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STARS & Portfolio Performance:

A Review of What Worked & What Needs Improvement


Tuesday, February 19, 2019 at 11:00 am EST | 4:00 pm GMT

During this webinar, CFRA reviewed our stock and model portfolio performance for 2018 and methodology enhancements to continually improve performance.

CFRA’s proprietary STARS® (STock Appreciation Ranking System) methodology provides a highly refined, rigorous and globally-consistent process to help investors make informed investment decisions.

During this session, CFRA’s Global Director of Research & Analytics Zach Gast, CFRA Strategist Lindsey Bell, and CFRA's Chief Investment Strategist Sam Stovall discussed:

  • STARS Rating Performance for 2018
  • Model Portfolio Returns, with Key Winners and Losers
  • Methodology and Process Improvements to Drive Higher Returns


Presented by:

  • Zach Gast, CFA, Global Director of Equity Research, CFRA
  • Lindsey Bell, Equity Strategist, CFRA
  • Sam Stovall, Chief Investment Strategist, CFRA


CFRA has prepared a comprehensive white paper that reviews each of our STARS portfolios by region as well as the performance of a select number of model portfolios.  We focus our analysis on analyst-driven portfolios and the CFRA-Stovall Seasonal Rotation Strategy (SRS) for the S&P 500 equal weighted index.

To download the full 2018 CFRA Performance Review, please click here.