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Model Portfolios

All New Constructs model portfolios

Best & Worst by Style
January 21, 20220Comments

Small Cap Blend Style 1Q22: Best and Worst

The Small Cap Blend style ranks ninth out of the twelve fund styles as detailed in our 1Q22 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
January 21, 20220Comments

Mid Cap Value Style 1Q22: Best and Worst

The Mid Cap Value style ranks seventh out of the twelve fund styles as detailed in our 1Q22 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
January 21, 20220Comments

Mid Cap Growth Style 1Q22: Best and Worst

The Mid Cap Growth style ranks eleventh out of the twelve fund styles as detailed in our 1Q22 Style Ratings for ETFs and Mutual Funds report. It gets our Unattractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
January 20, 20220Comments

Mid Cap Blend Style 1Q22: Best and Worst

The Mid Cap Blend style ranks sixth out of the twelve fund styles as detailed in our 1Q22 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
January 20, 20220Comments

Large Cap Value Style 1Q22: Best and Worst

The Large Cap Value style ranks fourth out of the twelve fund styles as detailed in our 1Q22 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
January 20, 20220Comments

Large Cap Growth Style 1Q22: Best and Worst

The Large Cap Growth style ranks fifth out of the twelve fund styles as detailed in our 1Q22 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
January 20, 20220Comments

Large Cap Blend Style 1Q22: Best and Worst

The Large Cap Blend style ranks third out of the twelve fund styles as detailed in our 1Q22 Style Ratings for ETFs and Mutual Funds report. It gets our Attractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
January 20, 20220Comments

All Cap Value Style 1Q22: Best and Worst

The All Cap Value style ranks first out of the twelve fund styles as detailed in our 1Q22 Style Ratings for ETFs and Mutual Funds report. It gets our Very Attractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
January 20, 20220Comments

All Cap Growth Style 1Q22: Best and Worst

The All Cap Growth style ranks tenth out of the twelve fund styles as detailed in our 1Q22 Style Ratings for ETFs and Mutual Funds report. It gets our Unattractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
January 20, 20220Comments

All Cap Blend Style 1Q22: Best and Worst

The All Cap Blend style ranks second out of the twelve fund styles as detailed in our 1Q22 Style Ratings for ETFs and Mutual Funds report. It gets our Attractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Model Portfolio
January 20, 20220Comments

Safest Dividend Yields Model Portfolio: January 2022

Platinum Members and higher can access January's Safest Dividend Yields Model Portfolio as of Thursday, January 20.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst Sector Rankings
January 19, 20220Comments

Style Ratings for ETFs & Mutual Funds: 1Q22

As the first quarter of 2022 opens, the All Cap Value, All Cap Blend, and Large Cap Blend fund styles earn Attractive-or-better ratings.
by Kyle Guske II, Senior Investment Analyst, MBA
January 14, 20220Comments

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

See two of the featured stocks from this month’s model portfolios.
by Matt Shuler, Investment Analyst II
Sector Ratings Recap
January 14, 20220Comments

1Q22 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 first quarter of 2022.
by Kyle Guske II, Senior Investment Analyst, MBA
Model Portfolio
January 13, 20220Comments

Exec Comp Aligned with ROIC Model Portfolio: January 2022

Platinum Members and higher can access January's Executive Compensation Aligned With ROIC Model Portfolio as of Thursday, January 13.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst Sector Funds
January 13, 20220Comments

Utilities Sector 1Q22: Best and Worst

The Utilities sector ranks eighth out of the 11 sectors as detailed in our 1Q22 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
January 13, 20220Comments

Telecom Services Sector 1Q22: Best and Worst

The Telecom Services sector ranks first out of the 11 sectors as detailed in our 1Q22 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
January 13, 20220Comments

Technology Sector 1Q22: Best and Worst

Technology sector ranks sixth out of the 11 sectors as detailed in our 1Q22 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
January 13, 20220Comments

Real Estate Sector 1Q22: Best and Worst

The Real Estate sector ranks eleventh out of the 11 sectors as detailed in our 1Q22 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
January 13, 20220Comments

Industrials Sector 1Q22: Best and Worst

The Industrials sector ranks fourth out of the 11 sectors as detailed in our 1Q22 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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