SMART BETA PORTFOLIOS

What Smart Beta portfolio best reflects your investment profile?

Growth Stock Portfolio

Companies whose profit has rapidly grown over the last few years, currently at a growth stage and offering huge potential

Growth Stock Portfolio

‘Cyclical Stocks’
Market Cap = 1B-10B
Industries = Technology, Automotive, Health Care, Manufacture, Airlines, Furniture, Retail, Consumer Cyclicals,
Beta =< 2
Price =< 70
Dividend Yield < 2%
P/E < Average Sector ROI > 10
ROE > 15

Defensive Portflolio

A conservative portfolio, whose main aim is to protect the investor against market falls

Defensive Portflolio

Market Cap = 1B-10B
Industries = Utilities, Consumer Staples, REITS, Consumer Non-Cyclicals
Beta =< 0.8
Price =< 70
Dividend Yield = Positive
ROI
ROE

Top Tech Portfolio

Technological companies of different sizes (small, mid and large), whose performance and results over the last quarter are above market average

Top Tech Portfolio

Market Cap > 1B
Industries = Technology
P/E < 25 (average technology)
EPS QTR over QTR = Positive
Beta < 1 ROI >10
ROE > 15

Top Performance

Companies with the best performance of the month, beating market records and enjoying an accepted top rating

Top Performance

Performance > 10%
Performance 3 month > 5%
Performance YTD = Positive
EPS YTD = Positive
Trend = Very Bullish
200-Day SMA= Above

Hybrid Portfolio

Small and Mid Companies with high volatility but very solid results + Large Companies, which are more conservative and less volatile, protecting portfolio return

Hybrid Portfolio

50% Market Cap = 1B-10B
50% Market Cap > 10B
Beta < 1.5 Industries = All

Top Stocks USA

A selection of the best stocks at the time in USA, Industrial and Technological

Top Stocks USA

Country = USA
FinEquities Pro rules

Value Stock Portfolio

Companies whose stock is listed at less than actual value prices, which the market should correct in the medium-long term

Value Stock Portfolio

‘Non-Cyclical Stocks’
Market Cap > 10B
Industries = ALL
Beta < 1.5 Price => 50
Dividend = Positive
ROI > Positive
ROE > 10

Top Dividend Portfolio

The best dividend-allocating companies

Top Dividend Portfolio

Dividend yield => 1%
Dividend = positive

All-Time Highs Portfolio

A portfolio with extraordinarily performing stock, currently at historic maximum listings.

All-Time Highs Portfolio

10 years (monthly chart) breakout