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Source document· January 5, 2026

Beat the Market the Zacks Way: LATAM, General Motors, Amgen in Focus

View original at finance.yahoo.com
Beat the Market the Zacks Way: LATAM, General Motors, Amgen in Focus Last Friday, the three most widely followed benchmark indexes closed a losing week…
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  • The Top 10 portfolio returned +25.4% in 2025 (through the end of November) vs. +17.8% for the S&P 500 index and +10.9% for the equal-weight version of the index

    80% confidence
  • Hypothetical portfolio of Zacks Rank #1 stocks returned +22.4% in 2024, vs. +28% for the S&P 500 index and +19.9% for the equal-weight version of the S&P 500 index

    80% confidence
  • The ECAP portfolio returned -4.7% in 2022 vs. the S&P 500 index's -17.96%

    80% confidence
  • Year-to-date through September 30th, the ECAP portfolio returned +2.72% vs. +14.84% gain for the S&P 500 index

    80% confidence
  • In 2022, the Zacks Focus List portfolio returned -15.2% vs. the S&P 500 index's -17.96%

    80% confidence
  • The Zacks Earnings Certain Dividend Portfolio (ECDP) returned -0.01% in 2025 Q3 vs. the S&P 500 index's +8.1% gain and the Dividend Aristocrats ETF's (NOBL) +2.90% return

    80% confidence
  • The Top 10 portfolio has produced an average return of +26.1% in the period 2012 through November 30, 2025, vs. +13.2% for the S&P 500 index and +10.5% for the equal-weight version of the index

    80% confidence
  • Year-to-date (through September 30th), the ECDP portfolio returned +1.58% vs. +5.15% gain for the Dividend Aristocrat ETF

    80% confidence
  • The ECDP portfolio returned -0.9% in 2023 vs. +26.28% for the S&P 500 index and +8.11% for NOBL

    80% confidence
  • The Top 10 portfolio returned +62.98% in 2024, vs. +25.04% for the S&P 500 index and +13% for the equal-weight version of the index

    80% confidence
  • The Top 10 portfolio returned +25.15% in 2023 vs. +26.28% for the S&P 500 index

    80% confidence
  • The Zacks Earnings Certain Admiral Portfolio (ECAP) returned -1.30% in the third quarter of 2025 vs. the S&P 500 index's +8.1% gain

    80% confidence
  • In 2023, the ECAP portfolio returned +12.17% vs. +26.28% for the S&P 500 index

    80% confidence
  • A hypothetical portfolio of Zacks Rank #1 (Strong Buy) stocks returned +14.3% in 2025 (through December 1st) vs. +14.9% for the S&P 500 index

    80% confidence
  • Since 2012, the Top 10 portfolio has produced a cumulative return of +2,530.8% through the end of November 2025 vs. +562% for the S&P 500 index and +401% for the equal-weight version of the index

    80% confidence
  • For the year 2024, the ECAP portfolio returned +16.26% vs. +24.89% for the S&P 500 index

    80% confidence
  • Hypothetical portfolio returned +20.65% in 2023 vs. +24.83% for the S&P 500 index and +15% for the equal-weight S&P 500 index

    80% confidence
  • The ECDP portfolio returned -2.3% in 2022 vs. -17.96% for the S&P 500 index and -8.34% for NOBL

    80% confidence
  • The 50-stock Focus List portfolio returned +22% in 2025 (through November 30th, 2025) vs. +17.8% for the S&P 500 index and +10.9% for the equal-weight version of the index

    80% confidence
  • The Zacks Model Portfolio consisting of Zacks Rank #1 stocks has outperformed the S&P index by more than 12 percentage points since 1988, generating an annualized average return of +23.9% vs. +11.5% for the S&P 500 index through December 1st, 2025

    80% confidence
  • The Zacks Focus List portfolio returned +18.41% in 2024 vs. +25.04% for the S&P 500 index and +13% for the equal-weight S&P 500 index

    80% confidence
  • The Zacks Focus List portfolio returned +29.54% in 2023 vs. +26.28% for the S&P 500 index and +13.61% for the equal-weight S&P 500 index

    80% confidence
  • For the full year 2024, the ECDP portfolio returned +6.95% vs. +24.89% for the S&P 500 index and +6.72% for NOBL

    80% confidence
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
AI Funding Surge: Capital Floods Fintech, Foundation Models, and Autonomous Systems
A concentrated burst of AI-linked funding on 2026-08-28 pushed well over $1.5B into companies spanning fraud/identity fintech (Socure, which also acquired Fravity), foundation models (Stability AI), AI agents and enterprise tooling (Instinct, Generalist AI, Emerald AI, Owner), and AI-adjacent autonomous/aerospace ventures (Gatik, Regent Craft). The breadth and simultaneity of these rounds signal that investor appetite for AI is not concentrated in a single vertical but is broadening into applied and infrastructure-adjacent domains, with consolidation (Socure-Fravity) beginning alongside fresh capital formation.
Our read on the data ›
Signals we're tracking
EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
Patterns we're watching ›
Where sources disagree
Morgan Stanley & Co. LLC
The same metric (eps) for the same entity (Morgan Stanley & Co. LLC) reported for the identical fiscal period (Q1 2026) and observation date (2026-03-31) has two conflicting values: 3.43 USD_per_share vs 3.08 USD. This is not a temporal change — both observations claim to measure the same point in time. The ~10% discrepancy (0.35 USD difference) is material for a financial metric.
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