Research, SotM 100 Portfolio

SoTM Top 100 Portfolio: 8/31/15

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The SOTM Top 100 brings together the market’s top rated stocks from each of the 10 industry sectors. However, instead of focusing on the biggest companies, as the S&P 500 does, the Top 100 includes only the best stocks from each sector.

While inclusion in the S&P 500 is based on the size of a company alone, the Top 100 Portfolio focuses on those companies that have displayed the key ingredients for success. The qualities necessary for consideration in the Top 100 include (but are definitely not limited to) strong earnings growth and company out-performance compared to its peers.

The SOTM Top 100 Portfolio
August 31, 2015

Technology Sector

Energy Sector

Health Care Sector

Financial Sector

Consumer Staples Sector

Industrials Sector

Consumer Discretionary Sector

Telecom Sector

Utilities Sector

Materials Sector

At the time of publication the editor and/or affiliated companies own the following positions: MANH, GPN, MOH, MCO, STZ, POST, WBA, SEE

Note: Positions may be bought or sold while this publication is in circulation without notice.

About the
SOTM Top 100 Portfolio

This is NOT one of those “set it and forget it” type of portfolios. No, in short, our market pros don’t believe in this approach. Instead, our editors insist that any portfolio they put their name on must “adapt” to the changing market landscape. Therefore, in keeping with our overriding philosophy of “focusing on the leaders,” the 100 will hold only the top performing stocks.

This approach will force the portfolio to “own the best and ignore the rest” in terms of stock selection and to continuously “focus on the leaders” in terms of asset allocation.

Ask yourself a few simple questions. First, why would you want to own a stock that isn’t one of the market’s leaders? Next, does the size of a company really matter? And finally, doesn’t it make sense to own the market’s top rated stocks?

Our strategy for stock selection is designed to identify the top ranked stocks within the top performing industry sectors. Each week every stock in our universe is ranked in terms of earnings strength, earnings momentum, and company performance. In addition, the system ranks more than 100 Industry Sectors for performance and momentum. Only the top ranked stocks within the top ranked industries are eligible for selection.

Best of luck and as always… “May the Bulls be with you!”

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The analysis and information in this report and on our website is for informational purposes only. No part of the material presented in this report or on our websites is intended as an investment recommendation or investment advice. Neither the information nor any opinion expressed nor any Portfolio constitutes a solicitation to purchase or sell securities or any investment program. The opinions and forecasts expressed are those of the editors of StateoftheMarkets and may not actually come to pass. The opinions and viewpoints regarding the future of the markets should not be construed as recommendations of any specific security nor specific investment advice. Stocks should always consult an investment professional before making any investment.

Any investment decisions must in all cases be made by the reader or by his or her investment adviser. Do NOT ever purchase any security without doing sufficient research. There is no guarantee that the investment objectives outlined will actually come to pass. All opinions expressed herein are subject to change without notice. Neither the editor, employees, nor any of their affiliates shall have any liability for any loss sustained by anyone who has relied on the information provided.

The analysis provided is based on both technical and fundamental research and is provided “as is” without warranty of any kind, either expressed or implied. Although the information contained is derived from sources which are believed to be reliable, they cannot be guaranteed.

The information contained in our websites and StateoftheMarkets publications is provided by Ridge Publishing Co. Inc. (Ridge). One of the principals of Ridge, Mr. David Moenning, is also President and majority shareholder of Heritage Capital Management, Inc. (HCM) a Chicago-based money management firm. HCM is registered with the U.S. Securities and Exchange Commission as an investment adviser. HCM also serves as a sub-advisor to other investment advisory firms. Ridge is a publisher and has not registered as an investment adviser. Neither HCM nor Ridge is registered as a broker-dealer.

Employees and affiliates of HCM and Ridge may at times have positions in the securities referred to and may make purchases or sales of these securities while publications are in circulation. Editors will indicate whether they or HCM has a position in stocks or other securities mentioned in any publication. The disclosures will be accurate as of the time of publication and may change thereafter without notice.

The S&P 500 is a stock market index containing the stocks of 500 large-cap corporations, most of which are US companies. The index is the most notable of the many indices owned and maintained by Standard & Poor’s, a division of McGraw-Hill. S&P 500 is used in reference not only to the index but also to the 500 companies that have their common stock included in the index.

Investments in equities carry an inherent element of risk including the potential for significant loss of principal. Past performance is not an indication of future results.

© 2015 – does not provide investment advice. All rights reserved.

About the Author

Donald B. Moenning is the head of equity research at Heritage Capital Management, a Chicago-based investment management firm founded in 1989, as well as Don holds degrees in Economics and Business Leadership from the University of Puget Sound, lives in Denver, Colorado, and is an avid snowboarder.