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. This outperformance underscores how important reliable fundamental research can be.

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Figure 1: Focus List Stocks: Long Performance Since Beginning of 2021

Sources: New Constructs, LLC

In 2023, the Model Portfolio returned 14% compared to 19% for the S&P 500 and underperformed the S&P 500[1] by 4.4%. For real-time tracking of this Model Portfolio, see the index Thematic created for it.

Figure 2: Focus List Stocks: Long vs. S&P 500 in 2023

Sources: New Constructs, LLC

Figure 3 shows a detailed breakdown of the Model Portfolio’s performance, which includes all stocks present in the Model Portfolio at any point in 2023.

Figure 3: 2023 Performance of the Focus List Stocks: Long Model Portfolio

Sources: New Constructs, LLC
Performance includes stocks in the Model Portfolio in 2023 as well as those removed during the same time (11 stocks).

Professional and Institutional members get real-time updates and can track all Model Portfolios on our site. The Focus List Stocks: Long Model Portfolio leverages superior fundamental data, which provides a new source of alpha.

We’re here to help you 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.

This article was originally published on January 10, 2024.

Disclosure: David Trainer, Kyle Guske II, Hakan Salt, and Italo Mendonça 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 an apples-to-apples comparison of how each stock performed vs. the S&P 500.

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