| Name | 1 Day | 1 Month | 3 Month | 6 Month | YTD | 1 Year | Incep. |
|---|---|---|---|---|---|---|---|
| Small Cap | 0.81% | 5.48% | 15.19% | 43.27% | 36.03% | 61.28% | 533.04% |
| S&P 600 TR | 0.00% | 6.81% | 7.71% | 22.06% | 14.85% | 28.20% | 56.05% |
| Name | 1 Day | 1 Month | 3 Month | 6 Month | YTD | 1 Year | Incep. |
|---|---|---|---|---|---|---|---|
| Mid Cap | -0.05% | 5.49% | 6.74% | 12.90% | 5.05% | 19.85% | 75.38% |
| S&P 400 TR | 0.00% | 5.89% | 8.87% | 22.07% | 16.82% | 30.11% | 70.31% |
| Name | 1 Day | 1 Month | 3 Month | 6 Month | YTD | 1 Year | Incep. |
|---|---|---|---|---|---|---|---|
| Large Cap | -0.16% | 8.09% | 9.32% | 16.93% | 16.65% | 14.68% | 55.03% |
| S&P 500 TR | 0.17% | 7.56% | 11.67% | 21.34% | 18.02% | 29.74% | 51.23% |
| Name | 1 Day | 1 Month | 3 Month | 6 Month | YTD | 1 Year | Incep. |
|---|---|---|---|---|---|---|---|
| All Cap | 0.19% | 6.45% | 10.43% | 23.44% | 18.61% | 30.06% | 163.28% |
| S&P 1500 TR | 0.00% | 5.21% | 9.03% | 18.95% | 15.41% | 27.07% | 49.72% |
Our stock portfolios are baskets of mechanically generated high-quality stocks designed to outperform their respective benchmarks with low volatility. Portfolio performance is updated daily and you gain free access to portfolio historical trades, current holdings and performance since inception.
The portfolios are re-balanced monthly and are equally weighted across all major sectors. In order to facilitate the tracking process for readers, just one stock per sector is included. The Large Cap, Mid Cap and Small Cap portfolios are each comprised of 11-12 stocks. The All Cap portfolio aggregates stocks from the other portfolios to propose a better diversification. Please note that only companies classified as a Strong Buy in our Rating System will be considered for investment.
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We provide historical performance for each portfolio. Note that prior to July 2006, performance relies on historical testing; subsequent returns are based on real-time tracking.
Moreover, we expect these portfolios to illustrate the benefits of using our free Rating System Tool to enhance the investment process when considering U.S. equities.
To learn more about the model behind the Super Stock Screener Rating System, and its track record, read our Rating System's Methodology.
