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

Focus List Long Short Performance
April 17, 20230Comments

Focus List Stocks Underperform as a Long/Short Portfolio in 1Q23

Our Focus List Stocks: Long and Focus List Stocks: Short Model Portfolio underperformed the S&P 500 as a long/short portfolio in 1Q23.
by Kyle Guske II, Senior Investment Analyst, MBA
Sector & Industry Fundamentals
April 14, 20230Comments

Focus List Stocks: Short Model Portfolio Underperforms In 1Q23

Despite this quarter’s performance, this Model Portfolio has beaten the S&P 500 by 39% since the start of 2021.
by Kyle Guske II, Senior Investment Analyst, MBA
April 14, 20230Comments

Focus List Stocks: Long Model Portfolio Underperforms In 1Q23

Despite this quarter’s performance, this Model Portfolio has beaten the S&P 500 by 35% since the start of 2021.
by Kyle Guske II, Senior Investment Analyst, MBA
Sector Ratings Recap
April 14, 20230Comments

2Q23 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 2023.
by Kyle Guske II, Senior Investment Analyst, MBA
April 14, 20230Comments

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

See two of the featured stocks from this month’s Most Attractive and Most Dangerous Stocks model portfolios.
by Italo Mendonca
Model Portfolio
April 14, 20230Comments

Exec Comp Aligned with ROIC Model Portfolio: April 2023

New Professional and higher members and higher can access April's Executive Compensation Aligned With ROIC Model Portfolio as of Friday, April 14.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst Sector Funds
April 13, 20230Comments

Utilities Sector 2Q23: Best and Worst

The Utilities sector ranks eleventh out of the 11 sectors as detailed in our 2Q23 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 13, 20230Comments

Telecom Services Sector 2Q23: Best and Worst

The Telecom Services sector ranks eighth out of the 11 sectors as detailed in our 2Q23 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
April 13, 20230Comments

Technology Sector 2Q23: Best and Worst

The Technology sector ranks sixth out of the 11 sectors as detailed in our 2Q23 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
April 13, 20230Comments

Real Estate Sector 2Q23: Best and Worst

The Real Estate sector ranks tenth out of the 11 sectors as detailed in our 2Q23 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
April 13, 20230Comments

Industrials Sector 2Q23: Best and Worst

The Industrials sector ranks ninth out of the 11 sectors as detailed in our 2Q23 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
April 13, 20230Comments

Healthcare Sector 2Q23: Best and Worst

The Healthcare sector ranks third out of the 11 sectors as detailed in our 2Q23 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 13, 20230Comments

Financials Sector 2Q23: Best and Worst

The Financials sector ranks fifth out of the 11 sectors as detailed in our 2Q23 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
April 13, 20230Comments

Energy Sector 2Q23: Best and Worst

The Energy sector ranks first out of the 11 sectors as detailed in our 2Q23 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
April 13, 20230Comments

Consumer Non-cyclicals Sector 2Q23: Best and Worst

The Consumer Non-cyclicals sector ranks fourth out of the 11 sectors as detailed in our 2Q23 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
April 13, 20230Comments

Consumer Cyclicals Sector 2Q23: Best and Worst

The Consumer Cyclicals sector ranks seventh out of the 11 sectors as detailed in our 2Q23 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
April 13, 20230Comments

Basic Materials Sector 2Q23: Best and Worst

The Basic Materials sector ranks second out of the 11 sectors as detailed in our 2Q23 Sector Ratings for ETFs and Mutual Funds report. It gets our Attractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
April 5, 20230Comments

Featured Stock in March’s Dividend Growth Model Portfolio

Thirteen new stocks made March's Dividend Growth Stocks Model Portfolio. Get a free look at one of the stocks in this month’s portfolio.
by Kyle Guske II, Senior Investment Analyst, MBA
Model Portfolio
April 5, 20230Comments

Most Attractive Stocks Model Portfolio: April 2023

Professional Members and higher can access April's 40 Most Attractive Stocks as of Wednesday, April 5.
by Kyle Guske II, Senior Investment Analyst, MBA
Model Portfolio
April 5, 20230Comments

Most Dangerous Stocks Model Portfolio: April 2023

Professional Members and higher can access April's 38 Most Dangerous Stocks as of Wednesday, April 5.
by Kyle Guske II, Senior Investment Analyst, MBA
« Older Articles Newer Articles »

Search

  • Live-traded Indices
  • Free Trainings
  • 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 —
  • Join Our Online Community
  • How To Use Our Site
  • 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) – 15 reports
  • – Carvana (CVNA) – 11 reports
  • – Disney (DIS) – 10 reports
  • – Intel Corporation (INTC) – 10 reports
  • – Wayfair (W) – 11 reports
  • – Uber (UBER) – 10 reports
  • – Beyond Meat (BYND) – 10 reports
  • – Peloton (PTON) – 10 reports
  • – Spotify (SPOT) – 9 reports
  • – Walmart (WMT) – 9 reports
  • – DoorDash (DASH) – 9 reports
  • – Skechers USA (SKX) – 9 reports
  • – JPMorgan (JPM) – 9 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
  • – Cisco Systems (CSCO) – 7 reports
  • – Affirm Holdings (AFRM) – 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
  • – Alphabet (GOOGL) – 6 reports
  • – Colgate-Palmolive (CL) – 6 reports
  • – Southwest Airlines (LUV) – 6 reports
  • – Ford (F) – 6 reports
  • – NVR Inc. (NVR) – 6 reports
  • – Amgen (AMGN) – 6 reports
  • – Johnson & Johnson (JNJ) – 6 reports
  • – John B. Sanfilippo & Son (JBSS) – 5 reports
  • – SYSCO Corporation (SYY) – 5 reports
  • – Zendesk (ZEN) – 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
  • – Kimberly-Clark (KMB) – 5 reports
  • – Microsoft (MSFT) – 5 reports
  • – Caterpillar (CAT) – 4 reports
  • – TrueCar (TRUE) – 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.