ICYMI: Model Portfolio Updates & Sector & Style Ratings Recaps

Model Portfolio Update: Exec Comp Aligned With ROIC

The Exec Comp Aligned With ROIC Portfolio (+3.0%) outperformed the S&P 500 (+2.3%) last month.

Model Portfolio Update: New Stocks on Most Attractive/Most Dangerous

Our Most Dangerous Stocks (-0.8%) outperformed the S&P 500 (+0.4%) last month. Get a free preview of two additions to this month’s model portfolio.

SNAP: Golden Ticket or Next Twitter?

Snapchat’s parent company Snap Inc. filed for its highly anticipated IPO and is seeking up to $22 billion. What do investors need to know before buying? Our report looks behind the reported numbers to get you the truth about profitability and valuation.

Sector Ratings Recap 1Q17: Best and Worst ETFs & Mutual Funds

Quick and easy access to our 1Q17 analysis of each sector.

Style Ratings Recap 1Q17: Best and Worst ETFs & Mutual Funds

Quick and easy access to our 1Q17 analysis of each style.

Webinar: Solving The Biggest Problem w/ Implementing the Fiduciary Rule

Learn our unique solution for implementing a fiduciary level of service.

Upcoming Research

Coverage Updates

  • 297:10-Qs parsed since Feb 1.
  • 208:10-Ks parsed since Feb 1.
  • 186: Stocks & mutual funds added to coverage universe over the last 3 months.

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