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Model Portfolios

All New Constructs model portfolios

Model Portfolio
October 30, 20240Comments

Dividend Growth Stocks Model Portfolio: October 2024

Professional Members and higher can access October's Dividend Growth Stocks Model Portfolio as of Wednesday, October 30.
by Kyle Guske II, Senior Investment Analyst, MBA
Model Portfolio
October 24, 20240Comments

Focus List Stocks: Short – Update 10/24/24

We’ve made the following update to our Focus List Stocks: Short Model Portfolio as of October 24, 2024.
by Kyle Guske II, Senior Investment Analyst, MBA
Model Portfolio
October 23, 20240Comments

Safest Dividend Yields Model Portfolio: October 2024

Professional Members and higher can access October's Safest Dividend Yields Model Portfolio as of Wednesday, October 23.
by Kyle Guske II, Senior Investment Analyst, MBA
Sector Ratings Recap
October 22, 20240Comments

4Q24 Style Ratings Recap

In each quarter, we rank each style from best to worst. The following is our style ratings for the fourth quarter of 2024.
by Hakan Salt, Associate Investment Analyst
Focus List Long Short Performance
October 21, 20240Comments

Focus List Stocks Long/Short Long-Term Outperformance Through 3Q24

The outperformance of the Focus List Stocks Long/Short underscores just how important reliable fundamental research is in all markets.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
October 18, 20240Comments

Small Cap Value Style 4Q24: Best and Worst

The Small Cap Value style ranks eighth out of the twelve fund styles detailed in our 4Q24 Style Ratings for ETFs and Mutual Funds report.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
October 18, 20240Comments

Small Cap Growth Style 4Q24: Best and Worst

The Small Cap Growth style ranks twelfth out of the twelve fund styles detailed in our 4Q24 Style Ratings for ETFs and Mutual Funds report.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
October 18, 20240Comments

Small Cap Blend Style 4Q24: Best and Worst

The Small Cap Blend style ranks eleventh out of the twelve fund styles detailed in our 4Q24 Style Ratings for ETFs and Mutual Funds report.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
October 18, 20240Comments

Mid Cap Value Style 4Q24: Best and Worst

The Mid Cap Value style ranks tenth out of the twelve fund styles detailed in our 4Q24 Style Ratings for ETFs and Mutual Funds report.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
October 18, 20240Comments

Mid Cap Growth Style 4Q24: Best and Worst

The Mid Cap Growth style ranks ninth out of the twelve fund styles detailed in our 4Q24 Style Ratings for ETFs and Mutual Funds report.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
October 18, 20240Comments

Mid Cap Blend Style 4Q24: Best and Worst

The Mid Cap Blend style ranks seventh out of the twelve fund styles detailed in our 4Q24 Style Ratings for ETFs and Mutual Funds report.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
October 17, 20240Comments

Large Cap Value Style 4Q24: Best and Worst

The Large Cap Value style ranks third out of the twelve fund styles detailed in our 4Q24 Style Ratings for ETFs and Mutual Funds report. The category receives our Attractive rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
October 17, 20240Comments

Large Cap Growth Style 4Q24: Best and Worst

The Large Cap Growth style ranks fifth out of the twelve fund styles detailed in our 4Q24 Style Ratings for ETFs and Mutual Funds report.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
October 17, 20240Comments

Large Cap Blend Style 4Q24: Best and Worst

The Large Cap Blend style ranks second out of the twelve fund styles detailed in our 4Q24 Style Ratings for ETFs and Mutual Funds report.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
October 17, 20240Comments

All Cap Value Style 4Q24: Best and Worst

The All Cap Value style ranks first out of the twelve fund styles detailed in our 4Q24 Style Ratings for ETFs and Mutual Funds report.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
October 17, 20240Comments

All Cap Growth Style 4Q24: Best and Worst

The All Cap Growth style ranks sixth out of the twelve fund styles detailed in our 4Q24 Style Ratings for ETFs and Mutual Funds report.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
October 17, 20240Comments

All Cap Blend Style 4Q24: Best and Worst

The All Cap Blend style ranks fourth out of the twelve fund styles detailed in our 4Q24 Style Ratings for ETFs and Mutual Funds report.
by Hakan Salt, Associate Investment Analyst
Featured Stocks in MAMD Portfolios
October 16, 20240Comments

October 2024 Update with Featured Stocks from our Most Attractive/Most Dangerous Model Portfolios

Get details on two of the featured stocks in October 2024's Most Attractive/Most Dangerous Model Portfolios.
by Hakan Salt, Associate Investment Analyst
Model Portfolio
October 16, 20240Comments

Exec Comp Aligned with ROIC Model Portfolio: October 2024

Professional and higher members and higher can access October's Executive Compensation Aligned With ROIC Model Portfolio as of Wednesday, October 16.
by Kyle Guske II, Senior Investment Analyst, MBA
Sector Ratings Recap
October 15, 20240Comments

4Q24 ETF & Mutual Fund Sector Ratings Recap

In each quarter, we rank the sectors from best to worst in our Sector Ratings Report. The following is our analysis of each sector for 4Q24.
by Hakan Salt, Associate Investment Analyst
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