hitting markets](https://portfolio-terminal.com/blog/how-trumps-iran-ultimatum-is-hitting-markets.md): A plain-English market note on why the Strait of Hormuz matters, how oil can turn into an inflation story, and why stocks care long before the headline feels obvious. (2026-03-23)
- [What the Fed Actually Changes for Stocks, Rates, and the Economy](https://portfolio-terminal.com/blog/what-the-fed-actually-changes.md): A plain-English explainer on why everyone watches the Federal Reserve, what rate decisions change in real life, and why markets often move before the headline feels obvious. (2026-03-19)
- [Debt-to-Equity Ratio: How to Evaluate Financial Leverage in 2026](https://portfolio-terminal.com/blog/debt-to-equity-ratio.md): The debt-to-equity ratio shows how much a company relies on borrowed money. Learn the formula, sector benchmarks, and the red flags that signal excessive leverage. (2026-02-21)
- [Free Cash Flow: The Key Metric for Stock Analysis in 2026](https://portfolio-terminal.com/blog/free-cash-flow-stock-analysis.md): Free cash flow shows what a business truly earns after reinvestment. Learn how to calculate FCF, read FCF yield, and spot the red flags investors miss. (2026-02-03)
- [ROIC: The Profitability Metric That Beats EPS in 2026](https://portfolio-terminal.com/blog/roic-return-on-invested-capital.md): ROIC shows how efficiently a company turns invested capital into profit. Learn the formula, how to compare to WACC, and how to spot compounding machines. (2026-02-03)
- [Interest Coverage Ratio: Measure Debt Risk in 2026](https://portfolio-terminal.com/blog/interest-coverage-ratio.md): The interest coverage ratio reveals if a company can comfortably pay its debt. Learn the formula, benchmarks, and the red flags that signal stress. (2026-02-03)
- [Complete Guide: How to Analyze a Stock in 2026](https://portfolio-terminal.com/blog/complete-guide-stock-analysis-2026.md): Master fundamental and technical analysis to make informed investment decisions. Discover key metrics, signals to watch, and professional tools used by investors. (2026-01-29)
- [Understanding the P/E Ratio: Complete Guide for Investors](https://portfolio-terminal.com/blog/understanding-pe-ratio.md): The P/E ratio is the most used indicator in the stock market. Learn how to interpret it correctly, its limitations, and how to use it in your analysis. (2026-01-29)
- [Volatility and Beta: How to Measure Stock Risk](https://portfolio-terminal.com/blog/volatility-beta-risk.md): Understand volatility and beta to evaluate the risk of your investments. Practical guide with concrete examples and strategies adapted to your profile. (2026-01-29)
- [How to Build a Smart DCA Strategy in 2026](https://portfolio-terminal.com/blog/smart-dca-strategy-2026.md): Experience report + mini framework to structure a multi-pocket DCA (tax-advantaged accounts, brokerage, crypto) without overthinking it. (2025-10-21)

## Free tools

- [Crash test](https://portfolio-terminal.com/crash-test): replay a real crash (2020, 2022, 2024) on a portfolio.
- [Portfolio X-Ray](https://portfolio-terminal.com/x-ray): hidden concentration across funds.
- [Stock and ETF comparisons](https://portfolio-terminal.com/compare): 5-year head-to-heads.
- [ETF overlap tool](https://portfolio-terminal.com/etf-overlap): how much two ETFs hold in common, from the issuers' full holdings files; each fund's full list at /etf/<ticker>/holdings (CSV at /etf/<ticker>/holdings.csv).
- [ETF fee calculator](https://portfolio-terminal.com/etf-fee-calculator): what an expense ratio costs in dollars over up to 50 years, fees plus the growth they would have earned, with live fees for 14 popular ETFs.
- [Dividend calendar](https://portfolio-terminal.com/dividend-calendar): US stocks and ETFs going ex-dividend in the next ten trading days, with dividend per share, yield and pay date, updated twice a day; one page per month.
- [Earnings calendar](https://portfolio-terminal.com/earnings-calendar): US companies reporting in the next ten trading days, before the open or after the close, with EPS and revenue estimates, updated twice a day; one page per month.
- [Research](https://portfolio-terminal.com/research): investing ideas tested on real market data, out of sample and after costs, including the ones that failed.

## Optional

- [Sitemap](https://portfolio-terminal.com/sitemap.xml)
- Author: Julien Esnault