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Model Portfolio
October 16, 20240Comments

Exec Comp Aligned with ROIC Model Portfolio: October 2024

Professional and higher members and higher can access October's Executive Compensation Aligned With ROIC Model Portfolio as of Wednesday, October 16.
by Kyle Guske II, Senior Investment Analyst, MBA
Sector Ratings Recap
October 15, 20240Comments

4Q24 ETF & Mutual Fund Sector Ratings Recap

In each quarter, we rank the sectors from best to worst in our Sector Ratings Report. The following is our analysis of each sector for 4Q24.
by Hakan Salt, Associate Investment Analyst
Danger Zone
October 14, 20240Comments

Zombie Stock Status Affirmed

We believe that this company cannot meet the future cash flow expectations baked into its stock price.
by Hakan Salt, Associate Investment Analyst
Danger Zone Podcast
October 14, 20240Comments

Podcast: Why This Financial Service Provider Remains in the Danger Zone

CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: Zombie Stock Status Affirmed.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst Sector Funds
October 14, 20240Comments

Utilities Sector 4Q24: Best and Worst

The Utilities sector ranks tenth out of the 11 sectors as detailed in our 4Q24 Sector Ratings for ETFs and Mutual Funds report. It gets our Unattractive rating
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst Sector Funds
October 14, 20240Comments

Telecom Services Sector 4Q24: Best and Worst

The Telecom Services sector ranks fourth out of the 11 sectors as detailed in our 4Q24 Sector Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst Sector Funds
October 14, 20240Comments

Technology Sector 4Q24: Best and Worst

The Technology sector ranks seventh out of the 11 sectors as detailed in our 4Q24 Sector Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst Sector Funds
October 14, 20240Comments

Real Estate Sector 4Q24: Best and Worst

The Real Estate sector ranks eleventh out of the 11 sectors as detailed in our 4Q24 Sector Ratings for ETFs and Mutual Funds report. It gets our Very Unattractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst Sector Funds
October 14, 20240Comments

Industrials Sector 4Q24: Best and Worst

The Industrials sector ranks ninth out of the 11 sectors as detailed in our 4Q24 Sector Ratings for ETFs and Mutual Funds report. It gets our Unattractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst Sector Funds
October 14, 20240Comments

Healthcare Sector 4Q24: Best and Worst

The Healthcare sector ranks sixth out of the 11 sectors as detailed in our 4Q24 Sector Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst Sector Funds
October 14, 20240Comments

Financials Sector 4Q24: Best and Worst

The Financials sector ranks third out of the 11 sectors as detailed in our 4Q24 Sector Ratings for ETFs and Mutual Funds report. It gets our Attractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst Sector Funds
October 14, 20240Comments

Energy Sector 4Q24: Best and Worst

The Energy sector ranks first out of the 11 sectors as detailed in our 4Q24 Sector Ratings for ETFs and Mutual Funds report. It gets our Very Attractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst Sector Funds
October 14, 20240Comments

Consumer Non-cyclicals Sector 4Q24: Best and Worst

The Consumer Non-cyclicals sector ranks second out of the 11 sectors as detailed in our 4Q24 Sector Ratings for ETFs and Mutual Funds report. It gets our Attractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst Sector Funds
October 14, 20240Comments

Consumer Cyclicals Sector 4Q24: Best and Worst

The Consumer Cyclicals sector ranks fifth out of the 11 sectors as detailed in our 4Q24 Sector Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst Sector Funds
October 14, 20240Comments

Basic Materials Sector 4Q24: Best and Worst

The Basic Materials sector ranks eighth out of the 11 sectors as detailed in our 4Q24 Sector Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
ICYMI
October 11, 20240Comments

ICYMI: New Long Idea, Live Podcast on October 18th, Focus List Stocks Performance Updates through 3Q24, Sector Rankings for 4Q24, Zombie Stocks List Update, & Model Portfolio Updates

Here's what happened at New Constructs during the week of October 7, 2024.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst Sector Rankings
October 11, 20240Comments

Sector Ratings for ETFs & Mutual Funds: 4Q24

At the beginning of 4Q24, the Energy, Consumer Non-cyclicals, and Financials sectors each earn an Attractive-or-better rating.
by Hakan Salt, Associate Investment Analyst
Sector & Industry Fundamentals
October 11, 20240Comments

Focus List Stocks: Short Model Portfolio Outperforms in First Nine Months of 2024

In the first nine months of 2024 our Focus List Stocks: Short Model Portfolio, outperformed shorting the S&P 500 by 6%.
by Kyle Guske II, Senior Investment Analyst, MBA
October 11, 20240Comments

Focus List Stocks: Long Model Portfolio’s Long-Term Outperformance Through 3Q24

Our Focus List Stocks: Long Model Portfolio has beaten the S&P 500 by 19% since the start of 2021 through the first nine months of 2024.
by Kyle Guske II, Senior Investment Analyst, MBA
October 10, 20240Comments

September 2024 Update with Featured Stock From our Dividend Growth Model Portfolio

Get details on one of the stocks in September 2024's Dividend Growth Model Portfolio.
by Hakan Salt, Associate Investment Analyst
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