David Trainer walks through New Constructs Unlimited membership features, including tracking unlimited stocks across 50 custom portfolios, downloading PDF reports, setting email alerts, and accessing screeners and research archives on value investing.
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This video covers the main products and features of an Unlimited membership to New Constructs. Logging in will direct you to the My Portfolio page, where Unlimited members can track an unlimited number of tickers across 50 custom portfolios. You can quickly add stocks, ETFs, and mutual funds to your portfolio that you are interested in by typing their ticker into the text box and clicking Add. You get access to our ratings and research 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 rating breakdown of what makes a stock attractive or dangerous based on its underlying fundamentals. You can also view our overall investment recommendation, a history of the ticker's rating, and the adjustments we make to turn accounting numbers into economic factors. You can download a PDF copy of our research report on a ticker by clicking on the green download arrow. On the My Portfolio page, you can change email settings to notify you immediately when one of your ticker's ratings changes, and download the portfolio as either a CSV or a printable PDF. Unlimited members are allowed to create up to 50 different custom portfolios, which you can access via the dropdown menu. You can add or remove a portfolio by clicking on the Edit/Create button at the top of the screen. At any time, you can also press the Tour button to get more information on navigating this page. Unlimited members have access to all of our model portfolios right on the My Portfolio page. Use the dropdown menu to view the Most Attractive and Most Dangerous Stocks list, or the Executive Compensation Linked to ROIC list. You can add any of these stocks directly to your portfolio by clicking the green cross. The ratings page gives you quick access to the full breakdown of our rating and research on any of the 3,000 stocks, 450 ETFs, and 7,000 mutual funds we cover, without adding them to your portfolio. Enter the ticker you want to view and click the View Rating button. You can see our rating breakdown and either download a PDF of our full report on the ticker, or add the ticker to one of your portfolios, which allows you to track the ticker's rating, and changes to our model over time. Our screeners allow you to search our coverage universe for tickers that meet your custom criteria. For the stock screener, you can screen using 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 add an individual ticker to your portfolio by clicking the green cross, or add all the tickers in the list by pressing Add All. At any time, you can also press the Tour button to get more information on navigating this page. Click on Research at the top of your screen to see our latest research, including our weekly long ideas and the Danger Zone. Read our research here, or quickly download a PDF to take with you. A full archive of all of 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. Thank you for watching, and have a great day!
