Category Archives: Focus List – Long

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Performance of the Focus List Stocks (Long) Model Portfolio

Our goal in tracking the performance of the Focus List Stocks (Long) Model Portfolio is to show the return that a client would achieve with an equal-weighted investment in each stock on the day it was added to the Focus List.

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New Model Portfolio: Focus List Stocks (Long)

This report covers our initial Focus List (Long) Model Portfolio selected from our Long Idea research. This model portfolio is designed for investors who are focused on long-term capital appreciation.

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