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Model Portfolio
July 20, 20230Comments

Safest Dividend Yields Model Portfolio: July 2023

Professional Members and higher can access July's Safest Dividend Yields Model Portfolio as of Thursday, July 20.
by Kyle Guske II, Senior Investment Analyst, MBA
Danger Zone
July 20, 20232Comments

Tesla’s 2Q23 Earnings Confirm Our Thesis that TSLA Is One of the Most Overvalued Stocks

To have any upside at current levels, Tesla must improve its ROIC to levels not achieved by even the most profitable businesses in the world.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
July 20, 20230Comments

Small Cap Value Style 3Q23: Best and Worst

The Small Cap Value style ranks seventh out of the twelve fund styles detailed in our 3Q23 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
July 20, 20230Comments

Small Cap Growth Style 3Q23: Best and Worst

The Small Cap Growth style ranks last out of the twelve fund styles detailed in our 3Q23 Style Ratings for ETFs and Mutual Funds report. The category receives our Very Unattractive rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
July 20, 20230Comments

Small Cap Blend Style 3Q23: Best and Worst

The Small Cap Blend style ranks sixth out of the twelve fund styles detailed in our 3Q23 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
July 20, 20230Comments

Mid Cap Value Style 3Q23: Best and Worst

The Mid Cap Value style ranks ninth out of the twelve fund styles detailed in our 3Q23 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
July 20, 20230Comments

Mid Cap Growth Style 3Q23: Best and Worst

The Mid Cap Growth style ranks eleventh out of the twelve fund styles detailed in our 3Q23 Style Ratings for ETFs and Mutual Funds report. The category receives our Unattractive rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
July 20, 20230Comments

Mid Cap Blend Style 3Q23: Best and Worst

The Mid Cap Blend style ranks tenth out of the twelve fund styles detailed in our 3Q23 Style Ratings for ETFs and Mutual Funds report. The category receives our Unattractive rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
July 20, 20230Comments

Large Cap Value Style 3Q23: Best and Worst

The Large Cap Value style ranks first out of the twelve fund styles detailed in our 3Q23 Style Ratings for ETFs and Mutual Funds report. The category receives our Very Attractive rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
July 20, 20230Comments

Large Cap Growth Style 3Q23: Best and Worst

The Large Cap Growth style ranks fifth out of the twelve fund styles detailed in our 3Q23 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
July 20, 20230Comments

Large Cap Blend Style 3Q23: Best and Worst

The Large Cap Blend style ranks fourth out of the twelve fund styles detailed in our 3Q23 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
July 20, 20230Comments

All Cap Value Style 3Q23: Best and Worst

The All Cap Value style ranks second out of the twelve fund styles detailed in our 3Q23 Style Ratings for ETFs and Mutual Funds report. The category receives our Attractive rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
July 20, 20230Comments

All Cap Growth Style 3Q23: Best and Worst

The All Cap Growth style ranks eighth out of the twelve fund styles detailed in our 3Q23 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
July 20, 20230Comments

All Cap Blend Style 3Q23: Best and Worst

The All Cap Blend style ranks third out of the twelve fund styles detailed in our 3Q23 Style Ratings for ETFs and Mutual Funds report. The category receives our Attractive rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst Sector Rankings
July 17, 20230Comments

Style Ratings for ETFs & Mutual Funds: 3Q23

At the beginning of 3Q23, the Large Cap Value, All Cap Value, and All Cap Blend styles earn Attractive-or-better rating.
by Hakan Salt, Associate Investment Analyst
Danger Zone
July 17, 20230Comments

Judge This Fund by Its Holdings, Not Its Methodology

Despite a seemingly sound investment methodology, analyzing the fund’s holdings reveals a portfolio that is inferior to its benchmark.
by Kyle Guske II, Senior Investment Analyst, MBA
Danger Zone Podcast
July 17, 20230Comments

Podcast: Why This Mid Cap Growth Fund is in The Danger Zone

Senior Investment Analyst Kyle Guske II sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: Judge This Fund by Its Holdings, Not Its Methodology
by Kyle Guske II, Senior Investment Analyst, MBA
ICYMI
July 14, 20230Comments

ICYMI: New Long Idea, Most Likely to Beat & Miss EPS, Wealthion Interview, New Sector Ratings, Improving our Valuation Models, Closing Long Ideas & Model Portfolio Updates

Here's what happened at New Constructs this past week.
by Kyle Guske II, Senior Investment Analyst, MBA
Model Portfolio
July 14, 20230Comments

Exec Comp Aligned with ROIC Model Portfolio: July 2023

Professional and higher members and higher can access July's Executive Compensation Aligned With ROIC Model Portfolio as of Friday July 14.
by Kyle Guske II, Senior Investment Analyst, MBA
July 13, 20230Comments

Position Close Update: Tools Not as Undervalued as They Were

Lofty expectations mean the risk/reward in this stock is no longer as attractive as when we first made it a Long Idea.
by Hakan Salt, Associate Investment Analyst
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