Stock Lists
- FSI Sector Allocation
- FSI Sector Allocation
FSI Sector Allocation - December 2024 Update
Please CLICK HERE to download the sector allocation report in PDF format. MARKET RECAP Happy Holidays! The S&P 500 roared back to life in November. The broad-based index rallied 6%, reversing October’s 1% decline. With less than 20 trading days left in the year, the market appears primed to notch...
- First Word
November Top Stock Ideas and Super SMID Granny Market Update + SMID Granny November Rebalance +27 adds/ -25 deletes.
TO DOWNLOAD THE SLIDE DECK FOR OUR MARKET UPDATE WEBINAR, PLEASE CLICK HERE. INVESTMENT IDEAS: TOP LARGE-CAP STOCK PICKS + SUPER SMID GRANNIES As we are rebranding our monthly webinar, we are introducing a new section of top stock ideas:The top large-cap stock ideas are based on a universe of...
FSI Sector Allocation
FSI Sector Allocation - November 2024 Update
Please CLICK HERE to download the sector allocation report in PDF format. MARKET RECAP Happy November. The fourth quarter is already one month in. The...
FSI Sector Allocation
FSI Sector Allocation - October 2024 Update
Please CLICK HERE to download the sector allocation report in PDF format. MARKET RECAP Monday marked the final trading day of both September and the...
FSI Sector Allocation
FSI Sector Allocation - September 2024 Update
Please CLICK HERE to download the sector allocation report in PDF format. MARKET RECAP Despite the market turmoil we experienced in early August, markets managed...
- FSI Sector Allocation
FSI Sector Allocation - August 2024 Update
Please CLICK HERE to download the sector allocation report in PDF format. MARKET RECAP Happy August! With the dovish FOMC on the last day of July, the S&P 500 finally rallied and turned the month’s performance back to green. The S&P 500 Sectors were generally higher in July except for...
First Word
GRANNY SHOTS: Jul 2024 rebalance +8 adds/-10 deletes. SMID Granny Shots +23 adds/-25 deletes. July Super and Sleeper Grannies. WEBINAR WED!!!
TO DOWNLOAD THE SLIDE DECK FOR OUR GRANNY SHOTS WEBINAR, PLEASE CLICK HERE. _GRANNY SHOTS: JULY 2024 REBALANCE_ This note is focused on the quarterly...
FSI Sector Allocation
FSI Sector Allocation - July 2024 Update
Please CLICK HERE to download the sector allocation report in PDF format. MARKET RECAP In June, the sector performance of the US stock market mirrored...
First Word
GRANNY SHOTS: June 2024 Super Granny update
TO DOWNLOAD THE SLIDE DECK FOR OUR GRANNY SHOTS WEBINAR, PLEASE CLICK HERE. SUPER GRANNIES: 5 SUPER AND 5 SLEEPER “Super Grannies” (most timely) and...
FSI Sector Allocation
FSI Sector Allocation - June 2024 Update
Please CLICK HERE to download the sector allocation report in PDF format. MARKET RECAP As one of the oldest Wall Street adages says, "sell in...