Our stock portfolios are baskets of
mechanically generated high quality stocks designed to outperform their
respective benchmarks with low volatility. Portfolio performance is updated
daily. All access to portfolio
historical trades, current holdings
and performance since inception is free.
The portfolios are rebalanced monthly and are equally-weighted across all major sectors. In order to facilitate the tracking process for readers, just one stock per sector is included. The Large Cap, Mid Cap and Small Cap portfolios are comprised of 11-12 stocks each. The All Cap portfolio aggregates stocks from the other portfolios to propose a better diversification. Importantly, only companies classified as a Strong Buy in our ranking system can be considered for investment. |
|
To sign up to receive free monthly portfolio constituent changes, please
register here.
We provide historical performance for each portfolio. Prior to July 2006, performance relies on historical testing. Subsequent returns are based on real-time tracking.
Moreover, we expect these portfolios to illustrate the benefits of using our free ranking system as a tool to enhance the investment process when considering U.S. equities. To learn more about the model behind our ranking system, and its track record, read our ranking system's methodology article.
We provide historical performance for each portfolio. Prior to July 2006, performance relies on historical testing. Subsequent returns are based on real-time tracking.
Moreover, we expect these portfolios to illustrate the benefits of using our free ranking system as a tool to enhance the investment process when considering U.S. equities. To learn more about the model behind our ranking system, and its track record, read our ranking system's methodology article.
The following tables show the performances of our portfolios compared to their benchmark:
Name
1
Day
Day
1
Month
Month
3
Month
Month
6
Month
Month
Year To
Date
Date
1
Year
Year
Incep.
S&P 600 TR
1.11%
-4.51%
-3.87%
-1.30%
2.34%
16.25%
-6.31%
Name
1
Day
Day
1
Month
Month
3
Month
Month
6
Month
Month
Year To
Date
Date
1
Year
Year
Incep.
S&P 400 TR
1.33%
-2.31%
-0.47%
0.59%
5.00%
20.44%
4.36%
Name
1
Day
Day
1
Month
Month
3
Month
Month
6
Month
Month
Year To
Date
Date
1
Year
Year
Incep.
S&P 500 TR
0.92%
-2.93%
-0.23%
-1.52%
-0.90%
11.81%
-6.83%
Name
1
Day
Day
1
Month
Month
3
Month
Month
6
Month
Month
Year To
Date
Date
1
Year
Year
Incep.
S&P 1500 TR
0.95%
-2.93%
-0.39%
-1.34%
-0.31%
12.64%
-5.99%
