Stock Lists
- FSI Sector Allocation
- 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...
- FSI Sector Allocation
FSI Sector Allocation - April 2024 Update
Please CLICK HERE to download the April sector allocation report in PDF format. MARKET RECAP Happy April FS Insight family and hope you had a great Easter Sunday. S&P 500 rose another 3.2% in March, but the rise was not primarily driven by the YTD leader the FANG+ or Magnificent...
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: November Super Granny update. High potential names to own for YE rally.
Today, 11/15, we update the top 5 “Super Grannies” and bottom 5 “Sleeper Grannies." We also provide a Macro Update. If you have not yet...
FSI Sector Allocation
FSI Sector Allocation - November 2023 Update
Please CLICK HERE to download the November sector allocation report in PDF format. This past October, the stock market was significantly influenced by macroeconomic factors,...
- 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
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...
First Word
Updating "Granny shots": +9 additions, -5 deletions
Today is the October quarterly rebalance of our Granny Shots portfolio. The Granny Shots is a list of our core stock holdings, using 6 thematic/quantitative...
Granny Shots
Best bets in 2022 - Week 35
Below we've highlighted stocks that we recommend across at least two of our investment strategies for 2022. These companies could benefit from multiple themes and...
Granny Shots
Best bets in 2022 - Week 34
Below we've highlighted stocks that we recommend across at least two of our investment strategies for 2022. These companies could benefit from multiple themes and...