STARS & Portfolio Performance:
A Review of What Worked & What Needs Improvement
A Review of What Worked & What Needs Improvement
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:
Presented by:
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.