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

Sector Ratings Recap
April 23, 20210Comments

2Q21 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 second quarter of 2021.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
April 22, 20210Comments

Small Cap Value Style 2Q21: Best and Worst

The Small Cap Value style ranks ninth out of the twelve fund styles as detailed in our 2Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Matt Shuler, Investment Analyst II
Best & Worst by Style
April 22, 20210Comments

Small Cap Growth Style 2Q21: Best and Worst

The Small Cap Growth style ranks last out of the twelve fund styles as detailed in our 2Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Very Unattractive rating.
by Matt Shuler, Investment Analyst II
Best & Worst by Style
April 22, 20210Comments

Small Cap Blend Style 2Q21: Best and Worst

The Small Cap Blend style ranks eleventh out of the twelve fund styles as detailed in our 2Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Unattractive rating.
by Matt Shuler, Investment Analyst II
Best & Worst by Style
April 22, 20210Comments

Mid Cap Value Style 2Q21: Best and Worst

The Mid Cap Value style ranks seventh out of the twelve fund styles as detailed in our 2Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Matt Shuler, Investment Analyst II
Best & Worst by Style
April 22, 20210Comments

Mid Cap Growth Style 2Q21: Best and Worst

The Mid Cap Growth style ranks tenth out of the twelve fund styles as detailed in our 2Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Unattractive rating.
by Matt Shuler, Investment Analyst II
Best & Worst by Style
April 22, 20210Comments

Mid Cap Blend Style 2Q21: Best & Worst

The Mid Cap Blend style ranks sixth out of the twelve fund styles as detailed in our 2Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Matt Shuler, Investment Analyst II
Model Portfolio
April 22, 20210Comments

Safest Dividend Yields Model Portfolio: April 2021

Platinum Members and higher can access April's Safest Dividend Yields Model Portfolio as of Thursday, April 22.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
April 21, 20210Comments

Large Cap Value Style 2Q21: Best & Worst

The Large Cap Value style ranks first out of the twelve fund styles as detailed in our 2Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Very Attractive rating.
by Alex Sword
Best & Worst by Style
April 21, 20210Comments

Large Cap Growth Style 2Q21: Best & Worst

The Large Cap Growth style ranks fifth out of the twelve fund styles as detailed in our 2Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Alex Sword
Best & Worst by Style
April 21, 20210Comments

Large Cap Blend Style 2Q21: Best & Worst

The Large Cap Blend style ranks second out of the twelve fund styles as detailed in our 2Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Attractive rating.
by Alex Sword
Model Portfolio
April 21, 20210Comments

Focus List Stocks: Short – Update 4/21/21

We’ve made the following update to our Focus List Stocks: Short Model Portfolio as of April 21, 2021.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
April 20, 20210Comments

All Cap Value Style 2Q21: Best and Worst

The All Cap Value style ranks fourth out of the twelve fund styles as detailed in our 2Q21 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
April 20, 20210Comments

All Cap Growth Style 2Q21: Best and Worst

The All Cap Growth style ranks eighth out of the twelve fund styles as detailed in our 2Q21 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
April 20, 20210Comments

All Cap Blend Style 2Q21: Best and Worst

The All Cap Blend style ranks third out of the twelve fund styles as detailed in our 2Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Attractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst Sector Rankings
April 20, 20210Comments

Style Ratings for ETFs & Mutual Funds: 2Q21

At the beginning of the second quarter of 2021, only the Large Cap Value, Large Cap Blend, and All Cap Blend styles earn Attractive-or-better ratings.
by Kyle Guske II, Senior Investment Analyst, MBA
Sector Ratings Recap
April 15, 20210Comments

2Q21 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 2021.
by Kyle Guske II, Senior Investment Analyst, MBA
April 15, 20210Comments

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

See two of the featured stocks from this month’s model portfolios.
by Alex Sword
Model Portfolio
April 15, 20210Comments

Exec Comp Aligned with ROIC Model Portfolio: April 2021

Platinum Members and higher can access April's Executive Compensation Aligned With ROIC Model Portfolio as of Thursday, April 15.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst Sector Funds
April 14, 20210Comments

Utilities Sector 2Q21: Best and Worst

The Utilities sector ranks ninth out of the 11 sectors as detailed in our 2Q21 Sector Ratings for ETFs and Mutual Funds report. It gets our Unattractive 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.