STRN yields 0.20% · MCD yields 2.35%● Live data
📍 MCD pulled ahead of the other in Year 1
Combined, STRN + MCD cover 0 of 12 months — good coverage
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STRN is actively managed with exposure to large-cap companies listed on US exchanges. The investment universe begins with the 800 largest US equities, then narrowing it to the top 50% based on stock price momentum and intrinsic value analysis. Using proprietary quantitative ranking, the top 25% are further filtered by historical price momentum and performance trends. The final portfolio comprises 25 stocks weighted by market-cap, with individual positions capped at 8% and a minimum 1% position size. Sector exposure is limited to 30%. The fund utilizes third-party tools, public data, and industry trends to optimize risk-return characteristics in the aim of providing returns that may exceed those of the S&P 500 Index. Positions are reassessed monthly.
Full STRN Calculator →McDonald's Corporation operates and franchises McDonald's restaurants in the United States and internationally. Its restaurants offer hamburgers and cheeseburgers, chicken sandwiches and nuggets, wraps, fries, salads, oatmeal, shakes, desserts, sundaes, soft serve cones, bakery items, soft drinks, coffee, and beverages and other beverages, as well as breakfast menu, including biscuit and bagel sandwiches, breakfast burritos, hotcakes, and other sandwiches. As of December 31, 2021, the company operated 40,031 restaurants. McDonald's Corporation was founded in 1940 and is headquartered in Chicago, Illinois.
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.