IntelliBuilD® Growth

IntelliBuilD® Growth

The IntelliBuilD Growth SMA strategy seeks capital appreciation in a portfolio of 33 individual stocks selected from Investor’s Business Daily (IBD)’s and William O’Neil stock lists. A disciplined approach is implemented to select fundamentally strong American growth-oriented equities based on quantitative scores and relative strength.

The potential candidates for purchase are ranked with quantitative scores from William O’Neil + Company based on their Composite Rating and Relative Strength, which measures recent outperformance. Similar to the other equity portfolios, downside risk scores are critical components of the analysis to try to mitigate potential risks. 

Portfolio Managers

Tom Kaiser, CFA, CPA
Dave Gilreath, CFP®

Inception Date

10/01/2013
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IntelliBuilD Growth SMA Strategy Highlights

Seeks to add U.S.-based growth companies that have demonstrated recent outperformance.

Additional diversification by including companies beyond just large capitalization.

Active management of this SMA focused on mitigating downside risk of individual companies.

IntelliBuilD Growth Portfolio Construction

1st | Universe

Investor’s Business Daily’s (IBD) IBD 50 list, which consists of 50 leading growth stocks showing strong relative price strength and top-notch fundamentals. Also used is the O’Neil Growth Index,™ which consists of high growth companies with trading momentum.

2nd | Rank

Identify potential candidates by William O’Neil’s composite rating which scores strength of fundamentals and technical factors.

3rd | Measure

Rate the potential candidate’s performance over the last 52 weeks with William O’Neil’s relative strength rating.

4th | Screen

Utilize Revelation Investment Research to analyze downside risk based on valuation, growth, fundamentals, and sentiment.

5th | Decision

Select 33 stocks for this SMA based on their scores, fundamentals, and technical analysis. Positions are reviewed regularly.