Investment Solutions Built on Data Science
Data-driven portfolios and stock lists designed to protect capital and capture opportunity
ERS Stock Portfolios
Launching January 2, 2026 — Disciplined investing aligned with your goals and risk tolerance
Our Investment Philosophy
At ERS, our objective is simple: to invest with discipline, protect capital, and act with clarity on behalf of our investors.
We introduce portfolio structures designed to serve three different investor goals: Income, Aggressive Growth, and Conservative Preservation. Each goal is available in two distinct investment approaches, giving you the flexibility to align your portfolio with both your objectives and your comfort with risk.
Our core belief: Discipline matters more than timing. We buy businesses when they make economic sense, not simply to stay “busy.” Holding cash is an active, strategic choice — a reserve for future opportunity, not a sign of indecision.
Income Portfolio
SUSTAINABLE INCOME
Built for investors seeking reliable dividend income and capital preservation. Focuses on companies with strong financials and solid dividend yields.
- Dividend sustainability analysis
- Income growth potential
Aggressive Growth Portfolio
MAXIMUM APPRECIATION
Designed for investors with higher risk tolerance seeking maximum capital appreciation. Targets companies with exceptional growth trajectories and strong competitive advantages.
- Growth-oriented selections
- Valuation-disciplined approach
Conservative Preservation Portfolio
CAPITAL PROTECTION
Crafted for investors prioritizing wealth preservation with moderate growth. Emphasizes financially strong companies with low volatility and proven resilience through market cycles.
- Downside risk mitigation
- Financial strength focus
Takeover Targets Portfolio
ANALYST CURATED
A highly selective portfolio of companies identified by our Chief Analyst as having a high probability of acquisition. Unlike our systematic portfolios, this list represents expert qualitative analysis combined with quantitative screening.
- Personally curated by ERS Chief Analyst
- Combines quantitative and qualitative analysis
- Focused on M&A probability indicators
- Updated as opportunities evolve
ERS Stock Lists
Scientifically validated stock selections updated monthly with proprietary risk ratings
Investment Horizon: ERS ratings are designed for a forward-looking period of 12-24 months, not short-term trading. Strong long-term outcomes often include short-term volatility.
Resilience Focus List
Our Fiduciary Stock Navigator™ (FSN™) rating identifies companies that maintain stability and continue operations during market downturns.
✓ Variable list of A/A+ rated stocks
✓ Fiduciary-grade screening
✓ Resilience-focused approach
✓ Monthly updates
Deep Value List
Stocks selected using our 4 Dimensions of Risk™ (4D™) rating, focusing on companies with strong valuations and growth potential.
✓ Variable list of A/A+ rated stocks
✓ 4D™ risk analysis methodology
✓ Valuation-focused selections
✓ Monthly updates
PREMIUM
Income Focus List
Income Algorithmics 1™ model utilizing multiple metrics to identify sustainable dividend growth and income opportunities.
✓ Multi-metric income analysis
✓ Dividend sustainability focus
✓ Monthly updates
PREMIUM
Resilience-Value List
Our most advanced multi-metric model combining multiple data science factors for superior stock selection across all investment styles.
✓ Advanced multi-factor analysis
✓ Monthly updates
✓ Combined growth, value & quality metrics
Condemned List
Using our Loss Indicator™ (LI™) rating to identify the 50 stocks with the highest probability of significant underperformance or loss.
⚠︎ Financial distress detection
⚠︎ Monthly updates
⚠︎ Financial distress detection
⚠︎ Monthly updates
Fiduciary Blacklist
PREMIUM
Advanced multi-factor analysis identifying stocks with critical regulatory, financial, or operational red flags that advisors must avoid.
⚠︎ Critical risk identification
⚠︎ Regulatory compliance alerts
⚠︎ Multi-dimensional risk analysis
⚠︎ Real-time updates when critical
Custom Portfolios Tailored to Your Needs
Every investor is unique—and so are their goals. At Equity Risk Sciences, we don’t believe in one-size-fits-all solutions. Our team creates specialized stock lists and portfolios designed around your exact investment criteria and fiduciary requirements.
About Equity Risk Sciences
Equity Risk Sciences (ERS) is a stock risk rating agency dedicated to making investing safer and more profitable. Our data-driven models evaluate the probability and magnitude of stock price changes, giving fiduciaries, advisors, and investors objective clarity. With ERS, you gain the confidence to build portfolios that protect capital, capture opportunities, and meet the highest fiduciary standards.
Telephone
(203) 254-0000
Address
10 Dorrance Street, Suite 700
Providence, RI 02903
Contact
info@equityrisksciences.com