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Model Portfolios

All New Constructs model portfolios

Sector Ratings Recap
April 19, 20240Comments

2Q24 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 2024.
by Hakan Salt, Associate Investment Analyst
Model Portfolio
April 19, 20240Comments

Focus List Stocks: Long – Update 4/19/24

We’ve made the following updates to our Focus List Stocks: Long Model Portfolio as of April 19, 2024.
by Kyle Guske II, Senior Investment Analyst, MBA
Model Portfolio
April 19, 20240Comments

Safest Dividend Yields Model Portfolio: April 2024

Professional Members and higher can access April's Safest Dividend Yields Model Portfolio as of Friday, April 19.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
April 18, 20240Comments

Small Cap Value Style 2Q24: Best and Worst

The Small Cap Value style ranks ninth out of the twelve fund styles detailed in our 2Q24 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
April 18, 20240Comments

Small Cap Growth Style 2Q24: Best and Worst

The Small Cap Growth style ranks twelfth out of the twelve fund styles detailed in our 2Q24 Style Ratings for ETFs and Mutual Funds report. The category receives our Very Unattractive rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
April 18, 20240Comments

Small Cap Blend Style 2Q24: Best and Worst

The Small Cap Blend style ranks eleventh out of the twelve fund styles detailed in our 2Q24 Style Ratings for ETFs and Mutual Funds report. The category receives our Unattractive rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
April 18, 20240Comments

Mid Cap Value Style 2Q24: Best and Worst

The Mid Cap Value style ranks sixth out of the twelve fund styles detailed in our 2Q24 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
April 18, 20240Comments

Mid Cap Growth Style 2Q24: Best and Worst

The Mid Cap Growth style ranks tenth out of the twelve fund styles detailed in our 2Q24 Style Ratings for ETFs and Mutual Funds report. The category receives our Unattractive rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
April 18, 20240Comments

Mid Cap Blend Style 2Q24: Best and Worst

The Mid Cap Blend style ranks seventh out of the twelve fund styles detailed in our 2Q24 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
April 18, 20240Comments

Large Cap Value Style 2Q24: Best and Worst

The Large Cap Value style ranks first out of the twelve fund styles detailed in our 2Q24 Style Ratings for ETFs and Mutual Funds report. The category receives our Very Attractive rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
April 18, 20240Comments

Large Cap Growth Style 2Q24: Best and Worst

The Large Cap Growth style ranks fifth out of the twelve fund styles detailed in our 2Q24 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
April 18, 20240Comments

Large Cap Blend Style 2Q24: Best and Worst

The Large Cap Blend style ranks fourth out of the twelve fund styles detailed in our 2Q24 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
April 18, 20240Comments

All Cap Value Style 2Q24: Best and Worst

The All Cap Value style ranks second out of the twelve fund styles detailed in our 2Q24 Style Ratings for ETFs and Mutual Funds report. The category receives our Attractive rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
April 18, 20240Comments

All Cap Growth Style 2Q24: Best and Worst

The All Cap Growth style ranks eighth out of the twelve fund styles detailed in our 2Q24 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
April 18, 20240Comments

All Cap Blend Style 2Q24: Best and Worst

The All Cap Blend style ranks third out of the twelve fund styles detailed in our 2Q24 Style Ratings for ETFs and Mutual Funds report. The category receives our Attractive rating.
by Hakan Salt, Associate Investment Analyst
April 12, 20240Comments

Featured Stocks in April 2024’s Most Attractive/Most Dangerous Model Portfolios

See two of the featured stocks from April 2024's Most Attractive and Most Dangerous Stocks Model Portfolios.
by Hakan Salt, Associate Investment Analyst
Sector Ratings Recap
April 12, 20240Comments

2Q24 ETF & Mutual Fund 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 2024.
by Hakan Salt, Associate Investment Analyst
Best & Worst Sector Funds
April 12, 20240Comments

Utilities Sector 2Q24: Best and Worst

The Utilities sector ranks eleventh out of the 11 sectors as detailed in our 2Q24 Sector Ratings for ETFs and Mutual Funds report. It gets our Very Unattractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst Sector Funds
April 12, 20240Comments

Telecom Services Sector 2Q24: Best and Worst

The Telecom Services sector ranks second out of the 11 sectors as detailed in our 2Q24 Sector Ratings for ETFs and Mutual Funds report. It gets our Attractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst Sector Funds
April 12, 20240Comments

Technology Sector 2Q24: Best and Worst

The Technology sector ranks sixth out of the 11 sectors as detailed in our 2Q24 Sector Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
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