Ready-to-implement portfolios built using our proprietary ratings.
Live performance tracked daily. Independently verified by BX Partners and IndexOne.
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.
Risk First — Every stock is screened against multiple proprietary risk ratings before selection
Data Driven — Selection powered by quantitative analysis across decades of market data
Updated Daily — Portfolio prices and returns refreshed every trading day
Each portfolio is designed for a specific investment objective.
All use our proprietary ratings for stock selection and risk management.
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.
Companies with characteristics historically associated with acquisition activity: undervalued assets, strategic value, and financial health attractive to acquirers.
The 40 highest-rated stocks each month by our flagship FSN rating — a composite measure of fundamental strength, valuation, and downside risk.
The 40 highest-rated stocks each month by our 4D rating, which evaluates valuation, solvency, profitability, and tangible equity.
Use our model portfolios as-is for clients seeking a complete equity portfolio. Each portfolio is designed to stand alone.
Use our portfolios as a foundation, then customize based on client-specific needs, tax situations, or existing holdings.
Use our stock selections as a vetted universe for your own research. Every holding has been selected using our proprietary risk ratings.
See current holdings, live performance, and detailed methodology. Start your free trial today.