Skip to content
New Constructs
  • Get Access
    • Professional Investors
    • Institutional Investors
    • Quantitative Investors
    • Research Reports & Model Portfolios
    • Individual Investors
    • Newsletter
  • Solutions
    • Indices
    • Stock Ratings
    • Credit Ratings
    • Sector Ratings
    • ETF & Mutual Fund Ratings
    • Earnings Distortion Scores
    • Model Portfolios
    • Long & Short Idea Research
    • Macro Fundamental Research
    • Portfolio Tracking & Alert Emails
    • Screening Tools
    • API
    • Excel Add-In
    • Company Models
    • Marked-Up SEC Filings
    • Research Blog
    • Fundamental Data Products
      • Core Earnings & Earnings Distortion
      • Reported Fundamentals
      • Proprietary Adjusted Fundamentals
      • Value Screens/Metrics
      • Enhanced Value Screens/Metrics
  • Blog
  • Community
    • Online Community Forum
      • Join our Online Community
    • Live Video Podcast (Free)
    • Let’s Talk Long Ideas (Members Only)
    • YouTube Channel
    • Education
      • Free Training Sessions
      • Value Investing 2.0
      • Metrics Definitions
      • Rating Methodologies
      • Accounting Loopholes
      • FASB Tracker
      • Company Models
  • Company
    • About Us
    • Customer Testimonials
    • Partnerships
    • Papers & Case Studies
      • Proven-Superior Models
      • Proven-Superior Stock Ratings
      • Novel Alpha in our Proprietary Data
    • Robo-Analyst Technology
    • News & Media Coverage
    • Stock Picking Accolades
    • Careers
  • Members

Model Portfolios

All New Constructs model portfolios

Best & Worst by Style
July 20, 20230Comments

Small Cap Value Style 3Q23: Best and Worst

The Small Cap Value style ranks seventh out of the twelve fund styles detailed in our 3Q23 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
July 20, 20230Comments

Small Cap Growth Style 3Q23: Best and Worst

The Small Cap Growth style ranks last out of the twelve fund styles detailed in our 3Q23 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
July 20, 20230Comments

Small Cap Blend Style 3Q23: Best and Worst

The Small Cap Blend style ranks sixth out of the twelve fund styles detailed in our 3Q23 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
July 20, 20230Comments

Mid Cap Value Style 3Q23: Best and Worst

The Mid Cap Value style ranks ninth out of the twelve fund styles detailed in our 3Q23 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
July 20, 20230Comments

Mid Cap Growth Style 3Q23: Best and Worst

The Mid Cap Growth style ranks eleventh out of the twelve fund styles detailed in our 3Q23 Style Ratings for ETFs and Mutual Funds report. The category receives our Unattractive rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
July 20, 20230Comments

Mid Cap Blend Style 3Q23: Best and Worst

The Mid Cap Blend style ranks tenth out of the twelve fund styles detailed in our 3Q23 Style Ratings for ETFs and Mutual Funds report. The category receives our Unattractive rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
July 20, 20230Comments

Large Cap Value Style 3Q23: Best and Worst

The Large Cap Value style ranks first out of the twelve fund styles detailed in our 3Q23 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
July 20, 20230Comments

Large Cap Growth Style 3Q23: Best and Worst

The Large Cap Growth style ranks fifth out of the twelve fund styles detailed in our 3Q23 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
July 20, 20230Comments

Large Cap Blend Style 3Q23: Best and Worst

The Large Cap Blend style ranks fourth out of the twelve fund styles detailed in our 3Q23 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
July 20, 20230Comments

All Cap Value Style 3Q23: Best and Worst

The All Cap Value style ranks second out of the twelve fund styles detailed in our 3Q23 Style Ratings for ETFs and Mutual Funds report. The category receives our Attractive rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
July 20, 20230Comments

All Cap Growth Style 3Q23: Best and Worst

The All Cap Growth style ranks eighth out of the twelve fund styles detailed in our 3Q23 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
July 20, 20230Comments

All Cap Blend Style 3Q23: Best and Worst

The All Cap Blend style ranks third out of the twelve fund styles detailed in our 3Q23 Style Ratings for ETFs and Mutual Funds report. The category receives our Attractive rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst Sector Rankings
July 17, 20230Comments

Style Ratings for ETFs & Mutual Funds: 3Q23

At the beginning of 3Q23, the Large Cap Value, All Cap Value, and All Cap Blend styles earn Attractive-or-better rating.
by Hakan Salt, Associate Investment Analyst
Model Portfolio
July 14, 20230Comments

Exec Comp Aligned with ROIC Model Portfolio: July 2023

Professional and higher members and higher can access July's Executive Compensation Aligned With ROIC Model Portfolio as of Friday July 14.
by Kyle Guske II, Senior Investment Analyst, MBA
Focus List Long Short Performance
July 13, 20230Comments

Focus List Stocks Continues to Outperform as a Long/Short Portfolio Despite Slow 1H23

Our Focus List Stocks: Long Model Portfolio and our Focus List Stocks: Short Model Portfolio have beaten the S&P 500 by 63% as a long/short portfolio.
by Kyle Guske II, Senior Investment Analyst, MBA
Sector Ratings Recap
July 13, 20230Comments

3Q23 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 third quarter of 2023.
by Hakan Salt, Associate Investment Analyst
Best & Worst Sector Funds
July 12, 20230Comments

Utilities Sector 3Q23: Best and Worst

The Utilities sector ranks tenth out of the 11 sectors as detailed in our 3Q23 Sector Ratings for ETFs and Mutual Funds report. It gets our Unattractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst Sector Funds
July 12, 20230Comments

Technology Sector 3Q23: Best and Worst

The Technology sector ranks sixth out of the 11 sectors as detailed in our 3Q23 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
July 12, 20230Comments

Real Estate Sector 3Q23: Best and Worst

The Real Estate sector ranks eleventh out of the 11 sectors as detailed in our 3Q23 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
July 12, 20230Comments

Industrials Sector 3Q23: Best and Worst

The Industrials sector ranks eighth out of the 11 sectors as detailed in our 3Q23 Sector Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
« Older Articles Newer Articles »

Search

  • Free Trainings & Earnings Watch Parties
  • David Trainer’s E-Letters
  • —
  • Long Ideas
  • Danger Zone (Sell/short ideas)
  • IPO Research
  • Footnotes Season Finds
  • —
  • Stock Picking Awards & Media Features
  • Testimonials
  • General Market Comments
  • —
  • Model Portfolios
  • – Focus List Stocks: Long
  • – Focus List Stocks: Short
  • – Most Attractive Stocks
  • – Most Dangerous Stocks
  • – Best & Worst ETFs & Mutual Funds by Sector
  • – Best & Worst ETFs & Mutual Funds by Style
  • – Exec Comp Aligned With ROIC
  • – Safest Dividend Yields
  • – Dividend Growth Stocks
  • – Model Portfolio Performance
  • —
  • — Training & Education —
  • How To Use Our Site
  • Join Our Online Community
  • Investing 101
  • Backtest Data Details & Case Studies
  • Accounting Rule Changes
  • ROIC Drives Equity Valuation
  • – Enterprise Value Optimization
  • DOL Fiduciary Regulation
  • M&A Analysis
  • Fundamental Macro Trends & Sector Fundamentals
  • Machine Learning & AI for Smarter Investing
  • —
  • Company Report Index
  • – Tesla (TSLA) – 26 reports
  • – Netflix (NFLX) – 24 reports
  • – General Motors (GM) – 15 reports
  • – Snap (SNAP) – 14 reports
  • – Disney (DIS) – 10 reports
  • – Intel Corporation (INTC) – 10 reports
  • – Carvana (CVNA) – 10 reports
  • – Wayfair (W) – 11 reports
  • – Uber (UBER) – 10 reports
  • – Beyond Meat (BYND) – 10 reports
  • – Spotify (SPOT) – 9 reports
  • – Walmart (WMT) – 9 reports
  • – DoorDash (DASH) – 9 reports
  • – Peloton (PTON) – 9 reports
  • – Skechers USA (SKX) – 9 reports
  • – JPMorgan (JPM) – 8 reports
  • – Rivian Automotive (RIVN) – 8 reports
  • – Target (TGT) – 7 reports
  • – Coinbase (COIN) – 7 reports
  • – Oracle (ORCL) – 7 reports
  • – McDonald’s Corporation (MCD) – 7 reports
  • – HCA Healthcare (HCA) – 7 reports
  • – Discover Financial (DFS) – 7 reports
  • – AutoZone (AZO) – 7 reports
  • – Shake Shack (SHAK) – 7 reports
  • – D.R. Horton (DHI) – 7 reports
  • – Meritage Homes (MTH) – 7 reports
  • – Allison Transmission Holdings (ALSN) – 7 reports
  • – Valeant (VRX) – 6 reports
  • – Cracker Barrel (CBRL) – 6 reports
  • – Best Buy (BBY) – 6 reports
  • – Amazon (AMZN) – 6 reports
  • – Verizon Communications (VZ) – 6 reports
  • – GameStop (GME) – 6 reports
  • – Cisco Systems (CSCO) – 6 reports
  • – Alphabet (GOOGL) – 6 reports
  • – Colgate-Palmolive (CL) – 6 reports
  • – Southwest Airlines (LUV) – 6 reports
  • – Ford (F) – 6 reports
  • – NVR Inc. (NVR) – 6 reports
  • – Affirm Holdings (AFRM) – 6 reports
  • – Amgen (AMGN) – 6 reports
  • – John B. Sanfilippo & Son (JBSS) – 5 reports
  • – SYSCO Corporation (SYY) – 5 reports
  • – Zendesk (ZEN) – 5 reports
  • – Johnson & Johnson (JNJ) – 5 reports
  • – Lam Research Corp (LRCX) – 5 reports
  • – Lear Corp (LEA) – 5 reports
  • – Universal Health Services (UHS) – 5 reports
  • – HF Sinclair (DINO) – 5 reports
  • – Omnicom Group (OMC) – 5 reports
  • – Allstate (ALL) – 5 reports
  • – Dropbox (DBX) – 5 reports
  • – Robinhood Markets (HOOD) – 5 reports
  • – Sweetgreen (SG) – 5 reports
  • – Microsoft (MSFT) – 4 reports
  • – Caterpillar (CAT) – 4 reports
  • – TrueCar (TRUE) – 4 reports
  • – Kimberly-Clark (KMB) – 4 reports
  • – Simon Property Group (SPG) – 4 reports
  • – Thor Industries (THO) – 4 reports
  • – Box, Inc. (BOX) – 4 reports
  • – Pinterest (PINS) – 4 reports
  • – Shopify (SHOP) – 4 reports
  • – MasTec Inc. (MTZ) – 4 reports
  • – AMC Entertainment (AMC) – 4 reports
  • – Eventbrite (EB) – 4 reports
  • – Equinix (EQIX) – 3 reports
  • – Cummins (CMI) – 3 reports

About Us Testimonials In the News Support Careers General Legal Documentation
Copyright 2025 New Constructs, LLC All Rights Reserved
Registration on or use of this site constitutes acknowledgement of our Disclosures and Disclaimers and acceptance of our Terms of Use and Privacy Policy.