Nine proprietary quantitative ratings. 25 years of validation.
Every portfolio decision backed by data you can show to any client.
Curated models, rebalanced quarterly. Returns tracked by BX Partners and IndexOne.
| Model | Since | Return |
|---|---|---|
| Free Trial Portfolios — Since 12/31/25 | ||
|
Resilient Value Large-cap fundamental strength |
12/31/25 | — |
|
Dividend Income Model Quality dividend-paying stocks |
12/31/25 | — |
|
Small-Cap Model Smaller companies, high potential |
12/31/25 | — |
| S&P 500 | 12/31/25 | — |
| NASDAQ Composite | 12/31/25 | — |
| Independent Reference — Since 6/6/25 | ||
| BX ERS 40 | 6/6/25 | — |
| S&P 500 | 6/6/25 | — |
| NASDAQ Composite | 6/6/25 | — |
Return data as of previous trading day's close. Returns tracked by BX Partners and IndexOne.
Browse three live model portfolios — each built using proprietary risk ratings, rebalanced quarterly, with full position transparency and performance history.
Check our monthly idea lists — data science screens that select the highest-rated stocks across the largest 1,500 U.S. companies by market cap.
Implement a model as a complete portfolio, use it as a starting point, or pick individual names from our screens for your own research.