Stock Portfolio Management - Zacks Investment Research (2024)

FAQs

Is Zacks Investment Research worth it? ›

For more advanced investors, Zacks provides a wider range of opportunities for both trading and long-term investing. It claims investors trading their No. 1 ranked stocks have an average gain of 24.9% per year from 1988 to 2021, about 2.5 times the 9.98% average return on the S&P 500.

Zacks Style Scores

As you know, the Zacks Rank is one of the most successful stock rating systems out there, with the Zacks Rank #1 Strong Buys producing an unmatched, +23.68% average annual return since 1988. That's more than double the S&P 500.

How good is Zacks Rank? Zacks Rank #1 stocks have vastly outperformed the market over the last 34 years. Over that period, Zacks Strong Buy stocks had an average return of 24.9% per year, more than double the S&P 500 average of 10.9%. The system works.

Zacks is much more quantitative in nature, while Morningstar uses fundamental analysis as a larger part of its recommendations. Morningstar appears to base its recommendations on an unbiased scale, while the Zacks Investment Research rating system is based solely on giving its members the most potential for profit.

Subscription: $59/month or $495/year. Our unique Zacks Ultimate program gives you full 30-day access to Zacks' market insights and the most private picks from ALL of our portfolio recommendation services for only $1. Even those that are so exclusive they've been closed to new investors.

We are a wholly owned subsidiary of our parent company, Zacks Investment Research, one of the largest providers of independent research in the U.S. In 1978, Len Zacks published a seminal article which first documented the value of using earnings estimate revisions to select stocks.

What is the best stock analysis website? ›

Currently, Goldman Sachs is carrying a Zacks Rank of #3 (Hold).

Apple has a consensus rating of Moderate Buy which is based on 22 buy ratings, 9 hold ratings and 1 sell ratings. What is Apple's price target? The average price target for Apple is $249.46. This is based on 32 Wall Streets Analysts 12-month price targets, issued in the past 3 months.

The Zacks Rank is updated daily on Zacks.com and can be viewed by Zacks Premium subscribers.

Zacks #3 Rank Stocks Can Be Perfectly Acceptable

Growth and income investors, who also typically fall into the long-term investor camp, need to be careful when choosing to invest only in Zacks #1 Rank stocks.

Zacks Trade is a legit brokerage. It is regulated by top-tier financial authorities and offers a high level of investor protection, but is not listed on a stock exchange and does not hold a banking license.

If you are an active and value investor, Morningstar is the perfect investment research service for you. They have extensive research on everything from mutual funds to bonds, covering more than 620,000 investments.