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Model Portfolio Performance

Performance tracking of our Model Portfolios.

August 8, 20240Comments

Model Portfolio Performance Through 2Q24

Our Model Portfolios offer clients multiple strategies to outperform in good and bad markets. See the performance of these model portfolios through 2Q24.
by Kyle Guske II, Senior Investment Analyst, MBA
Focus List Long Short Performance
August 8, 20240Comments

Focus List Stocks Continues to Outperform as a Long/Short Through 1H24

Our Focus List Stocks: Long Model Portfolio and our Focus List Stocks: Short Model Portfolio beat the Risk-Free Rateas a long/short portfolio by 0.2% in the first half of 2024.
by Kyle Guske II, Senior Investment Analyst, MBA
Sector & Industry Fundamentals
July 25, 20240Comments

Focus List Stocks: Short Model Portfolio Outperforms in 1H24

In the first half of 2024 our Focus List Stocks: Short Model Portfolio outperformed shorting the S&P 500 by 11%.
by Kyle Guske II, Senior Investment Analyst, MBA
July 25, 20240Comments

Focus List Stocks: Long Model Portfolio Continues to Outperform Despite 1H24

Our Focus List Stocks: Long Model Portfolio has beaten the S&P 500 by 21% since the start of 2021 through the first half of 2024.
by Kyle Guske II, Senior Investment Analyst, MBA
June 14, 20240Comments

Model Portfolio Performance Through 1Q24

Our Model Portfolios offer clients multiple strategies to outperform in good and bad markets. See the performance of these model portfolios through 1Q24.
by Kyle Guske II, Senior Investment Analyst, MBA
Focus List Long Short Performance
April 11, 20240Comments

Focus List Stocks Continues to Outperform as a Long/Short In 1Q24

Our Focus List Stocks: Long Model Portfolio and our Focus List Stocks: Short Model Portfolio have beaten the S&P 500 by 72% as a long/short portfolio.
by Kyle Guske II, Senior Investment Analyst, MBA
April 10, 20240Comments

Focus List Stocks: Long Model Portfolio Outperforms in 1Q24

Our Focus List Stocks: Long Model Portfolio, the best of our Long Ideas, has beaten the S&P 500 by 32% since the start of 2021 through 1Q24.
by Kyle Guske II, Senior Investment Analyst, MBA
Sector & Industry Fundamentals
April 10, 20240Comments

Focus List Stocks: Short Model Portfolio Outperforms in 1Q24

Our Focus List Stocks: Short Model Portfolio, the best of our Danger Zone picks, has beaten shorting the S&P 500 by 40% since the start of 2021
by Kyle Guske II, Senior Investment Analyst, MBA
February 2, 20240Comments

Our Model Portfolio Performance in 2023

Our Model Portfolios offer clients multiple strategies to outperform in good and bad markets. See the performance of these model portfolios in 2023.
by Kyle Guske II, Senior Investment Analyst, MBA
Focus List Long Short Performance
January 10, 20240Comments

Focus List Stocks Continues to Outperform as a Long/Short Portfolio Despite 2023 Underperformance

Our Focus List Stocks: Long Model Portfolio and our Focus List Stocks: Short Model Portfolio have beaten the S&P 500 by 59% as a long/short portfolio.
by Kyle Guske II, Senior Investment Analyst, MBA
Sector & Industry Fundamentals
January 10, 20240Comments

Focus List Stocks: Short Model Portfolio Outperforms Over Time Despite 2023 Performance

Despite recent performance, the Model Portfolio has beaten the S&P 500 by 31% since the start of 2021.
by Kyle Guske II, Senior Investment Analyst, MBA
January 10, 20240Comments

Focus List Stocks: Long Model Portfolio Outperforms Long-Term Despite Performance in 2023

Despite recent performance, the Model Portfolio has beaten the S&P 500 by 28% since the start of 2021.
by Kyle Guske II, Senior Investment Analyst, MBA
November 3, 20230Comments

Model Portfolio Performance Through 3Q23

Our Model Portfolios offer clients multiple strategies to outperform in good and bad markets. See the performance of these model portfolios through 3Q23.
by Kyle Guske II, Senior Investment Analyst, MBA
Focus List Long Short Performance
October 16, 20230Comments

Focus List Stocks Continues to Outperform as a Long/Short Portfolio Despite 3Q23 YTD Under Performance

Our Focus List Stocks: Long Model Portfolio and our Focus List Stocks: Short Model Portfolio have beaten the S&P 500 by 62% as a long/short portfolio.
by Kyle Guske II, Senior Investment Analyst, MBA
Sector & Industry Fundamentals
October 10, 20232Comments

Focus List Stocks: Short Model Portfolio Outperforms Over Time Despite First Nine Months 2023

Despite recent performance, the Model Portfolio has beaten the S&P 500 by 33% since the start of 2021. 3Q23 Update.
by Kyle Guske II, Senior Investment Analyst, MBA
October 10, 20230Comments

Focus List Stocks: Long Model Portfolio Outperforms Long-Term Despite Performance Through 3Q23

Despite recent performance, the Model Portfolio has beaten the S&P 500 by 29% since the start of 2021.
by Kyle Guske II, Senior Investment Analyst, MBA
August 11, 20230Comments

Model Portfolio Performance Through 2Q23

Our Model Portfolios offer clients multiple strategies to outperform in good and bad markets. See the performance of these model portfolios through 2Q23.
by Kyle Guske II, Senior Investment Analyst, MBA
Focus List Long Short Performance
July 13, 20230Comments

Focus List Stocks Continues to Outperform as a Long/Short Portfolio Despite Slow 1H23

Our Focus List Stocks: Long Model Portfolio and our Focus List Stocks: Short Model Portfolio have beaten the S&P 500 by 63% as a long/short portfolio.
by Kyle Guske II, Senior Investment Analyst, MBA
Sector & Industry Fundamentals
July 11, 20230Comments

Focus List Stocks: Short Model Portfolio Continues to Outperform Despite Slow 1H23

Despite recent performance, the Model Portfolio has beaten the S&P 500 by 33% since the start of 2021. 1H23 Update.
by Kyle Guske II, Senior Investment Analyst, MBA
July 11, 20230Comments

Focus List Stocks: Long Model Portfolio Continues to Outperform Despite Slow 1H23

Despite recent performance, the Model Portfolio has beaten the S&P 500 by 30% since the start of 2021.
by Kyle Guske II, Senior Investment Analyst, MBA
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