IntelliBuilD® Growth | Separately Managed Account
The IntelliBuild® Growth SMA strategy seeks capital appreciation in a portfolio of 33 individual stocks selected from Investor’s Business Daily (IBD)’s and William O’Neil stock lists. A disciplined approach is implemented to select fundamentally strong American growth-oriented equities based on quantitative scores and relative strength.
Seeks to add U.S.-based growth companies that have demonstrated recent outperformance.
Additional diversification by including companies with smaller market capitalization as needed.
Active management of this SMA focused on mitigating downside risk of individual companies.
SMA Portfolio Construction
1ST | Universe
Investor’s Business Daily’s (IBD) IBD 50 list, which consists of 50 leading growth stocks showing strong relative price strength and top-notch fundamentals. Also used is the O’Neil Growth Index,™ which consists of high growth companies with trading momentum.
2ND | Rank
Identify potential candidates by William O’Neil’s composite rating which scores strength of fundamentals and technical factors.
3RD | Measure
Rate the potential candidate’s performance over the last 52 weeks with William O’Neil’s relative strength rating.
4th | Screen
Utilize Revelation Investment Research to analyze downside risk based on valuation, growth, fundamentals, and sentiment.
5th | Decision
Select 33 stocks for this SMA based on their scores, fundamentals, and technical analysis. Positions are reviewed regularly.