Category Archives: Model Portfolios

All New Constructs model portfolios

Large Cap Value Style 2Q17: Best and Worst

The Large Cap Value style ranks third out of the twelve fund styles as detailed in our 2Q17 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.

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Large Cap Growth Style 2Q17: Best and Worst

The Large Cap Growth style ranks fourth out of the twelve fund styles as detailed in our 2Q17 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.

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Large Cap Blend Style 2Q17: Best and Worst

The Large Cap Blend style ranks first out of the twelve fund styles as detailed in our 2Q17 Style Ratings for ETFs and Mutual Funds report. It gets our Attractive rating.

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All Cap Value Style 2Q17: Best and Worst

The All Cap Value style ranks fifth out of the twelve fund styles as detailed in our 2Q17 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.

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All Cap Growth Style 2Q17: Best and Worst

The All Cap Growth style ranks seventh out of the twelve fund styles as detailed in our 2Q17 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.

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All Cap Blend Style 2Q17: Best and Worst

The All Cap Blend style ranks second out of the twelve fund styles as detailed in our 2Q17 Style Ratings for ETFs and Mutual Funds report. It gets our Attractive rating.

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Safest Dividend Yields Model Portfolio: April 2017

Platinum Members and higher can access April’s Safest Dividend Yields Model Portfolio as of Thursday, April 20.

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New Stocks on Exec Comp & ROIC Model Portfolio: April 2017

Our Exec Comp Aligned With ROIC Model Portfolio (-0.4%) outperformed the S&P 500 (-1.3%) last month. Get a look at one of the new stocks on April’s Model Portfolio.

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Style Ratings For ETFs & Mutual Funds: 2Q17

At the beginning of the second quarter of 2017, only the Large Cap Blend and All Cap Blend styles earn an Attractive-or-better rating. Our style ratings are based on the aggregation of our fund ratings for every ETF and mutual fund in each style.

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Exec Comp Aligned With ROIC Model Portfolio: April 2017

Platinum Members and higher can access April’s Executive Compensation Aligned With ROIC Model Portfolio as of Thursday, April 13.

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2Q17 Sector Ratings Recap

At the beginning of each quarter, we rank each sector from best to worst with our Sector Ratings Report. The following is our analysis of each sector for the second quarter of 2017.

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New Stocks on Most Attractive/Most Dangerous: April 2017

Our Most Attractive Stocks (+0.6%) outperformed the S&P 500 (-1.0%) last month and our Most Dangerous Stocks (-2.2%) outperformed the S&P 500 (-1.0%) last month. See two of the additions to this month’s model portfolio.

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Utilities Sector 2Q17: Best and Worst

The Utilities sector ranks ninth out of the ten sectors as detailed in our 2Q17 Sector Ratings for ETFs and Mutual Funds report. It gets our Dangerous rating.

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Telecom Services Sector 2Q17: Best and Worst

The Telecom Services sector ranks eighth out of the ten sectors as detailed in our 2Q17 Sector Ratings for ETFs and Mutual Funds report. It gets our Dangerous rating.

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Materials Sector 2Q17: Best and Worst

The Materials sector ranks seventh out of the ten sectors as detailed in our 2Q17 Sector Ratings for ETFs and Mutual Funds report. It gets our Dangerous rating.

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Information Technology Sector 2Q17: Best and Worst

The Information Technology sector ranks fourth out of the ten sectors as detailed in our 2Q17 Sector Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.

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Industrials Sector 2Q17: Best and Worst

The Industrials sector ranks second out of the ten sectors as detailed in our 2Q17 Sector Ratings for ETFs and Mutual Funds report. It gets our Attractive rating.

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Health Care Sector 2Q17: Best and Worst

The Health Care sector ranks sixth out of the ten sectors as detailed in our 2Q17 Sector Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.

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Financials Sector 2Q17: Best and Worst

The Financials sector ranks third out of the ten sectors as detailed in our 2Q17 Sector Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.

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Energy Sector 2Q17: Best and Worst

The Energy sector ranks last out of the ten sectors as detailed in our 2Q17 Sector Ratings for ETFs and Mutual Funds report. It gets our Very Dangerous rating.

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