ACIS ResearchAI文明投资研究院INVESTMENT WATCHLISTS
One research system.
Four portfolio roles.
Four role-based watchlists organize six lenses: Core Beta, Quality, Growth, Value, Alpha and Defense. One asset may carry several tags, but only one primary portfolio job.
PORTFOLIO ROLE MAP
Role before ticker.
Research labels explain what an asset is. Its primary role explains why the portfolio owns it.
Core & Quality
Core Beta provides market coverage; Quality Compounders build value through moats, cash flow, ROIC and reinvestment.
References: SPY · QQQ · MSFT · GOOGOpen Core & Quality ↗02GROWTH LEADERSGrowth Leaders
Industry leaders with expanding revenue, earnings or free cash flow. Growth must be evidenced, not merely projected.
Focus: quality · durability · valuationOpen Growth Leaders ↗03ALPHA WATCH LISTLow-consensus Alpha
Expectations not yet fully priced. After confirming the industry direction, we test consensus, fundamentals, flows and valuation.
A candidate pool, not a recommendation listOpen Alpha Watch List ↗04VALUE, DEFENSE & DIVERSIFIERSValue, Defense & Diversifiers
Value captures mispricing and recovery, Defense controls drawdowns, and Diversifiers lower correlation. Each has a different job.
References: MFC · STAN · XLV · goldOpen Value & Defense ↗RESEARCH FLOW
Research changes first. Positions change last.
- 01WeeklyWhat changed this week
- 02Research MemoWhat changed our view
- 03WatchlistsWhich role and evidence stage
- 04PortfolioWhether it enters a position review
MSFT belongs primarily to Quality Compounders even when it also carries an AI Growth tag. XLV belongs primarily to Defense even when healthcare is undervalued. Alpha is a temporary evidence state—not a permanent company type.