Every day, the FS Insight team provides evidence-based investment research and insights that educate everyday investors like you on how to think about the markets and generate investment ideas that deliver outperformance. But often, what you need are ideas that are immediately actionable.

That's where our stock lists come in. Each of our stock lists deliver clear specifics about where the research heads of FS Insight think the opportunities are, all based on the non-emotional, evidence-based research they deliver to institutional investors – and esteemed members like you.

ETF

FSI Sector Allocation

Rebalanced Monthly
FS Insight Team
FS Insight Team

The FSI Sector Allocation strategy provides a disciplined, yet flexible, approach to seeking outperformance. The strategy can help investors with both longer-term and shorter term strategies. In addition, investors can use the FSI Sector Allocation list to implement a strategy primarily based on sector ETFs, or to allocate stock holdings based on sector weightings recommendations.

The stock list represents a merging of longer-term sector perspectives with short-term technical dynamics, appropriate for both active and passive investment methodologies.

Upticks Strategy

Revised Monthly
Tom Lee
Mark L. Newton, CMT AC

Head of Technical Strategy

Upticks is a 100% technical analysis-derived list of stocks from within the ranks of the S&P 500, selected by Head of Technical Strategy Mark Newton. It represents the distillation of Newton's intermediate-term views on the market, incorporating a range of technical indicators including sentiment, seasonality, cycles, breadth, and much more.

As with our other stock lists, Upticks does not provide advice regarding entry and exit points. However, it does provide Newton's views on support and resistance to help investors make their own decisions.

Stock List FAQs

How often are stock lists updated?
The FSI Sector Allocation list is updated during the first week of the month, though the precise day varies. Upticks is updated on an approximately monthly schedule.

Do I have to buy all the stocks in a given list?
Not at all. Many of our subscribers use the lists only as a source of ideas as they work to implement their own investment strategies.

When should I buy (or sell) a stock on one of your stock lists? How much should I buy?
As providers of investment research, FS Insight is regulatorily prohibited from providing investment advice such as what stocks to buy, at what price, and in what volumes. This would require a knowledge of the specifics of your financial situation.

How do I determine which stock list is right for me?
The table below provides an easy way to compare and contrast each of the lists. For more information on a specific list, please click the menu to the left. In addition, each stock list includes a detailed introduction that includes a discussion of the methodologies and thinking behind the lists. Please note that some subscribers combine the ideas from multiple lists.

Stock List Compiled by Components selected from: Time horizon Methodology
FSI Sector Allocation Tom Lee
Ken Xuan
Mark Newton		 GICS-level industry sectors Flexible – options for tactical or strategic approaches, or a combination of both. Starts with standard S&P 500 sector distribution, then adjusts weights/allocation based on sector ratings by Lee and Newton.
Tactical allocations based on price trend, technical analysis, and other elements.
Upticks Mark Newton S&P 500 stocks Intermediate – four to six months 100% technical analysis (no examination of macroeconomics or stock fundamentals)

Do you have further questions?

Write to our team who can help you better understand how to invest based on our research.