Our Focus List Stocks: Long Model Portfolio outperformed the S&P 500 by 35% in 2021. Details on the historical quarterly performance of the Focus List Stocks: Long Model Portfolio, and all our Model Portfolios, can be found here.
This Model Portfolio contains the “best of the best” of our Long Ideas, and leverages superior fundamental data, as proven in The Journal of Financial Economics[1], which provides a new source of alpha. This Model Portfolio is designed for investors who are focused on long-term capital appreciation.
As of February 3, 2022, we added:
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