Our Focus List Stocks: Long Model Portfolio, the best of our Long Ideas, has beaten the S&P 500 by 28% since the start of 2021.
In 2023, the Model Portfolio didn’t fare as well, as it returned 14% compared to 19% for the S&P 500 and underperformed the S&P 500[1] by 4%. 20 out of our 64 picks outperformed the market.
The Focus List Stocks: Long Model Portfolio outperformed the S&P 500 by 35% in 2021 and 11% in 2022.
We’re starting 2024 by reviewing 2023’s worst performers from our Focus List Stocks: Long Model Portfolio. We reviewed the best performers in our report here.
You need a Professional Membership or higher to view all the content on this page.
Already a member?
Learn more about our research here.
2 replies to "Even More Upside Potential in This Focus List: Long Pick"
Great analysis, however, whenever government money is involved, the lead times are rarely log enough as is now being seen respecting money (Billions) intended for EV recharging infrastructure spending that has yet to truly occur due to something called DEI. As an aside, the whole EV trend is beginning to implode and has already imploded in China. I own some VSH and am considering taking a loss and buying back after 30 days. My broker shows a HOLD and Target of $23.75 based on six analyst ratings. Interesting contrasting analysis.
Hi John, thanks a bunch for jumping in with your thoughts! It’s cool to see different angles on things. Your take on government-funded initiatives and the EV scene adds a fresh perspective.
The VSH situation sounds like a rollercoaster. Your insights make for an interesting twist in the analysis.