US Top Picks April 2018
  • May 01, 2018 04:58 pm
  • by Bill Cara & Owen Williams

The WMA Top-Picks Portfolio seeks to relatively out-perform the broad U.S. equity market, as measured by the Russell 3000 Index.  The selection relies on the WMA Total Market Techno-Fundamental Allocation Model, which screens a comprehensive list of companies of all market capitalizations. Based on a fundamental scoring methodology, companies are ranked according to three thematic categories: Value, Growth, & Yield.  A quantitative overlay is then applied to eliminate stocks whose absolute share price or relative price are in weekly intermediate/long-term downtrends.

The portfolio selection attempts to maintain a blended allocation, with approximately one-third of assets invested in each of the three thematic categories (for investors interested in a specific thematic — Ultra Yield, Ultra Growth, or Ultra Value — we run dedicated portfolios in each of these themes, contact us for info) .  Stocks are entered into the portfolio on an equally-weighted basis with a maximum of 25 to 30 position. With a targeted holding period in excess of three months for investments, this strategy best suits investors seeking long-term capital appreciation and income.

The latest monthly report is shown below (click on PDF link below if image does not appear). Use the pop-out tool ↗ and zoom (+) to better view.

Like to give your opinion? Go to Comments


Disclaimer: is a website published by Greenfield Capital Inc and neither Greenfield Capital nor is a registered broker-dealer or a registered investment adviser. You understand that this web site and its content is furnished for non-commercial, informational purposes only, and that no mention of a particular security in this website constitutes a recommendation to buy, sell, or hold that or any other security, nor any particular portfolio of securities, transaction or investment strategy as suitable for any specific person. Information regarding trading and investment as provided by this website is not tailored to the investment needs of any specific person. Greenfield Capital and services will not advise you personally concerning the nature, potential, value or suitability of any particular security, securities portfolio, transaction or other matter. You acknowledge that you are responsible for your own financial decisions and should seek a registered agent depending on your own risk tolerance to advise you on your personal trading activities.