Model Strategies
Portfolios, Screens + Event Signals
What
Pre-built investment strategies and screening tools that translate our data and methodology into practical, actionable investment approaches.
Why it matters
Gives users a starting point - proven strategies they can follow or adapt, rather than starting from scratch.
How we do it
Model Strategies bridge the gap between our proprietary data/ranks and practical investing decisions.
Key processes
- Strategy design - Creating and maintaining model portfolios based on StockRanks
- Screen library - Pre-built screens for different investment styles
- Event signals - Alerts when material events affect portfolio holdings
- Performance tracking - Monitoring and reporting on strategy results
NAPS: Our flagship model portfolio
NAPS (Ed’s No-Admin Portfolio System) is our proven model strategy with 11 years of history at 15% annualised returns. It demonstrates that systematic, rules-based investing works.
Strategy types
- Style-based - Super Stocks, High Flyers, Turnarounds, etc.
- Factor-based - Pure Quality, Value, or Momentum plays
- Geographic - UK, US, Australia, India focused strategies
- Thematic - Dividend income, small cap, etc.
Growing our model strategies
We’re planning to create several more model strategies over the coming years. These will serve as anchors for both editorial content and product development - demonstrating our methodology in action across different approaches.
The ETF initiative
We’re working with Guinness Asset Management to launch ETFs based on our strategies - a major proof point for the methodology.