Constructing the Baker's Dozen plus stocks portfolio requires significant screening. Let me explain. This sample portfolio is made up of the "Rutherford 10" plus three ETFs that emerge from screening through over 125 ETFs using the Kipling Tranche spreadsheet. Once those thirteen ETFs are identified, a value-momentum stock screen is applied to over 6500 stocks. Currently, the stocks passing the value-momentum screen include these tickers. They are: FL, MPG, WEN, and RILY. FL and RILY are held in at least one portfolio. WEN and MPG are new stocks to show up this week.
At this point two more steps of analysis are normally performed to hold down portfolio risk. Those steps can wait for another day and I will leave readers with the above recommendations.
Disclosure: I am/we are long FL,RILY.