SMARTRANK SCORECARDS
Using a proprietary composite scoring process across many high-performing filters, Sabrient creates a series of products that we call SmartRank scorecards, delivered in customizable Excel spreadsheets.
These scorecards present the 50 Top-ranked stocks in various styles, market caps, short selections, and "hidden gems," as well as top-to-bottom rankings of 10 indices.
The scorecards can be used to generate new ideas, pre-screen stocks for further analysis, set portfolio allocations (e.g., overweighting or underweighting), or as a flexible quantitative overlay. Portfolio managers may re-weight the scores to reflect investing preferences.
Long Scorecards
Our long scorecards include:
13 long
scorecards, including 12 cards segmented by 3 investing styles and 4 market caps and one card that focuses on "uncovered stocks," or Hidden Gems.
10 index scorecards present top-to-bottom rankings for 9 Russell indexes, and the Nasdaq 100 Index.
Our scorecard of short candidates is based on a forward-looking "company outlook" rank created with our powerful FSYS strategy testing platform.
Backtested annual returns of the short selections have averaged -19% over the past 8 years.
Custom Scorecards
We also create custom scorecards for a client’s personal universe.
Current scorecards are located in a password- protected area. Here is a sample scorecard. (1MB .xls)
