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Discover top-ranked investment products and the latest news, all tailored for advisor. Create winning portfolios effortlessly and stay ahead in the market
CIO Reports
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Thoughts From The Divide: Winners and Losers
November 8, 2024
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C8 Hedge – Currency Compass – Election Special – November 2024
November 4, 2024
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Thoughts From The Divide: The Undead
November 1, 2024
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Thoughts From The Divide: Tricks
October 25, 2024
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Thoughts From The Divide: Little Tweaks and Adjustments
October 18, 2024
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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Ron Baron's $45 Billion Firm 'Studying' Whether to Launch ETFs
Wednesday, November 20, 2024
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Beyond the Behemoths: Smaller ETF Standouts of 2024
Wednesday, November 20, 2024
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As Active ETFs Grow Worldwide, Here's 2 Bond Options
Wednesday, November 20, 2024
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Nouriel Roubini Debuts His Alternative-Haven ETF for Trump Era
Wednesday, November 20, 2024
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China Funds Trim Fees as Beijing Pushes Reform to Lift Stocks
Wednesday, November 20, 2024
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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PIMCO Enhanced Low Duration Active Exchange-Traded Fund
Vanguard Short-Term Inflation-Protected Securities ETF
SPDR Portfolio Short Term Corporate Bond ETF
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
Xtrackers USD High Yield Corporate Bond ETF
Top 3 Years Performance Ranking
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iShares Gold Trust
SPDR Gold Shares
ProShares Ultra Gold
United States Oil Fund LP
iShares Silver Trust
TOP PICKS TO ADD TO AN EXISTING 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
STOCKS
”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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Synchrony Financial
Interactive Brokers Group Inc
NVIDIA Corp
M&T Bank Corp
L3Harris 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 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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Fair Isaac Corp
Arthur J Gallagher & Co
GoDaddy Inc
International Business Machines Corp
Broadcom 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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Iron Mountain Inc
International Business Machines Corp
Williams Cos Inc/The
Walgreens Boots Alliance Inc
Kinder Morgan 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.
MODEL PORTFOLIOS OF STOCKS AND ETFS FOR DIRECT INVESTMENTS
”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.
Investment products
Name | Type | Ticker | Ranking | Buy Ranking | YTD | MTD |
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Synchrony Financial Exchange | Stocks | SYF | 70.4 % | 15.96 % | ||
Alerian Energy Infrastructure ETF ALPS | ETF | ENFR | 46.5 % | 10.48 % | ||
Interactive Brokers Group Inc Exchange | Stocks | IBKR | 124.86 % | 21.58 % | ||
NVIDIA Corp Exchange | Stocks | NVDA | 196.92 % | 10.73 % | ||
M&T Bank Corp Exchange | Stocks | MTB | 60.03 % | 9.78 % | ||
L3Harris Technologies Inc Exchange | Stocks | LHX | 18.01 % | -1.11 % | ||
ETRACS Alerian Midstream Energy High Dividend Index ETN ETRACS | ETF | AMND | 42.12 % | 9.65 % | ||
GE Aerospace Exchange | Stocks | GE | 83.21 % | 6.43 % | ||
ONEOK Inc Exchange | Stocks | OKE | 69.1 % | 17.96 % | ||
Royal Caribbean Cruises Ltd Exchange | Stocks | RCL | 81.65 % | 13.72 % | ||
ETRACS Alerian Midstream Energy Index ETN ETRACS | ETF | AMNA | 48.58 % | 11.3 % | ||
NuScale Power Corp Exchange | Stocks | SMR | 721.28 % | 41.17 % | ||
Vistra Corp Exchange | Stocks | VST | 305.42 % | 23.93 % | ||
ETRACS Alerian Midstream Energy Total Return Index ETN ETRACS | ETF | AMTR | 48.97 % | 12.03 % | ||
Targa Resources Corp Exchange | Stocks | TRGP | 139.64 % | 21.93 % | ||
Goldman Sachs Group Inc/The Exchange | Stocks | GS | 53.6 % | 12.28 % | ||
ACI Worldwide Inc Exchange | Stocks | ACIW | 77.94 % | 10.67 % | ||
NiSource Inc Exchange | Stocks | NI | 44.85 % | 5.55 % | ||
Walmart Inc Exchange | Stocks | WMT | 66.4 % | 5.67 % | ||
Broadcom Inc Exchange | Stocks | AVGO | 49.72 % | -2.6 % |
Name | Type | Ticker | Ranking | Buy Ranking | YTD | MTD |
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