
Navigator
Discover top-ranked investment products and the latest insights tailored for advisors. As a perfect complement to your TAMP, our solutions make building winning portfolios and staying ahead in the market effortless.
ETFs
Our curated ETF list features hundreds of liquid, well-known products from various providers, along with select smaller funds chosen for their unique characteristics.
Equities
We rank over 500 stocks allowing you to search out ideas and themes. We use our proprietary multi factor equity models to allow you to explore top picks as a whole or by factor.
Top Picks for Your Portfolio
Certain assets integrate more seamlessly into existing portfolios. For three common portfolio types, we rank ETFs with the highest potential to enhance risk-adjusted returns, focusing on diversification, integration, and long-term performance.
Model Portfolios for Direct Investment
Leveraging partnerships with researchers and index providers, we offer ready-to-use equity portfolios. Easily integrated like an ETF, these portfolios provide underlying equities and allocations directly in our portfolio builder tool.
Product Navigator
Navigator simplifies the portfolio creation process, empowering you to build customized investment strategies tailored to your goals and risk preferences. With advanced tools, market insights, and seamless integration, you can craft portfolios that align with your financial vision, whether you’re targeting growth, income, or diversification.
ETF
”Our curated list of ETFs covers several hundred of the most liquid and well known products from a range of providers. We also include some smaller funds, selected for their interesting characteristics.
Top Products To Buy
This chart shows the simulated performance from selecting our quarterly top products list and holding equally weighted.
EQUITIES
”We rank over 500 stocks allowing you to search out ideas and themes. We use our proprietary multi factor equity models to allow you to explore top picks as a whole or by factor.
Top 1 Year Performance Ranking
-
Palantir Technologies Inc
Robeco QI Global Dynamic Duration
BlackRock Diversified Equity Fund
AT&T Inc
Growth Fund of America/The
Top Products To Buy
This chart shows the simulated performance from selecting our quarterly top equities list, of which the highest 10 are shown below.
Top 1 Year Performance Ranking
Top 3 Years Performance Ranking
Top Products To Buy
This chart shows the simulated performance from selecting our quarterly top equities list, of which the highest 10 are shown below.
Top 1 Year Performance Ranking
-
Netflix Inc
Williams Cos Inc/The
Philip Morris International Inc
Howmet Aerospace Inc
TJX Cos Inc/The
Top 3 Years Performance Ranking
Top Products To Buy
This chart shows the simulated performance from selecting our quarterly top equities list, of which the highest 10 are shown below.
Top 1 Year Performance Ranking
Top 3 Years Performance Ranking
Top Products To Buy
This chart shows the simulated performance from selecting our quarterly top equities list, of which the highest 10 are shown below.
Top 1 Year Performance Ranking
-
Entergy Corp
NiSource Inc
Philip Morris International Inc
Take-Two Interactive Software Inc
Howmet Aerospace Inc
Top 3 Years Performance Ranking
Top Products To Buy
This chart shows the simulated performance from selecting our quarterly top equities list, of which the highest 10 are shown below.
Top 1 Year Performance Ranking
Top 3 Years Performance Ranking
-
TJX Cos Inc/The
Boston Scientific Corp
Arthur J Gallagher & Co
T-Mobile US Inc
Republic Services Inc
Top Products To Buy
This chart shows the simulated performance from selecting our quarterly top equities list, of which the highest 10 are shown below.
Top 1 Year Performance Ranking
Top 3 Years Performance Ranking
Top Products To Buy
This chart shows the simulated performance from selecting our quarterly top equities list, of which the highest 10 are shown below.
Top 1 Year Performance Ranking
-
Take-Two Interactive Software Inc
Verisk Analytics Inc
Arthur J Gallagher & Co
Brown & Brown Inc
International Business Machines Corp
Top 3 Years Performance Ranking
-
Fair Isaac Corp
Arthur J Gallagher & Co
Axon Enterprise Inc
Motorola Solutions Inc
International Business Machines Corp
Top Products To Buy
This chart shows the simulated performance from selecting our quarterly top equities list, of which the highest 10 are shown below.
Top 1 Year Performance Ranking
-
Williams Cos Inc/The
Philip Morris International Inc
Kinder Morgan Inc
Gilead Sciences Inc
Altria Group Inc
Top 3 Years Performance Ranking
Top Products To Buy
This chart shows the simulated performance from selecting our quarterly top equities list, of which the highest 10 are shown below.
Top 1 Year Performance Ranking
Top 3 Years Performance Ranking
-
International Business Machines Corp
Gilead Sciences Inc
Philip Morris International Inc
Kinder Morgan Inc
Williams Cos Inc/The
Top Products To Buy
This chart shows the simulated performance from selecting our quarterly top equities list, of which the highest 10 are shown below.
Top 1 Year Performance Ranking
Top 3 Years Performance Ranking
Top Products To Buy
This chart shows the simulated performance from selecting our quarterly top equities list, of which the highest 10 are shown below.
TOP PICKS FOR YOUR PORTFOLIO
”Some assets integrate into existing portfolios better than others. For three common types of portfolio we rank the ETFs that have the most potential to improve your risk adjusted returns. We look at diversification, integration and long term performance.
Top picks to add to 60% Stock (FOLLOWING S&P500 VIA SPY ETF) and 40% Bond (FOLLOWING BARCLAYS US BOND INDEX VIA AGG ETF) Portfolio
-
Energy Select Sector SPDR Fund
Alerian MLP ETF
ProShares UltraPro QQQ
Utilities Select Sector SPDR Fund
Communication Services Select Sector SPDR Fund
First Trust Exchange-Traded Fund III-First Trust Long/Short Equity ETF
iShares Core High Dividend ETF
Invesco S&P 500 Low Volatility ETF
iShares Gold Trust
SPDR Gold Shares
Top picks to add to Stock (FOLLOWING S&P500 VIA SPY ETF) Portfolio
-
Energy Select Sector SPDR Fund
Alerian MLP ETF
First Trust Exchange-Traded Fund III-First Trust Long/Short Equity ETF
iShares Gold Trust
SPDR Gold Shares
Utilities Select Sector SPDR Fund
iShares Core High Dividend ETF
Amplify CWP Enhanced Dividend
Invesco S&P 500 Low Volatility ETF
First Trust Value Line Dividend Index Fund
Top picks to add to Bonds (FOLLOWING BARCLAYS US BOND INDEX VIA AGG ETF) Portfolio
-
ProShares UltraPro QQQ
Alerian MLP ETF
Schwab U.S. Large-Cap Growth ETF
Vanguard Mega Cap Growth ETF
Invesco QQQ Trust Series 1
Vanguard Growth ETF
iShares Russell 1000 Growth ETF
Energy Select Sector SPDR Fund
Communication Services Select Sector SPDR Fund
iShares U.S. Technology ETF
MODEL PORTFOLIOS FOR DIRECT INVESTMENT
”Through long standing partnerships with researchers and index providers, we offer a range of plug and play equity portfolios. These are added to a portfolio just like an ETF, but the underlying equities and allocations are automatically made available in our portfolio builder tool.
Top 3 Years Performance Ranking
-
JP Omega US TSP
Tematica Select Safety & Security Model
US Evolution
US Equities ETFs Top Buys
US All ETFs Top Buys
Product Navigator
YTD:
{{index.YTD}} %
MTD:
{{index.MTD}} %
Realised Volatility:
{{index.Statistic.RealisedVolatility}}%
Annualised Return:
{{index.Statistic.AnnualisedReturn}}%
Downside Volatility:
{{index.Statistic.DownsideVolatility}}%
Max Drawdown:
{{index.Statistic.MaxDrawdown}}%
Winning Months:
{{index.Statistic.WinningMonths}}%
Sharpe Ratio:
{{index.Statistic.SharpeRatio}}
Sortino Ratio:
{{index.Statistic.SortinoRatio}}
Calmar Ratio:
{{index.Statistic.CalmarRatio}}
Viking Ratio (5Y):
{{index.RankingValue5YearFormatted}}
Viking Ratio (3Y):
{{index.RankingValue3YearFormatted}}
Annualised Return:
{{index.Statistic.AnnualisedReturn}}%
Realised Volatility:
{{index.Statistic.RealisedVolatility}}%
YTD:
{{index.YTD}} %
Downside Volatility:
{{index.Statistic.DownsideVolatility}}%
Max Drawdown:
{{index.Statistic.MaxDrawdown}}%
MTD:
{{index.MTD}} %
Winning Months:
{{index.Statistic.WinningMonths}}%
Sharpe Ratio:
{{index.Statistic.SharpeRatio}}
Viking Ratio (5Y):
{{index.RankingValue5YearFormatted}}
Sortino Ratio:
{{index.Statistic.SortinoRatio}}
Calmar Ratio:
{{index.Statistic.CalmarRatio}}
Viking Ratio (3Y):
{{index.RankingValue3YearFormatted}}
Loading...
Knowledge Hub
CIO Reports
-
C8 Currency Compass – “Don’t be a PANICAN” Pres Trump – April 2025
April 9, 2025
-
MI2 Partners Thoughts From The Divide: Grief
April 4, 2025
-
MI2 Partners: Thoughts From The Divide: Deciding on “Someone”
March 27, 2025
-
MI2: Forecasting A Seismic Move in Markets and the Global Economy
March 14, 2025
-
C8 Currency Compass – March 2025 – ‘Trade Wars are Good and Easy to Win’ Pres Trump (2018)
March 14, 2025
Highlighted Products
-
iShares MSCI Emerging Markets ETF
EEM provides emerging markets equities.
-
JP Omega US TSP
An active product giving systematic long only exposure to assets selected by the US Thrift Saving Plan.
-
Neos S&P 500 High Income Etf
An excellent alternative to add to portfolio for Income.
-
NVIDIA Corp
NVDA’s leadership in AI and data centers makes it a dominant player in the rush to build capacity.
-
Vanguard FTSE All-World ex-US ETF
VEU offers Global Diversification with exposure to a broad range of international stocks.
News
-
ETF Prime: Chang Highlights 5 Notable ETF Launches
Tuesday, April 22, 2025
-
Why Renewable Energies Will Persist
Tuesday, April 22, 2025
-
Bearish ETF Alarms Blare After a $373 Million Short Bet
Tuesday, April 22, 2025
-
VIDEO: ETF of the Week: SDY
Tuesday, April 22, 2025
-
Low Duration Bond Factor ETF FLDR Upgraded Amid Uncertainty
Tuesday, April 22, 2025