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Stock Lists Guide

This page will try to explain everything to our FS Insight members about how our stock lists work and how you can get the most out of our picks.

Rebalanced Quarterly

Provides investors with stock ideas contained in at least 2 out 6 thematic investment strategies that aim to outperform the S&P 500

How To Use Granny Shots

  • Strategic themes are longer term (3-5 years), tactical stocks themes are shorter term (6-12 months).
  • Additions and deletions to Granny Shots are not buy/sell signals.
  • For long term investing, consider strategic stocks, for shorter term, consider tactical stocks.
Rebalanced Monthly

Outperform the S&P 500 by actively managing one’s sector exposure without taking on additional portfolio risk

How To Use FSI Sector Allocation

  • To follow this strategy the investor can follow the overweight forecast by buying the underlying ETF of the sector.
  • Visit the Tools section of the FSI Sector Allocation to calculate your proposed allocation into this strategy.
  • Example for XLE (Energy Sector): An increase from 2.9% (S&P Weight) to 3.5% (FSI Sector Weight) is an increase of 20% over its original weight of the S&P 500.
Updated Every Third Thursday of the Month

Provides investors with timely and actionable stock ideas. Brian’s proprietary model suggests these names will beat the S&P 500 without taking on excessive risks.

How To Use Brian's Dunks

  • The Dunks bucket comprises Brian’s top 5 picks. The mid-range jumpers present 5 names with great upside but potentially more volatility as well.
  • There are three designations for stocks on the list, PLAY, HOLD, and OUT. PLAY is our most enthusiastic rating and OUT is the least.
  • Additions or deletions of stocks do not necessarily constitute a buy or sell signals.

Quantitative Stock Ratings

Revised Monthly

Utilizing a complex set of quantitative algorithms, Adam Gould, CFA has developed a data-driven stock rating system, divorced from emotion and psychological bias.

How to Use Quantitative Stock Ratings

  • The quantitative stock rating system uses five unique quantitative algorithms to rate large-cap U.S. stocks on a monthly basis.
  • An aggregate score is assigned to each stock on a scale from outperform to underperform, based on its comparison to the S&P 500.
  • Stocks can be added to a personalized FSI Watchlist, with customized notifications sent accordingly.

Entry and Target Prices

We do not provide entry and price targets for our recommended stocks. Each investor has their own risk profile, time horizon and investment objective and this has to be taken into consideration when entering a position from our lists.

We prefer the terminology of adding or reducing exposure. We may also refer to being ‘overweight’ (OW) or ‘underweight’ (UW). These two terms mean more or less than what the ‘market-weight’ is. If stock x is 1% of the index and it is 4% of your portfolio then you are overweight.

Do you have further questions?

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

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