Portfolios

As a client, you will have access to Large Cap, Mid Cap, and Small Cap portfolios and their accompanying McLean Capital Research Reports and fundamental data.

Large Cap

The large cap portfolio includes:

  • 33 non-financial stocks.
  • Market cap of $3 billion or greater.
  • Large cap companies with a positive economic profit.

Mid Cap

The mid cap portfolio includes:

  • 33 non-financial stocks.
  • Market cap of $1 billion to $3 billion.
  • Mid cap companies with a positive economic profit.

Small Cap

The small cap portfolio includes:

  • 33 non-financial stocks.
  • Market cap of $300 million to $1 billion.
  • Small cap companies with a positive economic profit.