Zacks Earnings Consistent Portfolio (ZECP)
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ZECP: Expensive And Lacking Firepower
ZECP selects 50–120 stocks with a long history of posting consistent earnings results. The strategy might appeal to defensive investors looking for positive performance even in down markets. Unfortunately, the Fund's earnings consistency mandate also means fast-growing companies are excluded. While acceptable to risk-averse investors, its valuation ratios are barely better than S&P 500 Index ETFs like SPY. Zacks Earnings Consistent Portfolio ETF's fundamental problems come against the backdrop of an excessive 0.55% expense ratio, which is net of a 0.34% waiver that can be terminated with 60 days notice.
Zacks Earnings Consistent Portfolio Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 9,858 | $334,223.35 | $371,597.31 | $37,373.96 | 11.18% |
 Jeffery Yorg Focus Partners Advisor Solutions LLC | 5,914 | $205,570.64 | $222,928.23 | $17,357.59 | 8.44% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 12,600 | $426,258 | $474,642 | $48,384 | 11.35% |
 Andrew Endelman Independent Wealth Network Inc. | 14,239 | $494,947.64 | $536,383.13 | $41,435.49 | 8.37% |
| RE Rod Ehrlich Wayfinding Financial LLC | 164,210 | $4.12M | $6.19M | $2.07M | 50.12% |
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Zacks Earnings Consistent Portfolio Profile
| BATS Exchange | US Country |
Overview
The advisor specializes in constructing portfolios designed to withstand economic downturns with minimal impact on their aggregate earnings growth, relative to the overall equity market. This strategy focuses on selecting companies with a proven ability to navigate through recessionary periods successfully. The universe of potential investments includes the largest 750 equity securities listed in the U.S. equity market, comprising a mix of large, mid, and small capitalization companies. By concentrating on such a resilient and diverse portfolio, the advisor aims to secure consistent growth and reduce investment risk during volatile market conditions.
Products and Services
The advisor offers specialized investment products focused on resilience during economic downturns. The core offerings include:
- Resilient Portfolio Construction: Tailored portfolios are designed to minimize the impact of recessions on aggregate earnings growth. This service leverages the advisor's expertise in selecting companies that traditionally withstand economic challenges better than the broader market.
- Diverse Equity Securities Selection: The advisor selects investments from a pool of the largest 750 U.S. listed equity securities. This approach ensures a diversified mix of large, mid, and small capitalization companies, designed to offer both stability and growth opportunities across various market conditions.
