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Model Portfolios

All New Constructs model portfolios

New Constructs
September 22, 20160Comments

New Stocks on Exec Comp & ROIC Model Portfolio: September 2016

Our Exec Comp Aligned With ROIC Model Portfolio (+0.7%) outperformed the S&P 500 (-2.3%) last month. The best performing stock in the portfolio was Francesca’s Holdings (FRAN), which was up 8%.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
September 15, 20160Comments

Exec Comp Aligned With ROIC Model Portfolio: September 2016

Platinum Members and higher can access September's Executive Compensation Aligned With ROIC Model Portfolio as of Thursday, September 15.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
September 14, 20160Comments

New Stocks on Most Attractive and Most Dangerous Lists: September 2016

Our Most Attractive Stocks (+2.6%) outperformed the S&P 500 (+1.0%) last month and our Most Dangerous Stocks (+1.8%) underperformed the S&P 500 (1.0%) last month.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
September 8, 20160Comments

September’s Most Attractive Stocks Available to Members Today

Gold Members and higher can access September's 40 Most Attractive Stocks as of Thursday, September 8.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
September 8, 20160Comments

September’s Most Dangerous Stocks Available to Members Today

Gold Members and higher can access September's 40 Most Dangerous Stocks as of Thursday, September 8.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
August 23, 20160Comments

New Stocks on Exec Comp & ROIC Model Portfolio: August 2016

Our Linking Exec Comp To ROIC Model Portfolio (+3.1%) outperformed the S&P 500 (+1.3%) last month. The best performing stock in the portfolio was Outerwall (OUTR), which was up nearly 19%.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
August 16, 20160Comments

Exec Comp Aligned With ROIC Model Portfolio: August 2016

Platinum Members and higher can access August's Linking Executive Compensation to ROIC Model Portfolio as of Tuesday, August 16.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
August 12, 20160Comments

New Stocks on Most Attractive and Most Dangerous Lists: August 2016

Our Most Attractive Stocks (+4.6) outperformed the S&P 500 (+3.5%) last month and our Most Dangerous Stocks (+6.2%) underperformed the S&P 500 (+3.5%) last month.
by Kyle Guske II, Senior Investment Analyst, MBA
August 12, 20160Comments

How To Avoid the Worst Style Mutual Funds 3Q16

The large number of mutual funds has little to do with serving investors’ best interests. Here are three red flags investors can use to avoid the worst mutual funds:
by Kyle Guske II, Senior Investment Analyst, MBA
August 12, 20160Comments

How To Avoid the Worst Style ETFs 3Q16

The large number of ETFs has little to do with serving your best interests. Here are three red flags you can use to avoid the worst ETFs:
by Kyle Guske II, Senior Investment Analyst, MBA
August 11, 20161Comments

How To Avoid the Worst Sector Mutual Funds 3Q16

The large number of mutual funds has little to do with serving your best interests. Below are three red flags you can use to avoid the worst mutual funds
by Kyle Guske II, Senior Investment Analyst, MBA
August 10, 20160Comments

How To Avoid the Worst Sector ETFs 3Q16

The large number of ETFs has little to do with serving your best interests. Here are three red flags you can use to avoid the worst ETFs.
by Kyle Guske II, Senior Investment Analyst, MBA
August 10, 20160Comments

How to Find the Best Style Mutual Funds 3Q16

Finding the best mutual funds is an increasingly difficult task in a world with so many to choose from. How can you pick with so many choices available?
by Kyle Guske II, Senior Investment Analyst, MBA
August 9, 20160Comments

How to Find the Best Style ETFs 3Q16

Finding the best style ETFs is an increasingly difficult task in a world with so many to choose from. How can you pick with so many choices available?
by Kyle Guske II, Senior Investment Analyst, MBA
August 9, 20160Comments

How to Find the Best Sector Mutual Funds 3Q16

Finding the best sector mutual funds is an increasingly difficult task in a world with so many to choose from. How can you pick with so many choices available?
by Kyle Guske II, Senior Investment Analyst, MBA
August 8, 20162Comments

How to Find the Best Sector ETFs 3Q16

Finding the best sector ETFs is an increasingly difficult task in a world with so many to choose from. How can you pick with so many choices available?
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
August 8, 20160Comments

3Q16 Style Ratings Recap

At the beginning of each quarter, we rank each style from best to worst with our Style Ratings Report. These rankings are forward looking and are indicative of how each style should perform going forward. The following is our analysis of each style for the third quarter of 2016.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
August 5, 20160Comments

Small Cap Value Style 3Q16: Best and Worst

The Small Cap Value style ranks last out of the twelve fund styles as detailed in our 3Q16 Style Ratings for ETFs and Mutual Funds report. It gets our Dangerous rating.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
August 5, 20160Comments

Small Cap Growth Style 3Q16: Best and Worst

The Small Cap Growth style ranks eleventh out of the twelve fund styles as detailed in our 3Q16 Style Ratings for ETFs and Mutual Funds report. It gets our Dangerous rating.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
August 5, 20160Comments

Small Cap Blend Style 3Q16: Best and Worst

The Small Cap Blend style ranks tenth out of the twelve fund styles as detailed in our 3Q16 Style Ratings for ETFs and Mutual Funds report. It gets our Dangerous rating.
by Kyle Guske II, Senior Investment Analyst, MBA
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