Stock Lists
- FSI Sector Allocation
- FSI Sector Allocation
FSI Sector Allocation - May 2024 Update
Please CLICK HERE to download the May sector allocation report in PDF format. MARKET RECAP Happy May FS Insight Family! After a strong start in Q1, the stock market experienced some volatility throughout April. Influenced by tax selling, hotter-than-expected CPI, hawkish Fedspeaks, and disappointing earnings from some high-profile companies (notably...
- First Word
GRANNY SHOTS: Apr 2024 rebalance +7 adds. SMID Granny Shots +20 stocks. April Super and Sleeper Grannies. WEBINAR WED!!!
On Wednesday, 4/17 , we update our Granny Shots. If you have not yet registered, sign up with the webinar block below. ___________________________________GRANNY SHOTS APRIL QUARTERLY REBALANCE TODAYUPDATING 5 SUPER AND 5 SLEEPER GRANNIESUPDATING 5 SUPER AND 5 SLEEPER SMID GRANNIESSEE BELOW FOR ADDS AND DELETES TO DOWNLOAD THE SLIDE...
First Word
GRANNY SHOTS: Jan 2024 rebalance +10 adds. NEW SMID Granny Shots +46 stocks. January Super and Sleeper Grannies. WEBINAR WED!!!
Today, 1/17, at 2pm ET we update our Granny Shots. If you have not yet registered, sign up with the webinar block below. ________________________________________________ _VIDEO:_...
FSI Sector Allocation
FSI Sector Allocation - January 2024 Update
Please CLICK HERE to download the January sector allocation report in PDF format. Welcome to 2024. First and foremost, I hope everyone had a delightful...
FSI Sector Allocation
FSI Sector Allocation - December 2023 Update
Please CLICK HERE to download the December sector allocation report in PDF format. After experiencing three consecutive months of decline in August, September, and October,...
- 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...
First Word
GRANNY SHOTS: 3Q rebalance +8 adds/-7 deletes. Plus, July Super and Sleeper Grannies. 2023 YTD 22.7% (409bp vs S&P 500).
Today we update the top 5 “Super Grannies” and bottom 5 “Sleeper Grannies. “ If you have not yet registered, sign up with the webinar...
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GRANNY UPDATE: 5 Updated Super and 5 Sleeper Grannies
Please click below to view yesterday's Macro Minute (duration: 4:56). https://vimeo. com/838030194/ba2f64e13a? share=copy Today at 2pm, we update the top 5 "Super Grannies" and bottom...
First Word
GRANNY UPDATE: 5 Super Grannies and 5 Sleeper Grannies
Today, 5/23, we will be unveiling our top "Super Granny Shots" and bottom "Sleeper Granny Shots" stock picks. Please find the Slide Deck linked here...
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Equity markets bank into "bunker mode" in front of May FOMC but ATH in unemployment claims for over $200k earners = far softer wage growth ahead. April 2023 rebalance "Granny shots" net -3 (+7, -10).
Reminder, tune in this coming Thursday to an important webinar ___________________________________GRANNY SHOTS APRIL QUARTERLY REBALANCE TODAySEE BELOW FOR ADDS AND DELETES ___________________________________ Equity markets came...