Insights: Indexes & Model Portfolios

Indexes & Model Portfolios

Over the past three decades, mid-cap stocks have quietly outperformed their large- and small-cap counterparts. From 1995 to 2025, the...

September 19, 2025

Indexes & Model Portfolios

Eighteen years ago this week, the Barron’s 400 Index (B400) was introduced on the cover of Barron’s magazine with a...

September 2, 2025

Global Equities

MarketGrader’s disciplined stock selection continues to beat the market across global markets If you had fallen asleep on New Year’s...

July 14, 2025

Indexes & Model Portfolios

Since the U.S. stock market crash of 2008, growth stocks have outperformed value stocks by a wide margin. Figure 1...

February 12, 2025

Indexes & Model Portfolios

We reported recently on the stellar performance of the MarketGrader Indexes in 2024, when a majority of them beat their...

January 24, 2025

Indexes & Model Portfolios

The MarketGrader Indexes closed a solid 2024 with 68% outperforming their benchmarks across global markets, and now nine out of...

January 13, 2025

Global Equities

MarketGrader’s stock selection methodology shone in 2023, as 75% of our indexes outperformed their benchmarks in what turned out to...

January 16, 2024

Global Equities

Part 1 of 3. The Tactical Case for China With 2022 coming to an end, global equity investors will be...

November 29, 2022

Indexes & Model Portfolios

The Barron’s 400 index approach is focused on consistency rather than market timing. To use a baseball analogy, B400 focuses...

November 16, 2022

Indexes & Model Portfolios

The Barron’s 400 Index (B400) started the week with a newly reconstituted roster of constituents following its most recent rebalance,...

September 19, 2022