Category: Models
U.S. Model Portfolio – Stock Only
.The U.S. Stock Only Model Portfolio has one stock that has become overvalued this month. The stock is Comtech Telecommunications [CMTL] at 167.05 Fv. Comtech was a strong contributor to the portfolio. Comtech is a …
Portfolio Global Active / 100
This portfolio model is the ISN Global Active Model using 100 to 110 of the best stock ideas from around the world. It is driven by ranking criteria used at ISN to develop portfolio models as considerations for investors.
Portfolio: Global Index
An indexed portfolio is one of the most efficient methods of providing an investor the broadest exposure to the market for targeted or smaller size accounts.
The table in Figure 1 is an asset allocation consideration that uses individual index securities for global coverage. The allocation amongst the index securities is determined by using the relative fair value for each domestic sector, domestic market capitalization, international market and bond classification. Overvalued areas have a lower allocation while undervalued areas receive a higher allocation. Bond allocations are determined on a market weight, relative yield and long-term average return basis.
Portfolio: U.S. Sector Only: LargeCap
This allocation results in a market weight, or near market weight (<0.5 percentage point difference) condition for: Energy, Financials, Health Care, Industrials, Information Technology, Materials and Utilities. Overweight positions for: Consumer Staples, and Telecommunication Services. Underweight positions for: Consumer Discretionary.
Portfolio: Global Active / 20
This portfolio model is the ISN Global Active Model using 20 to 25 of the best stock ideas from around the world. It is driven by ranking criteria used at ISN to develop portfolio models as considerations for investors.