How We Select Stocks for Our Equity Portfolio

You don’t have to do the work. We do it for you, and with excellence.

Finding the right stocks used to be a grueling process that all wealth managers love to hate. But we have leveraged technology to make this process simpler and the results better, for our users.

We wrote an algorithm that filters through the top fund managers in the US, find their newest stock purchases and then ranks the stocks by how many fund managers are buying them. The more fund managers are buying a specific stock the more promising and interesting we consider that stock. If the biggest fund managers, with their dozens of analysts, research budgets and more find a stock interesting, we think it’s worth checking out. Once we curate this list of “power stocks”, we then run them through further analysis until we settle on the best idea of them all which we add to our portfolio.

The Rise Process

(Key takeaway is that if a stock survives this process, let’s just say it’s super-duper incredibly “interesting” and worthy of a spot in our portfolio of elite stocks that will perform for years to come. It’s like a stock market version of getting into Harvard.)

The Filter

At the end of the process, the Filter would have run through thousands of stocks and selected the top 5 most popular positions, or less than 0.5% of the total. That acceptance rate makes this the Ivy League of stocks.

The Admission Board

Once the ranking is established, we go back to our existing portfolio and pick out the one that is not living up to the expectations it was admitted on (AKA the dullard). That gets expelled from the portfolio, while the #1 ranked new stock is admitted.

The Final Results

But beyond performance, holding the best stocks means that you’re always assured that your investments are low risk, provide stable returns and allow you to sleep comfortably every night.

Having butterflies in your stomach might be great for your love life, but it’s definitely not good for your investments. At Rise, we want you to know that you’re holding investments that balance safety, quality and long term growth.

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