Build a basket in plain English
We list every stock that fits and test the basket against the S&P 500.
What it understands
Industries and themes from our research (AI, power, chips, banks, defense and 50 more), company size, P/E and “cheap”, sales and earnings growth, dividends and how long they have grown, momentum and distance from the high, debt, margins, analyst ratings and S&P 500 membership.
What you get
The rule read back in one sentence, every company that fits with the numbers that put it there, and a backtest over the longest stretch our prices cover, with the biases that flatter it written out.
What it will not do
It never adds a company because it sounds right. If part of your request is something we do not hold, it says so instead of guessing.
Prefer a basket our research wrote by hand? See the idea baskets.