Active Portfolios
U.S. Small-Cap Growth Stock (USGS) clients gain access to our USGS “Active Portfolio” section via their member account on www.keystocks.com. This section provides clients up-to-date ratings, report/recommendation history, and current action notes on individual stocks in our Active Coverage Universe in one interface. By utilizing their own discount brokerage accounts (with the financial firm of their choice), clients can begin to build their own portfolio or to mirror KeyStone’s USGS Model Focus Buy Portfolio utilizing our BUY, SELL & HOLD ratings on the individual stocks over time.
USGS Focus Buy Model Portfolio
This portfolio is the focus of our research and consists of a 8-12 stocks from our U.S. small-cap coverage. In layman’s terms, these companies are the pick of the litter in our Coverage Universe, at present time. They offer compelling near, mid, or long-term fundamentals and generally above average growth levels, with good value.
Additional Coverage
We also aggregate a number of stocks on an “Additional Coverage” list. Coverage on these stock may come from one of our Special Reports and while they are not at the top of our recommendation list, they may offer great potential for some clients based on their individual investment strategy. This section provides clients up-to-date ratings, report/recommendation history, and current action notes on individual stocks in our Active Coverage Universe in one interface.
Monitor List
This section consists of stocks in our USGS Coverage Universe which may have recently received a SELL rating, remain both a long and short-term HOLD, or we are monitoring for appropriate entry points. These stocks continue to be in our Active Coverage, but we do not recommend buying the companies at present or adding to current positions.