Category Archives: Model Portfolios
New Stocks on Exec Comp & ROIC Model Portfolio: August 2017
The best performing stock in the portfolio was NVR Inc. (NVR), which was up 9%. Get a free look at a new stock on August’s Model Portfolio.
Exec Comp Aligned With ROIC Model Portfolio: August 2017
Platinum Members and higher can access August’s Executive Compensation Aligned With ROIC Model Portfolio as of Wednesday, August 16.
New Stocks on Most Attractive/Most Dangerous: August 2017
Our Most Attractive Stocks (+0.0%) underperformed the S&P 500 (+2.1%) last month and our Most Dangerous Stocks (-0.7%) outperformed the S&P 500 (+2.1%) as a short portfolio last month. See two of the additions to this month’s model portfolio.
New Stocks on Dividend Growth Model Portfolio: July 2017
The best performing stocks in the portfolio last month were large cap stock Scripps Networks Interactive (SNI), which was up 26%, and small cap stock, Waddell & Reed (WDR), which was up 7%. Get a look at one of the new stocks on July’s Model Portfolio.
Most Attractive Stocks Model Portfolio: August 2017
Gold Members and higher can access August’s 40 Most Attractive Stocks as of Wednesday, August 3.
Most Dangerous Stocks Model Portfolio: August 2017
Gold Members and higher can access August’s 40 Most Dangerous Stocks as of Wednesday, August 3.
3Q17 Style Ratings Recap
At the beginning of each quarter, we rank each style from best to worst with our Sector Ratings Report. The following is our analysis of each style for the third quarter of 2017.
Dividend Growth Stocks Model Portfolio: July 2017
Platinum Members and higher can access July’s Dividend Growth Stocks Model Portfolio as of Friday, July 28.
New Stocks on Safest Dividend Yields Model Portfolio: July 2017
The best performing stocks in the portfolio were large cap stock Kohl’s Corporation (KSS), which was up 9%, and small cap stock, NVE Corporation (NVEC), which was up 9%. Get a look at one of the new stocks on July’s Model Portfolio.
Small Cap Blend Style 3Q17: Best and Worst
The Small Cap Blend style ranks ninth out of the twelve fund styles as detailed in our 3Q17 Style Ratings for ETFs and Mutual Funds report. It gets our Unattractive rating.
Mid Cap Value Style 3Q17: Best and Worst
The Mid Cap Value style ranks eighth out of the twelve fund styles as detailed in our 3Q17 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
Mid Cap Growth Style 3Q17: Best and Worst
The Mid Cap Growth style ranks tenth out of the twelve fund styles as detailed in our 3Q17 Style Ratings for ETFs and Mutual Funds report. It gets our Unattractive rating.
Mid Cap Blend Style 3Q17: Best and Worst
The Mid Cap Blend style ranks seventh out of the twelve fund styles as detailed in our 3Q17 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
Large Cap Value Style 3Q17: Best and Worst
The Large Cap Value style ranks third out of the twelve fund styles as detailed in our 3Q17 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
Large Cap Growth Style 3Q17: Best and Worst
The Large Cap Growth style ranks fifth out of the twelve fund styles as detailed in our 3Q17 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
Large Cap Blend Style 3Q17: Best and Worst
The Large Cap Blend style ranks first out of the twelve fund styles as detailed in our 3Q17 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
All Cap Value Style 3Q17: Best and Worst
The All Cap Value style ranks fourth out of the twelve fund styles as detailed in our 3Q17 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
All Cap Growth Style 3Q17: Best and Worst
The All Cap Growth style ranks sixth out of the twelve fund styles as detailed in our 3Q17 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
All Cap Blend Style 3Q17: Best and Worst
The All Cap Blend style ranks second out of the twelve fund styles as detailed in our 3Q17 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
Safest Dividend Yields Model Portfolio: July 2017
Platinum Members and higher can access July’s Safest Dividend Yields Model Portfolio as of Friday, July 21.