Model Portfolios

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

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Our Portfolio Philosophy

Every holding in our model portfolios is selected using our proprietary risk ratings.
We look for companies with strong fundamentals at reasonable valuations,
and we avoid companies showing signs of deterioration.

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Risk First — Every stock is screened against multiple proprietary risk ratings before selection

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Data Driven — Selection powered by quantitative analysis across decades of market data

Updated Daily — Portfolio prices and returns refreshed every trading day

Three Core Portfolios

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

Resilient Value

Undervalued quality companies with strong fundamentals

Selection Criteria

  • Market cap: $1 billion+
  • Quality screen: all 9 ratings must be C or better
  • FSN™ threshold: B or better
  • Standout strength: at least one rating ranks among the best 100 companies in the sample

Ideal For

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

FREE TRIAL

Dividend Income Model

High-conviction dividend-paying stocks

Selection Criteria

  • Market cap: $1 billion+
  • Quality screen: all 9 ratings must be C or better
  • FSN™ threshold: B or better
  • Standout strength: at least one rating ranks among the best 100 companies in the sample
  • Dividend requirement: must be paying a dividend (avg. yield 3.9% at selection)

Ideal For

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

FREE TRIAL

Small-Cap Model

High-quality smaller companies with growth potential

Selection Criteria

  • Market cap: $100 million to $1 billion
  • Quality screen: all 9 ratings must be C or better
  • FSN™ threshold: B or better
  • Valuation strength: eValuation™ ranks among the best 100 companies in the sample

Ideal For

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

FREE TRIAL

Idea Lists — Data Science Screens, Updated Monthly

Each list screens the largest 1,500 U.S. stocks by market cap using a specific ERS proprietary rating. Use them as research starting points — see what our ratings reveal each month, then decide what fits your clients.

Takeover Targets

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

FSN Top 40

The 40 highest-rated stocks each month by our flagship FSN rating — a composite measure of fundamental strength, valuation, and downside risk.

4D Top 40

The 40 highest-rated stocks each month by our 4D rating, which evaluates valuation, solvency, profitability, and tangible equity.

How to Use Model Portfolios

1

As a Complete Solution

Use our model portfolios as-is for clients seeking a complete equity portfolio. 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 been selected using our proprietary risk ratings.

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