P.S. Insights
P.S. Insights is the monthly version of our suite of Portfolio Solutions products. See inside Keith McCullough’s actual long-only personal ETF portfolio delivered to your inbox each month with position sizing insights.
P.S. Insights is designed for investors who don’t trade very often. It shows you how Hedgeye CEO Keith McCullough trades a long-only strategy using ETFs. This research product was created for individual investors looking for a differentiated investing process, but only make changes to their portfolios approximately once a month.

P.S. Insights provides a snapshot of the tickers inside Keith’s long-only personal ETF portfolio at the end of each month and the changes he made throughout the month.
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$750.00
$499.00 / Year
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WE GET IT. MOST INVESTORS ARE TIME-CONSTRAINED, BALANCING BUSY SCHEDULES AND UNABLE TO ACTIVELY MANAGE THEIR LONG-ONLY PORTFOLIOS. IF YOU CAN SPEND 25 MINUTES A MONTH, WE CAN HELP SET YOU UP FOR INVESTING SUCCESS. SUBSCRIBE TO P.S. INSIGHTS.
40+
analysts
20+
sectors
$10t
Our institutional subscribers manage more than $10 trillion in assets
Behind P.S. Insights
P.S. Insights is backed by the same proprietary and quantitative models relied upon by Hedgeye’s institutional investor clients, which collectively manage more than $10 trillion in assets. Portfolio Solutions takes all of our Macro research and distills it into CEO Keith McCullough’s favorite long ETFs so you can confidently take advantage of the current market environment.
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Inside P.S. Insights
At the end of every month, P.S. Insights subscribers will receive:
A RANKING OF KEITH'S FAVORITE ETFS
A list of tickers based on their relative position size.

WHAT'S MOVING
A recap of the positions and what’s moving up or down in the re-rank in the past month.

ASSET ALLOCATION: KEY CALLOUTS
Insights from our Institutional Macro team explaining the why behind the changes Keith made throughout the month.
Try P.S. Insights Today!
$750.00
$499.00 / Year
Add To Cart
Analyzing Markets is a Process
Our analyst team is made up of some of the most successful former buy-side and sell-side analysts in finance. Our team brings deep backgrounds in macro and sector specific research. From Healthcare and Financials, to Technology and Washington policy and everything in-between, you'll be hard-pressed to find an independent research firm which offers such a complete and integrated approach to investing analysis. P.S. Insights is a direct beneficiary of this unique combination of talent only our firm offers.
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About Hedgeye
Hedgeye Risk Management is an independent investment research and online financial media company, focused exclusively on generating and delivering thoughtful investment ideas in a proven buy-side process. The firm combines quantitative, bottom-up and macro analysis with an emphasis on timing.
The Hedgeye team features some of the most highly-regarded research analysts on Wall Street, covering Macro, Financials, Healthcare, Retail, Gaming, Lodging & Leisure (GLL), Restaurants, Industrials, Consumer Staples, Housing, Materials, Global Technology, Communications, Software, Demography, REITs and Washington policy analysis, including Macro, Healthcare and Telecom & Media.