U.S. | WILLIAM O'NEIL+CO
The U.S. Focus List, cultivated by our equity research analyst team, comprises U.S. long and short recommendations that best fit our time-tested O’Neil Methodology (OM). Using the OM’s rigorous criteria, our analysts pinpoint shifts in stocks’ fundamentals that suggest outperformance over a six-month to two-year horizon. Incorporating key technical indicators, they fine-tune the timing of their recommendations to identify not only which stocks to buy but when to buy them.
How do we work with you to consistently increase alpha in an overcovered U.S. market?
“We can take a client’s portfolio and maximize its performance by identifying risk-optimal areas to add to a current position or specific chart patterns that would warrant reducing position sizes.”
– Raj Gupta, Executive Director, Research Analyst
Our time-tested proprietary Ratings and Rankings use fundamentals and technical action to find leaders or pick up signs of weakness early.
Our proven methodology selects only the fastest-growing companies with the best stories – those that will generate the most alpha for your portfolio.
| PERFORMANCE VS. BENCHMARK | ||||
|---|---|---|---|---|
| O'Neil U.S. Focus Longs S & P 500 Index | ||||
| 2020 | 2021 | |||
| 32.82% | 20.6% | |||
| 16.26% | 24.74% | |||
| 16.56% | -4.14% | |||
Performance results do not represent actual trading and may not reflect the impact that material, economic, and market factors might have had on the investment-making process if actually managing client money. There is substantial speculative risk in most international stocks. Past performance is not necessarily an indication of future performance. Performance computations for the U.S. Focus List reflect a time-weighted rate of return. All holdings are rebalanced to equal dollar amounts daily. Dividends are not considered in computations.
Percent gains and losses are calculated for all issues that remain on the “Buy Recommendations” at the end of the day. For issues that were added to “Buy Recommendations,” the basis used to calculate the percent change is the price noted when the issue appeared as a “Buy Recommendation” in the U.S. Focus List Alerts. For issues that were removed, the selling price used to calculate the percent is the price noted when the issue appeared as “Removed” in the U.S. Focus List Alerts. For more information, see our Legal disclosures here.
