A consistent portfolio benchmark
Apply the same quality framework to covered holdings across CEFs, BDCs, REITs and income ETFs, instead of relying on different narratives for every asset.
For Income Investors
See what your income portfolio is really built on.
IQ Score helps you benchmark the quality of your current holdings, identify positions that deserve attention and monitor whether your portfolio is improving or deteriorating over time.
The portfolio blind spot
You can see the yield. You cannot always see the deterioration behind it.
Broker dashboards are good at showing price, market value and distributions. They rarely tell you whether the underlying quality of an income asset is strengthening, weakening or becoming materially different from comparable funds.
What IQ Score gives you
A clearer quality picture of every covered holding.
A Friend, Question Mark or Foe classification
See which holdings currently pass the quality framework, which remain uncertain and which show enough weakness to deserve closer investigation.
Reasons, flags and confidence
Go beyond a single number. Use the supporting reasons, risk flags and confidence level to understand what is driving the classification.
Monthly change detection
Track score changes, upgrades, downgrades and classification changes as new frozen monthly snapshots become available.
Faster portfolio reviews
Direct your research time toward holdings with deteriorating scores, low confidence or a change in classification rather than reviewing every position equally.
Better replacement research
When a holding becomes questionable, compare it with stronger assets in the same income universe before deciding whether any action is justified.
How to use it
Benchmark. Investigate. Monitor.
- Benchmark your portfolio.Enter the tickers you own and review the distribution of Friends, Question Marks and Foes across your covered holdings.
- Find the exceptions.Focus on Foes, weak Question Marks, low-confidence classifications and assets showing meaningful negative movement.
- Read the diagnostic.Use score drivers, reasons and flags to determine what needs deeper fundamental research.
- Review the next snapshot.Check whether the issue persists, improves or develops into a classification change.
Practical decisions it can support
Use IQ Score to ask better portfolio questions.
Where is quality risk concentrated?
See whether weaker classifications are isolated or clustered in one asset class, strategy or part of the portfolio.
Which holdings need attention first?
Prioritize positions with a weak classification, deteriorating score or new risk flag.
Is portfolio quality improving?
Use repeated snapshots to monitor whether the overall mix is moving toward more Friends or more Foes.
Important boundary
A research and monitoring tool, not an automatic sell list.
A Foe classification does not know your cost basis, income needs, tax position, valuation view or personal objectives. IQ Score identifies where deeper attention may be warranted. The final decision remains yours.
Read the methodologyFind the Friends, Question Marks and Foes already in your portfolio.
Start with the Portfolio IQ Scan and use future IQ Score updates to follow meaningful changes.
Scan your portfolioFor research and education only. Not personal investment advice.