Stock Selection Results

Below are the current lists of stocks selected by the AVI Stocks program for the INDIGO and POWER strategies. These are the same tables subscribers see in their dashboard. The lists are updated automatically after the overnight strategy calculations.

Instructions for using the list are provided in the section “How to Use AVI Strategies“: the strategy’s entire portfolio is purchased in equal weights and updated once a year.

INDIGO

Company	Ticker	Sector	Market cap	RA	RD	RG	RM	RP	TR
Adobe Inc. ADBE	ADBE	Technology	109.62	24.14	0.00	14.09	33.20	7.44	26.44
Alphabet Inc. GOOGL	GOOGL	Communication Services	4161.62	24.93	0.00	16.91	37.35	3.74	29.74
Erie Indemnity Company ERIE	ERIE	Financial Services	12.96	24.00	2.60	12.85	27.48	5.33	22.80
Intuit Inc. INTU	INTU	Technology	92.88	19.81	1.83	17.19	29.26	5.56	24.46
Meta Platforms, Inc. META	META	Communication Services	1787.00	24.42	0.00	17.49	41.60	3.98	32.26
Microsoft Corporation MSFT	MSFT	Technology	3964.03	21.65	0.80	15.99	37.85	3.87	29.29
NVIDIA Corporation NVDA	NVDA	Technology	5306.55	29.80	0.02	52.67	44.95	3.07	44.99
ResMed Inc. RMD	RMD	Healthcare	35.59	22.72	1.12	14.31	34.65	4.75	27.13
Vertex Pharmaceuticals Incorporated VRTX	VRTX	Healthcare	132.78	19.55	0.00	19.56	35.51	3.62	28.67

POWER

Company	Ticker	Sector	Market cap	RA	RD	RG	RM	RP	TR
Alphabet Inc. GOOGL	GOOGL	Communication Services	4161.62	24.93	0.00	16.91	37.35	3.74	29.74
Applied Materials, Inc. AMAT	AMAT	Technology	327.22	26.75	0.56	8.95	31.68	2.39	24.48
Broadcom Inc. AVGO	AVGO	Technology	1622.70	15.55	0.96	25.74	29.04	1.74	26.17
Eli Lilly and Company LLY	LLY	Healthcare	1152.73	17.49	0.59	28.94	19.46	2.20	21.89
Meta Platforms, Inc. META	META	Communication Services	1787.00	24.42	0.00	17.49	41.60	3.98	32.26
Microsoft Corporation MSFT	MSFT	Technology	3964.03	21.65	0.80	15.99	37.85	3.87	29.29
NextEra Energy, Inc. NEE	NEE	Utilities	164.74	9.23	3.47	10.36	26.43	4.46	19.38
NVIDIA Corporation NVDA	NVDA	Technology	5306.55	29.80	0.02	52.67	44.95	3.07	44.99

How to Read the Tables

In addition to general company information, the tables provide company ratings based on the key metrics that determine their investment attractiveness.

RA (Rating ATTRACTIVENESS) - a rating of the investment attractiveness of a company’s business. A composite metric that assesses how efficiently the business uses capital to generate profits.
RD (Rating DIVIDEND) - a dividend rating that assesses the size and stability of a company’s dividend payments.
RG (Rating GROWTH) - a company growth rating. A composite metric that assesses the pace and sustainability of a company’s economic growth based on key financial metrics.
RM (Rating MOAT) - a rating of a company’s competitive advantage (economic moat). A composite metric that assesses whether the company has durable competitive advantages that protect its business from competitors.
RP (Rating PRICE) - a share price rating that assesses whether a company’s share price is reasonable. Based on a comparison of the market price with fair value.
TR (Total Rating) - the overall rating of a company’s investment attractiveness. A comprehensive assessment combining the underlying RG, RM and RA ratings.

Rating values are color-⁠coded. Light blue - excellent: the value ranks in the top 25% of stocks on this metric among all companies in the market. Green - good: above average, from 50% to 75%. Yellow - below average, from 25% to 50%. Orange - poor: the bottom 25%.

Past performance does not guarantee future results. This material is for information only and is not investment advice.