Ready-to-implement portfolios built using our validated ratings.
Live performance tracked daily. Independently verified by BX Partners and IndexOne.
Every holding in our model portfolios passes through our proprietary rating system. We don't chase momentum or follow trends—we buy companies with strong fundamentals at reasonable valuations, and we avoid companies showing signs of deterioration.
Every stock must pass Loss Indicator™ and FSN™ screens before consideration
Selection based on quantitative ratings, not analyst opinions or narratives
Live performance tracked by independent third parties
Each portfolio is designed for a specific investment objective.
All use our validated ratings for stock selection and risk management.
Companies with characteristics historically associated with acquisition activity: undervalued assets, strategic value, and financial health attractive to acquirers.
Learn More →Stocks with rising risk, deteriorating fundamentals, or declining suitability for fiduciary portfolios. Updated regularly to help you exit before losses materialize.
Learn More →Companies unsuitable for fiduciary portfolios due to poor financial condition—weak balance sheets, no profits, or dangerous debt levels.
These companies may have compelling stories, but the numbers don't support fiduciary ownership.
See Current List →Good companies at unsuitable prices. Strong fundamentals, but current valuations require unrealistic future performance to justify the price.
Companies like Palantir or Apple at certain prices—great businesses, but math says "wait."
See Current List →We are a data science and AI company—the only one in America willing to subject our proprietary ratings to independent verification by actuarial firms, law firms, and consulting firms such as McKinsey, PwC, and Deloitte under strict NDA.
Request Verification DetailsWe don't just claim performance—we prove it. Our model portfolios are tracked live and verified by independent third parties. You can see exactly what we hold and how we're performing in real-time.
Performance tracked and verified daily by independent third parties
Use our model portfolios as-is for clients seeking a fully managed equity allocation. Each portfolio is designed to stand alone.
Use our portfolios as a foundation, then customize based on client-specific needs, tax situations, or existing holdings.
Use our stock selections as a vetted universe for your own research. Every holding has passed our rigorous rating screens.
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