Every quarter the LSA IQ models will be updated based on the IQ’s algorithms. The stock model IQ models utilize a four-dimensional scoring model includes but is not limited to: valuation, balance sheet strength, improving financials, price momentum, sentiment, and a broad range of technical factors. The models are grounded in the belief that simpler is better, but more relevant information is preferred to less. The value-add of the IQ models comes from the stability presented using quality, time-tested factors, and from providing a dynamic weighting scheme which amplifies the models effectiveness by adjusting the factor weights for various market environments. The LSA IQ stock models update quarterly and are now posted for the July 2023 updates. 

Impacted Positions:

The LSA team has provided stock reviews for all the new names being updated to the models.  To see the full model update and reports login to the LSA site.