Two new stocks made December’s Exec Comp Aligned with ROIC Model Portfolio, available to Pro and higher members as of December 12, 2025.
Recap from November Picks
Our Exec Comp Aligned with ROIC Model Portfolio (+8.4%) outperformed the S&P 500 (+2.3%) from November 13, 2025 through December 10, 2025. The best performing stock in the portfolio was up 29%. Overall, 13 out of the 15 Exec Comp Aligned with ROIC Stocks outperformed the S&P from November 13, 2025 through December 10, 2025.
This Model Portfolio includes stocks that earn an Attractive or Very Attractive rating and align executive compensation with improving ROIC.
We know that Very Attractive rated stocks outperform. The Very Attractive Stocks Index, managed by Bloomberg, tracks the stocks that get our Very Attractive rating and has outperformed the S&P 500 by 46% over the past five years through December 12, 2025.
This combination of criteria, Attractive-or-better stock rating and quality executive compensation incentives, provides a unique list of quality stocks given that return on invested capital (ROIC) is the primary driver of shareholder value creation.
Although you can’t trade the Very Attractive Stocks Index, you can get access to all of our Very Attractive-rated stocks and our Exec Comp Aligned with ROIC Model Portfolio via subscriptions here and here.
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