Service Change – Portfolio Rating added to stock profile

In managing portfolios, we believe there are additional conditions not covered with traditional identifiers such as when the stock is already in a portfolio, exhibiting favorable/adequate fundamentals and valuations, but not holding a strong buy status. These stocks can still add value to the portfolio, but not as strongly as a full Buy. Or, a manager may need to add to certain areas of the portfolio for asset allocation reasons and no full Buy stocks exist.

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Posted by Steven Albrecht