Figure 1: Focus List Stocks: Long Performance in 2021
Sources: New Constructs, LLCClick to buy the most recent version of this Model Portfolio below.
Pro-and-higher members get real-time updates and can track all of our Model Portfolios. The Focus List Stocks: Long Model Portfolio contains the “best of the best” of our Long Ideas, and leverages superior fundamental data, which provides a new source of alpha.
Investors deserve reliable fundamental research, more than ever, to find safer, undervalued stocks.
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.
 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.