According to StockCharts.com, the following companies will be reporting earnings this week and each is a component of one of our portfolios:

Monday, September 21: None

Tuesday, September 22: None

Wednesday, September 23: None

Thursday, September 24: None

Friday, September 25: None

PLEASE NOTE: The above companies were provided using Zacks.com earnings dates. We do typically hold our portfolio stocks through one earnings report, but every EarningsBeats.com member must make his/her own investing/trading decisions about holding stocks into earnings reports as it's the most volatile (risky) time to own a stock.

Portfolio Rules and Objectives

Here are the common traits and objectives of our portfolios:

• Historically, there have been 10 leading stocks from up to 10 leading industries in each portfolio (at the time of selection). Generally, there will only be one stock per industry group, but there could be exceptions. Beginning with the August 2023 portfolios, we made changes to this strategy, specifically, allowing more than our traditional 10 equal-weighted stocks. We may include more than 10 stocks in each portfolio, with some weighted at 5% instead of 10% of the portfolio, if we choose to do so.
• All stocks are typically held in our portfolios for an entire 90-day period, with no stops in place. We strive for consistency, transparency, and simplicity in our portfolios. EB.com members may hold these stocks for the entire 90 days, trade them, use stops, etc., but for purposes of our calculation, we typically make few exceptions to our "buy and hold for three months" strategy.
• Every stock will generally be held through ONE earnings report.
• The expectation is that relative winners will carry the portfolio to outperformance.
• All portfolio stocks were announced on Monday, August 24th, and all were entered into as of the Tuesday, August 25th opening price - again, for our tracking purposes at EB.com.
• Primary objective is to outperform the benchmark S&P 500 over time; quarter-to-quarter performance can be extremely volatile, especially if significant rotation takes place intra-quarter.

Here are several considerations for EB members:

• The Income Portfolio should have the least amount of volatility as it will typically be comprised of quality large cap stocks with solid dividends; it also will typically underperform the S&P 500 during bullish periods as dividend-paying value stocks normally won't keep up with their growth counterparts.
• The Model and Aggressive Portfolios should be viewed similar to very aggressive growth funds; they will typically have a lot of volatility and drawdowns can be significant from time to time. We have experienced drawdowns as much as 30% or more within a quarter.
• The Income portfolio stocks will all pay dividends, with the expected average dividend yield to be at least 1.0% across the portfolio.
• Drawdowns (losses) should be much milder on the Income portfolio, with more volatility expected on the other two; please review inception-to-date charts below to gain an idea of the volatility associated with each.
• I believe the larger drawdown on the Income portfolio at the beginning of the pandemic was an anomaly, occurring as many defensive, higher-yielding companies uncharacteristically underperformed during a market decline.
• Large drawdowns in the February through May 2021 and the November 2021 to February 2022 periods were due to the rapid rotation from growth stocks to value stocks; the May through August 2026 saw many semiconductor and AI stocks sell off significantly, impacting our performance as well; each quarter, our portfolios are based on themes and there is never a guarantee that our analysis and beliefs will be proven correct.
• Consider owning or trading these stocks in whatever manner is most comfortable for you; for our tracking purposes, we will enter all stocks in the manner identified above, but feel free to trade certain stocks or wait for pullbacks if the stocks are overbought.
• We have no idea what risk each member is willing or able to take. We are not registered investment advisors so be sure you understand the risk you take. Please consult your financial advisor before buying or selling any securities.
• EarningsBeats.com shareholders/employees may own all or some of the portfolio stocks from time to time.

Weekly Snapshot

Here's a weekly recap (the numbers below represent the actual change since last Friday's close):

• S&P 500: -0.08%
• Model Portfolio: +4.17%
• Aggressive Portfolio: +3.61%
• Income Portfolio: -1.27%
• Model ETF Portfolio: +0.63%

Portfolio Update

Model Portfolio:

The Model Portfolio surged 4.17% last week, significantly outperforming the S&P 500.

Here's the updated inception-to-date chart of the portfolio:

Here are how the Model Portfolio component stocks performed last week:

Aggressive Portfolio:

The Aggressive Portfolio jumped 3.61% last week, significantly outperforming the S&P 500.

Here's the updated inception-to-date chart of the portfolio:

Here are how the Aggressive Portfolio component stocks performed last week:

Income Portfolio:

The Income Portfolio fell 1.27% last week, underperforming the S&P 500.

Here's the updated inception-to-date chart of the portfolio:

Here are how the Income Portfolio component stocks performed last week:

Model ETF Portfolio

Our Model ETF Portfolio climbed 0.63% last week, outperforming the S&P 500.

Here's the updated inception-to-date chart of the Model ETF Portfolio:

Here are how the Model ETF Portfolio components performed last week:

Happy trading!

Tom Bowley, Chief Market Strategist
EarningsBeats.com

"Better timing. Better trades."

According to StockCharts.com, the following companies will be reporting earnings this week and each is a component of one of our portfolios:

Monday, September 14: None

Tuesday, September 15: None

Wednesday, September 16: None

Thursday, September 17: None

Friday, September 18: None

PLEASE NOTE: The above companies were provided using Zacks.com earnings dates. We do typically hold our portfolio stocks through one earnings report, but every EarningsBeats.com member must make his/her own investing/trading decisions about holding stocks into earnings reports as it's the most volatile (risky) time to own a stock.

Portfolio Rules and Objectives

Here are the common traits and objectives of our portfolios:

• Historically, there have been 10 leading stocks from up to 10 leading industries in each portfolio (at the time of selection). Generally, there will only be one stock per industry group, but there could be exceptions. Beginning with the August 2023 portfolios, we made changes to this strategy, specifically, allowing more than our traditional 10 equal-weighted stocks. We may include more than 10 stocks in each portfolio, with some weighted at 5% instead of 10% of the portfolio, if we choose to do so.
• All stocks are typically held in our portfolios for an entire 90-day period, with no stops in place. We strive for consistency, transparency, and simplicity in our portfolios. EB.com members may hold these stocks for the entire 90 days, trade them, use stops, etc., but for purposes of our calculation, we typically make few exceptions to our "buy and hold for three months" strategy.
• Every stock will generally be held through ONE earnings report.
• The expectation is that relative winners will carry the portfolio to outperformance.
• All portfolio stocks were announced on Monday, August 24th, and all were entered into as of the Tuesday, August 25th opening price - again, for our tracking purposes at EB.com.
• Primary objective is to outperform the benchmark S&P 500 over time; quarter-to-quarter performance can be extremely volatile, especially if significant rotation takes place intra-quarter.

Here are several considerations for EB members:

• The Income Portfolio should have the least amount of volatility as it will typically be comprised of quality large cap stocks with solid dividends; it also will typically underperform the S&P 500 during bullish periods as dividend-paying value stocks normally won't keep up with their growth counterparts.
• The Model and Aggressive Portfolios should be viewed similar to very aggressive growth funds; they will typically have a lot of volatility and drawdowns can be significant from time to time. We have experienced drawdowns as much as 30% or more within a quarter.
• The Income portfolio stocks will all pay dividends, with the expected average dividend yield to be at least 1.0% across the portfolio.
• Drawdowns (losses) should be much milder on the Income portfolio, with more volatility expected on the other two; please review inception-to-date charts below to gain an idea of the volatility associated with each.
• I believe the larger drawdown on the Income portfolio at the beginning of the pandemic was an anomaly, occurring as many defensive, higher-yielding companies uncharacteristically underperformed during a market decline.
• Large drawdowns in the February through May 2021 and the November 2021 to February 2022 periods were due to the rapid rotation from growth stocks to value stocks; the May through August 2026 saw many semiconductor and AI stocks sell off significantly, impacting our performance as well; each quarter, our portfolios are based on themes and there is never a guarantee that our analysis and beliefs will be proven correct.
• Consider owning or trading these stocks in whatever manner is most comfortable for you; for our tracking purposes, we will enter all stocks in the manner identified above, but feel free to trade certain stocks or wait for pullbacks if the stocks are overbought.
• We have no idea what risk each member is willing or able to take. We are not registered investment advisors so be sure you understand the risk you take. Please consult your financial advisor before buying or selling any securities.
• EarningsBeats.com shareholders/employees may own all or some of the portfolio stocks from time to time.

Weekly Snapshot

Here's a weekly recap (the numbers below represent the actual change since last Friday's close):

• S&P 500: -0.80%
• Model Portfolio: -2.06%
• Aggressive Portfolio: +1.23%
• Income Portfolio: +1.97%
• Model ETF Portfolio: -1.08%

Portfolio Update

Model Portfolio:

The Model Portfolio fell 2.06% last week, underperforming the S&P 500.

Here's the updated inception-to-date chart of the portfolio:

Here are how the Model Portfolio component stocks performed last week:

Aggressive Portfolio:

The Aggressive Portfolio gained 1.23% last week, significantly outperforming the S&P 500.

Here's the updated inception-to-date chart of the portfolio:

Here are how the Aggressive Portfolio component stocks performed last week:

Income Portfolio:

The Income Portfolio climbed 1.97% last week, significantly outperforming the S&P 500.

Here's the updated inception-to-date chart of the portfolio:

Here are how the Income Portfolio component stocks performed last week:

Model ETF Portfolio

Our Model ETF Portfolio dropped 1.08% last week, slightly underperforming the S&P 500.

Here's the updated inception-to-date chart of the Model ETF Portfolio:

Here are how the Model ETF Portfolio components performed last week:

Happy trading!

Tom Bowley, Chief Market Strategist
EarningsBeats.com

"Better timing. Better trades."

According to StockCharts.com, the following companies will be reporting earnings this week and each is a component of one of our portfolios:

Monday, September 7: None - Labor Day Holiday - Market Closed

Tuesday, September 8: None

Wednesday, September 9: None

Thursday, September 10: None

Friday, September 11: None

PLEASE NOTE: The above companies were provided using Zacks.com earnings dates. We do typically hold our portfolio stocks through one earnings report, but every EarningsBeats.com member must make his/her own investing/trading decisions about holding stocks into earnings reports as it's the most volatile (risky) time to own a stock.

Portfolio Rules and Objectives

Here are the common traits and objectives of our portfolios:

• Historically, there have been 10 leading stocks from up to 10 leading industries in each portfolio (at the time of selection). Generally, there will only be one stock per industry group, but there could be exceptions. Beginning with the August 2023 portfolios, we made changes to this strategy, specifically, allowing more than our traditional 10 equal-weighted stocks. We may include more than 10 stocks in each portfolio, with some weighted at 5% instead of 10% of the portfolio, if we choose to do so.
• All stocks are typically held in our portfolios for an entire 90-day period, with no stops in place. We strive for consistency, transparency, and simplicity in our portfolios. EB.com members may hold these stocks for the entire 90 days, trade them, use stops, etc., but for purposes of our calculation, we typically make few exceptions to our "buy and hold for three months" strategy.
• Every stock will generally be held through ONE earnings report.
• The expectation is that relative winners will carry the portfolio to outperformance.
• All portfolio stocks were announced on Monday, August 24th, and all were entered into as of the Tuesday, August 25th opening price - again, for our tracking purposes at EB.com.
• Primary objective is to outperform the benchmark S&P 500 over time; quarter-to-quarter performance can be extremely volatile, especially if significant rotation takes place intra-quarter.

Here are several considerations for EB members:

• The Income Portfolio should have the least amount of volatility as it will typically be comprised of quality large cap stocks with solid dividends; it also will typically underperform the S&P 500 during bullish periods as dividend-paying value stocks normally won't keep up with their growth counterparts.
• The Model and Aggressive Portfolios should be viewed similar to very aggressive growth funds; they will typically have a lot of volatility and drawdowns can be significant from time to time. We have experienced drawdowns as much as 30% or more within a quarter.
• The Income portfolio stocks will all pay dividends, with the expected average dividend yield to be at least 1.0% across the portfolio.
• Drawdowns (losses) should be much milder on the Income portfolio, with more volatility expected on the other two; please review inception-to-date charts below to gain an idea of the volatility associated with each.
• I believe the larger drawdown on the Income portfolio at the beginning of the pandemic was an anomaly, occurring as many defensive, higher-yielding companies uncharacteristically underperformed during a market decline.
• Large drawdowns in the February through May 2021 and the November 2021 to February 2022 periods were due to the rapid rotation from growth stocks to value stocks; the May through August 2026 saw many semiconductor and AI stocks sell off significantly, impacting our performance as well; each quarter, our portfolios are based on themes and there is never a guarantee that our analysis and beliefs will be proven correct.
• Consider owning or trading these stocks in whatever manner is most comfortable for you; for our tracking purposes, we will enter all stocks in the manner identified above, but feel free to trade certain stocks or wait for pullbacks if the stocks are overbought.
• We have no idea what risk each member is willing or able to take. We are not registered investment advisors so be sure you understand the risk you take. Please consult your financial advisor before buying or selling any securities.
• EarningsBeats.com shareholders/employees may own all or some of the portfolio stocks from time to time.

Weekly Snapshot

Here's a weekly recap (the numbers below represent the actual change since last Friday's close):

• S&P 500: +0.10%
• Model Portfolio: +0.96%
• Aggressive Portfolio: -2.97%
• Income Portfolio: -1.81%
• Model ETF Portfolio: +0.09%

Portfolio Update

Model Portfolio:

The Model Portfolio gained 0.96% last week, outperforming the S&P 500.

Here's the updated inception-to-date chart of the portfolio:

Here are how the Model Portfolio component stocks performed last week:

Aggressive Portfolio:

The Aggressive Portfolio dropped 2.97% last week, underperforming the S&P 500.

Here's the updated inception-to-date chart of the portfolio:

Here are how the Aggressive Portfolio component stocks performed last week:

Income Portfolio:

The Income Portfolio slumped 1.81% last week, underperforming the S&P 500.

Here's the updated inception-to-date chart of the portfolio:

Here are how the Income Portfolio component stocks performed last week:

Model ETF Portfolio

Our Model ETF Portfolio edged up 0.09% last week, essentially matching the S&P 500.

Here's the updated inception-to-date chart of the Model ETF Portfolio:

Happy trading!

Tom Bowley, Chief Market Strategist
EarningsBeats.com

"Better timing. Better trades."

According to StockCharts.com, the following companies will be reporting earnings this week and each is a component of one of our portfolios:

Monday, August 31: None

Tuesday, September 1: DELL

Wednesday, September 2: HPE, NTAP

Thursday, September 3: None

Friday, September 4: None

PLEASE NOTE: The above companies were provided using Zacks.com earnings dates. We do typically hold our portfolio stocks through one earnings report, but every EarningsBeats.com member must make his/her own investing/trading decisions about holding stocks into earnings reports as it's the most volatile (risky) time to own a stock.

Portfolio Rules and Objectives

Here are the common traits and objectives of our portfolios:

• Historically, there have been 10 leading stocks from up to 10 leading industries in each portfolio (at the time of selection). Generally, there will only be one stock per industry group, but there could be exceptions. Beginning with the August 2023 portfolios, we made changes to this strategy, specifically, allowing more than our traditional 10 equal-weighted stocks. We may include more than 10 stocks in each portfolio, with some weighted at 5% instead of 10% of the portfolio, if we choose to do so.
• All stocks are typically held in our portfolios for an entire 90-day period, with no stops in place. We strive for consistency, transparency, and simplicity in our portfolios. EB.com members may hold these stocks for the entire 90 days, trade them, use stops, etc., but for purposes of our calculation, we typically make few exceptions to our "buy and hold for three months" strategy.
• Every stock will generally be held through ONE earnings report.
• The expectation is that relative winners will carry the portfolio to outperformance.
• All portfolio stocks were announced on Monday, August 24th, and all were entered into as of the Tuesday, August 25th opening price - again, for our tracking purposes at EB.com.
• Primary objective is to outperform the benchmark S&P 500 over time; quarter-to-quarter performance can be extremely volatile, especially if significant rotation takes place intra-quarter.

Here are several considerations for EB members:

• The Income Portfolio should have the least amount of volatility as it will typically be comprised of quality large cap stocks with solid dividends; it also will typically underperform the S&P 500 during bullish periods as dividend-paying value stocks normally won't keep up with their growth counterparts.
• The Model and Aggressive Portfolios should be viewed similar to very aggressive growth funds; they will typically have a lot of volatility and drawdowns can be significant from time to time. We have experienced drawdowns as much as 30% or more within a quarter.
• The Income portfolio stocks will all pay dividends, with the expected average dividend yield to be at least 1.0% across the portfolio.
• Drawdowns (losses) should be much milder on the Income portfolio, with more volatility expected on the other two; please review inception-to-date charts below to gain an idea of the volatility associated with each.
• I believe the larger drawdown on the Income portfolio at the beginning of the pandemic was an anomaly, occurring as many defensive, higher-yielding companies uncharacteristically underperformed during a market decline.
• Large drawdowns in the February through May 2021 and the November 2021 to February 2022 periods were due to the rapid rotation from growth stocks to value stocks; the May through August 2026 saw many semiconductor and AI stocks sell off significantly, impacting our performance as well; each quarter, our portfolios are based on themes and there is never a guarantee that our analysis and beliefs will be proven correct.
• Consider owning or trading these stocks in whatever manner is most comfortable for you; for our tracking purposes, we will enter all stocks in the manner identified above, but feel free to trade certain stocks or wait for pullbacks if the stocks are overbought.
• We have no idea what risk each member is willing or able to take. We are not registered investment advisors so be sure you understand the risk you take. Please consult your financial advisor before buying or selling any securities.
• EarningsBeats.com shareholders/employees may own all or some of the portfolio stocks from time to time.

Weekly Snapshot

Here's a weekly recap (the numbers below represent the actual change since last Friday's close):

• S&P 500: +0.49%
• Model Portfolio: +0.94%
• Aggressive Portfolio: -0.64%
• Income Portfolio: -1.70%
• Model ETF Portfolio: +0.54%

Portfolio Update

Model Portfolio:

The Model Portfolio gained 0.94% last week, slightly outperforming the S&P 500.

Here's the updated inception-to-date chart of the portfolio:

Here are how the Model Portfolio component stocks performed last week:

Aggressive Portfolio:

The Aggressive Portfolio dropped 0.64% last week, underperforming the S&P 500.

Here's the updated inception-to-date chart of the portfolio:

Here are how the Aggressive Portfolio component stocks performed last week:

Income Portfolio:

The Income Portfolio fell 1.70% last week, underperforming the S&P 500.

Here's the updated inception-to-date chart of the portfolio:

Here are how the Income Portfolio component stocks performed last week:

Model ETF Portfolio

Our Model ETF Portfolio rose 0.54% last week, essentially matching the S&P 500.

Here's the updated inception-to-date chart of the Model ETF Portfolio:

Here are how the Model ETF Portfolio components performed last week:

Happy trading!

Tom Bowley, Chief Market Strategist
EarningsBeats.com

"Better timing. Better trades."

Our next Portfolio Draft will be held on Monday, August 24th, after the closing bell. We will enter all Portfolio stocks at the opening bell on Tuesday, August 25th.

We exited our most recent stock portfolios - Model, Aggressive, and Income - at the close on Wednesday, August 19th and will remain in cash in the portfolios until we purchase the next set of portfolio stocks at the opening bell on Tuesday, August 25th.

Upcoming Earnings Reports

According to StockCharts.com, the following companies will be reporting earnings this week and each is a component of one of our portfolios:

Monday, August 24: None

Tuesday, August 25: None

Wednesday, August 26: CRWD

Thursday, August 27: None

Friday, August 28: None

PLEASE NOTE: The above companies were provided using Zacks.com earnings dates. We do typically hold our portfolio stocks through one earnings report, but every EarningsBeats.com member must make his/her own investing/trading decisions about holding stocks into earnings reports as it's the most volatile (risky) time to own a stock.

Portfolio Rules and Objectives

Here are the common traits and objectives of our portfolios:

• Historically, there have been 10 leading stocks from up to 10 leading industries in each portfolio (at the time of selection). Generally, there will only be one stock per industry group, but there could be exceptions. Beginning with the August 2023 portfolios, we made changes to this strategy, specifically, allowing more than our traditional 10 equal-weighted stocks. We may include more than 10 stocks in each portfolio, with some weighted at 5% instead of 10% of the portfolio, if we choose to do so.
• All stocks are typically held in our portfolios for an entire 90-day period, with no stops in place. We strive for consistency, transparency, and simplicity in our portfolios. EB.com members may hold these stocks for the entire 90 days, trade them, use stops, etc., but for purposes of our calculation, we typically make few exceptions to our "buy and hold for three months" strategy.
• Every stock will generally be held through ONE earnings report.
• The expectation is that relative winners will carry the portfolio to outperformance.
• All portfolio stocks were announced on Monday, May 18th, and all were entered into as of the Tuesday, May 19th closing price - again, for our tracking purposes at EB.com.
• Primary objective is to outperform the benchmark S&P 500 over time; quarter-to-quarter performance can be extremely volatile, especially if significant rotation takes place intra-quarter.

Here are several considerations for EB members:

• The Income Portfolio should have the least amount of volatility as it will typically be comprised of quality large cap stocks with solid dividends; it also will typically underperform the S&P 500 during bullish periods as dividend-paying value stocks normally won't keep up with their growth counterparts.
• The Model and Aggressive Portfolios should be viewed similar to very aggressive growth funds; they will typically have a lot of volatility and drawdowns can be significant from time to time.
• The Income portfolio stocks will all pay dividends, with the expected average dividend yield to be at least 1.0%.
• Drawdowns (losses) should be much milder on the Income portfolio, with more volatility expected on the other two; please review inception-to-date charts below to gain an idea of the volatility associated with each.
• I believe the larger drawdown on the Income portfolio at the beginning of the pandemic was an anomaly, occurring as many defensive, higher-yielding companies uncharacteristically underperformed during a market decline.
• Large drawdowns in the February through May 2021 and the November 2021 to February 2022 periods were due to the rapid rotation from growth stocks to value stocks; each quarter, our portfolios are based on themes and there is never a guarantee that our analysis and beliefs will be proven correct.
• Consider owning or trading these stocks in whatever manner is most comfortable for you; while we will enter all stocks in the manner identified above, feel free to trade certain stocks or wait for pullbacks if the stocks are overbought.
• We have no idea what risk each member is willing or able to take. We are not registered investment advisors so be sure you understand the risk you take. Please consult your financial advisor before buying or selling any securities.
• EarningsBeats.com shareholders/employees may own all or some of the portfolio stocks from time to time.

Weekly Snapshot

Here's a weekly recap (the numbers below represent the actual change since last Friday's close):

• S&P 500: -1.43%
• Model Portfolio: -5.39%
• Aggressive Portfolio: -9.36%
• Income Portfolio: -2.86%
• Model ETF Portfolio: +0.12%

Portfolio Update

Model Portfolio:

The Model Portfolio lost 5.39% last week, significantly underperforming the S&P 500.

Here's the updated inception-to-date chart of the portfolio:

Here are how the Model Portfolio component stocks performed last week:

Aggressive Portfolio:

The Aggressive Portfolio tumbled 9.36% last week, significantly underperforming the S&P 500.

Here's the updated inception-to-date chart of the portfolio:

Here are how the Aggressive Portfolio component stocks performed last week:

Income Portfolio:

The Income Portfolio fell 2.86% last week, underperforming the S&P 500.

Here's the updated inception-to-date chart of the portfolio:

Here are how the Income Portfolio component stocks performed last week:

Model ETF Portfolio

Our Model ETF Portfolio rose 0.12% last week, significantly outperforming the S&P 500.

Here's the updated inception-to-date chart of the Model ETF Portfolio:

Here are how the Model ETF Portfolio components performed last week:

Happy trading!

Tom Bowley, Chief Market Strategist
EarningsBeats.com

"Better timing. Better trades."

Our next Portfolio Draft would normally be scheduled for Tuesday, August 18th, and we'd enter at the closing price on Wednesday, August 19th. However, monthly options expiration, which occurs on the 3rd Friday of every month, falls on Friday, August 21st this quarter. We know how volatile options-expiration week can be and, historically, the Monday that follows options-expiration Friday is the worst day to be invested in U.S. stocks. So, we've decided to postpone entry into our next Portfolios until Tuesday morning's opening bell on August 25th to avoid a possible draw down, resulting from options expiration week and the Monday that follows it.

We are planning to host our next Portfolio Draft on Monday, August 24th, after the closing bell. More information will be provided as that date draws nearer.

We will exit our current stock portfolios - Model, Aggressive, and Income - at the close on Wednesday, August 19th and will remain in cash in the portfolios until we purchase the next set of portfolio stocks at the opening bell on Tuesday, August 25th.

I received a member question, asking if any of the current portfolio stocks would be included in the next portfolios. The member was looking to avoid tax consequences of selling a portfolio stock, triggering income taxes on gains, and then rebuying that same stock. Unfortunately, I am not going to decide on portfolio stocks until this upcoming weekend. One possible way to handle this is to hold those profitable stocks for 3 additional days (this Thursday and Friday and next Monday). It does risk those gains for 3 additional days, but it avoids the tax implications if we do decide to retain certain stocks in our portfolios for the next 90 days. If stocks with losses are sold and then rebought, it's a "wash sale" and the loss simply rolls into the basis of the stock when it's rebought.

Upcoming Earnings Reports

According to StockCharts.com, the following companies will be reporting earnings this week and each is a component of one of our portfolios:

Monday, August 17: None

Tuesday, August 18: None

Wednesday, August 19: None

Thursday, August 20: ROST

Friday, August 21: None

PLEASE NOTE: The above companies were provided using Zacks.com earnings dates. We do typically hold our portfolio stocks through one earnings report, but every EarningsBeats.com member must make his/her own investing/trading decisions about holding stocks into earnings reports as it's the most volatile (risky) time to own a stock.

Portfolio Rules and Objectives

Here are the common traits and objectives of our portfolios:

• Historically, there have been 10 leading stocks from up to 10 leading industries in each portfolio (at the time of selection). Generally, there will only be one stock per industry group, but there could be exceptions. Beginning with the August 2023 portfolios, we made changes to this strategy, specifically, allowing more than our traditional 10 equal-weighted stocks. We may include more than 10 stocks in each portfolio, with some weighted at 5% instead of 10% of the portfolio, if we choose to do so.
• All stocks are typically held in our portfolios for an entire 90-day period, with no stops in place. We strive for consistency, transparency, and simplicity in our portfolios. EB.com members may hold these stocks for the entire 90 days, trade them, use stops, etc., but for purposes of our calculation, we typically make few exceptions to our "buy and hold for three months" strategy.
• Every stock will generally be held through ONE earnings report.
• The expectation is that relative winners will carry the portfolio to outperformance.
• All portfolio stocks were announced on Monday, May 18th, and all were entered into as of the Tuesday, May 19th closing price - again, for our tracking purposes at EB.com.
• Primary objective is to outperform the benchmark S&P 500 over time; quarter-to-quarter performance can be extremely volatile, especially if significant rotation takes place intra-quarter.

Here are several considerations for EB members:

• The Income Portfolio should have the least amount of volatility as it will typically be comprised of quality large cap stocks with solid dividends; it also will typically underperform the S&P 500 during bullish periods as dividend-paying value stocks normally won't keep up with their growth counterparts.
• The Model and Aggressive Portfolios should be viewed similar to very aggressive growth funds; they will typically have a lot of volatility and drawdowns can be significant from time to time.
• The Income portfolio stocks will all pay dividends, with the expected average dividend yield to be at least 1.0%.
• Drawdowns (losses) should be much milder on the Income portfolio, with more volatility expected on the other two; please review inception-to-date charts below to gain an idea of the volatility associated with each.
• I believe the larger drawdown on the Income portfolio at the beginning of the pandemic was an anomaly, occurring as many defensive, higher-yielding companies uncharacteristically underperformed during a market decline.
• Large drawdowns in the February through May 2021 and the November 2021 to February 2022 periods were due to the rapid rotation from growth stocks to value stocks; each quarter, our portfolios are based on themes and there is never a guarantee that our analysis and beliefs will be proven correct.
• Consider owning or trading these stocks in whatever manner is most comfortable for you; while we will enter all stocks in the manner identified above, feel free to trade certain stocks or wait for pullbacks if the stocks are overbought.
• We have no idea what risk each member is willing or able to take. We are not registered investment advisors so be sure you understand the risk you take. Please consult your financial advisor before buying or selling any securities.
• EarningsBeats.com shareholders/employees may own all or some of the portfolio stocks from time to time.

Weekly Snapshot

Here's a weekly recap (the numbers below represent the actual change since last Friday's close):

• S&P 500: +0.36%
• Model Portfolio: +1.61%
• Aggressive Portfolio: +11.86%
• Income Portfolio: +1.29%
• Model ETF Portfolio: +0.51%

Portfolio Update

Model Portfolio:

The Model Portfolio climbed 1.61% last week, outperforming the S&P 500.

Here's the updated inception-to-date chart of the portfolio:

Here are how the Model Portfolio component stocks performed last week:

Aggressive Portfolio:

The Aggressive Portfolio surged 11.86% last week, significantly outperforming the S&P 500.

Here's the updated inception-to-date chart of the portfolio:

Here are how the Aggressive Portfolio component stocks performed last week:

Income Portfolio:

The Income Portfolio gained 1.29% last week, outperforming the S&P 500.

Here's the updated inception-to-date chart of the portfolio:

Here are how the Income Portfolio component stocks performed last week:

Model ETF Portfolio

Our Model ETF Portfolio rose 0.51% last week, slightly outperforming the S&P 500.

Here's the updated inception-to-date chart of the Model ETF Portfolio:

Here are how the Model ETF Portfolio components performed last week:

Happy trading!

Tom Bowley, Chief Market Strategist
EarningsBeats.com

"Better timing. Better trades."

Our next Portfolio Draft would normally be scheduled for Tuesday, August 18th, and we'd enter at the closing price on Wednesday, August 19th. However, monthly options expiration, which occurs on the 3rd Friday of every month, falls on Friday, August 21st this quarter. We know how volatile options-expiration week can be and, historically, the Monday that follows options-expiration Friday is the worst day to be invested in U.S. stocks. So, we've decided to postpone entry into our next Portfolios until Tuesday morning's opening bell on August 25th to avoid a potential down day on Monday, August 24th.

We are planning to host our next Portfolio Draft on Monday, August 24th, after the closing bell. More information will be provided as that date draws nearer.

We will exit our current stock portfolios - Model, Aggressive, and Income - at the close on Wednesday, August 19th and will remain in cash in the portfolios until we purchase the next set of portfolio stocks at the opening bell on Tuesday, August 25th.

Upcoming Earnings Reports

According to StockCharts.com, the following companies will be reporting earnings this week and each is a component of one of our portfolios:

Monday, August 10: RKLB, NESR

Tuesday, August 11: None

Wednesday, August 12: NBIS

Thursday, August 13: TPR

Friday, August 14: None

PLEASE NOTE: The above companies were provided using Zacks.com earnings dates. We do typically hold our portfolio stocks through one earnings report, but every EarningsBeats.com member must make his/her own investing/trading decisions about holding stocks into earnings reports as it's the most volatile (risky) time to own a stock.

Portfolio Rules and Objectives

Here are the common traits and objectives of our portfolios:

• Historically, there have been 10 leading stocks from up to 10 leading industries in each portfolio (at the time of selection). Generally, there will only be one stock per industry group, but there could be exceptions. Beginning with the August 2023 portfolios, we made changes to this strategy, specifically, allowing more than our traditional 10 equal-weighted stocks. We may include more than 10 stocks in each portfolio, with some weighted at 5% instead of 10% of the portfolio, if we choose to do so.
• All stocks are typically held in our portfolios for an entire 90-day period, with no stops in place. We strive for consistency, transparency, and simplicity in our portfolios. EB.com members may hold these stocks for the entire 90 days, trade them, use stops, etc., but for purposes of our calculation, we typically make few exceptions to our "buy and hold for three months" strategy.
• Every stock will generally be held through ONE earnings report.
• The expectation is that relative winners will carry the portfolio to outperformance.
• All portfolio stocks were announced on Monday, May 18th, and all were entered into as of the Tuesday, May 19th closing price - again, for our tracking purposes at EB.com.
• Primary objective is to outperform the benchmark S&P 500 over time; quarter-to-quarter performance can be extremely volatile, especially if significant rotation takes place intra-quarter.

Here are several considerations for EB members:

• The Income Portfolio should have the least amount of volatility as it will typically be comprised of quality large cap stocks with solid dividends; it also will typically underperform the S&P 500 during bullish periods as dividend-paying value stocks normally won't keep up with their growth counterparts.
• The Model and Aggressive Portfolios should be viewed similar to very aggressive growth funds; they will typically have a lot of volatility and drawdowns can be significant from time to time.
• The Income portfolio stocks will all pay dividends, with the expected average dividend yield to be at least 1.0%.
• Drawdowns (losses) should be much milder on the Income portfolio, with more volatility expected on the other two; please review inception-to-date charts below to gain an idea of the volatility associated with each.
• I believe the larger drawdown on the Income portfolio at the beginning of the pandemic was an anomaly, occurring as many defensive, higher-yielding companies uncharacteristically underperformed during a market decline.
• Large drawdowns in the February through May 2021 and the November 2021 to February 2022 periods were due to the rapid rotation from growth stocks to value stocks; each quarter, our portfolios are based on themes and there is never a guarantee that our analysis and beliefs will be proven correct.
• Consider owning or trading these stocks in whatever manner is most comfortable for you; while we will enter all stocks in the manner identified above, feel free to trade certain stocks or wait for pullbacks if the stocks are overbought.
• We have no idea what risk each member is willing or able to take. We are not registered investment advisors so be sure you understand the risk you take. Please consult your financial advisor before buying or selling any securities.
• EarningsBeats.com shareholders/employees may own all or some of the portfolio stocks from time to time.

Weekly Snapshot

Here's a weekly recap (the numbers below represent the actual change since last Friday's close):

• S&P 500: +3.58%
• Model Portfolio: +5.64%
• Aggressive Portfolio: +1.03%
• Income Portfolio: +3.65%
• Model ETF Portfolio: +4.54%

Portfolio Update

Model Portfolio:

The Model Portfolio climbed 5.64% last week, significantly outperforming the S&P 500.

Here's the updated inception-to-date chart of the portfolio:

Here are how the Model Portfolio component stocks performed last week:

Aggressive Portfolio:

The Aggressive Portfolio rose 1.03% last week, significantly underperforming the S&P 500.

Here's the updated inception-to-date chart of the portfolio:

Here are how the Aggressive Portfolio component stocks performed last week:

Income Portfolio:

The Income Portfolio gained 3.65% last week, essentially matching the S&P 500.

Here's the updated inception-to-date chart of the portfolio:

Here are how the Income Portfolio component stocks performed last week:

Model ETF Portfolio

Our Model ETF Portfolio jumped 4.54% last week, outperforming the S&P 500.

Here's the updated inception-to-date chart of the Model ETF Portfolio:

Here are how the Model ETF Portfolio components performed last week:

Happy trading!

Tom Bowley, Chief Market Strategist
EarningsBeats.com

"Better timing. Better trades."

According to StockCharts.com, the following companies will be reporting earnings this week and each is a component of one of our portfolios:

Monday, August 3: STRL, ICHR

Tuesday, August 4: CAT, DOCN

Wednesday, August 5: SNDK, EBAY, AVT, KLIC, VSH

Thursday, August 6: APA, VISN

Friday, August 7: None

PLEASE NOTE: The above companies were provided using Zacks.com earnings dates. We do typically hold our portfolio stocks through one earnings report, but every EarningsBeats.com member must make his/her own investing/trading decisions about holding stocks into earnings reports as it's the most volatile (risky) time to own a stock.

Portfolio Rules and Objectives

Here are the common traits and objectives of our portfolios:

• Historically, there have been 10 leading stocks from up to 10 leading industries in each portfolio (at the time of selection). Generally, there will only be one stock per industry group, but there could be exceptions. Beginning with the August 2023 portfolios, we made changes to this strategy, specifically, allowing more than our traditional 10 equal-weighted stocks. We may include more than 10 stocks in each portfolio, with some weighted at 5% instead of 10% of the portfolio, if we choose to do so.
• All stocks are typically held in our portfolios for an entire 90-day period, with no stops in place. We strive for consistency, transparency, and simplicity in our portfolios. EB.com members may hold these stocks for the entire 90 days, trade them, use stops, etc., but for purposes of our calculation, we typically make few exceptions to our "buy and hold for three months" strategy.
• Every stock will generally be held through ONE earnings report.
• The expectation is that relative winners will carry the portfolio to outperformance.
• All portfolio stocks were announced on Monday, May 18th, and all were entered into as of the Tuesday, May 19th closing price - again, for our tracking purposes at EB.com.
• Primary objective is to outperform the benchmark S&P 500 over time; quarter-to-quarter performance can be extremely volatile, especially if significant rotation takes place intra-quarter.

Here are several considerations for EB members:

• The Income Portfolio should have the least amount of volatility as it will typically be comprised of quality large cap stocks with solid dividends; it also will typically underperform the S&P 500 during bullish periods as dividend-paying value stocks normally won't keep up with their growth counterparts.
• The Model and Aggressive Portfolios should be viewed similar to very aggressive growth funds; they will typically have a lot of volatility and drawdowns can be significant from time to time.
• The Income portfolio stocks will all pay dividends, with the expected average dividend yield to be at least 1.0%.
• Drawdowns (losses) should be much milder on the Income portfolio, with more volatility expected on the other two; please review inception-to-date charts below to gain an idea of the volatility associated with each.
• I believe the larger drawdown on the Income portfolio at the beginning of the pandemic was an anomaly, occurring as many defensive, higher-yielding companies uncharacteristically underperformed during a market decline.
• Large drawdowns in the February through May 2021 and the November 2021 to February 2022 periods were due to the rapid rotation from growth stocks to value stocks; each quarter, our portfolios are based on themes and there is never a guarantee that our analysis and beliefs will be proven correct.
• Consider owning or trading these stocks in whatever manner is most comfortable for you; while we will enter all stocks in the manner identified above, feel free to trade certain stocks or wait for pullbacks if the stocks are overbought.
• We have no idea what risk each member is willing or able to take. We are not registered investment advisors so be sure you understand the risk you take. Please consult your financial advisor before buying or selling any securities.
• EarningsBeats.com shareholders/employees may own all or some of the portfolio stocks from time to time.

Weekly Snapshot

Here's a weekly recap (the numbers below represent the actual change since last Friday's close):

• S&P 500: +1.05%
• Model Portfolio: -10.88%
• Aggressive Portfolio: -2.41%
• Income Portfolio: -2.85%
• Model ETF Portfolio: +0.58%

Portfolio Update

Model Portfolio:

The Model Portfolio tumbled 10.88% last week, significantly underperforming the S&P 500.

Here's the updated inception-to-date chart of the portfolio:

Here are how the Model Portfolio component stocks performed last week:

Aggressive Portfolio:

The Aggressive Portfolio fell 2.41% last week, significantly underperforming the S&P 500.

Here's the updated inception-to-date chart of the portfolio:

Here are how the Aggressive Portfolio component stocks performed last week:

Income Portfolio:

The Income Portfolio dropped 2.85% last week, significantly underperforming the S&P 500.

Here's the updated inception-to-date chart of the portfolio:

Here are how the Income Portfolio component stocks performed last week:

Model ETF Portfolio

Our Model ETF Portfolio gained 0.58% last week, underperforming the S&P 500.

Here's the updated inception-to-date chart of the Model ETF Portfolio:

Here are how the Model ETF Portfolio components performed last week:

Happy trading!

Tom Bowley, Chief Market Strategist
EarningsBeats.com

"Better timing. Better trades."

According to StockCharts.com, the following companies will be reporting earnings this week and each is a component of one of our portfolios:

Monday, July 27: None

Tuesday, July 28: KLAC, STX, NBIS

Wednesday, July 29: FTNT, RSI, BAND

Thursday, July 30: AAPL, AXTI

Friday, July 31: None

PLEASE NOTE: The above companies were provided using Zacks.com earnings dates. We do typically hold our portfolio stocks through one earnings report, but every EarningsBeats.com member must make his/her own investing/trading decisions about holding stocks into earnings reports as it's the most volatile (risky) time to own a stock.

Portfolio Rules and Objectives

Here are the common traits and objectives of our portfolios:

• Historically, there have been 10 leading stocks from up to 10 leading industries in each portfolio (at the time of selection). Generally, there will only be one stock per industry group, but there could be exceptions. Beginning with the August 2023 portfolios, we made changes to this strategy, specifically, allowing more than our traditional 10 equal-weighted stocks. We may include more than 10 stocks in each portfolio, with some weighted at 5% instead of 10% of the portfolio, if we choose to do so.
• All stocks are typically held in our portfolios for an entire 90-day period, with no stops in place. We strive for consistency, transparency, and simplicity in our portfolios. EB.com members may hold these stocks for the entire 90 days, trade them, use stops, etc., but for purposes of our calculation, we typically make few exceptions to our "buy and hold for three months" strategy.
• Every stock will generally be held through ONE earnings report.
• The expectation is that relative winners will carry the portfolio to outperformance.
• All portfolio stocks were announced on Monday, May 18th, and all were entered into as of the Tuesday, May 19th closing price - again, for our tracking purposes at EB.com.
• Primary objective is to outperform the benchmark S&P 500 over time; quarter-to-quarter performance can be extremely volatile, especially if significant rotation takes place intra-quarter.

Here are several considerations for EB members:

• The Income Portfolio should have the least amount of volatility as it will typically be comprised of quality large cap stocks with solid dividends; it also will typically underperform the S&P 500 during bullish periods as dividend-paying value stocks normally won't keep up with their growth counterparts.
• The Model and Aggressive Portfolios should be viewed similar to very aggressive growth funds; they will typically have a lot of volatility and drawdowns can be significant from time to time.
• The Income portfolio stocks will all pay dividends, with the expected average dividend yield to be at least 1.0%.
• Drawdowns (losses) should be much milder on the Income portfolio, with more volatility expected on the other two; please review inception-to-date charts below to gain an idea of the volatility associated with each.
• I believe the larger drawdown on the Income portfolio at the beginning of the pandemic was an anomaly, occurring as many defensive, higher-yielding companies uncharacteristically underperformed during a market decline.
• Large drawdowns in the February through May 2021 and the November 2021 to February 2022 periods were due to the rapid rotation from growth stocks to value stocks; each quarter, our portfolios are based on themes and there is never a guarantee that our analysis and beliefs will be proven correct.
• Consider owning or trading these stocks in whatever manner is most comfortable for you; while we will enter all stocks in the manner identified above, feel free to trade certain stocks or wait for pullbacks if the stocks are overbought.
• We have no idea what risk each member is willing or able to take. We are not registered investment advisors so be sure you understand the risk you take. Please consult your financial advisor before buying or selling any securities.
• EarningsBeats.com shareholders/employees may own all or some of the portfolio stocks from time to time.

Weekly Snapshot

Here's a weekly recap (the numbers below represent the actual change since last Friday's close):

• S&P 500: -0.61%
• Model Portfolio: -2.03%
• Aggressive Portfolio: +1.05%
• Income Portfolio: +0.94%
• Model ETF Portfolio: -1.88%

Portfolio Update

Model Portfolio:

The Model Portfolio dropped 2.03% last week, underperforming the S&P 500.

Here's the updated inception-to-date chart of the portfolio:

Here are how the Model Portfolio component stocks performed last week:

Aggressive Portfolio:

The Aggressive Portfolio gained 1.05% last week, outperforming the S&P 500.

Here's the updated inception-to-date chart of the portfolio:

Here are how the Aggressive Portfolio component stocks performed last week:

Income Portfolio:

The Income Portfolio rose 0.94% last week, outperforming the S&P 500.

Here's the updated inception-to-date chart of the portfolio:

Here are how the Income Portfolio component stocks performed last week:

Model ETF Portfolio

Our Model ETF Portfolio fell 1.88% last week, underperforming the S&P 500.

Here's the updated inception-to-date chart of the Model ETF Portfolio:

Here are how the Model ETF Portfolio components performed last week:

Happy trading!

Tom Bowley, Chief Market Strategist
EarningsBeats.com

"Better timing. Better trades."

The Model ETF Portfolio ended its latest quarter on Friday and it finished roughly 1% ahead of the S&P 500, which is always a good thing. Our Model ETF Portfolio will be in CASH for Monday, July 20, 2026 (Monday after monthly options expiration, which is typically bearish). We will host our Model ETF Portfolio Draft on Monday after the closing bell, where we'll unveil our ETF holdings for the next 90 days (July 19 through October 19).

Upcoming Earnings Reports

According to StockCharts.com, the following companies will be reporting earnings this week and each is a component of one of our portfolios:

Monday, July 20: None

Tuesday, July 21: None

Wednesday, July 22: GOOGL, GEV

Thursday, July 23: FIX

Friday, July 24: None

PLEASE NOTE: The above companies were provided using Zacks.com earnings dates. We do typically hold our portfolio stocks through one earnings report, but every EarningsBeats.com member must make his/her own investing/trading decisions about holding stocks into earnings reports as it's the most volatile (risky) time to own a stock.

Portfolio Rules and Objectives

Here are the common traits and objectives of our portfolios:

• Historically, there have been 10 leading stocks from up to 10 leading industries in each portfolio (at the time of selection). Generally, there will only be one stock per industry group, but there could be exceptions. Beginning with the August 2023 portfolios, we made changes to this strategy, specifically, allowing more than our traditional 10 equal-weighted stocks. We may include more than 10 stocks in each portfolio, with some weighted at 5% instead of 10% of the portfolio, if we choose to do so.
• All stocks are typically held in our portfolios for an entire 90-day period, with no stops in place. We strive for consistency, transparency, and simplicity in our portfolios. EB.com members may hold these stocks for the entire 90 days, trade them, use stops, etc., but for purposes of our calculation, we typically make few exceptions to our "buy and hold for three months" strategy.
• Every stock will generally be held through ONE earnings report.
• The expectation is that relative winners will carry the portfolio to outperformance.
• All portfolio stocks were announced on Monday, May 18th, and all were entered into as of the Tuesday, May 19th closing price - again, for our tracking purposes at EB.com.
• Primary objective is to outperform the benchmark S&P 500 over time; quarter-to-quarter performance can be extremely volatile, especially if significant rotation takes place intra-quarter.

Here are several considerations for EB members:

• The Income Portfolio should have the least amount of volatility as it will typically be comprised of quality large cap stocks with solid dividends; it also will typically underperform the S&P 500 during bullish periods as dividend-paying value stocks normally won't keep up with their growth counterparts.
• The Model and Aggressive Portfolios should be viewed similar to very aggressive growth funds; they will typically have a lot of volatility and drawdowns can be significant from time to time.
• The Income portfolio stocks will all pay dividends, with the expected average dividend yield to be at least 1.0%.
• Drawdowns (losses) should be much milder on the Income portfolio, with more volatility expected on the other two; please review inception-to-date charts below to gain an idea of the volatility associated with each.
• I believe the larger drawdown on the Income portfolio at the beginning of the pandemic was an anomaly, occurring as many defensive, higher-yielding companies uncharacteristically underperformed during a market decline.
• Large drawdowns in the February through May 2021 and the November 2021 to February 2022 periods were due to the rapid rotation from growth stocks to value stocks; each quarter, our portfolios are based on themes and there is never a guarantee that our analysis and beliefs will be proven correct.
• Consider owning or trading these stocks in whatever manner is most comfortable for you; while we will enter all stocks in the manner identified above, feel free to trade certain stocks or wait for pullbacks if the stocks are overbought.
• We have no idea what risk each member is willing or able to take. We are not registered investment advisors so be sure you understand the risk you take. Please consult your financial advisor before buying or selling any securities.
• EarningsBeats.com shareholders/employees may own all or some of the portfolio stocks from time to time.

Weekly Snapshot

Here's a weekly recap (the numbers below represent the actual change since last Friday's close):

• S&P 500: -1.55%
• Model Portfolio: -10.39%
• Aggressive Portfolio: -8.03%
• Income Portfolio: -3.52%
• Model ETF Portfolio: -2.77%

Portfolio Update

Model Portfolio:

The Model Portfolio tumbled 10.39% last week, significantly underperforming the S&P 500.

Here's the updated inception-to-date chart of the portfolio:

Here are how the Model Portfolio component stocks performed last week:

Aggressive Portfolio:

The Aggressive Portfolio cratered 8.03% last week, significantly underperforming the S&P 500.

Here's the updated inception-to-date chart of the portfolio:

Here are how the Aggressive Portfolio component stocks performed last week:

Income Portfolio:

The Income Portfolio dropped 3.52% last week, significantly underperforming the S&P 500.

Here's the updated inception-to-date chart of the portfolio:

Here are how the Income Portfolio component stocks performed last week:

Model ETF Portfolio

Our Model ETF Portfolio lost 2.77% last week, underperforming the S&P 500.

Here's the updated inception-to-date chart of the Model ETF Portfolio:

Here are how the Model ETF Portfolio components performed last week:

Happy trading!

Tom Bowley, Chief Market Strategist
EarningsBeats.com

"Better timing. Better trades."

The Portfolio ChartLists include estimated earnings dates in the name of each company included. As we approach earnings season, many of these estimated dates change. I've adjusted the latest estimated earnings dates for several of our portfolio stocks this week. For instance, the Sandisk (SNDK) earnings date changed from 8/14 to 8/5. If you've downloaded the Portfolio ChartLists into your StockCharts.com account and are interested in viewing these revised earnings dates, then you'll need to re-download these ChartLists into your account.

Upcoming Earnings Reports

According to StockCharts.com, the following companies will be reporting earnings this week and each is a component of one of our portfolios:

Monday, July 13: None

Tuesday, July 14: None

Wednesday, July 15: None

Thursday, July 16: None

Friday, July 17: None

PLEASE NOTE: The above companies were provided using Zacks.com earnings dates. We do typically hold our portfolio stocks through one earnings report, but every EarningsBeats.com member must make his/her own investing/trading decisions about holding stocks into earnings reports as it's the most volatile (risky) time to own a stock.

Portfolio Rules and Objectives

Here are the common traits and objectives of our portfolios:

• Historically, there have been 10 leading stocks from up to 10 leading industries in each portfolio (at the time of selection). Generally, there will only be one stock per industry group, but there could be exceptions. Beginning with the August 2023 portfolios, we made changes to this strategy, specifically, allowing more than our traditional 10 equal-weighted stocks. We may include more than 10 stocks in each portfolio, with some weighted at 5% instead of 10% of the portfolio, if we choose to do so.
• All stocks are typically held in our portfolios for an entire 90-day period, with no stops in place. We strive for consistency, transparency, and simplicity in our portfolios. EB.com members may hold these stocks for the entire 90 days, trade them, use stops, etc., but for purposes of our calculation, we typically make few exceptions to our "buy and hold for three months" strategy.
• Every stock will generally be held through ONE earnings report.
• The expectation is that relative winners will carry the portfolio to outperformance.
• All portfolio stocks were announced on Monday, May 18th, and all were entered into as of the Tuesday, May 19th closing price - again, for our tracking purposes at EB.com.
• Primary objective is to outperform the benchmark S&P 500 over time; quarter-to-quarter performance can be extremely volatile, especially if significant rotation takes place intra-quarter.

Here are several considerations for EB members:

• The Income Portfolio should have the least amount of volatility as it will typically be comprised of quality large cap stocks with solid dividends; it also will typically underperform the S&P 500 during bullish periods as dividend-paying value stocks normally won't keep up with their growth counterparts.
• The Model and Aggressive Portfolios should be viewed similar to very aggressive growth funds; they will typically have a lot of volatility and drawdowns can be significant from time to time.
• The Income portfolio stocks will all pay dividends, with the expected average dividend yield to be at least 1.0%.
• Drawdowns (losses) should be much milder on the Income portfolio, with more volatility expected on the other two; please review inception-to-date charts below to gain an idea of the volatility associated with each.
• I believe the larger drawdown on the Income portfolio at the beginning of the pandemic was an anomaly, occurring as many defensive, higher-yielding companies uncharacteristically underperformed during a market decline.
• Large drawdowns in the February through May 2021 and the November 2021 to February 2022 periods were due to the rapid rotation from growth stocks to value stocks; each quarter, our portfolios are based on themes and there is never a guarantee that our analysis and beliefs will be proven correct.
• Consider owning or trading these stocks in whatever manner is most comfortable for you; while we will enter all stocks in the manner identified above, feel free to trade certain stocks or wait for pullbacks if the stocks are overbought.
• We have no idea what risk each member is willing or able to take. We are not registered investment advisors so be sure you understand the risk you take. Please consult your financial advisor before buying or selling any securities.
• EarningsBeats.com shareholders/employees may own all or some of the portfolio stocks from time to time.

Weekly Snapshot

Here's a weekly recap (the numbers below represent the actual change since last Friday's close):

• S&P 500: +1.23%
• Model Portfolio: +2.32%
• Aggressive Portfolio: +1.69%
• Income Portfolio: +1.58%
• Model ETF Portfolio: +1.32%

Portfolio Update

Model Portfolio:

The Model Portfolio jumped 2.32% last week, outperforming the S&P 500.

Here's the updated inception-to-date chart of the portfolio:

Here are how the Model Portfolio component stocks performed last week:

Aggressive Portfolio:

The Aggressive Portfolio gained 1.69% last week, outperforming the S&P 500.

Here's the updated inception-to-date chart of the portfolio:

Here are how the Aggressive Portfolio component stocks performed last week:

Income Portfolio:

The Income Portfolio climbed 1.58% last week, outperforming the S&P 500.

Here's the updated inception-to-date chart of the portfolio:

Here are how the Income Portfolio component stocks performed last week:

Model ETF Portfolio

Our Model ETF Portfolio rose 1.32% last week, slightly outperforming the S&P 500.

Here's the updated inception-to-date chart of the Model ETF Portfolio:

Here are how the Model ETF Portfolio components performed last week:

Happy trading!

Tom Bowley, Chief Market Strategist
EarningsBeats.com

"Better timing. Better trades."

According to Zacks.com, the following companies will be reporting earnings this week and each is a component of one of our portfolios:

Monday, July 6: None

Tuesday, July 7: None

Wednesday, July 8: None

Thursday, July 9: None

Friday, July 10: None

PLEASE NOTE: The above companies were provided using Zacks.com earnings dates. We do typically hold our portfolio stocks through one earnings report, but every EarningsBeats.com member must make his/her own investing/trading decisions about holding stocks into earnings reports as it's the most volatile (risky) time to own a stock.

Portfolio Rules and Objectives

Here are the common traits and objectives of our portfolios:

• Historically, there have been 10 leading stocks from up to 10 leading industries in each portfolio (at the time of selection). Generally, there will only be one stock per industry group, but there could be exceptions. Beginning with the August 2023 portfolios, we made changes to this strategy, specifically, allowing more than our traditional 10 equal-weighted stocks. We may include more than 10 stocks in each portfolio, with some weighted at 5% instead of 10% of the portfolio, if we choose to do so.
• All stocks are typically held in our portfolios for an entire 90-day period, with no stops in place. We strive for consistency, transparency, and simplicity in our portfolios. EB.com members may hold these stocks for the entire 90 days, trade them, use stops, etc., but for purposes of our calculation, we typically make few exceptions to our "buy and hold for three months" strategy.
• Every stock will generally be held through ONE earnings report.
• The expectation is that relative winners will carry the portfolio to outperformance.
• All portfolio stocks were announced on Monday, May 18th, and all were entered into as of the Tuesday, May 19th closing price - again, for our tracking purposes at EB.com.
• Primary objective is to outperform the benchmark S&P 500 over time; quarter-to-quarter performance can be extremely volatile, especially if significant rotation takes place intra-quarter.

Here are several considerations for EB members:

• The Income Portfolio should have the least amount of volatility as it will typically be comprised of quality large cap stocks with solid dividends; it also will typically underperform the S&P 500 during bullish periods as dividend-paying value stocks normally won't keep up with their growth counterparts.
• The Model and Aggressive Portfolios should be viewed similar to very aggressive growth funds; they will typically have a lot of volatility and drawdowns can be significant from time to time.
• The Income portfolio stocks will all pay dividends, with the expected average dividend yield to be at least 1.0%.
• Drawdowns (losses) should be much milder on the Income portfolio, with more volatility expected on the other two; please review inception-to-date charts below to gain an idea of the volatility associated with each.
• I believe the larger drawdown on the Income portfolio at the beginning of the pandemic was an anomaly, occurring as many defensive, higher-yielding companies uncharacteristically underperformed during a market decline.
• Large drawdowns in the February through May 2021 and the November 2021 to February 2022 periods were due to the rapid rotation from growth stocks to value stocks; each quarter, our portfolios are based on themes and there is never a guarantee that our analysis and beliefs will be proven correct.
• Consider owning or trading these stocks in whatever manner is most comfortable for you; while we will enter all stocks in the manner identified above, feel free to trade certain stocks or wait for pullbacks if the stocks are overbought.
• We have no idea what risk each member is willing or able to take. We are not registered investment advisors so be sure you understand the risk you take. Please consult your financial advisor before buying or selling any securities.
• EarningsBeats.com shareholders/employees may own all or some of the portfolio stocks from time to time.

Weekly Snapshot

Here's a weekly recap (the numbers below represent the actual change since last Friday's close):

• S&P 500: +1.76%
• Model Portfolio: -2.23%
• Aggressive Portfolio: -5.56%
• Income Portfolio: -1.89%
• Model ETF Portfolio: +1.07%

Portfolio Update

Model Portfolio:

The Model Portfolio lost 2.23% last week, significantly underperforming the S&P 500.

Here's the updated inception-to-date chart of the portfolio:

Here are how the Model Portfolio component stocks performed last week:

Aggressive Portfolio:

The Aggressive Portfolio tumbled 5.56% last week, significantly underperforming the S&P 500.

Here's the updated inception-to-date chart of the portfolio:

Here are how the Aggressive Portfolio component stocks performed last week:

Income Portfolio:

The Income Portfolio fell 1.89% last week, significantly underperforming the S&P 500.

Here's the updated inception-to-date chart of the portfolio:

Here are how the Income Portfolio component stocks performed last week:

Model ETF Portfolio

Our Model ETF Portfolio gained 1.07% last week, underperforming the S&P 500.

Here's the updated inception-to-date chart of the Model ETF Portfolio:

Here are how the Model ETF Portfolio components performed last week:

Happy trading!

Tom Bowley, Chief Market Strategist
EarningsBeats.com

"Better timing. Better trades."

According to Zacks.com, the following companies will be reporting earnings this week and each is a component of one of our portfolios:

Monday, June 29: None

Tuesday, June 30: None

Wednesday, July 1: None

Thursday, July 2: None

Friday, July 3: None - Market Closed

PLEASE NOTE: The above companies were provided using Zacks.com earnings dates. We do typically hold our portfolio stocks through one earnings report, but every EarningsBeats.com member must make his/her own investing/trading decisions about holding stocks into earnings reports as it's the most volatile (risky) time to own a stock.

Portfolio Rules and Objectives

Here are the common traits and objectives of our portfolios:

• Historically, there have been 10 leading stocks from up to 10 leading industries in each portfolio (at the time of selection). Generally, there will only be one stock per industry group, but there could be exceptions. Beginning with the August 2023 portfolios, we made changes to this strategy, specifically, allowing more than our traditional 10 equal-weighted stocks. We may include more than 10 stocks in each portfolio, with some weighted at 5% instead of 10% of the portfolio, if we choose to do so.
• All stocks are typically held in our portfolios for an entire 90-day period, with no stops in place. We strive for consistency, transparency, and simplicity in our portfolios. EB.com members may hold these stocks for the entire 90 days, trade them, use stops, etc., but for purposes of our calculation, we typically make few exceptions to our "buy and hold for three months" strategy.
• Every stock will generally be held through ONE earnings report.
• The expectation is that relative winners will carry the portfolio to outperformance.
• All portfolio stocks were announced on Monday, May 18th, and all were entered into as of the Tuesday, May 19th closing price - again, for our tracking purposes at EB.com.
• Primary objective is to outperform the benchmark S&P 500 over time; quarter-to-quarter performance can be extremely volatile, especially if significant rotation takes place intra-quarter.

Here are several considerations for EB members:

• The Income Portfolio should have the least amount of volatility as it will typically be comprised of quality large cap stocks with solid dividends; it also will typically underperform the S&P 500 during bullish periods as dividend-paying value stocks normally won't keep up with their growth counterparts.
• The Model and Aggressive Portfolios should be viewed similar to very aggressive growth funds; they will typically have a lot of volatility and drawdowns can be significant from time to time.
• The Income portfolio stocks will all pay dividends, with the expected average dividend yield to be at least 1.0%.
• Drawdowns (losses) should be much milder on the Income portfolio, with more volatility expected on the other two; please review inception-to-date charts below to gain an idea of the volatility associated with each.
• I believe the larger drawdown on the Income portfolio at the beginning of the pandemic was an anomaly, occurring as many defensive, higher-yielding companies uncharacteristically underperformed during a market decline.
• Large drawdowns in the February through May 2021 and the November 2021 to February 2022 periods were due to the rapid rotation from growth stocks to value stocks; each quarter, our portfolios are based on themes and there is never a guarantee that our analysis and beliefs will be proven correct.
• Consider owning or trading these stocks in whatever manner is most comfortable for you; while we will enter all stocks in the manner identified above, feel free to trade certain stocks or wait for pullbacks if the stocks are overbought.
• We have no idea what risk each member is willing or able to take. We are not registered investment advisors so be sure you understand the risk you take. Please consult your financial advisor before buying or selling any securities.
• EarningsBeats.com shareholders/employees may own all or some of the portfolio stocks from time to time.

Weekly Snapshot

Here's a weekly recap (the numbers below represent the actual change since last Friday's close):

• S&P 500: -1.95%
• Model Portfolio: -3.18%
• Aggressive Portfolio: -5.11%
• Income Portfolio: -3.93%
• Model ETF Portfolio: -2.66%

Portfolio Update

Model Portfolio:

The Model Portfolio lost 3.18% last week, underperforming the S&P 500.

Here's the updated inception-to-date chart of the portfolio:

Here are how the Model Portfolio component stocks performed last week:

Aggressive Portfolio:

The Aggressive Portfolio tumbled 5.11% last week, significantly underperforming the S&P 500.

Here's the updated inception-to-date chart of the portfolio:

Here are how the Aggressive Portfolio component stocks performed last week:

Income Portfolio:

The Income Portfolio fell 3.93% last week, significantly underperforming the S&P 500.

Here's the updated inception-to-date chart of the portfolio:

Here are how the Income Portfolio component stocks performed last week:

Model ETF Portfolio

Our Model ETF Portfolio dropped 2.66% last week, underperforming the S&P 500.

Here's the updated inception-to-date chart of the Model ETF Portfolio:

Here are how the Model ETF Portfolio components performed last week:

Happy trading!

Tom Bowley, Chief Market Strategist
EarningsBeats.com

"Better timing. Better trades."

According to Zacks.com, the following companies will be reporting earnings this week and each is a component of one of our portfolios:

Monday, June 22: None

Tuesday, June 23: None

Wednesday, June 24: MU

Thursday, June 25: None

Friday, June 26: None

PLEASE NOTE: The above companies were provided using Zacks.com earnings dates. We do typically hold our portfolio stocks through one earnings report, but every EarningsBeats.com member must make his/her own investing/trading decisions about holding stocks into earnings reports as it's the most volatile (risky) time to own a stock.

Portfolio Rules and Objectives

Here are the common traits and objectives of our portfolios:

• Historically, there have been 10 leading stocks from up to 10 leading industries in each portfolio (at the time of selection). Generally, there will only be one stock per industry group, but there could be exceptions. Beginning with the August 2023 portfolios, we made changes to this strategy, specifically, allowing more than our traditional 10 equal-weighted stocks. We may include more than 10 stocks in each portfolio, with some weighted at 5% instead of 10% of the portfolio, if we choose to do so.
• All stocks are typically held in our portfolios for an entire 90-day period, with no stops in place. We strive for consistency, transparency, and simplicity in our portfolios. EB.com members may hold these stocks for the entire 90 days, trade them, use stops, etc., but for purposes of our calculation, we typically make few exceptions to our "buy and hold for three months" strategy.
• Every stock will generally be held through ONE earnings report.
• The expectation is that relative winners will carry the portfolio to outperformance.
• All portfolio stocks were announced on Monday, May 18th, and all were entered into as of the Tuesday, May 19th closing price - again, for our tracking purposes at EB.com.
• Primary objective is to outperform the benchmark S&P 500 over time; quarter-to-quarter performance can be extremely volatile, especially if significant rotation takes place intra-quarter.

Here are several considerations for EB members:

• The Income Portfolio should have the least amount of volatility as it will typically be comprised of quality large cap stocks with solid dividends; it also will typically underperform the S&P 500 during bullish periods as dividend-paying value stocks normally won't keep up with their growth counterparts.
• The Model and Aggressive Portfolios should be viewed similar to very aggressive growth funds; they will typically have a lot of volatility and drawdowns can be significant from time to time.
• The Income portfolio stocks will all pay dividends, with the expected average dividend yield to be at least 1.0%.
• Drawdowns (losses) should be much milder on the Income portfolio, with more volatility expected on the other two; please review inception-to-date charts below to gain an idea of the volatility associated with each.
• I believe the larger drawdown on the Income portfolio at the beginning of the pandemic was an anomaly, occurring as many defensive, higher-yielding companies uncharacteristically underperformed during a market decline.
• Large drawdowns in the February through May 2021 and the November 2021 to February 2022 periods were due to the rapid rotation from growth stocks to value stocks; each quarter, our portfolios are based on themes and there is never a guarantee that our analysis and beliefs will be proven correct.
• Consider owning or trading these stocks in whatever manner is most comfortable for you; while we will enter all stocks in the manner identified above, feel free to trade certain stocks or wait for pullbacks if the stocks are overbought.
• We have no idea what risk each member is willing or able to take. We are not registered investment advisors so be sure you understand the risk you take. Please consult your financial advisor before buying or selling any securities.
• EarningsBeats.com shareholders/employees may own all or some of the portfolio stocks from time to time.

Weekly Snapshot

Here's a weekly recap (the numbers below represent the actual change since last Friday's close):

• S&P 500: +0.93%
• Model Portfolio: +2.15%
• Aggressive Portfolio: +3.24%
• Income Portfolio: +3.76%
• Model ETF Portfolio: +1.53%

Portfolio Update

Model Portfolio:

The Model Portfolio climbed 2.15% last week, outperforming the S&P 500.

Here's the updated inception-to-date chart of the portfolio:

Here are how the Model Portfolio component stocks performed last week:

Aggressive Portfolio:

The Aggressive Portfolio surged 3.24% last week, significantly outperforming the S&P 500.

Here's the updated inception-to-date chart of the portfolio:

Here are how the Aggressive Portfolio component stocks performed last week:

Income Portfolio:

The Income Portfolio rallied 3.76% last week, significantly outperforming the S&P 500.

Here's the updated inception-to-date chart of the portfolio:

Here are how the Income Portfolio component stocks performed last week:

Model ETF Portfolio

Our Model ETF Portfolio jumped 1.53% last week, outperforming the S&P 500.

Here's the updated inception-to-date chart of the Model ETF Portfolio:

Here are how the Model ETF Portfolio components performed last week:

Happy trading!

Tom Bowley, Chief Market Strategist
EarningsBeats.com

"Better timing. Better trades."

According to Zacks.com, the following companies will be reporting earnings this week and each is a component of one of our portfolios:

Monday, June 15: None

Tuesday, June 16: None

Wednesday, June 17: None

Thursday, June 18: None

Friday, June 19: None

PLEASE NOTE: The above companies were provided using Zacks.com earnings dates. We do typically hold our portfolio stocks through one earnings report, but every EarningsBeats.com member must make his/her own investing/trading decisions about holding stocks into earnings reports as it's the most volatile (risky) time to own a stock.

Portfolio Rules and Objectives

Here are the common traits and objectives of our portfolios:

• Historically, there have been 10 leading stocks from up to 10 leading industries in each portfolio (at the time of selection). Generally, there will only be one stock per industry group, but there could be exceptions. Beginning with the August 2023 portfolios, we made changes to this strategy, specifically, allowing more than our traditional 10 equal-weighted stocks. We may include more than 10 stocks in each portfolio, with some weighted at 5% instead of 10% of the portfolio, if we choose to do so.
• All stocks are typically held in our portfolios for an entire 90-day period, with no stops in place. We strive for consistency, transparency, and simplicity in our portfolios. EB.com members may hold these stocks for the entire 90 days, trade them, use stops, etc., but for purposes of our calculation, we typically make few exceptions to our "buy and hold for three months" strategy.
• Every stock will generally be held through ONE earnings report.
• The expectation is that relative winners will carry the portfolio to outperformance.
• All portfolio stocks were announced on Monday, May 18th, and all were entered into as of the Tuesday, May 19th closing price - again, for our tracking purposes at EB.com.
• Primary objective is to outperform the benchmark S&P 500 over time; quarter-to-quarter performance can be extremely volatile, especially if significant rotation takes place intra-quarter.

Here are several considerations for EB members:

• The Income Portfolio should have the least amount of volatility as it will typically be comprised of quality large cap stocks with solid dividends; it also will typically underperform the S&P 500 during bullish periods as dividend-paying value stocks normally won't keep up with their growth counterparts.
• The Model and Aggressive Portfolios should be viewed similar to very aggressive growth funds; they will typically have a lot of volatility and drawdowns can be significant from time to time.
• The Income portfolio stocks will all pay dividends, with the expected average dividend yield to be at least 1.0%.
• Drawdowns (losses) should be much milder on the Income portfolio, with more volatility expected on the other two; please review inception-to-date charts below to gain an idea of the volatility associated with each.
• I believe the larger drawdown on the Income portfolio at the beginning of the pandemic was an anomaly, occurring as many defensive, higher-yielding companies uncharacteristically underperformed during a market decline.
• Large drawdowns in the February through May 2021 and the November 2021 to February 2022 periods were due to the rapid rotation from growth stocks to value stocks; each quarter, our portfolios are based on themes and there is never a guarantee that our analysis and beliefs will be proven correct.
• Consider owning or trading these stocks in whatever manner is most comfortable for you; while we will enter all stocks in the manner identified above, feel free to trade certain stocks or wait for pullbacks if the stocks are overbought.
• We have no idea what risk each member is willing or able to take. We are not registered investment advisors so be sure you understand the risk you take. Please consult your financial advisor before buying or selling any securities.
• EarningsBeats.com shareholders/employees may own all or some of the portfolio stocks from time to time.

Weekly Snapshot

Here's a weekly recap (the numbers below represent the actual change since last Friday's close):

• S&P 500: +0.65%
• Model Portfolio: +5.10%
• Aggressive Portfolio: +6.20%
• Income Portfolio: +5.37%
• Model ETF Portfolio: +1.96%

Portfolio Update

Model Portfolio:

The Model Portfolio surged 5.10% last week, significantly outperforming the S&P 500.

Here's the updated inception-to-date chart of the portfolio:

Here are how the Model Portfolio component stocks performed last week:

Aggressive Portfolio:

The Aggressive Portfolio rallied 6.20% last week, significantly outperforming the S&P 500.

Here's the updated inception-to-date chart of the portfolio:

Here are how the Aggressive Portfolio component stocks performed last week:

Income Portfolio:

The Income Portfolio jumped 5.37% last week, significantly outperforming the S&P 500.

Here's the updated inception-to-date chart of the portfolio:

Here are how the Income Portfolio component stocks performed last week:

Model ETF Portfolio

Our Model ETF Portfolio climbed 1.96% last week, easily outperforming the S&P 500.

Here's the updated inception-to-date chart of the Model ETF Portfolio:

Here are how the Model ETF Portfolio components performed last week:

Happy trading!

Tom Bowley, Chief Market Strategist
EarningsBeats.com

"Better timing. Better trades."

According to Zacks.com, the following companies will be reporting earnings this week and each is a component of one of our portfolios:

Monday, June 1: None

Tuesday, June 2: None

Wednesday, June 3: CRWD

Thursday, June 4: CIEN

Friday, June 5: None

PLEASE NOTE: The above companies were provided using Zacks.com earnings dates. We do typically hold our portfolio stocks through one earnings report, but every EarningsBeats.com member must make his/her own investing/trading decisions about holding stocks into earnings reports as it's the most volatile (risky) time to own a stock.

Portfolio Rules and Objectives

Here are the common traits and objectives of our portfolios:

• Historically, there have been 10 leading stocks from up to 10 leading industries in each portfolio (at the time of selection). Generally, there will only be one stock per industry group, but there could be exceptions. Beginning with the August 2023 portfolios, we made changes to this strategy, specifically, allowing more than our traditional 10 equal-weighted stocks. We may include more than 10 stocks in each portfolio, with some weighted at 5% instead of 10% of the portfolio, if we choose to do so.
• All stocks are typically held in our portfolios for an entire 90-day period, with no stops in place. We strive for consistency, transparency, and simplicity in our portfolios. EB.com members may hold these stocks for the entire 90 days, trade them, use stops, etc., but for purposes of our calculation, we typically make few exceptions to our "buy and hold for three months" strategy.
• Every stock will generally be held through ONE earnings report.
• The expectation is that relative winners will carry the portfolio to outperformance.
• All portfolio stocks were announced on Monday, May 18th, and all were entered into as of the Tuesday, May 19th closing price - again, for our tracking purposes at EB.com.
• Primary objective is to outperform the benchmark S&P 500 over time; quarter-to-quarter performance can be extremely volatile, especially if significant rotation takes place intra-quarter.

Here are several considerations for EB members:

• The Income Portfolio should have the least amount of volatility as it will typically be comprised of quality large cap stocks with solid dividends; it also will typically underperform the S&P 500 during bullish periods as dividend-paying value stocks normally won't keep up with their growth counterparts.
• The Model and Aggressive Portfolios should be viewed similar to very aggressive growth funds; they will typically have a lot of volatility and drawdowns can be significant from time to time.
• The Income portfolio stocks will all pay dividends, with the expected average dividend yield to be at least 1.0%.
• Drawdowns (losses) should be much milder on the Income portfolio, with more volatility expected on the other two; please review inception-to-date charts below to gain an idea of the volatility associated with each.
• I believe the larger drawdown on the Income portfolio at the beginning of the pandemic was an anomaly, occurring as many defensive, higher-yielding companies uncharacteristically underperformed during a market decline.
• Large drawdowns in the February through May 2021 and the November 2021 to February 2022 periods were due to the rapid rotation from growth stocks to value stocks; each quarter, our portfolios are based on themes and there is never a guarantee that our analysis and beliefs will be proven correct.
• Consider owning or trading these stocks in whatever manner is most comfortable for you; while we will enter all stocks in the manner identified above, feel free to trade certain stocks or wait for pullbacks if the stocks are overbought.
• We have no idea what risk each member is willing or able to take. We are not registered investment advisors so be sure you understand the risk you take. Please consult your financial advisor before buying or selling any securities.
• EarningsBeats.com shareholders/employees may own all or some of the portfolio stocks from time to time.

Weekly Snapshot

Here's a weekly recap (the numbers below represent the actual change since last Friday's close):

• S&P 500: +1.43%
• Model Portfolio: +5.09%
• Aggressive Portfolio: -0.91%
• Income Portfolio: +1.97%
• Model ETF Portfolio: +2.96%

Portfolio Update

Model Portfolio:

The Model Portfolio surged 5.09% last week, significantly outperforming the S&P 500.

Here's the updated inception-to-date chart of the portfolio:

Here are how the Model Portfolio component stocks performed last week:

Aggressive Portfolio:

The Aggressive Portfolio lost 0.91% last week, significantly underperforming the S&P 500.

Here's the updated inception-to-date chart of the portfolio:

Here are how the Aggressive Portfolio component stocks performed last week:

Income Portfolio:

The Income Portfolio gained 1.97% last week, outperforming the S&P 500.

Here's the updated inception-to-date chart of the portfolio:

Here are how the Income Portfolio component stocks performed last week:

Model ETF Portfolio

Our Model ETF Portfolio climbed 2.96% last week, outperforming the S&P 500.

Here's the updated inception-to-date chart of the Model ETF Portfolio:

Here are how the Model ETF Portfolio components performed last week:

Happy trading!

Tom Bowley, Chief Market Strategist
EarningsBeats.com

"Better timing. Better trades."

We announced a change to our Aggressive Portfolio earlier this week after Keysight Technologies (KEYS) missed its quarterly revenue estimate. It was an unusual situation where KEYS was reporting its quarterly results just moments after our drafted stocks went into effect, using closing prices on Tuesday. We didn't like the idea of holding KEYS for an entire quarter, knowing that it had just missed its revenue estimate. So we announced in Wednesday's Daily Market Report (DMR) that we were exiting KEYS and entering VISN as of Wednesday's close. We included KEYS 1-day performance in our results, but from this point forward, VISN will represent 10% of our Aggressive Portfolio and KEYS is out of the portfolio.

Upcoming Earnings Reports

According to Zacks.com, the following companies will be reporting earnings this week and each is a component of one of our portfolios:

Monday, May 25: None

Tuesday, May 26: None

Wednesday, May 27: None

Thursday, May 28: None

Friday, May 29: None

PLEASE NOTE: The above companies were provided using Zacks.com earnings dates. We do typically hold our portfolio stocks through one earnings report, but every EarningsBeats.com member must make his/her own investing/trading decisions about holding stocks into earnings reports as it's the most volatile (risky) time to own a stock.

Portfolio Rules and Objectives

Here are the common traits and objectives of our portfolios:

• Historically, there have been 10 leading stocks from up to 10 leading industries in each portfolio (at the time of selection). Generally, there will only be one stock per industry group, but there could be exceptions. Beginning with the August 2023 portfolios, we made changes to this strategy, specifically, allowing more than our traditional 10 equal-weighted stocks. We may include more than 10 stocks in each portfolio, with some weighted at 5% instead of 10% of the portfolio, if we choose to do so.
• All stocks are typically held in our portfolios for an entire 90-day period, with no stops in place. We strive for consistency, transparency, and simplicity in our portfolios. EB.com members may hold these stocks for the entire 90 days, trade them, use stops, etc., but for purposes of our calculation, we typically make few exceptions to our "buy and hold for three months" strategy.
• Every stock will generally be held through ONE earnings report.
• The expectation is that relative winners will carry the portfolio to outperformance.
• All portfolio stocks were announced on Monday, May 18th, and all were entered into as of the Tuesday, May 19th closing price - again, for our tracking purposes at EB.com.
• Primary objective is to outperform the benchmark S&P 500 over time; quarter-to-quarter performance can be extremely volatile, especially if significant rotation takes place intra-quarter.

Here are several considerations for EB members:

• The Income Portfolio should have the least amount of volatility as it will typically be comprised of quality large cap stocks with solid dividends; it also will typically underperform the S&P 500 during bullish periods as dividend-paying value stocks normally won't keep up with their growth counterparts.
• The Model and Aggressive Portfolios should be viewed similar to very aggressive growth funds; they will typically have a lot of volatility and drawdowns can be significant from time to time.
• The Income portfolio stocks will all pay dividends, with the expected average dividend yield to be at least 1.0%.
• Drawdowns (losses) should be much milder on the Income portfolio, with more volatility expected on the other two; please review inception-to-date charts below to gain an idea of the volatility associated with each.
• I believe the larger drawdown on the Income portfolio at the beginning of the pandemic was an anomaly, occurring as many defensive, higher-yielding companies uncharacteristically underperformed during a market decline.
• Large drawdowns in the February through May 2021 and the November 2021 to February 2022 periods were due to the rapid rotation from growth stocks to value stocks; each quarter, our portfolios are based on themes and there is never a guarantee that our analysis and beliefs will be proven correct.
• Consider owning or trading these stocks in whatever manner is most comfortable for you; while we will enter all stocks in the manner identified above, feel free to trade certain stocks or wait for pullbacks if the stocks are overbought.
• We have no idea what risk each member is willing or able to take. We are not registered investment advisors so be sure you understand the risk you take. Please consult your financial advisor before buying or selling any securities.
• EarningsBeats.com shareholders/employees may own all or some of the portfolio stocks from time to time.

Weekly Snapshot

Here's a weekly recap (the numbers below represent the actual change since last Friday's close):

• S&P 500: +0.88%
• Model Portfolio: +6.52%
• Aggressive Portfolio: +6.65%
• Income Portfolio: +1.46%
• Model ETF Portfolio: +1.84%

Portfolio Update

Model Portfolio:

The Model Portfolio surged 6.52% last week, significantly outperforming the S&P 500.

Here's the updated inception-to-date chart of the portfolio:

Here are how the Model Portfolio component stocks performed last week:

Aggressive Portfolio:

The Aggressive Portfolio jumped 6.65% last week, significantly outperforming the S&P 500.

Here's the updated inception-to-date chart of the portfolio:

Here are how the Aggressive Portfolio component stocks performed last week:

Income Portfolio:

The Income Portfolio gained 1.46% last week, outperforming the S&P 500.

Here's the updated inception-to-date chart of the portfolio:

Here are how the Income Portfolio component stocks performed last week:

Model ETF Portfolio

Our Model ETF Portfolio climbed 1.84% last week, outperforming the S&P 500.

Here's the updated inception-to-date chart of the Model ETF Portfolio:

Here are how the Model ETF Portfolio components performed last week:

Happy trading!

Tom Bowley, Chief Market Strategist
EarningsBeats.com

"Better timing. Better trades."

According to Zacks.com, the following companies will be reporting earnings this week and each is a component of one of our portfolios:

• Monday, May 18: None
• Tuesday, May 19: TOL
• Wednesday, May 20: HAS
• Thursday, May 21: ROST
• Friday, May 22: None

PLEASE NOTE: The above companies were provided using Zacks.com earnings dates. We do typically hold our portfolio stocks through one earnings report, but every EarningsBeats.com member must make his/her own investing/trading decisions about holding stocks into earnings reports as it's the most volatile (risky) time to own a stock.

Portfolio Rules and Objectives

Here are the common traits and objectives of our portfolios:

• Historically, there have been 10 leading stocks from up to 10 leading industries in each portfolio (at the time of selection). Generally, there will only be one stock per industry group, but there could be exceptions. Beginning with the August 2023 portfolios, we made changes to this strategy, specifically, allowing more than our traditional 10 equal-weighted stocks. We may include more than 10 stocks in each portfolio, with some weighted at 5% instead of 10% of the portfolio, if we choose to do so.
• All stocks are typically held in our portfolios for an entire 90-day period, with no stops in place. We strive for consistency, transparency, and simplicity in our portfolios. EB.com members may hold these stocks for the entire 90 days, trade them, use stops, etc., but for purposes of our calculation, we typically make few exceptions to our "buy and hold for three months" strategy.
• Every stock will generally be held through ONE earnings report.
• The expectation is that relative winners will carry the portfolio to outperformance.
• All portfolio stocks were announced on Wednesday, February 18th, and all will be entered into as of the Monday, February 23rd closing price - again, for our tracking purposes at EB.com.
• Primary objective is to outperform the benchmark S&P 500 over time; quarter-to-quarter performance can be extremely volatile, especially if significant rotation takes place intra-quarter.

Here are several considerations for EB members:

• The Income Portfolio should have the least amount of volatility as it will typically be comprised of quality large cap stocks with solid dividends; it also will typically underperform the S&P 500 during bullish periods as dividend-paying value stocks normally won't keep up with their growth counterparts.
• The Model and Aggressive Portfolios should be viewed similar to very aggressive growth funds; they will typically have a lot of volatility and drawdowns can be significant from time to time.
• The Income portfolio stocks will all pay dividends, with the expected average dividend yield to be at least 1.0%.
• Drawdowns (losses) should be much milder on the Income portfolio, with more volatility expected on the other two; please review inception-to-date charts below to gain an idea of the volatility associated with each.
• I believe the larger drawdown on the Income portfolio at the beginning of the pandemic was an anomaly, occurring as many defensive, higher-yielding companies uncharacteristically underperformed during a market decline.
• Large drawdowns in the February through May 2021 and the November 2021 to February 2022 periods were due to the rapid rotation from growth stocks to value stocks; each quarter, our portfolios are based on themes and there is never a guarantee that our analysis and beliefs will be proven correct.
• Consider owning or trading these stocks in whatever manner is most comfortable for you; while we will enter all stocks in the manner identified above, feel free to trade certain stocks or wait for pullbacks if the stocks are overbought.
• We have no idea what risk each member is willing or able to take. We are not registered investment advisors so be sure you understand the risk you take. Please consult your financial advisor before buying or selling any securities.
• EarningsBeats.com shareholders/employees may own all or some of the portfolio stocks from time to time.

Weekly Snapshot

Here's a weekly recap (the numbers below represent the actual change since last Friday's close):

• S&P 500: +0.13%
• Model Portfolio: -1.03%
• Aggressive Portfolio: -3.58%
• Income Portfolio: -0.39%
• Model ETF Portfolio: -0.61%

Portfolio Update

Model Portfolio

The Model Portfolio dropped 1.03% last week, underperforming the S&P 500.

Here's the updated inception-to-date chart of the portfolio:

Here are how the Model Portfolio component stocks performed last week:

Aggressive Portfolio

The Aggressive Portfolio tumbled 3.58% last week, significantly underperforming the S&P 500.

Here's the updated inception-to-date chart of the portfolio:

Here are how the Aggressive Portfolio component stocks performed last week:

Income Portfolio

The Income Portfolio lost 0.39% last week, underperforming the S&P 500.

Here's the updated inception-to-date chart of the portfolio:

Here are how the Income Portfolio component stocks performed last week:

Model ETF Portfolio

Our Model ETF Portfolio fell 0.61% last week, underperforming the S&P 500.

Here's the updated inception-to-date chart of the Model ETF Portfolio:

Here are how the Model ETF Portfolio components performed last week:

Happy trading!

Tom Bowley, Chief Market Strategist
EarningsBeats.com

"Better timing. Better trades."

According to Zacks.com, the following companies will be reporting earnings this week and each is a component of one of our portfolios:

Monday, May 11: NESR

Tuesday, May 12: UAA

Wednesday, May 13: None

Thursday, May 14: AMAT

Friday, May 15: None

PLEASE NOTE: The above companies were provided using Zacks.com earnings dates. We do typically hold our portfolio stocks through one earnings report, but every EarningsBeats.com member must make his/her own investing/trading decisions about holding stocks into earnings reports as it's the most volatile (risky) time to own a stock.

Portfolio Rules and Objectives

Here are the common traits and objectives of our portfolios:

• Historically, there have been 10 leading stocks from up to 10 leading industries in each portfolio (at the time of selection). Generally, there will only be one stock per industry group, but there could be exceptions. Beginning with the August 2023 portfolios, we made changes to this strategy, specifically, allowing more than our traditional 10 equal-weighted stocks. We may include more than 10 stocks in each portfolio, with some weighted at 5% instead of 10% of the portfolio, if we choose to do so.
• All stocks are typically held in our portfolios for an entire 90-day period, with no stops in place. We strive for consistency, transparency, and simplicity in our portfolios. EB.com members may hold these stocks for the entire 90 days, trade them, use stops, etc., but for purposes of our calculation, we typically make few exceptions to our "buy and hold for three months" strategy.
• Every stock will generally be held through ONE earnings report.
• The expectation is that relative winners will carry the portfolio to outperformance.
• All portfolio stocks were announced on Wednesday, February 18th, and all will be entered into as of the Monday, February 23rd closing price - again, for our tracking purposes at EB.com.
• Primary objective is to outperform the benchmark S&P 500 over time; quarter-to-quarter performance can be extremely volatile, especially if significant rotation takes place intra-quarter.

Here are several considerations for EB members:

• The Income Portfolio should have the least amount of volatility as it will typically be comprised of quality large cap stocks with solid dividends; it also will typically underperform the S&P 500 during bullish periods as dividend-paying value stocks normally won't keep up with their growth counterparts.
• The Model and Aggressive Portfolios should be viewed similar to very aggressive growth funds; they will typically have a lot of volatility and drawdowns can be significant from time to time.
• The Income portfolio stocks will all pay dividends, with the expected average dividend yield to be at least 1.0%.
• Drawdowns (losses) should be much milder on the Income portfolio, with more volatility expected on the other two; please review inception-to-date charts below to gain an idea of the volatility associated with each.
• I believe the larger drawdown on the Income portfolio at the beginning of the pandemic was an anomaly, occurring as many defensive, higher-yielding companies uncharacteristically underperformed during a market decline.
• Large drawdowns in the February through May 2021 and the November 2021 to February 2022 periods were due to the rapid rotation from growth stocks to value stocks; each quarter, our portfolios are based on themes and there is never a guarantee that our analysis and beliefs will be proven correct.
• Consider owning or trading these stocks in whatever manner is most comfortable for you; while we will enter all stocks in the manner identified above, feel free to trade certain stocks or wait for pullbacks if the stocks are overbought.
• We have no idea what risk each member is willing or able to take. We are not registered investment advisors so be sure you understand the risk you take. Please consult your financial advisor before buying or selling any securities.
• EarningsBeats.com shareholders/employees may own all or some of the portfolio stocks from time to time.

Weekly Snapshot

Here's a weekly recap (the numbers below represent the actual change since last Friday's close):

• S&P 500: +2.33%
• Model Portfolio: +0.97%
• Aggressive Portfolio: -3.06%
• Income Portfolio: +3.06%
• Model ETF Portfolio: +3.71%

Portfolio Update

Model Portfolio:

The Model Portfolio gained 0.97% last week, underperforming the S&P 500.

Here's the updated inception-to-date chart of the portfolio:

Here are how the Model Portfolio component stocks performed last week:

Aggressive Portfolio:

The Aggressive Portfolio lost 3.06% last week, significantly underperforming the S&P 500.

Here's the updated inception-to-date chart of the portfolio:

Here are how the Aggressive Portfolio component stocks performed last week:

Income Portfolio:

The Income Portfolio climbed 3.06% last week, outperforming the S&P 500.

Here's the updated inception-to-date chart of the portfolio:

Here are how the Income Portfolio component stocks performed last week:

Model ETF Portfolio

Our Model ETF Portfolio jumped 3.71% last week, easily outperforming the S&P 500.

Here's the updated inception-to-date chart of the Model ETF Portfolio:

Here are how the Model ETF Portfolio components performed last week:

Happy trading!

Tom Bowley, Chief Market Strategist
EarningsBeats.com

"Better timing. Better trades."

According to Zacks.com, the following companies will be reporting earnings this week and each is a component of one of our portfolios:

Monday, May 4: ICHR

Tuesday, May 5: CGNX, IPGP, AGCO

Wednesday, May 6: TPR, BWA, NYT, CLH, FSLY, KLIC

Thursday, May 7: GILD, MITK, TXG

Friday, May 8: None

PLEASE NOTE: The above companies were provided using Zacks.com earnings dates. We do typically hold our portfolio stocks through one earnings report, but every EarningsBeats.com member must make his/her own investing/trading decisions about holding stocks into earnings reports as it's the most volatile (risky) time to own a stock.

Portfolio Rules and Objectives

Here are the common traits and objectives of our portfolios:

• Historically, there have been 10 leading stocks from up to 10 leading industries in each portfolio (at the time of selection). Generally, there will only be one stock per industry group, but there could be exceptions. Beginning with the August 2023 portfolios, we made changes to this strategy, specifically, allowing more than our traditional 10 equal-weighted stocks. We may include more than 10 stocks in each portfolio, with some weighted at 5% instead of 10% of the portfolio, if we choose to do so.
• All stocks are typically held in our portfolios for an entire 90-day period, with no stops in place. We strive for consistency, transparency, and simplicity in our portfolios. EB.com members may hold these stocks for the entire 90 days, trade them, use stops, etc., but for purposes of our calculation, we typically make few exceptions to our "buy and hold for three months" strategy.
• Every stock will generally be held through ONE earnings report.
• The expectation is that relative winners will carry the portfolio to outperformance.
• All portfolio stocks were announced on Wednesday, February 18th, and all will be entered into as of the Monday, February 23rd closing price - again, for our tracking purposes at EB.com.
• Primary objective is to outperform the benchmark S&P 500 over time; quarter-to-quarter performance can be extremely volatile, especially if significant rotation takes place intra-quarter.

Here are several considerations for EB members:

• The Income Portfolio should have the least amount of volatility as it will typically be comprised of quality large cap stocks with solid dividends; it also will typically underperform the S&P 500 during bullish periods as dividend-paying value stocks normally won't keep up with their growth counterparts.
• The Model and Aggressive Portfolios should be viewed similar to very aggressive growth funds; they will typically have a lot of volatility and drawdowns can be significant from time to time.
• The Income portfolio stocks will all pay dividends, with the expected average dividend yield to be at least 1.0%.
• Drawdowns (losses) should be much milder on the Income portfolio, with more volatility expected on the other two; please review inception-to-date charts below to gain an idea of the volatility associated with each.
• I believe the larger drawdown on the Income portfolio at the beginning of the pandemic was an anomaly, occurring as many defensive, higher-yielding companies uncharacteristically underperformed during a market decline.
• Large drawdowns in the February through May 2021 and the November 2021 to February 2022 periods were due to the rapid rotation from growth stocks to value stocks; each quarter, our portfolios are based on themes and there is never a guarantee that our analysis and beliefs will be proven correct.
• Consider owning or trading these stocks in whatever manner is most comfortable for you; while we will enter all stocks in the manner identified above, feel free to trade certain stocks or wait for pullbacks if the stocks are overbought.
• We have no idea what risk each member is willing or able to take. We are not registered investment advisors so be sure you understand the risk you take. Please consult your financial advisor before buying or selling any securities.
• EarningsBeats.com shareholders/employees may own all or some of the portfolio stocks from time to time.

Weekly Snapshot

Here's a weekly recap (the numbers below represent the actual change since last Friday's close):

• S&P 500: +0.91%
• Model Portfolio: -2.88%
• Aggressive Portfolio: +3.03%
• Income Portfolio: -1.93%
• Model ETF Portfolio: +0.80%

Portfolio Update

Model Portfolio:

The Model Portfolio dropped 2.88% last week, significantly underperforming the S&P 500.

Here's the updated inception-to-date chart of the portfolio:

Here are how the Model Portfolio component stocks performed last week:

Aggressive Portfolio:

The Aggressive Portfolio climbed 3.03% last week, significantly outperforming the S&P 500.

Here's the updated inception-to-date chart of the portfolio:

Here are how the Aggressive Portfolio component stocks performed last week:

Income Portfolio:

The Income Portfolio fell 1.93% last week, significantly underperforming the S&P 500.

Here's the updated inception-to-date chart of the portfolio:

Here are how the Income Portfolio component stocks performed last week:

Model ETF Portfolio

Our Model ETF Portfolio rose 0.80% last week, slightly underperforming the S&P 500.

Here's the updated inception-to-date chart of the Model ETF Portfolio:

Here are how the Model ETF Portfolio components performed last week:

Happy trading!

Tom Bowley, Chief Market Strategist
EarningsBeats.com

"Better timing. Better trades."