Power Factor Security Selection with Quarterly Rebalancing

Time-tested over 30 years, WBI’s multi-factor security selection models have been designed to develop the most powerful factor combinations to find the strongest stocks to buy. Our Power Factor Strategies unleash the power of our rigorous security selection to maintain a fully invested approach to maximize return through better security selection. Portfolios maintain a fully invested posture with comparable risk to market indexes and are suitable for aggressive investors. WBI employs a quarterly rebalancing approach in an effort to ensure only stocks with the strongest fundamentals are included.

Power Factor Security Selection

  • Software screens thousands of domestic and international dividend paying stocks every quarter to find companies with the strongest quality fundamentals and the strongest growth trends.
  • WBI’s advanced factor layering process curates portfolio holdings for rising income, and yield styles. SMA portfolios are managed to include all cap, and SMID securities.

Active Quarterly Rebalancing

  • Helps enforce a ‘buy low-sell high’ discipline by locking in gains on stocks that have had outsized appreciation.
  • Confirms quality fundamentals on a quarterly basis.
  • Can improve performance and reduce volatility over full market cycles. 

Power Factor Strategies


Past performance does not guarantee future results. This is not an offer to buy or sell any security. No security or strategy, including those referred to directly or indirectly, is suitable for all accounts or profitable all of the time and there is always the possibility of loss. You should not assume that any discussion or information provided here serves as a substitute for personalized investment advice from WBI or any other investment professional. If you have questions regarding the applicability of specific issues discussed to your individual situation, please consult with WBI or your chosen professional advisor. This information is compiled from sources believed to be reliable, accuracy cannot be guaranteed. WBI’s advisory operations, services, and fees are in the Form ADV, available upon request. 

The strategies have a recent inception date and therefore actual historical strategy performance information is not available. The process by which securities are selected and assets are allocated within WBI Power Factor SMA strategies, which are aggressive, will typically occur no more frequently than quarterly, which may cause accounts invested at different times during a quarter to reflect implementation of the strategies on a different basis than other accounts managed to the same or a similar strategy. The accounts may invest in and hold securities which are declining in value for an extended period of time, typically without taking a temporary defensive position, as part of the normal operation of the investment strategy.


P/E – Price to Earnings Ratio: indicates multiple an investor can expect to pay for a share of stocks to receive one dollar of that company’s earnings. P/S – Price to Sales: valuation ratio that compares a company’s stock price to its revenue per share. ROIC – Return on Invested Capital: performance measure indicating the percentage return that investors in a company earn on invested capital. ROA – Return on Assets: indicator of how profitable a company is related to its total assets. P/FCF – Price to Free Cash Flow: valuation metric of securities used to compare a company’s per-share market price to free cash flow per share. ROE – Return on Equity: measures the ability of a firm to generate profits from its shareholders’ investments in the company. RSI – Relative Strength Index: momentum indicator comparing recent gains and losses in an attempt to determine overbought or oversold opportunity. CFYLD – Cash Flow Yield: evaluation ratio of a stock’s operating cash flow per share against its market price per share.