Stock Lists
- FSI Sector Allocation
- 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 market ultimately couldn't hold onto gains, dropping 1.9% on the last trading day of October, resulting in a 1.0% decline in the S&P 500 for...
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...
- 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 rebalance of Granny Shots, and also the updated list of Super and Sleeper Grannies. We view Granny Shots as a core portfolio of stocks and...
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...
First Word
GRANNY SHOTS: May 2024 Super Granny update
On Tuesday, 5/21, we hold our monthly webinar on the Top 5 “Super” and Bottom 5 “Sleeper" ideas within our Large Cap Granny Shot and...