CorePortfolio

We use published performance data to rank mutual funds on a monthly cycle. We then publish the list of those funds that outperform "The Market". We track the market by measuring the progress of both the Dow Jones Industrial Index and the broader S&P 500 Index.

Using this data, we identify the funds that are the best performers over an extended period of time. After all, consistancy counts.

We research the portfolios of these consistant high performing funds and compare them for consensus on stockholdings. We use the latest available data. In this way we identify the top holdings which successful money managers have among their biggest positions.In most cases the data we acquire is no more than 1 month old.