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Model Portfolios

All New Constructs model portfolios

July 28, 20250Comments

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

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

3Q25 Style Ratings Recap

In each quarter, we rank each style from best to worst. The following is our style ratings for the third quarter of 2025.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
July 23, 20250Comments

Small Cap Value Style 3Q25: Best and Worst

The Small Cap Value style ranks eleventh out of the twelve fund styles detailed in our 3Q25 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
July 23, 20250Comments

Small Cap Growth Style 3Q25: Best and Worst

The Small Cap Growth style ranks last out of the twelve fund styles detailed in our 3Q25 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
July 23, 20250Comments

Small Cap Blend Style 3Q25: Best and Worst

The Small Cap Blend style ranks tenth out of the twelve fund styles detailed in our 3Q25 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
July 23, 20250Comments

Mid Cap Value Style 3Q25: Best and Worst

The Mid Cap Value style ranks ninth out of the twelve fund styles detailed in our 3Q25 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
July 23, 20250Comments

Mid Cap Growth Style 3Q25: Best and Worst

The Mid Cap Growth style ranks sixth out of the twelve fund styles detailed in our 3Q25 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
July 23, 20250Comments

Mid Cap Blend Style 3Q25: Best and Worst

The Mid Cap Blend style ranks seventh out of the twelve fund styles detailed in our 3Q25 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
July 23, 20250Comments

Large Cap Value Style 3Q25: Best and Worst

The Large Cap Value style ranks second out of the twelve fund styles detailed in our 3Q25 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
July 23, 20250Comments

Large Cap Growth Style 3Q25: Best and Worst

The Large Cap Growth style ranks fifth out of the twelve fund styles detailed in our 3Q25 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
July 23, 20250Comments

Large Cap Blend Style 3Q25: Best and Worst

The Large Cap Blend style ranks fourth out of the twelve fund styles detailed in our 3Q25 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
July 23, 20250Comments

All Cap Value Style 3Q25: Best and Worst

The All Cap Value style ranks first out of the twelve fund styles detailed in our 3Q25 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
July 23, 20250Comments

All Cap Growth Style 3Q25: Best and Worst

The All Cap Growth style ranks eighth out of the twelve fund styles detailed in our 3Q25 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
July 23, 20250Comments

All Cap Blend Style 3Q25: Best and Worst

The All Cap Blend style ranks third out of the twelve fund styles detailed in our 3Q25 Style Ratings for ETFs and Mutual Funds report. The category receives our Attractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Model Portfolio
July 23, 20250Comments

Safest Dividend Yields Model Portfolio: July 2025

Professional Members and higher can access July's Safest Dividend Yields Model Portfolio as of Wednesday, July 23.
by Kyle Guske II, Senior Investment Analyst, MBA
Model Portfolio
July 18, 20250Comments

Focus List Stocks: Long – Update 7/18/25

We’ve made the following updates to our Focus List Stocks: Long Model Portfolio as of July 18, 2025.
by Kyle Guske II, Senior Investment Analyst, MBA
Model Portfolio
July 16, 20250Comments

Exec Comp Aligned with ROIC Model Portfolio: July 2025

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

3Q25 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 3Q25.
by Kyle Guske II, Senior Investment Analyst, MBA
Focus List Long Short Performance
July 15, 20250Comments

Focus List Stocks Long/Short Continues to Outperform Despite 1H25

Our Focus List Stocks: Long and Focus List Stocks: Short Model Portfolios beat the Risk Free Rate as a long/short portfolio by 22% from the start of 2021 through 1H25.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst Sector Funds
July 14, 20250Comments

Utilities Sector 3Q25: Best and Worst

The Utilities sector ranks eleventh out of the 11 sectors as detailed in our 3Q25 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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