
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
United States Oil Fund LP
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
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Boston Scientific Corp
Netflix Inc
Cardinal Health Inc
Royal Caribbean Cruises Ltd
TransDigm 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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Cardinal Health Inc
Take-Two Interactive Software Inc
International Business Machines Corp
Insulet Corp
Williams 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
Top 3 Years Performance Ranking
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JPMorgan Chase & Co
Cencora Inc
Hartford Insurance Group Inc/The
Hartford Financial Services Group Inc/The
Aflac 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
Top 3 Years Performance Ranking
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Boston Scientific Corp
TJX Cos Inc/The
Walmart Inc
Hartford Insurance Group Inc/The
Hartford Financial Services Group 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
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Boston Scientific Corp
Royal Caribbean Cruises Ltd
Trane Technologies PLC
NVIDIA Corp
Howmet Aerospace 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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Take-Two Interactive Software Inc
International Business Machines Corp
Axon Enterprise Inc
VeriSign Inc
Cisco Systems 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
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International Business Machines Corp
Kinder Morgan Inc
Altria Group Inc
Williams Cos Inc/The
Gilead Sciences 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 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
US Alternatives ETFs Top Buys
Tematica Select Safety & Security Model
C8 US Equities - Growth
US Evolution
Top 3 Years Performance Ranking
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BCD Portfolios Top Buys
US Evolution
Tematica Select Safety & Security Model
JP Omega US TSP
Tematica Select EPS Diplomats Model
Product Navigator
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Knowledge Hub
CIO Reports
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Thoughts From The Divide: Know when to Fold‘Em
June 12, 2025
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C8 Hedge – Currency Compass – Manage Currency Balances with C8 Hedge – June 2025
June 12, 2025
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Thoughts From The Divide: Breaking up is hard to do
June 5, 2025
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MI2 Partners Thoughts From The Divide: All Time High
May 22, 2025
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MI2 Partners TFTD: No Soup for Bond Investors!
May 15, 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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BIG NUMBER | 54: A Rapid Recovery
Wednesday, July 2, 2025
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This International Tech ETF a Solid Summer Buy
Wednesday, July 2, 2025
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The S&P 500, Dow and Nasdaq Since 2000 Highs as of June 2025
Wednesday, July 2, 2025
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The Role of Momentum Weighting in Growth Investing
Wednesday, July 2, 2025
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Enhance Bitcoin Income Potential With BTCI
Wednesday, July 2, 2025