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Model Portfolios

All New Constructs model portfolios

Model Portfolio
April 30, 20250Comments

Dividend Growth Stocks Model Portfolio: April 2025

Professional Members and higher can access April's Dividend Growth Stocks Model Portfolio as of Wednesday, April 30.
by Kyle Guske II, Senior Investment Analyst, MBA
featured exec comp
April 25, 20250Comments

Free Stock Pick from our Exec Comp Aligned with ROIC Model Portfolio for April 2025

Get details on one of the stocks in April 2025's Executive Compensation Aligned with ROIC Model Portfolio.
by Hakan Salt, Associate Investment Analyst
Model Portfolio
April 23, 20250Comments

Safest Dividend Yields Model Portfolio: April 2025

Professional Members and higher can access April's Safest Dividend Yields Model Portfolio as of Wednesday, April 23.
by Kyle Guske II, Senior Investment Analyst, MBA
Sector Ratings Recap
April 17, 20250Comments

2Q25 Style Ratings Recap

In each quarter, we rank each style from best to worst. The following is our style ratings for the second quarter of 2025.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
April 17, 20250Comments

Small Cap Value Style 2Q25: Best and Worst

The Small Cap Value style ranks eighth out of the twelve fund styles detailed in our 2Q25 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
April 17, 20250Comments

Small Cap Growth Style 2Q25: Best and Worst

The Small Cap Growth style ranks last out of the twelve fund styles detailed in our 2Q25 Style Ratings for ETFs and Mutual Funds report. The category receives our Very Unattractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
April 17, 20250Comments

Small Cap Blend Style 2Q25: Best and Worst

The Small Cap Blend style ranks eleventh out of the twelve fund styles detailed in our 2Q25 Style Ratings for ETFs and Mutual Funds report. The category receives our Unattractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
April 17, 20250Comments

Mid Cap Value Style 2Q25: Best and Worst

The Mid Cap Value style ranks fifth out of the twelve fund styles detailed in our 2Q25 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
April 17, 20250Comments

Mid Cap Growth Style 2Q25: Best and Worst

The Mid Cap Growth style ranks ninth out of the twelve fund styles detailed in our 2Q25 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
April 17, 20250Comments

Mid Cap Blend Style 2Q25: Best and Worst

The Mid Cap Blend style ranks sixth out of the twelve fund styles detailed in our 2Q25 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
April 17, 20250Comments

Large Cap Value Style 2Q25: Best and Worst

The Large Cap Value style ranks fourth out of the twelve fund styles detailed in our 2Q25 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
April 17, 20250Comments

Large Cap Growth Style 2Q25: Best and Worst

The Large Cap Growth style ranks seventh out of the twelve fund styles detailed in our 2Q25 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
April 17, 20250Comments

Large Cap Blend Style 2Q25: Best and Worst

The Large Cap Blend style ranks third out of the twelve fund styles detailed in our 2Q25 Style Ratings for ETFs and Mutual Funds report. The category receives our Attractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
April 17, 20250Comments

All Cap Value Style 2Q25: Best and Worst

The All Cap Value style ranks first out of the twelve fund styles detailed in our 2Q25 Style Ratings for ETFs and Mutual Funds report. The category receives our Very Attractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
April 17, 20250Comments

All Cap Growth Style 2Q25: Best and Worst

The All Cap Growth style ranks tenth out of the twelve fund styles detailed in our 2Q25 Style Ratings for ETFs and Mutual Funds report. The category receives our Unattractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
April 17, 20250Comments

All Cap Blend Style 2Q25: Best and Worst

The All Cap Blend style ranks second out of the twelve fund styles detailed in our 2Q25 Style Ratings for ETFs and Mutual Funds report. The category receives our Attractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Focus List Long Short Performance
April 16, 20250Comments

Focus List Stocks Long/Short Outperforms in 1Q25

Our Focus List Stocks: Long Model Portfolio and our Focus List Stocks: Short Model Portfolio beat the Risk Free Rateas a long/short portfolio by 13% in 1Q25.
by Kyle Guske II, Senior Investment Analyst, MBA
Model Portfolio
April 16, 20250Comments

Exec Comp Aligned with ROIC Model Portfolio: April 2025

Professional and higher members and higher can access April's Executive Compensation Aligned With ROIC Model Portfolio as of Wednesday, April 16.
by Kyle Guske II, Senior Investment Analyst, MBA
Sector Ratings Recap
April 15, 20250Comments

2Q25 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 2Q25.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst Sector Funds
April 15, 20250Comments

Utilities Sector 2Q25: Best and Worst

The Utilities sector ranks last out of the 11 sectors as detailed in our 2Q25 Sector Ratings for ETFs and Mutual Funds report. It gets our Very Unattractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
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