Model Portfolios

Ready-to-implement portfolios built using our validated ratings. Live performance tracked daily. Independently verified by BX Partners and IndexOne.

Our Portfolio Philosophy

Every holding in our model portfolios passes through our proprietary rating system. We don't chase momentum or follow trends—we buy companies with strong fundamentals at reasonable valuations, and we avoid companies showing signs of deterioration.

🛡️

Risk First

Every stock must pass Loss Indicator™ and FSN™ screens before consideration

📊

Data Driven

Selection based on quantitative ratings, not analyst opinions or narratives

Verified Daily

Live performance tracked by independent third parties

Three Core Portfolios

Each portfolio is designed for a specific investment objective. All use our validated ratings for stock selection and risk management.

Resilient Value

Undervalued quality companies with strong fundamentals

Strategy
Large-Cap Value
Holdings
20-30 stocks

Selection Criteria

  • FSN™ rating of B or higher
  • Loss Indicator™: Acceptable or Marginal
  • Trading below historical valuation bands
  • Positive 4D™ trend (improving fundamentals)

Ideal For

Investors seeking capital appreciation with downside protection. Core portfolio holding.

Request Access

Resilient Income

Dividend-paying stocks with sustainable payouts

Strategy
Dividend Income
Holdings
25-35 stocks

Selection Criteria

  • Dividend yield above market average
  • Payout ratio sustainable per ERS analysis
  • Loss Indicator™: Acceptable only
  • No dividend cuts in trailing 5 years

Ideal For

Income-focused investors who need reliable cash flow without sacrificing capital preservation.

Request Access

Small-Cap Growth

High-quality smaller companies with growth potential

Strategy
Small-Cap Growth
Holdings
15-25 stocks

Selection Criteria

  • Market cap $500M - $5B
  • FSN™ rating of A or higher
  • Revenue growth above sector median
  • Strong balance sheet (low debt)

Ideal For

Growth-oriented investors with longer time horizons seeking quality smaller companies.

Request Access

Specialty Lists

🎯 Takeover Targets

Companies with characteristics historically associated with acquisition activity: undervalued assets, strategic value, and financial health attractive to acquirers.

Learn More →

⚠️ Bad Stock Exit List™

Stocks with rising risk, deteriorating fundamentals, or declining suitability for fiduciary portfolios. Updated regularly to help you exit before losses materialize.

Learn More →

Independently Verified Performance

We don't just claim performance—we prove it. Our model portfolios are tracked live and verified by independent third parties. You can see exactly what we hold and how we're performing in real-time.

  • BX Partners: Independent index calculation and verification
  • IndexOne: Third-party performance tracking
  • Daily Updates: Holdings and performance updated every trading day
LIVE

Performance tracked and verified daily by independent third parties

How to Use Model Portfolios

1

As a Complete Solution

Use our model portfolios as-is for clients seeking a fully managed equity allocation. Each portfolio is designed to stand alone.

2

As a Starting Point

Use our portfolios as a foundation, then customize based on client-specific needs, tax situations, or existing holdings.

3

As a Research Input

Use our stock selections as a vetted universe for your own research. Every holding has passed our rigorous rating screens.

Ready to Access Model Portfolios?

See current holdings, live performance, and detailed methodology. Request a demo to get started.