
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.
Top 1 Year Performance Ranking
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iShares Gold Trust
SPDR Gold Shares
ProShares Ultra Gold
iShares Silver Trust
Invesco DB Commodity Index Tracking Fund
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
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
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CenterPoint Energy Inc
Tapestry Inc
NiSource Inc
Seagate Technology Holdings PLC
Take-Two Interactive Software 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
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
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
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
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
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Williams Cos Inc/The
NiSource Inc
International Business Machines Corp
NDR ETF Model monthly
Altria Group 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
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Seagate Technology Holdings PLC
Lam Research Corp
JP Omega US Cross Asset
KLA Corp
Teledyne Technologies 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 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
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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
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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 Income ETF
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
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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
PRIVATE INVESTMENT FUNDS
Our curated list of Private Investment Funds covers the most significant funds from the most sophisticated asset managers.
BDC Portfolios Top Buys
Showing performance by selecting the three highest performing funds over the last year, every Quarter
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Top 3 Products To Buy
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 1 Year Performance Ranking
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BCD Portfolios Top Buys
C8 US Equities - Growth
US Alternatives ETFs Top Buys
US Evolution
US Bonds ETFs Top Buys
Top 3 Years Performance Ranking
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BCD Portfolios Top Buys
US Evolution
C8 US Equities - Free Cash Flow
C8 US Equities - Sentiment
US Equities ETFs Top Buys
Product Navigator
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Knowledge Hub
CIO Reports
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C8 Currency Compass – Closing the USD Structural Short – September 2025
September 22, 2025
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MI2 Partners Thoughts From The Divide: “Powell’s Last Stand?”
August 22, 2025
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C8 Hedge – Currency Compass – August 2025
August 22, 2025
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MI2 Partners Thoughts From The Divide: Why such honesty?
August 1, 2025
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C8 Hedge – Currency Compass – Focus on our Systematic FX Models and Brazil – July 2025
July 25, 2025
Highlighted Products
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iShares MSCI Emerging Markets ETF
EEM provides emerging markets equities.
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JP Omega US TSP
An active product giving systematic long only exposure to assets selected by the US Thrift Saving Plan.
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Neos S&P 500 High Income Etf
An excellent alternative to add to portfolio for Income.
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NVIDIA Corp
NVDA’s leadership in AI and data centers makes it a dominant player in the rush to build capacity.
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Vanguard FTSE All-World ex-US ETF
VEU offers Global Diversification with exposure to a broad range of international stocks.
News
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F/m Investments Launches Ultrashort Muni Bond ETF ZMUN
Wednesday, October 8, 2025
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Altcoins Offer A Crucial Diversification Opportunity | ETF Trends
Wednesday, October 8, 2025
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Nuclear Energy Stocks on the Rise: Get Exposure in NUKZ
Wednesday, October 8, 2025
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Amid Rate Cut Noise, Bonds Remain Attractive | ETF Trends
Wednesday, October 8, 2025
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Tariff Uncertainty Underscores Impact of Active Management
Wednesday, October 8, 2025