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Model Portfolios

All New Constructs model portfolios

Best & Worst Sector Funds
October 12, 20230Comments

Financials Sector 4Q23: Best and Worst

The Financials sector ranks fourth out of the 11 sectors as detailed in our 4Q23 Sector Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst Sector Funds
October 12, 20230Comments

Energy Sector 4Q23: Best and Worst

The Energy sector ranks first out of the 11 sectors as detailed in our 4Q23 Sector Ratings for ETFs and Mutual Funds report. It gets our Very Attractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst Sector Funds
October 12, 20230Comments

Consumer Non-cyclicals Sector 4Q23: Best and Worst

The Consumer Non-cyclicals sector ranks third out of the 11 sectors as detailed in our 4Q23 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
October 12, 20230Comments

Consumer Cyclicals Sector 4Q23: Best and Worst

The Consumer Cyclicals sector ranks eighth out of the 11 sectors as detailed in our 4Q23 Sector Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst Sector Funds
October 12, 20230Comments

Basic Materials Sector 4Q23: Best and Worst

The Basic Materials sector ranks second out of the 11 sectors as detailed in our 4Q23 Sector Ratings for ETFs and Mutual Funds report. It gets our Attractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Sector & Industry Fundamentals
October 10, 20232Comments

Focus List Stocks: Short Model Portfolio Outperforms Over Time Despite First Nine Months 2023

Despite recent performance, the Model Portfolio has beaten the S&P 500 by 33% since the start of 2021. 3Q23 Update.
by Kyle Guske II, Senior Investment Analyst, MBA
October 10, 20230Comments

Focus List Stocks: Long Model Portfolio Outperforms Long-Term Despite Performance Through 3Q23

Despite recent performance, the Model Portfolio has beaten the S&P 500 by 29% since the start of 2021.
by Kyle Guske II, Senior Investment Analyst, MBA
October 5, 20230Comments

Featured Stock in September 2023’s Dividend Growth Model Portfolio

Four new stocks made September's Dividend Growth Stocks Model Portfolio. Get a free look at one of the stocks in this month’s portfolio.
by Hakan Salt, Associate Investment Analyst
Model Portfolio
October 5, 20230Comments

Focus List Stocks: Short – Update 10/5/23

We’ve made the following update to our Focus List Stocks: Short Model Portfolio as of October 5, 2023.
by Kyle Guske II, Senior Investment Analyst, MBA
Model Portfolio
October 4, 20230Comments

Most Attractive Stocks Model Portfolio: October 2023

Professional Members and higher can access October's 40 Most Attractive Stocks as of Wednesday, October 4.
by Hakan Salt, Associate Investment Analyst
Model Portfolio
October 4, 20230Comments

Most Dangerous Stocks Model Portfolio: October 2023

Professional Members and higher can access October's 33 Most Dangerous Stocks as of Wednesday, October 4.
by Hakan Salt, Associate Investment Analyst
Model Portfolio
September 29, 20230Comments

Focus List Stocks: Short – Update 9/29/23

We’ve made the following update to our Focus List Stocks: Short Model Portfolio as of September 29, 2023.
by Kyle Guske II, Senior Investment Analyst, MBA
Model Portfolio
September 29, 20230Comments

Focus List Stocks: Long – Update 9/29/23

We’ve made the following update to our Focus List Stocks: Long Model Portfolio as of September 29, 2023.
by Kyle Guske II, Senior Investment Analyst, MBA
Model Portfolio
September 28, 20230Comments

Dividend Growth Stocks Model Portfolio: September 2023

Professional Members and higher can access September's Dividend Growth Stocks Model Portfolio as of Thursday, September 28.
by Kyle Guske II, Senior Investment Analyst, MBA
September 27, 20230Comments

Featured Stock in September 2023’s Safest Dividend Yields Model Portfolio

Get a look at the featured Stock from September's Safest Dividend Yields Model Portfolio, which leverages our proven-superior research.
by Hakan Salt, Associate Investment Analyst
Model Portfolio
September 21, 20230Comments

Safest Dividend Yields Model Portfolio: September 2023

Professional Members and higher can access September's Safest Dividend Yields Model Portfolio as of Thursday, September 21.
by Kyle Guske II, Senior Investment Analyst, MBA
Incremental Return on Invested Capital
September 18, 20230Comments

Featured Stock in September 2023’s Exec Comp & ROIC Model Portfolio

Get the featured stock in September's Exec Comp Aligned with ROIC Model Portfolio.
by Hakan Salt, Associate Investment Analyst
Model Portfolio
September 15, 20230Comments

Focus List Stocks: Long – Update 9/15/23

We’ve made the following update to our Focus List Stocks: Long Model Portfolio as of September 15, 2023.
by Kyle Guske II, Senior Investment Analyst, MBA
September 14, 20230Comments

Featured Stocks in September 2023’s Most Attractive/Most Dangerous Model Portfolios

See two of the featured stocks from September 2023's Most Attractive and Most Dangerous Stocks model portfolios.
by Kyle Guske II, Senior Investment Analyst, MBA
Model Portfolio
September 14, 20230Comments

Exec Comp Aligned with ROIC Model Portfolio: September 2023

Professional and higher members and higher can access September's Executive Compensation Aligned With ROIC Model Portfolio as of Thursday, September 14.
by Kyle Guske II, Senior Investment Analyst, MBA
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