Calls
8
#521
Alpha Score 71.5
Hal Ratner
Global Head of Research, Morningstar Investment Management
Win Rate
62.5%
return
+11.7%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 24
$42.34
+1.5%
REITs are included in the model because property provides a consistent yield; in retirement, income-oriented assets whose return profile is based on dividends rather than expected capital appreciation are especially good.
Thematic ETFs
Long
Aug 24
$71.95
-17.9%
For younger investors with long horizons, the model has a comparatively big bias toward private equity because these assets have long-term payoff potential that makes sense for younger people.
Thematic ETFs
Long
Aug 24
$234.83
+21.4%
For younger investors with long horizons, the model biases toward smaller-cap stocks as riskier assets with long-term payoff potential; the broader model had a small-cap bias until recently.
Equity Indexes
Showing 3 of 8 calls · sorted by mentions
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Hal Ratner has 8 trade ideas tracked on Buzzberg across 8 tickers since August 2025. Ranked #521 on the Buzzberg Alpha leaderboard. Most covered: EFA, IWM, XLRE.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
