Dividend FundAll model portfoliosExplore All, Core, Small Cap, International and Upcoming Champions. Each model selects 20 positions from its own calculator, using the supplied Q-scores to select and size holdings within a balanced sector mix.
Selects across the entire ALL calculator, including the four specialist lists. It is its own $100K model, not a combination of the four other budgets.
The calculator’s established Core candidates, with a mix of dividend-growth sectors.
Uses the publisher’s Small Cap list. Source membership is preserved even when a company’s reported market cap has grown.
Uses the International list’s original stock-exchange listings. Historical results include exchange-rate movements in USD.
Uses the Upcoming Champions list, including companies with shorter dividend-increase records than established champions.
Choose the highest-scoring available candidate from the least-represented sector, breaking ties by source ticker. Repeat to 20 holdings, then allocate equally with whole-dollar rounding. The result follows the report’s principles of diversification and equal position sizes, using our own explicit selection rule.
The source lists overlap and are not synchronized live accounts. The five CSVs contain 217 distinct companies in total. Q-scores and yields are saved source values with no effective date in the exports. Portfolio choices and historical illustrations are Income Lens models, not Nanalyze’s published account or future-return forecasts.
The previous $1M selections, weights and rationale remain unchanged for historical comparison.
View original AI recommendation