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Model Portfolios

All New Constructs model portfolios

Model Portfolio
July 29, 20210Comments

Dividend Growth Stocks Model Portfolio: July 2021

Platinum Members and higher can access July's Dividend Growth Stocks Model Portfolio as of Thursday, July 29.
by Kyle Guske II, Senior Investment Analyst, MBA
Model Portfolio
July 22, 20210Comments

Safest Dividend Yields Model Portfolio: July 2021

Platinum Members and higher can access July's Safest Dividend Yields Model Portfolio as of Thursday, July 22.
by Kyle Guske II, Senior Investment Analyst, MBA
Incremental Return on Invested Capital
July 20, 20210Comments

Featured Stock in July’s Exec Comp & ROIC Model Portfolio

Get a free look at one of the stocks in this month's Model Portfolio.
by Alex Sword
Sector Ratings Recap
July 16, 20210Comments

3Q21 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 third quarter of 2021.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
July 16, 20210Comments

Small Cap Value Style 3Q21: Best & Worst

The Small Cap Value style ranks seventh out of the twelve fund styles as detailed in our 3Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Alex Sword
Best & Worst by Style
July 16, 20210Comments

Small Cap Growth Style 3Q21: Best & Worst

The Small Cap Growth style ranks last out of the twelve fund styles as detailed in our 3Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Very Unattractive rating.
by Alex Sword
Best & Worst by Style
July 16, 20210Comments

Small Cap Blend Style 3Q21: Best & Worst

The Small Cap Blend style ranks eighth out of the twelve fund styles as detailed in our 3Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Alex Sword
Best & Worst by Style
July 16, 20210Comments

Mid Cap Value Style 3Q21: Best & Worst

The Mid Cap Value style ranks tenth out of the twelve fund styles as detailed in our 3Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Unattractive rating.
by Matt Shuler, Investment Analyst II
Best & Worst by Style
July 16, 20210Comments

Mid Cap Growth Style 3Q21: Best & Worst

The Mid Cap Growth style ranks eleventh out of the twelve fund styles as detailed in our 3Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Unattractive rating.
by Matt Shuler, Investment Analyst II
Best & Worst by Style
July 16, 20210Comments

Mid Cap Blend Style 3Q21: Best & Worst

The Mid Cap Blend style ranks sixth out of the twelve fund styles as detailed in our 3Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Matt Shuler, Investment Analyst II
Best & Worst by Style
July 16, 20210Comments

Large Cap Value Style 3Q21: Best & Worst

The Large Cap Value style ranks fourth out of the twelve fund styles as detailed in our 3Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Matt Shuler, Investment Analyst II
Best & Worst by Style
July 16, 20210Comments

Large Cap Growth Style 3Q21: Best & Worst

The Large Cap Growth style ranks fifth out of the twelve fund styles as detailed in our 3Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Matt Shuler, Investment Analyst II
Best & Worst by Style
July 16, 20210Comments

Large Cap Blend Style 3Q21: Best & Worst

The Large Cap Blend style ranks first out of the twelve fund styles as detailed in our 3Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Very Attractive rating.
by Matt Shuler, Investment Analyst II
Best & Worst by Style
July 16, 20210Comments

All Cap Value Style 3Q21: Best and Worst

The All Cap Value style ranks second out of the twelve fund styles as detailed in our 3Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Attractive rating.
by Matt Shuler, Investment Analyst II
Best & Worst by Style
July 16, 20210Comments

All Cap Growth Style 3Q21: Best and Worst

The All Cap Growth style ranks ninth out of the twelve fund styles as detailed in our 3Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Matt Shuler, Investment Analyst II
Best & Worst by Style
July 16, 20210Comments

All Cap Blend Style 3Q21: Best and Worst

The All Cap Blend style ranks third out of the twelve fund styles as detailed in our 3Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Attractive rating.
by Matt Shuler, Investment Analyst II
Best & Worst Sector Rankings
July 15, 20210Comments

Style Ratings for ETFs & Mutual Funds: 3Q21

At the beginning of the third quarter of 2021, only the Large Cap Blend, All Cap Value, and All Cap Blend styles earn Attractive-or-better ratings.
by Kyle Guske II, Senior Investment Analyst, MBA
Model Portfolio
July 15, 20210Comments

Exec Comp Aligned with ROIC Model Portfolio: July 2021

Platinum Members and higher can access July's Executive Compensation Aligned With ROIC Model Portfolio as of Thursday, July 15.
by Kyle Guske II, Senior Investment Analyst, MBA
Model Portfolio
July 15, 20210Comments

Focus List Stocks: Long – Update 7/15/21

We’ve made the following update to our Focus List Stocks: Long Model Portfolio as of July 15, 2021.
by Kyle Guske II, Senior Investment Analyst, MBA
Sector Ratings Recap
July 14, 20210Comments

3Q21 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 2021.
by Alex Sword
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