Category Archives: Model Portfolios
New Stocks on Safest Dividend Yields Model Portfolio: June 2017
The best performing stocks in the portfolio were large cap stock Las Vegas Sands (LVS), which was up 12%, and small cap stock, Waddell & Reed (WDR), which was up 14%. Get a look at one of the new stocks on June’s Model Portfolio.
Safest Dividend Yields Model Portfolio: June 2017
Platinum Members and higher can access June’s Safest Dividend Yields Model Portfolio as of Wednesday, June 22.
New Stocks on Exec Comp & ROIC Model Portfolio: June 2017
The best performing stock in last month’s portfolio was Hasbro, which was up 11%. Get a free look at one of the new stocks on June’s Model Portfolio.
Exec Comp Aligned With ROIC Model Portfolio: June 2017
Platinum Members and higher can access June’s Executive Compensation Aligned With ROIC Model Portfolio as of Thursday, June 15.
New Stocks on Most Attractive/Most Dangerous: June 2017
Our Most Attractive Stocks (+1.5%) underperformed the S&P 500 (+2.0%) last month and our Most Dangerous Stocks (-0.1%) outperformed the S&P 500 as a short portfolio last month. See two of the additions to this month’s model portfolio.
New Stocks on Safest Dividend Yields Model Portfolio: May 2017
The best performing stocks in the portfolio last month were large cap stock PPL Corporation (PPL), which was up 4%, and small cap stock, National Research Corp (NRCIB), which was up 6%. Get a look at one of the new stocks on May’s Model Portfolio.
Most Attractive Stocks Model Portfolio: June 2017
Gold Members and higher can access June’s 40 Most Attractive Stocks as of Wednesday, June 7.
Most Dangerous Stocks Model Portfolio: June 2017
Gold Members and higher can access June’s 40 Most Dangerous Stocks as of Wednesday, June 7.
Safest Dividend Yields Model Portfolio: May 2017
Platinum Members and higher can access May’s Safest Dividend Yields Model Portfolio as of Thursday, May 25.
New Stocks on Exec Comp & ROIC Model Portfolio: May 2017
The best performing stock in the portfolio last month was Lear Corp (LEA), which was up 11%. Get a look at one of the new stocks on May’s Model Portfolio.
Exec Comp Aligned With ROIC Model Portfolio: May 2017
Platinum Members and higher can access May’s Executive Compensation Aligned With ROIC Model Portfolio as of Wednesday, May 17.
New Stocks on Most Attractive/Most Dangerous: May 2017
Our Most Attractive Stocks (+4.0%) outperformed the S&P 500 (+1.5%) last month and our Most Dangerous Stocks (+2.5%) underperformed the S&P 500 (+1.5%) last month. See two of the additions to this month’s model portfolio.
Most Attractive Stocks Model Portfolio: May 2017
Gold Members and higher can access May’s 40 Most Attractive Stocks as of Wednesday, May 3.
Most Dangerous Stocks Model Portfolio: May 2017
Gold Members and higher can access May’s 40 Most Dangerous Stocks as of Wednesday, May 3.
2Q17 Style Ratings Recap
At the beginning of each quarter, we rank each style from best to worst with our Style Ratings Report. The following is our analysis of each style for the second quarter of 2017.
Small Cap Value Style 2Q17: Best and Worst
The Small Cap Value style ranks last out of the twelve fund styles as detailed in our 2Q17 Style Ratings for ETFs and Mutual Funds report. It gets our Dangerous rating.
Small Cap Growth Style 2Q17: Best and Worst
The Small Cap Growth style ranks eleventh out of the twelve fund styles as detailed in our 2Q17 Style Ratings for ETFs and Mutual Funds report. It gets our Dangerous rating.
Small Cap Blend Style 2Q17: Best and Worst
The Small Cap Blend style ranks ninth out of the twelve fund styles as detailed in our 2Q17 Style Ratings for ETFs and Mutual Funds report. It gets our Dangerous rating.
New Stocks on Safest Dividend Yields Model Portfolio: April 2017
The best performing stocks in the portfolio were large cap stock Tupperware Brands (TUP), which was up 6% and small cap stock, CBL & Associates Properties (CBL), which was up 11%. Get a look at one of the new stocks on April’s Model Portfolio.
Mid Cap Value Style 2Q17: Best and Worst
The Mid Cap Value style ranks eighth out of the twelve fund styles as detailed in our 2Q17 Style Ratings for ETFs and Mutual Funds report. It gets our Dangerous rating.