Trefis Trade Ideas

Trade Ideas by Trefis

What

We're sharing a sample of the trade and investment strategies used by Trefis portfolios directly with you. You can see below how each trade strategy performs and what trade ideas it generates. Trade Ideas are an intermediary step between our various strategies and the final picks that make it to Trefis portfolios.

Why

Trade Ideas are to stimulate your thinking and to provide a jumping off point for you to dig deeper into any promising ideas.

What Next

For Stock Pickers: Dive in. Review, research and tell us what you think. What are your best ideas that we're missing? What other strategies would you like to see next? We welcome your feedback.

For Fund Investors: Not the stock picking type? Consider Trefis Portfolios which consist of 30-50 stock holdings of some our best picks. For example, the Trefis High Quality (HQ) portfolio has a >91% cumulative return and has outperformed its benchmark. For asset allocation, sector rotation, conservative or tax-advantaged strategies, check out Help Me Invest.

Recent Trade Ideas & Performance (So Far)

Trade ideas since 6/15/2025. Hover over the strategy name for details. Click on the company to learn more about it.
Returns shown are forward returns since idea date. Max DD is forward max drawdown (peak-to-bottom) during forward period since idea date.

Unique Key

Ideas Table
Table Notes

Trade ideas since 6/15/2025. View on desktop for more columns of data.

Unique Key

Click on the trade strategy name for details.
Click on the company to learn more about it.
Returns shown are forward returns since idea date.
Max DD is forward max drawdown (peak-to-bottom) during forward period since idea date.

Disclaimers

Trade ideas are not investment advice or buy/sell recommendations.

The trade ideas shown may or may not correspond to actual trades made by Trefis portfolios. Trefis portfolio strategies use additional criteria not fully reflected in the trade strategies shown.

Investing Tips

Individual stock trading carries considerable risk and volatility. Before you invest:

Apply your own discretion and knowledge to each idea shown.

Consider what you would do if the stock fell >25%? Winning ideas often experience drawdowns on the journey (refer to Max DD columns).

Consider the exit price and exit criteria you're aiming for.

Disclaimers
Investing Tips

Trade ideas are not investment advice or buy/sell recommendations.

The trade ideas shown may or may not correspond to actual trades made by Trefis portfolios. Trefis portfolio strategies use additional criteria not fully reflected in the trade strategies shown.

Individual stock trading carries considerable risk and volatility. Before you invest:

Apply your own discretion and knowledge to each idea shown.
Consider what you would do if the stock fell >25%? Winning ideas often experience drawdowns on the journey (refer to Max DD columns).
Consider the exit price and exit criteria you're aiming for.

Performance by Trade Strategy

Wondering what performance looks like at a strategy level?
See below. Some strategies perform well while others are included to showcase interesting concepts despite mediocre performance.

Trade Ideas				Forward Returns [1]				Win Rates [2]
Trade Strategy

Trade Ideas			Forward Returns [1]		Win Rates [2]
Trade Strategy

Notes:
[1] Median and average forward returns for 6 and 12 month periods since idea date across # of ideas shown
[2] Win rate = % of trade ideas with positive returns during forward periods

Prior Trade Ideas & Performance

Trade ideas before 6/15/2025. Some of these may still be good ideas!

Unique Key

Unique Key

Want the best ideas as an investable portfolio? See Trefis Portfolios