New Constructs' Unlimited membership gives investors unlimited portfolio tracking across 50 custom portfolios, screeners for stocks and ETFs, and weekly long and short idea lists. Members access ratings for any covered security, model portfolios with top ideas, and hundreds of articles and webinars on value investing from CEO David Trainer.
Chapters
This video covers the main features of an Unlimited membership to New Constructs. To learn more about how our research can aid your investment process, read the Harvard Business School and MIT Sloan paper that features our data and shows how investors can make more money with the superior earnings data built into our research. Logging in will direct you to the Portfolio page, where Unlimited members can track an unlimited number of tickers in 50 separate custom portfolios. You can quickly add stocks, ETFs, and mutual funds to your portfolio by typing their ticker into the text box and clicking Add. You get access to our ratings and detailed research metrics on all the tickers in your portfolio. Hitting the plus symbol next to any ticker will reveal additional details about our rating. You can see the full breakdown of what makes a stock attractive or unattractive based on its underlying fundamentals. You can also view our overall investment recommendation, a history of the ticker's ratings, analytics on the 5 metrics we use to rate stocks, and the adjustments we make to convert reported accounting to economic factors. You can download a PDF copy of our research on a ticker by clicking the green Download Report button. On the Portfolio page, you can change email settings to let you know immediately when one of your tickers' rating changes and download your portfolio as either a CSV or printable PDF. At any time, you can also press the tour button to get more information on navigating the portfolio page. Unlimited members have access to all our model portfolios right on the portfolio page. Use the dropdown menu to view model portfolios such as our focus list portfolios, which are lists of our top long or short investment ideas, or the executive compensation aligned with ROIC lists. Additionally, you can see all of the stocks and funds we've added to coverage in the last 3 months in the new coverage list. You can add any of these tickers directly to your portfolio by clicking the green cross. Our screeners allow you to search our coverage universe for tickers that meet your custom criteria. For the stock screener, you can filter any of the highlighted criteria. The ETF and mutual fund screener works the same way. Once you have set your screening criteria, click Filter to generate your results. You can also sort the results using the highlighted column headers. You can add an individual ticker to your portfolio by clicking the green cross, or add all the tickers in the list by pressing the Add All button. At any time, you can also press the Tour button to get more information on navigating the screeners. Our Ratings page gives you unlimited access to our ratings on any of the stocks, ETFs, and mutual funds we cover, without adding them to your portfolio. Enter the ticker you want to view and click the View Ratings button. You can see our rating breakdown, download a basic PDF report, or add the ticker to your portfolio to get more detailed research and track it over time. Click on the Sectors tab to see our ratings on all 11 sectors and 54 industries. Our sector and industry ratings are built by aggregating our models for every company in the sector or industry. Click on Research at the top of your screen to see our latest research, including our weekly Long Idea and the Danger Zone, where we discuss short and sell ideas. Read our research here or quickly download a PDF to take with you. A full archive of all our research is available for you to search. Finally, you can learn more about value investing and the methodology behind New Constructs Research by navigating to the Education section. Members get full access to hundreds of educational articles and webinars on Applied Value Investing with CEO David Trainer, all via the New Constructs website. Thanks for watching and have a great day.
