Our uniquely rigorous research paid off huge for clients in 2021
Our Focus List Stocks: Long Model Portfolio, the best-of-the-best of our Long Ideas, outperformed the S&P 500[1] by 35% in 2021, returning, on average, 58% in 2021 compared to 23% for the S&P 500.
Figure 1: Focus List Stocks: Long Performance in 2021
Sources: New Constructs, LLC
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This article originally published on March 8, 2022.
Disclosure: David Trainer, Kyle Guske II, and Matt Shuler receive no compensation to write about any specific stock, sector, style, or theme.
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[1] Stocks are in the Focus List Model Portfolios for different periods of time as we open and close positions during the year. When measuring outperformance of the Focus List Model Portfolios, we compare each stock’s return to the S&P 500’s return for the time each is in the Focus List Model Portfolios. This approach provides more of an apples-to-apples comparison of how each stock performed vs. the S&P 500.