Category Archives: Focus List – Long

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Focus List Stocks: Long – Update 5/23/18

We’ve added one and removed one stock from our Focus List – Long Model Portfolio.

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Updated Performance Methodology of the Focus List Model Portfolios

Our time-weighted methodology failed to properly capture the impact of tickers removed from the Focus List. To correct this oversight, we’re updating the performance methodology of our Focus List Model Portfolios.

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Focus List Stocks: Long – Update 5/7/18

We’ve added the following stock to our Focus List – Long Model Portfolio as of May 2, 2018.

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Focus List Stocks: Long – Update 5/2/18

We’ve added the following stock from our Focus List – Long Model Portfolio as of April 25, 2018.

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Focus List Stocks: Long – Update 4/11/18

We’ve added the following stock from our Focus List – Long Model Portfolio as of April 11, 2018.

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Focus List Stocks: Long – Update 4/5/18

We’ve removed the following stock from our Focus List – Long Model Portfolio as of April 5, 2018.

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Focus List Stocks: Long – Update 3/22/18

We’ve removed the following stock from our Focus List – Long Model Portfolio as of March 22, 2018.

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Focus List Stocks: Long – Update 2/22/18

We’ve added the following stock to our Focus List – Long Model Portfolio as of February 22, 2018.

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Focus List Stocks: Long – Update 2/15/18

We’ve added the following stock to our Focus List – Long Model Portfolio as of February 15, 2018.

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Focus List Stocks: Long – Update 1/18/18

We’ve added the following stock to our Focus List – Long Model Portfolio as of January 18, 2018.

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Focus List Stocks: Long – Update 12/14/17

We’ve added the following stock to our Focus List – Long Model Portfolio as of December 14, 2017.

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Focus List Stocks: Long – Update

We’ve added the following stocks to our Focus List – Long Model Portfolio as of November 17, 2017. 

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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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