Ariston Advisors Ariston Advisors - ARISTON - CPR evaluates the investment methods used to create the Models from its partners. We only offer Models with proven track records, acceptable risk/reward characteristics which are created by reputable and professional organizations using institutional level research and analysis. Ariston Advisors - ARISTON - CPR evaluates the investment methods used to create the Models from its partners. We only offer Models with proven track records, acceptable risk/reward characteristics which are created by reputable and professional organizations using institutional level research and analysis.
ABOUT ARISTON - CPR STOCK MODEL PORTFOLIOS OPENING AN ACCOUNT FAQS
Ariston Avisors A Division of Consolidated Portfolio Review Corp is a registered investment advisory (RIA) firm and one of the divisions of  Diefendorf Capital Planning Associates, a family of financial service companies since 1875. Contact us at 800.521.0267   
SAMPLE MODEL

FOR DEMONSTRATION PURPOSES ONLY

Using stock screening software, we created a simple example of a Model and how we rebalance the portfolio.

  • First we filter all the publicly traded companies in the database. In this EXAMPLE, we are searching for companies that meet the following criteria:

    Using stock screening software, we created a simple example of a Model and how we rebalance the portfolio

    1. Companies that have reported positive Earnings Surprises for each of the past 4 quarters (i.e. companies that have consistently exceeded analyst expectations for the past 4 quarters).
    2. Companies whose Current Fiscal Year Analyst EPS Estimate is greater than the Current Fiscal Year Analyst EPS Estimate as of 4 weeks ago AND the Current Fiscal Year Analyst EPS Estimate as of 4 weeks ago is greater than the Current Fiscal Year Analyst EPS Estimate as of 8 weeks ago. This means Analysts are raising their expectations on their expected EPS forecast, a positive sign.
    3. Net Institutional Purchases (the net difference between the number of shares of company stock purchased by institutions and the number of shares sold by institutions in the latest quarter reported by each institution) are positive AND current Net Institutional Purchases are greater than Net Institutional Purchases from the prior quarter (meaning Institutions bought more stock of each company than they sold), another positive sign.
    4. Price 4 week percent change is greater than the average 4 week price percent change for each of the companies in the industry.
  • The following 12 companies passed this screen (met the filtered criteria):
      TICKER     COMPANY NAME
      ACO  AMCOL International Corp
      ASYT  Asyst Technologies, Inc.
      T  AT&T Inc.
      BEN  Franklin Resources, Inc.
      GOOG  Google Inc.
      LMS  The Lamson & Sessions Co.
      LSTR  Landstar System, Inc..
      LPMA  Lipman Electronic Engineering
      MRVL  Marvell Technology Group
      PRTR  Partners Trust Financial
      PG  The Procter & Gamble Comp
      PSB  PS Business Parks, Inc.
  • We buy ALL the stocks in the above list for your portfolio - ALL TRADES ARE EXECUTED COMMISSION FREE!
  • A month later we filter the database again:

    Using stock screening software, we created a simple example of a Model and how we rebalance the portfolio

  • NOW 14 COMPANIES PASSED THE SCREEN:
      TICKER     COMPANY NAME
      ACO  AMCOL International Corp
      ASEI  American Science & Engine
      T  AT&T Inc.
      CLDN  Celadon Group, Inc.
      BEN  Franklin Resources, Inc.
      GOOG  Google Inc.
      JCP  J.C. Penney Company, Inc.
      KNX  Knight Transportation
      LMS  The Lamson & Sessions Co.
      LSTR  Landstar System, Inc..
      MRVL  Marvell Technology Group
      OKS  Oneok Partners LP
      PG  The Procter & Gamble Comp
      PSB  PS Business Parks, Inc.
  • We rebalance your portfolio by cross-referencing the current filtered results with last month's holdings and identify the stocks that need to be sold (i.e. stocks that do not appear in the current filtered list but are held in your portfolio from the prior month's list). Then we buy the stocks that appear on the current list (stocks that meet the current filtered criteria but are not in your portfolio).
  • In this example, we Hold 9 stocks because they continue to meet the filtered criteria, we Sell the 3 stocks that failed to meet the criteria and we Buy the 5 stocks that appear on the current filtered list - ALL TRADES ARE EXECUTED COMMISSION FREE!
      HOLD     BUY     SELL
      ACO  ASEI  ASYT
      T  CLDN  LPMA
      BEN  JCP  PRTR
      GOOG  KNX  
      LMS  OKS  
      LSTR    
      MRVL    
      PG    
      PSB    
  • After the trades are filled your portfolio mirrors the current portfolio.
  • Depending on the selected Model we rebalance your portfolio approximately every 4 weeks.
FOR DEMONSTRATION PURPOSES ONLY