We closed SPR on November 10, 2023. A copy of the associated Position Close report is here.
We closed VZ on August 3, 2023. A copy of the associated Position Close report is here.
We closed DIS on December 18, 2025. A copy of the associated Position Close report is here.
Our Focus List Stocks: Long Model Portfolio outperformed the S&P 500 by 35% in 2021. Yet, some stocks still underperformed. Sometimes a pick is just wrong, and we close the position. In other cases, the market takes longer to recognize the value in a business, but the potential gain is worth the wait. We’re starting 2022 by looking at three Focus List stocks that underperformed in 2021 but that we remain bullish on. Next week, we’ll review our best performers.
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