## Portfolio:

PM ScorePortfolio Monkey rates how well-constructed your portfolio is on a scale of one-half banana (worst) to five bananas (best). The rating is based on four individual categories: return potential, riskiness, diversification, and how optimized it is. Learn More**PM Score:**

- Expected ReturnThis is an estimate of how much your portfolio is expected to return on an annualized basis over your investment horizon given current assumptions. Learn moreExpected Return: 7.3%
- Volatility This is how much your portfolio is likely to deviate from the expected return. The higher the volatility, the riskier your portfolio. Learn MoreVolatility: 11.1%
- Efficiency Ratio This measures your portfolio’s expected “bang for the buck”. The higher the efficiency ratio, the better your portfolio is at generating expected returns per unit of risk. Learn more Efficiency Ratio: 0.63

## Portfolio Analysis Results

What this means in dollar terms:

- In any given year:
- -Your portfolio is expected to gain $89,423
- -You have an 80% chance that your actual gain will be between $-85,471 and $264,317
- -You have a 1% chance that your portfolio will lose at least $123,234

**PM Score:**

- Expected ReturnThis is an estimate of how much your portfolio is expected to return on an annualized basis over your investment horizon given current assumptions. Learn moreExpected Return Volatility This is how much your portfolio is likely to deviate from the expected return. The higher the volatility, the riskier your portfolio. Learn MoreVolatility Efficiency Ratio This measures your portfolio’s expected “bang for the buck”. The higher the efficiency ratio, the better your portfolio is at generating expected returns per unit of risk. Learn more Efficiency Ratio
- 7.3% 11.1% 0.63
- (Average) (Low) (Average)

Well done! Dogs of the Dow has relatively high return potential, efficiently manages risk, has moderate expected volatility, and is well diversified. You may still be able to improve.

- Name Symbol Expected Return Volatility
- Verizon Communications VZ 7.3% 14.5%
- Pfizer Inc. PFE 8.1% 14.4%
- Merck & Co Inc. MRK 8.7% 14.7%
- Johnson & Johnson JNJ 10.8% 11.8%
- Intel Corporation INTC 7.8% 20.3%
- E. I. du Pont de Nemou... DD 3.8% 27.2%
- McDonald's Corporation MCD 10.2% 12.4%
- Chevron Corporation CVX -2.8% 18.2%
- CASH 0.0% 0.0%

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- Name Symbol Shares
- Verizon Communi... VZ 2716
- Pfizer Inc. PFE 5063
- Merck & Co Inc. MRK 2783
- Johnson & Johnson JNJ 1483
- Intel Corporation INTC 4470
- E. I. du Pont d... DD 1849
- McDonald's Corp... MCD 1170
- Chevron Corpora... CVX 942
- CASH $0.00