
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 1 Year Performance Ranking
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PIMCO Enhanced Low Duration Active Exchange-Traded Fund
FolioBeyond Alternative Income and Interest Rate Hedge ETF
Vanguard Short-Term Inflation-Protected Securities ETF
Vanguard Short-Term Treasury ETF
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
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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PIMCO Enhanced Low Duration Active Exchange-Traded Fund
FolioBeyond Alternative Income and Interest Rate Hedge ETF
Vanguard Short-Term Inflation-Protected Securities ETF
Vanguard Short-Term Treasury ETF
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
Top 1 Year Performance Ranking
Top 3 Years Performance Ranking
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
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Robeco QI Global Dynamic Duration
BlackRock Diversified Equity Fund
AT&T Inc
Palantir Technologies Inc
AST SpaceMobile 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
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Cardinal Health Inc
Progressive Corp/The
Eli Lilly & Co
TJX Cos Inc/The
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
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
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Boston Scientific Corp
Entergy Corp
Philip Morris International Inc
Welltower 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
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Boston Scientific Corp
Bank of New York Mellon Corp/The
Entergy Corp
Philip Morris International Inc
Kinder Morgan 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
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Take-Two Interactive Software Inc
Cisco Systems Inc
Tyler Technologies Inc
Palo Alto Networks Inc
Verisk Analytics Inc
Top 3 Years Performance Ranking
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Arthur J Gallagher & Co
Fair Isaac Corp
International Business Machines Corp
Broadcom Inc
Axon Enterprise 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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International Business Machines Corp
Gilead Sciences Inc
Williams Cos Inc/The
Walgreens Boots Alliance Inc
Philip Morris International 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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iShares Select Dividend ETF
iShares Core High Dividend ETF
iShares U.S. Technology ETF
iShares Gold Trust
iShares 20+ Year Treasury Bond ETF
iShares Morningstar Small-Cap Value ETF
iShares Russell Mid-Cap Value ETF
iShares MSCI Brazil ETF
iShares MSCI USA Quality Factor ETF
iShares Russell 2000 Growth ETF
Top picks to add to Stock (FOLLOWING S&P500 VIA SPY ETF) Portfolio
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iShares Gold Trust
iShares 3-7 Year Treasury Bond ETF
iShares 1-5 Year Investment Grade Corporate Bond ETF
iShares Short Treasury Bond ETF
iShares TIPS Bond ETF
iShares 1-3 Year Treasury Bond ETF
iShares U.S. Treasury Bond ETF
iShares MSCI USA Momentum Factor ETF
iShares Core U.S. Aggregate Bond ETF
iShares Select Dividend ETF
Top picks to add to Bonds (FOLLOWING BARCLAYS US BOND INDEX VIA AGG ETF) Portfolio
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iShares U.S. Technology ETF
iShares Russell 1000 Growth ETF
iShares Cybersecurity and Tech ETF
iShares S&P 100 ETF
iShares MSCI USA Quality Factor ETF
iShares Core S&P U.S. Growth ETF
iShares S&P 500 Growth ETF
iShares Core S&P 500 ETF
iShares ESG Aware MSCI USA ETF
iShares Core S&P Total U.S. Stock Market 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.
Product Navigator
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Knowledge Hub
CIO Reports
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MI2 Partners Thoughts From The Divide: Warm and Fuzzy
February 14, 2025
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C8 Currency Compass – USD Correction II – February 2025
February 13, 2025
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MI2 Partners – Thoughts From The Divide: Spectacle
February 7, 2025
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MI2 Partners Thoughts From The Divide: Friction
January 31, 2025
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Thoughts from the Divide: Which Way Is Up?
January 24, 2025
Highlighted Products
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iShares MSCI Emerging Markets ETF
EEM provides emerging markets equities.
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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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New SNTH ETF Offers Risk Management Benefits
Tuesday, March 11, 2025
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New Bitwise ETF Focuses on Companies Holding Bitcoin
Tuesday, March 11, 2025
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Bitcoin Slump Myopic, Could Bring Opportunity, Says Expert |
Tuesday, March 11, 2025
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Fund Flows and Central Banks Are Driving Gold Prices
Tuesday, March 11, 2025
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Clean Energy Stocks Could Be Redemption Stories
Tuesday, March 11, 2025