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IT Services Improvers

Tradestie Score Based
64 Score

IT Services Improvers portfolio targets value investing in financial services stocks for 2026 growth

Looking for undervalued stocks in the financial sector to boost your 2026 portfolio returns? The IT Services Improvers strategy focuses on three concentrated holdings in financial services and real estate, aiming to deliver growth through targeted stock selection rather than broad sector ETF alternatives. With an 80% allocation to financial services, this portfolio emphasizes companies like Agriculture & Natural Solutions Acquisition Corporation (ANSC) at 46.7%, Alerus Financial Corp (ALRS) at 26.7%, and Acadian Asset Management Inc (AAMI) at 26.7%, chosen for their current valuations and potential in a shifting interest rate environment. These picks stand out for investors scanning for best growth stocks 2026 amid improving fundamentals in asset management and banking. Ideal for passive income seekers building a retirement portfolio, the approach suits those comfortable with moderate concentration instead of heavy diversification. Key considerations include elevated sector risks from financial services volatility, potential Q1 2026 market swings, and a diversification score of just 50.4, making it less suitable for aggressive growth chasers without proper risk tolerance.

Total Return
-24.69%
YTD Return
-22.39%
Daily Return
-2.35%
Holdings
3
Initial Value
$10000
Current Value
$7531
Tracking Since
Dec 26, 2025
Diversification
3
Sector Allocation
Financial Services
100%

Performance (30 Days)

Holdings

Ticker Weight Price Change 7DTD Total Return Score Alert Info Chart
ANSC 46.7% $11.42 +0.18% 0.00% +1.60% 63
ALRS 26.7% $29.68 +0.03% -0.77% +5.59% 67
AAMI 26.7% $75.15 -9.15% -6.73% +0.87% 62

Rebalance History

2026-06-02
ADAM dropped Return: +5.11%
2026-05-27
2026-05-20
2026-05-06
2026-04-14
BACC dropped Return: +0.69%
BACC dropped Return: +0.69%
BACC dropped Return: +0.69%
2026-03-24
2026-03-18
ARR dropped Return: -6.73%
2026-03-16
AAMI dropped Return: -9.05%
2026-03-12
2026-03-06
ALTI dropped Return: -10.78%
2026-03-04
ACRE (+1.8%) ARR (Score: 61)
AGM dropped Return: -8.53%
2026-02-26
AXP (-7.7%) AAMI (Score: 65)
AXP dropped Return: -7.68%
2026-02-23
DOCN dropped Return: +11.35%
2026-02-18
ATHR (-15.8%) AGM (Score: 64)
2026-02-10
2026-02-05
AAMI (-5.5%) ACRE (Score: 63)
ANY dropped Return: -33.98%
APH dropped Return: -8.94%
2026-02-04
2026-02-02
AMST dropped Return: -14.29%
2026-02-01
ADP dropped Return: -7.22%
CCC dropped Return: -10.30%
BSY dropped Return: -12.48%
2026-01-23
CMRC (-19.3%) ANY (Score: 56)
2026-01-16
WIX (-16.4%) AMST (Score: 65)
2026-01-14
MDB (-6.4%) ADP (Score: 66)
2026-01-13
SHOP (-3.7%) BSY (Score: 63)
2026-01-10
DXYZ (-7.2%) AAMI (Score: 61)
DXC (+1.9%) CCC (Score: 61)
WYFI (+6.9%) APH (Score: 72)

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