Market Guard® Opportunity Model Portfolios
The Market Guard® model stock portfolios leverage a proprietary quantamental scoring system to rank every company within our investment universe.
Our unique methodology assigns scores based on multiple indicators that evaluate key dimensions influencing future stock performance, such as valuation, quality, leverage, and momentum.
The goal of this ranking system is to help identify the most likely outperformers within the investable universe, enabling us to construct a robust portfolio designed for long-term success.
Market Guard® implements a proprietary individual stock portfolio strategy with two approaches:
Growth Strategy: (MG Opp)
The Market Guard Opportunity portfolio attempts to generate the greatest possible gain by filtering through the investment universe to find the stocks with the highest score. This strategy may be most appropriate for an investor seeking pure equity exposure with an emphasis on accumulation.
Growth & Income Strategy: (MG Opp Div)
The Market Guard High Yield Dividend portfolio attempts to generate the greatest possible gains from companies offering a dividend by filtering through the investment universe to find the stocks with the highest score. This strategy may be most appropriate for an investor seeking pure equity exposure with an emphasis on accumulation with a dividend being paid.
Market Guard’s Quantamental Scoring System
Momentum
- Measures the speed and strength of price movements over time.
- Helps identify assets that are gaining upward momentum for potential investment opportunities.
Valuation
- Assesses whether an asset’s market price is overvalued or undervalued compared to its intrinsic worth.
- Helps balance potential growth with reasonable price levels to minimize overvaluation risk.
Quality
- Examines financial health and operational efficiency.
- Ensures companies selected have sustainable business models and consistent performance.
Credit
- Evaluates a company’s debt levels and creditworthiness.
- Helps ensure the portfolio avoids excessive exposure to companies
with excessive levels of financial leverage or liquidity issues.
Income (MG Opp Div only)
- Focuses on dividend yields and payout sustainability.
- Identifies opportunities for yield-seeking investors, ensuring dividends are reliable and supported by the company’s cash-flow generation.