Welcome to the Smart Value Invest Score Tracker. This tool follows a theoretical $10,000 portfolio invested in the Top 10 highest-ranked stocks and REITs based on our SVI Score. Updated regularly, it lets you see how different investment strategies perform across U.S. stocks, international markets, REITs, and Brazilian equities.
U.S. Listed Stocks Tracker
| Symbol | Price 09/2025 | Score 09/2025 | Valuation 09/2025 | Weight % | Amount Invested | Shares Invested | Current Price | Current Net Worth | Gain/Loss | Gain/Loss % |
|---|---|---|---|---|---|---|---|---|---|---|
| MPLX | 50.5 | 83 | VU | 15.4 | 1540 | 30.50 | 50.86 | 1551.0 | 11.0 | 0.71% |
| TAIT | 2.1 | 76 | MU | 9.4 | 940 | 447.62 | 2.59 | 1159.3 | 219.3 | 23.33% |
| PPRUY | 27.8 | 73 | MU | 9.4 | 940 | 33.81 | 31.59 | 1068.2 | 128.2 | 13.63% |
| VZ | 44.3 | 68 | MU | 9.4 | 940 | 21.22 | 43.72 | 927.7 | -12.3 | -1.31% |
| MMM | 155 | 67 | MU | 9.4 | 940 | 6.06 | 155.22 | 941.3 | 1.3 | 0.14% |
| C | 95.4 | 67 | MU | 9.4 | 940 | 9.85 | 102.26 | 1007.6 | 67.6 | 7.19% |
| PKBK | 22.4 | 65 | MU | 9.4 | 940 | 41.96 | 22.32 | 936.6 | -3.4 | -0.36% |
| VZ | 44.2 | 68 | MU | 9.4 | 940 | 21.27 | 43.72 | 929.8 | -10.2 | -1.09% |
| GOOG | 235 | 65 | MU | 9.4 | 940 | 4.00 | 250.47 | 1001.9 | 61.9 | 6.58% |
| TSM | 243 | 65 | MU | 9.4 | 940 | 3.87 | 267.1 | 1033.2 | 93.2 | 9.92% |
| Total | 10000 | 10556.6 | 556.6 | 5.57% |
How We Score U.S. Stocks
U.S. companies are measured mainly on growth and profitability. The SVI Score combines four key valuation metrics:
- Price-to-Earnings Upside — 35%
- Price-to-Book Upside — 10%
- Earnings Yield — 35%
- EPS Growth (5y) — 20%
Formula: 0.35×PE Upside + 0.10×PB Upside + 0.35×Earnings Yield + 0.20×EPS Growth
View the latest U.S. stock scores here
Ex-U.S. Stocks Tracker
| Symbol | Price 09/2025 | Score 09/2025 | Valuation 09/2025 | Weight % | Amount Invested | Shares Invested | Current Price | Current Net Worth | Gain/Loss | Gain/Loss % |
|---|---|---|---|---|---|---|---|---|---|---|
| LND | 3.9 | 80 | VU | 15.4 | 1540 | 394.9 | 3.9 | 1540.00 | 0.00 | 0.00% |
| VBREY | 9.6 | 79 | MU | 9.4 | 940 | 97.9 | 9.13 | 893.98 | -46.02 | -4.90% |
| BDORY | 3.9 | 74 | MU | 9.4 | 940 | 241.0 | 4.21 | 1014.72 | 74.72 | 7.95% |
| UGP | 3.9 | 67 | MU | 9.4 | 940 | 241.0 | 3.97 | 956.87 | 16.87 | 1.79% |
| PBR | 12.2 | 66 | MU | 9.4 | 940 | 77.0 | 12.81 | 987.00 | 47.00 | 5.00% |
| CIG | 2 | 66 | MU | 9.4 | 940 | 470.0 | 2.12 | 996.40 | 56.40 | 6.00% |
| BBSEY | 5.9 | 59 | MU | 9.4 | 940 | 159.3 | 6.15 | 979.83 | 39.83 | 4.24% |
| SID | 1.45 | 54 | MU | 9.4 | 940 | 648.3 | 1.52 | 985.38 | 45.38 | 4.83% |
| EQNR | 23.8 | 51 | MU | 9.4 | 940 | 39.5 | 24.58 | 970.81 | 30.81 | 3.28% |
| EGIEY | 7.25 | 47 | MU | 9.4 | 940 | 129.7 | 7.63 | 989.27 | 49.27 | 5.24% |
| Total | 10000 | 10314.25 | 314.25 | 3.14% |
How We Score International Stocks
For global markets, the model adjusts to account for higher risk and diverse accounting standards:
- Price-to-Earnings Upside — 30%
- Price-to-Book Upside — 20%
- Earnings Yield — 30%
- EPS Growth (5y) — 20%
Formula: 0.30×PE Upside + 0.20×PB Upside + 0.30×Earnings Yield + 0.20×EPS Growth
See the latest Ex-U.S. stock scores
REITs Tracker
| Symbol | Price 09/2025 | Score 09/2025 | Valuation 09/2025 | Weight % | Amount Invested | Shares Invested | Current Price | Current Net Worth | Gain/Loss | Gain/Loss % |
|---|---|---|---|---|---|---|---|---|---|---|
| EFRTF | 5.55 | 90 | VU | 15.4 | 1540 | 277.5 | 5.71 | 1584.40 | 44.40 | 2.88% |
| O | 59.25 | 65 | MU | 15 | 1500 | 25.3 | 59.15 | 1497.47 | -2.53 | -0.17% |
| PLYM | 22.4 | 75 | MU | 15 | 1500 | 67.0 | 21.93 | 1468.53 | -31.47 | -2.10% |
| ARE | 85 | 65 | MU | 15 | 1500 | 17.6 | 87.14 | 1537.76 | 37.76 | 2.52% |
| APLE | 13.04 | 55 | FV | 6.6 | 660 | 50.6 | 12.64 | 639.75 | -20.25 | -3.07% |
| STAG | 37 | 53 | FV | 6.6 | 660 | 17.8 | 35.37 | 630.92 | -29.08 | -4.41% |
| VICI | 33.6 | 50 | FV | 6.6 | 660 | 19.6 | 32.14 | 631.32 | -28.68 | -4.35% |
| SPG | 182 | 49 | FV | 6.6 | 660 | 3.6 | 180.15 | 653.29 | -6.71 | -1.02% |
| EQR | 66.81 | 46 | FV | 6.6 | 660 | 9.9 | 64.61 | 638.27 | -21.73 | -3.29% |
| SBAC | 197 | 46 | FV | 6.6 | 660 | 3.4 | 199.09 | 667.00 | 7.00 | 1.06% |
| Total | 10000 | 9948.72 | -51.28 | -0.51% |
How We Score REITs
Real Estate Investment Trusts operate differently from regular companies. Cash flow and assets matter more than net earnings. That’s why the REIT score emphasizes:
- P/AFFO (Price to Adjusted Funds From Operations) — 40%
- Price-to-Book Upside — 30%
- Earnings Yield — 20%
- EPS Growth (5y) — 10%
Formula: 0.40×P/AFFO + 0.30×PB Upside + 0.20×Earnings Yield + 0.10×EPS Growth
Brazilian Stocks Tracker
| Symbol | Price 09/2025 | Score 09/2025 | Valuation 09/2025 | Weight % | Amount Invested | Shares Invested | Current Price | Current Net Worth | Gain/Loss | Gain/Loss % |
|---|---|---|---|---|---|---|---|---|---|---|
| PETR3 | 32 | 77 | MU | 10 | 1000 | 31.3 | 32 | 1000.0 | 0.0 | 0.00% |
| KLBN3 | 3.7 | 72 | MU | 10 | 1000 | 270.3 | 3.67 | 991.9 | -8.1 | -0.81% |
| BBAS3 | 21 | 71 | MU | 10 | 1000 | 47.6 | 21 | 1000.0 | 0.0 | 0.00% |
| AGRO3 | 20 | 71 | MU | 10 | 1000 | 50.0 | 20.38 | 1019.0 | 19.0 | 1.90% |
| SAPR3 | 7.7 | 70 | MU | 10 | 1000 | 129.9 | 7.97 | 1035.1 | 35.1 | 3.51% |
| MYPK3 | 14 | 70 | MU | 10 | 1000 | 71.4 | 13.19 | 942.1 | -57.9 | -5.79% |
| VBBR3 | 24 | 69 | MU | 10 | 1000 | 41.7 | 24.14 | 1005.8 | 5.8 | 0.58% |
| BRSR3 | 12.3 | 67 | MU | 10 | 1000 | 81.3 | 12.81 | 1041.5 | 41.5 | 4.15% |
| JHSF3 | 5.7 | 66 | MU | 10 | 1000 | 175.4 | 6.09 | 1068.4 | 68.4 | 6.84% |
| FLRY3 | 15.7 | 63 | MU | 10 | 1000 | 63.7 | 15.43 | 982.8 | -17.2 | -1.72% |
| Total | 10000 | 10086.6 | 86.6 | 0.87% |
How We Score Brazilian Stocks
Emerging markets like Brazil require a different balance between growth potential and financial stability:
- Price-to-Earnings Upside — 35%
- Price-to-Book Upside — 30%
- Earnings Yield — 25%
- EPS Growth (5y) — 10%
Formula: 0.35×PE Upside + 0.30×PB Upside + 0.25×Earnings Yield + 0.10×EPS Growth
See the latest Brazilian stock scores
Why Do the Formulas Differ?
Each investment type has unique drivers of value:
- U.S. Stocks: Growth and profitability matter most.
- REITs: Cash flow (AFFO) and asset backing dominate.
- International Stocks: Risk and accounting differences require more emphasis on balance sheet safety.
- Brazilian Stocks: Blend of growth and value, with extra weight on price-based ratios.
Bottom line: Using the right formula for each category ensures the score reflects real-world performance drivers. A one-size-fits-all approach would misclassify assets and mislead investors.