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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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.

We’re here to help navigate these turbulent times. Our uniquely rigorous fundamental research consistently earns SumZero’s #1 All-Time ranking, along with #1 rankings in several other categories.

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.

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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.

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