This report highlights last month's top performers and features a stock from the current portfolio.
Recap from February's Picks
The long-term success of our model portfolio strategies highlights the value of our Robo-Analyst technology, which scales our forensic accounting expertise (featured in Barron's) across thousands of stocks.
The methodology for this model portfolio mimics an All-Cap Blend style with a focus on dividend growth. Selected stocks earn an Attractive or Very Attractive rating, generate positive free cash flow (FCF) and economic earnings, offer a current dividend yield >1%, and have a 5+ year track record of consecutive dividend growth. This model portfolio is designed for investors who are more focused on long-term capital appreciation than current income, but still appreciate the power of dividends, especially growing dividends.
Featured Stock from March: American Express Company (AXP: $93/share)
Since 2010, AXP's revenue has grown 2% compounded annually while its after-tax profit (NOPAT) has grown 18% compounded annually. AXP's NOPAT margin has improved from 6% in 2010 to 16% in 2017 while its return on invested capital (ROIC) improved from 6% to 14%.
