Our Focus List Stocks: Long Model Portfolio outperformed the S&P 500 by 11% in 2022 and by 35% in 2021. Details on the historical performance of all our Model Portfolios can be found here. For real-time tracking of this Model Portfolio, see this index.
This Model Portfolio contains the best of our Long Ideas and leverages superior fundamental data, which provides a new source of alpha. This Model Portfolio is designed for investors who are focused on long-term capital appreciation.
As of November 10, 2023, we added: